Welcome to ALFRED

The operations Ai for a tech-forward CPA firm.

ALFRED is the in-house assistant powering Motta Financial. He drafts tax returns, briefs the team before every meeting, and quietly keeps engagements on track — so the humans can focus on the work that matters.

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About Motta Financial

A modern firm built around the work, not the busywork.

Motta Financial was founded in 2023 to be a different kind of CPA firm — one where technology handles the repetition so the team can spend their time advising. ALFRED is how we deliver on that promise across tax, advisory, and bookkeeping.

Established2023

ProConnect-powered tax returns
Pre-meeting briefs for every engagement
Always-on document organization
Client communications kept in sync

The quiet partner inside every Motta engagement.

ALFRED Ai is the integrator and optimizer behind every Motta engagement — a virtual butler that centralizes client information, projects, and notes, surfaces live dashboards across the platforms we already use (including ProConnect for tax), and brings the latest Ai models into one assistant grounded in client context and the latest communications.

Tax returns, drafted in minutes

ProConnect-powered Phase 1 import, computed lines, and carryovers ready for review.

Always meeting-ready

Pre-call briefs assembled from every system the firm uses, anchored in client context.

Engagements on track

ALFRED watches deadlines, work statuses, and waiting items in real time.

Tagged, every time

Calls and meetings auto-tagged to clients, projects, and services without manual filing.