Alder Capital · November 2026Sample workspace
Your back office, handled.
BackAlpha collected your statements, sorted your invoices and drafted October's update. 3 items need a look.
Documents processed
128
this month · sample
Ready for review
3
needs you
Missing documents
2
custodian & bank
Next report due
30 Nov
October investor update
Ready for your review
3 open- Review draft
October investor update
DraftDraft built from 2 statements and 3 invoices. 5 metrics, commentary and sources ready.
Missing custodian statement
Needs reviewCorvane Trust October statement is 6 days late. Follow-up email drafted.
Invoice needs a category
Needs reviewQuillstone Data €2,400 — category unclear. Suggested: Market data.
Month-end checklist
1/5 doneAgent activity
Drafted October investor update from 2 statements
09:42
Flagged Quillstone Data invoice — category unclear
09:18
Noticed Corvane Trust statement is 6 days late
08:55
Matched 9 contract notes to Halden statement
Yesterday
Filed 14 documents from Gmail into folders
Yesterday