Case Study: Attivo scales advisory services and automates financial reporting with Aleph

Attivo saves 2-3 hours per analysis with Aleph

Attivo, a financial advisory firm serving over 400 high-growth companies, faced challenges due to fragmented client systems across multiple ERPs. This made standardized reporting difficult and created manual cycles for preparing financial statements, which slowed decision-making and limited their capacity for advisory services. They sought a scalable solution from Aleph to automate these workflows.

By implementing Aleph's AI-powered platform, Attivo automated its financial reporting and variance analysis. The solution templatized statements and dashboards, reducing a process that took 2-3 hours to just minutes. This allowed Attivo to shift to a managed services model, saving significant time and enabling real-time, data-driven advisory conversations with clients powered by Aleph's benchmarking tools.

Attivo