Case Study: Envoy saves 20+ hours a month with Aleph

Gaining 20+ hours a month back to focus on more strategic, impactful work

The customer, Envoy, was struggling with a time-consuming and error-prone financial reporting process. Building recurring reports, including financial statements, took days because their team had to manually export and clean data from systems like NetSuite and Salesforce. This left the FP&A team spending more time on mundane data tasks than on strategic work, creating a significant operational challenge.

Envoy implemented Aleph to create a single source of truth for its financial data. The solution integrated their key data sources in hours and replaced complex spreadsheets with automated pivot tables and custom formulas. This allowed the team to automate most of its financial reporting in under a week. The results were substantial, saving the FP&A team over 20 hours per month, removing the risk of human error, and accelerating a transition between accounting systems.

Envoy

Sergio Prada

Director of FP&A