Case Study: RepeatMD automates FP&A and reporting with Aleph

How RepeatMD’s finance team got an automation makeover with Aleph

RepeatMD, a company that provides a platform for aesthetic and wellness practices, faced significant challenges as it grew. Their complex B2B and B2B2C business model created intricate FP&A needs, and their finance team was bogged down by manual processes. They struggled to ensure data accuracy across disconnected systems like NetSuite, Salesforce, and HubSpot, and faced user adoption barriers with other tools that required moving away from familiar spreadsheets.

The vendor Aleph provided a solution that automated their financial workflows without forcing users to abandon Excel and Google Sheets. By implementing Aleph, RepeatMD built a single source of truth, automated their reporting, and powered KPI dashboards. This transformation was achieved in a matter of weeks, freeing up the finance team’s time from manual busywork and allowing them to focus on more strategic analysis and forecasting for the business.

RepeatMD

Jon Gross

Chief Financial Officer