Case Study: Rooled achieves real-time reporting and deeper advisory with Aleph

Rooled builds real-time reporting in 10 seconds with Aleph

Rooled, an outsourced accounting and finance provider for venture-backed companies, faced challenges with inefficient, manual reporting that was limited to general ledger data. This hindered their high-touch service model and prevented their experienced staff from delivering deeper advisory insights. Amid a market flooded with tech hype, they needed a transparent solution to automate workflows and access a wider range of data.

Aleph provided a solution by serving as a live data layer that connected Rooled to pipeline, payroll, and operational data beyond the ledger. This allowed them to build reusable report templates and generate custom views in seconds. As a result, Rooled automated processes that once took hours, unlocked new advisory services, and seamlessly bridged the gap between accounting and strategic FP&A work for their clients.

Rooled