Case Study: Merge transforms financial data analysis and forecasting with Aleph

Transforming the ability to access, analyze, and model financial data

Merge, a company providing a unified API for integrating core business systems, faced significant challenges with its financial planning and analysis processes. Before implementing Aleph, the finance team was burdened by time-consuming manual work, including consolidating data from QuickBooks and Salesforce in Excel. This rigid, slow process made forecasting, scenario planning, and preparing for board meetings a major drain on resources, preventing the team from focusing on strategic work.

By implementing the Aleph FP&A platform, Merge automated its data ingestion and workflows, eliminating manual exports. The solution provided tools for collaborative budgeting, dynamic forecasting, and instant data drill-downs for analysis. As a result, Merge's finance team, using Aleph, dramatically accelerated its processes; tasks that once took days were reduced to a few hours. This provided the team with real-time insights and freed them to focus on guiding business decisions rather than manual data management.

Merge

Yazmi Miah

Strategic Finance & Business Operations