How Attivo leveled up its financial advisory services with Aleph

There are companies out there like Aleph that are going to change the way people do their finance and accounting. We founded Ativo about eight years ago with a focus on providing fractional accounting and CFO financial advisory services to venture backed companies. We've serviced some of you know, worked with some of the largest VC firms out there in terms of their working with their portfolio companies. We've grown to about a hundred and seventy professionals that are providing services, and we've worked with more than seven hundred companies over that over that lifespan. Many of our clients we charge time and materials and the time is going down. If I look over the next two to three years, Ativo is going to become more managed services business. Managing these platforms, making sure they're connected, working correctly, bringing the right information to teams as opposed to what you might think of it as a typical accountant slash bookkeeper processing transactions. And that's great for us. Our team members want to do less transaction processing and want to spend more time engaging with the clients around making decisions. Today, what's happening is the ERP systems are changing and so people are no longer just saying I wanna go on QuickBooks. There's several other ERP systems are out there that we can use with our clients and that our clients are coming to us with. And so as we were looking around and thinking about what the future might be like, we met Aleph Albert, and we said, you know, how can you help us? We have four hundred active clients. We have seven hundred clients that we're that we've worked with over our life. That's a lot of data. How can you help us organize this data and make it even more meaningful to our clients? Aleph, today, we're able to set a structure up once and then monthly, weekly, whatever the client wants, we're able to prepare a set of financial statements, prepare a set of analyses, prepare a set of dashboards with those clients. And it's just it it it's taken it's allowed us to be more efficient in the work that we do and to really work with the client in more of that advisory role as opposed to just thinking about us processing transaction and preparing financial statements. We actually have meaningful conversations walking through the data with our clients. You know, to be able to go to a client and say, hey, if we've looked at other companies that have raised thirty million dollars that are doing ten million in ARR, and this are these are some metrics across those forty companies that fit that profile. And this is where you stand against that. That is such a powerful tool for that we now have that we can use in supporting our clients. The way, the team invested in understanding the needs of Ativo, as we've given you feedback, you've also given us feedback to say, as you've gone out and talked to your customers, you've said, you've told us, our customers want this. And to have third parties, especially those products that we use, really listen to us and have Ativo become part of the development process and really engage in that level is set sets us apart. It has been great to see the work directly with the left on the advances in AI slash machine learning in terms of going to the financial statement analysis now. So that's been really, really exciting to see in terms of looking why one month might have changed, how one month changed to the next month, and being able to just grab that data and and see it right away. We started with the left to begin to set Ativo apart, and we've we continue to become further and further advanced, I think, against our competitors as a result of the relationship.