Envoy

Envoy is transforming modern workplaces with products that make office life easier.

Industry
SaaS - Facility management
Stage
Series C
Valued
$1.4 billion
Size
Integration
No items found.

| +20 hours

saved monthly in

financial reporting

| +6 reports

automated

| 100%

automated report

process

Challenge

  • Building recurring reports was super time consuming and messy 
  • Even the most standard reports required gathering exports from Netsuite, Salesforce, etc... and importing into spreadsheets 
  • The team was spending more time doing mundane tasks than doing their job - being strategic advisors to the business

We moved all our financial reporting to Aleph. Since we implemented it, I have encouraged all the members of the FP&A team to automate their reports with Aleph. Our Excel reports that we always used are now updated in a matter of seconds with the Aleph formula. There is a before and after in the way we work.

Sergio Prada
,
FP&A Director

Solution

  • Envoy implemented Aleph as their source of truth for financial data
  • Integrating Netsuite and Salesforce took a few hours
  • They converted all of their data into familiar pivot tables
  • They used Aleph’s custom formulas to replace all their complicated sumif, vlookups, and indexmatches in Excel and Google Sheets

Results

  • Envoy’s FP&A team doesn’t even need to go into Netsuite or Salesforce to gather data, savings them hours each report
  • They’ve eliminated the human error component of manual syncs
  • They radically improved their analytics capabilities with drilldowns and auto-refreshes
  • In under a week, they were fully onboarded with most of their financial reporting completely automated

Current state

This new way of working has enabled the Envoy FP&A team to not only become more efficient, but to focus their attention into providing value to the business by extracting insights, partnering more closely with other areas of the business, and championing a data-driven culture.

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