How Procurement Partners turned Aleph into the foundation their finance team builds on

Procurement Partners is a leading procure-to-pay platform serving healthcare markets, senior living, skilled nursing, physician's offices, ambulatory surgery centers, and post-acute providers, across its OnCare and hybrid platforms.

But as a vertical SaaS business with a meaningful variable revenue component, Procurement Partners' data model is inherently richer than a typical software company. More commercial terms, more pricing structures, more dimensions to slice the business on. Their accounting system's bolted-on FP&A functionality couldn't keep up, and the team was spending way too much time on what happened instead of why it happened. That's when they found Aleph.

Challenges before Aleph:

• Time lost to manual data prep: The finance team was burning the close and reporting cycle on data wrangling instead of analysis, leaving little room to think about the why behind the numbers.
• Bolted-on FP&A in the accounting system: The native FP&A tools attached to the accounting system weren't built for the kind of analysis Cody's team needed and quickly hit their ceiling.
• Fragmented data across systems: Accounting, CRM, and HRIS data lived in different places, forcing manual pulls, exports, and stitched-together reports every cycle.
• Vertical SaaS complexity: A meaningful variable revenue component meant more commercial terms, more pricing structures, and more reporting dimensions than a standard SaaS finance team has to model.

The solution and results after Aleph:

Today, Procurement Partners runs Aleph as the connective tissue across nearly every finance workflow, from planning through reporting:

• Connected systems in one environment: NetSuite, Salesforce, and the team's HRIS all flow into Aleph, accessible directly in Excel with no manual pulls or stitched-together reports. Other tools would have required separate environments for subscription, transactional, and OPEX data; Aleph handles all of it in one place.
• Embedded across planning and reporting: Department planning, annual budgeting, monthly forecasting, headcount planning, BvA analyses, lender reporting, board reporting, dashboards, and the monthly close process all run on Aleph.
• Governed mappings and AI assistance: Mappings, transformations, and reconciliations now live in the platform with full auditability of who changed what and when. When new GL accounts, customers, or vendors appear, Aleph's AI takes a first cut at mapping them and Slack notifies the team rather than silently breaking sheets.
• Excel-native flexibility for power users: Cody's team builds analyses once in Excel and refreshes them forever, with formula syntax to pull data however they want and full traceability back to the source.

The Impact

With Aleph as the foundation, Procurement Partners' finance team has shifted from manual data preparers into strategic enablers who set the agenda for board and executive conversations.

• Close cycle compressed: The books close one to two days faster every month, with manual data pulls and prep cut out of the cycle.
• Board reporting reinvented: The same overall timeline now buys five full days of analysis, commentary, and forecast refinement instead of report construction and reconciliation, lifting both the quality of board materials and the accuracy of forecasting.
• Better visibility for leadership: Department heads get more frequent, more detailed visibility into their budgets, and the broader org and board are working off sharper information.
• A leaner, more strategic team: With manual work automated and auditable, the finance function has been able to lean more heavily on offshore support and reinvest senior bandwidth into strategic analysis rather than data prep.

Aleph as the building block

With the core finance stack running on Aleph, Cody has started using the platform as a foundation for tooling that wasn't possible before. Aleph data flows into Google Sheets on a refresh cycle, gets piped through Google's API into dashboards Cody builds in Claude Code and Codex, and lands as live, function-specific executive dashboards hosted at a URL leaders can hit any time. Procurement Partners is also among the early-access requesters for the Aleph MCP, which Cody plans to pair with Claude Cowork to prototype custom analyses against live data from every connected system in one place.

• Live executive dashboards: Aleph data refreshes into Google Sheets, then feeds custom dashboards built in Claude Code and Codex, giving each executive function a live link to track performance against budget at any time.
• Prototyping with the Aleph MCP: Early access to the Aleph MCP will let Cody work against NetSuite, Salesforce, HRIS, and other connected data from a single endpoint, instead of stitching together separate APIs and per-system credentials.
• Beyond off-the-shelf BI: Pairing Aleph data with Python opens up far more flexible slicing and charting than traditional BI tools, letting finance ship analyses that previously required engineering support.

To learn more about Procurement Partners, visit https://www.procurementpartners.com