How RepeatMD’s finance team got an automation makeover with Aleph
With Jon Gross, CFO at RepeatMD
RepeatMD’s platform helps thousands of aesthetic and wellness practices automate, optimize, and expand their businesses with tools to manage memberships, rewards, patient financing, and much more.
As the company grew in size and complexity, Jon Gross, CFO at RepeatMD, and his finance team battled manual process fatigue. They needed relief, and that’s exactly what Aleph provided with a complete automation makeover in a matter of weeks.
Challenges before Aleph:
- Complex FP&A needs stemming from their business model, which includes B2B SaaS with a B2B2C marketplace component—each with different metrics and KPIs
- Difficulty ensuring data accuracy across disconnected data sources, such as NetSuite, Salesforce, and HubSpot
- Bogged down by manual, time-consuming workflows for financial reporting, KPI reviews, board meeting prep, and ad hoc analysis
- User adoption barriers for other FP&A tools that have a steep learning curve or try to replace Excel and Google Sheets
I would say on the spectrum of FP&A tools out there, Aleph is the most user-friendly one that I've come across. Users don't need to learn new behaviors. They can still be Excel users. They can still be Google Sheets users. All while having a lot more flexibility than some of the other platforms out there.
The solution and results with Aleph:
- Fully onboarded and operational within their first month on Aleph
- Built a single source of truth for cross-system data, keeping their spreadsheet-based reporting packages in sync and powering KPI dashboards
- Transformed finance's ability to segment, analyze, and forecast different areas of their business with confidence
- Automated all the manual busywork, freeing up time to shift focus towards more strategic projects
Aleph gives me time back in my days, weeks, and months. Having automated updates and dashboards makes things like monthly KPI meetings, board decks, and ad hoc analysis so much easier. You just build something once, set it to update, and you never have to build it again. It's on a schedule and you know that those things are going to be correct and up-to-date.
Aleph gives me time back in my days, weeks, and months. Having automated updates and dashboards makes things like monthly KPI meetings, board decks, and ad hoc analysis so much easier. You just build something once, set it to update, and you never have to build it again. It's on a schedule and you know that those things are going to be correct and up-to-date.
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