From Spreadsheet Chaos to FP&A Clarity in 4 Weeks

At Liv Data, we believe finance should be a driver of decision-making, not a drag on it. Recently, we partnered with a client to deliver a full FP&A transformation—going live with Aleph in just four weeks.

The Challenge

Like many organizations, the client’s budgeting and forecasting process relied on scattered spreadsheets. Models lived in silos, reporting was slow, and leadership struggled to connect operational KPIs with financial outcomes. Finance teams were spending more time on data wrangling than on analysis.

The Solution

We designed and implemented a comprehensive budget process in Aleph, aligning every critical component of finance:

• Turned legacy models into live system feeders—from KPIs to P&L to balance sheet and cash flow.

• Integrated thousands of customers and vendors into the system, ensuring full visibility across revenue, expenses, and margin.

• Built workflows to connect assumptions with financials at the deepest level, eliminating guesswork.

The Results

• Go-Live in 4 Weeks – A rapid implementation with no disruption to operations.

• $1.5M in Annual Savings – Through automation, streamlined processes, and reduced reliance on manual labor.

• Team Size Reduced by Half – Replacing repetitive reconciliation and data entry with system-driven efficiency.

• Full Transparency Across the Business – Leaders could now drill down from board-level KPIs to vendor-lev

  l transactions in seconds.

• A Scalable Foundation – The system now supports rolling forecasts, multi-scenario planning, and real-time decision making.

Why It Matters

In a world where finance teams are asked to do more with less, speed and accuracy aren’t just nice to have—they’re essential. By re-architecting the budgeting process and moving from spreadsheets to an enterprise-grade FP&A tool, the client freed its finance team to focus on insights and strategy.

At Liv Data, this is what we do best—turn finance into a competitive advantage.