Finance teams rely on mounds of data. In any given month, hundreds to millions of rows relating to transactions, inventory, etc. pile up from multiple tools and sources. Manually policing every line item becomes too arduous and time-consuming.
Oversight such as missing vendor names, misallocating departments, or discrepancies between data sources leads to inaccurate reporting and closing delays. Little mistakes fly under the radar and turn into big headaches.
Since Aleph ingests and warehouses customers’ financial and business data, we were perfectly positioned to build Checks—a no-code monitoring tool for teams to flag discrepancies and abnormalities as they arise.
But flagging issues is only half the battle. Stakeholders need an efficient channel to manage alerts, collaborate, and act. We’re super excited to unveil Aleph’s new Slack app alongside Checks. Now, you can configure Checks to send real-time alerts directly to any Slack channel.
Checks 101: When and how to use Checks
Checks were initially created to solve one major headache that many companies face—blank fields that cause chaos. For example, missing vendor or department names in your ERP can throw off any reports that rely on these fields.
While missing fields are the most common use case, there are many other uses for Checks that can automatically keep stakeholders on top of their data. Below are just a few other examples.
- Confirm the revenue in your billing tool (i.e. Stripe) matches the revenue in your ERP
- Get alerted when a quantity of inventory gets below a certain threshold
- Ensure a certain vendor is always allocated to a certain department
- Know when a department or category’s spend exceeds a certain amount
If you bring your data in from any of our 150+ no-code data connectors, you can use Checks to check it. We’re excited to see all the ways businesses will use Checks to monitor and improve data accuracy, cleanliness, and completeness.
Getting started is easy using our no-code builder. You can also use SQL if that is where you’re most comfortable. Either way, configuring a Check only takes a few minutes.
Aleph will automatically run a Check whenever new data is introduced to a data source that has a Check configured. You can also manually kick off a Check at any time.
Receive Check alerts directly inside of Slack
Our new Slack app is a stepping stone for many more ways to interact with Aleph from within Slack. It only made sense to unveil the app with Checks being the first set of alerts ready for release.
Once you install the Slack app via the Settings page, you’ll now see a Slack logo at the top of any Checks page. Simply click the icon and a setup modal will allow you to configure the desired Channel and Frequency for alerts.
Save your settings and you’re all set. When a Check runs and flags results matching your filters, Aleph will push the matching results to Slack at the frequency you defined in the settings.
Getting started with Checks
If you’re an existing customer, Checks and Slack alerts are now live and ready for use. You can learn more in our help docs. Contact your Customer Success Manager if you have any questions or want to schedule a walk-through call.
If you’re just learning about Aleph, schedule a demo to see how our platform eliminates manual reporting and improves inefficient FP&A processes by as much as 90%.
