Private Equity reporting made simple: Aleph x DocuSketch

About DocuSketch

DocuSketch has a knack for tackling complex problems with elegant solutions. Their state-of-the-art tools and software take the hassle out of property restoration, helping contractors and adjusters get the job done right in less time.

But behind the scenes, their finance team faced challenges of their own. Managing five global entities via a combination of Quickbooks and legacy accounting systems was a painstaking endeavor. And with Summit Partners stepping in as a private equity backer, the pressure was on to deliver polished, PE-ready financial reports.

DocuSketch needed a smarter way to manage its financial data—one that could match its reputation for efficiency and precision. But a full-scale system overhaul wasn’t feasible; they needed an out-of-the-box, lightweight solution that could integrate with their existing tech stack and deliver results quickly.

That’s when they found Aleph...

The Challenges:

• Manual processes made consolidating QuickBooks and legacy system data across five global entities a time-consuming and error-prone effort
• Without the bandwidth for a full-scale ERP upgrade, DocuSketch needed a lightweight solution that could deliver quick wins while allowing for gradual expansion over time
• Summit Partners’ Excel-based reporting package requirements demanded more granularity than their prior setup could handle
• Tracking cross-entity product profitability required days of Excel gymnastics each month

The Solution & Results:

• Aleph’s deep experience supporting private equity-backed companies meant that DocuSketch went live with Aleph in time for their next Board meeting
• Aleph’s refresh capabilities slashed monthly reporting time from days to just minutes
• Automated cross-entity product profitability reports provided instant insights for smarter and faster decision-making
• Delivered polished, PE investor-ready reporting packages that made Summit Partners “very happy”
• Being able to instantly refresh marketing budgets in Google Sheets “made life incredibly easy”

Multi-entity reporting made simple

Consolidating data from five global entities was a logistical headache for DocuSketch. Each month, the finance team had to manually download P&Ls from QuickBooks, reconcile the numbers in Excel, and hope nothing got lost in translation. “It was a very error-prone process,” said Jeff.

That all changed after they implemented Aleph. The platform brought data from all five entities under one roof, allowing the team to refresh reports instantly. Today, they use a rolling forecast to update a combination of actuals and projections in seconds.

What once required tedious downloading, relinking, and double-checking formulas is now as simple as copying a formula and hitting refresh. A process that used to take a day—and, in some cases, multiple days—can now be done in just a few minutes.

Raising the bar with PE-grade reports

After Summit Partners came on board as a private equity backer, DocuSketch’s reporting was subject to a new level of scrutiny. Their current tools weren’t built for the level of detail required to deliver investor-grade reports, and a complete system overhaul was neither realistic nor confidence-inspiring. As Jeff put it, “doing too much, too soon was going to be dangerous.”

DocuSketch found the perfect balance with Aleph. The platform’s lightweight, out-of-the-box functionality worked seamlessly with their existing tech stack. Customizable dashboards and automated workflows made it easy to deliver the high-caliber reports Summit Partners expected without needing to undergo a disruptive, lengthy implementation.

Looking ahead: Scaling smarter, not harder

DocuSketch shows no signs of slowing down. As they continue to grow, they’re exploring new ways to tap into Aleph’s advanced analytics, with plans to drive even greater efficiencies across their operations. “I’d like to be able to get to a point where we can update almost everything using Aleph,” Jeff said.

From sharper forecasting to more advanced entity-level insights, the finance team is confident Aleph will remain a cornerstone of their operations as they scale. It’s a partnership built to evolve in tandem.

To learn more about DocuSketch, visit DocuSketch.com.