

Aleph Planning & Budgeting Workshop: Virtual
Bring your process. Leave with a better one. Run your best budget season yet.
In this live, two-hour customer workshop, we’ll show you how advanced Aleph customers structure and run annual planning and budgeting. You’ll see the recommended workflow, learn ways to improve your setup, and have time to ask questions about your own process.
What we’ll cover
What a well-run planning and budgeting process looks like in Aleph
Best practices for setup, collaboration, consolidation, and reporting
Features and workflows that can make budget season run more smoothly
Common process gaps and how to address them
A preview of our new agentic budgeting products
Live discussion, Q&A, and next steps
You’ll leave with a clearer picture of what to improve, which Aleph features and workflows can help, and the next steps for getting your process ready.
Attendees who want more hands-on help can sign up for follow-up office hours with the Aleph team.