User Manual

Modified on: June 8, 2026

Overview

General operation

Set up, centralize, and structure the company’s strategic, financial, and organizational information.

Accounting tab

Track the processing of accounting documents, prioritize actions based on their criticality, and standardize account mapping in line with the Aleop chart of accounts.

Dashboard tab

Set up and view custom dashboards to analyze the company’s performance and financial situation.

Transaction Search

Search, filter, and review validated transactions to analyze, correct, or export accounting data.

My folder tab

Store, organize, and retrieve company documents using a file explorer, search tools, and a structured and secure classification system.

Company tab

Set up, centralize, and structure the company’s strategic, financial, and organizational information.

Document management

Sending documents

Send documents to Aleop so they can be automatically classified, processed, and ready for validation.

Document deletion

Delete a document in Aleop to remove it from the active workflow while retaining the option to restore it or permanently delete it.

Additional features

Mobile app

Quickly and securely scan your documents with the official Aleop app.

Dairy Indicators

Track and analyze the technical and economic performance of a dairy farm using validated monthly data on production, feed, and herd management.

Learning profiles

Automate accounting entry by applying rules tailored to a partner or transaction type.

Licenses OCR

OCR licenses enable document processing and provide options for purchasing licenses and configuring threshold alerts.

Annotations

Add, view, and search contextual information on documents without affecting accounting data, while facilitating collaboration.

Access management

Control and assign user permissions based on defined roles and quotas to secure data and efficiently manage access rights.

Aleop Client

Send and organize your scanned documents to ensure their transfer to the Web.

Cheat Sheet

Essential steps for scanning, classifying, validating, and transferring accounting documents in Aleop.

Work routine

Aleop

Summary of document processing steps in Aleop.

Acomba

How to use Acomba in synergy with Aleop.

SigaFinance

How to use SigaFinance in synergy with Aleop.

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