User Manual
Modified on: June 8, 2026Overview
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.
