Budgeting and Forecasting Solution

AI-native FP&A software & data management for finance teams.

by Aleph · Financial Planning & Analysis

Executive Summary

Aleph is an AI-native Financial Planning & Analysis (FP&A) platform designed to streamline budgeting and forecasting processes for businesses. It offers a spreadsheet-first approach, making it intuitive for finance teams. The solution integrates seamlessly with over 150 business systems, including ERP, HRIS, and CRM, using no-code connectors to sync data in real-time. This real-time data synchronization enables dynamic dashboards for analyzing data, monitoring progress, and fostering collaboration across departments. Aleph aims to eliminate manual data consolidation and enhance the accuracy and efficiency of financial planning, providing finance professionals with powerful tools for strategic decision-making.

Use Cases

  • Streamlining annual budgeting and reforecasting cycles.
  • Consolidating financial data from disparate systems (ERP, CRM, HRIS) for unified analysis.
  • Generating real-time financial reports and dynamic dashboards for performance monitoring.
  • Leveraging AI for enhanced financial analytics and predictive insights.
  • Automating data synchronization to reduce manual effort in FP&A processes.

Features

Visibility

  • Dynamic Dashboards: Visualize live data syncs through beautiful, dynamic charts for analysis and progress monitoring.
  • Spreadsheet-Friendly Workflows: Offers an intuitive, spreadsheet-first interface for financial planning and analysis.

Intelligence

  • AI-native FP&A: Leverages artificial intelligence to enhance budgeting, forecasting, and financial analytics.
  • Real-time Data Sync: Automatically syncs data from over 150 systems to provide up-to-date financial insights.

Technical Specifications

Deployment
SaaS
API Available
Yes

Integrations

  • NetSuite
  • QuickBooks
  • Sage Intacct

Security & Compliance

Certifications: SOC 2

Pricing

Starting Price
Contact sales
Target Customer
Mid-Market
Free Trial
Yes

About Aleph

Aleph helps top finance teams work with their data in real time. Businesses can automate financial models and streamline budgeting and forecasting.

Founded: 2020 · Headquarters: New York, United States · Employees: 11-50 · Private