Financial Model Automation Platform

AI-native FP&A platform to automate financial models and streamline data workflows.

by Aleph · Financial Planning & Analysis

Financial Model Automation Platform screenshot

Executive Summary

Aleph is an AI-native, spreadsheet-first Financial Planning & Analysis (FP&A) platform designed to help finance teams automate financial models and streamline data workflows. It offers extensive integration capabilities with over 150 no-code connectors, allowing seamless, real-time data synchronization from various core business systems like ERP, HRIS, and CRM. The platform leverages AI-driven analytics to provide deep insights and supports secure, centralized FP&A reporting. Users can feed live data into dynamic dashboards for analysis, progress monitoring, and collaborative decision-making. Aleph aims to eliminate manual data processes, enhance accuracy, and empower finance professionals with up-to-date, actionable financial intelligence.

Use Cases

  • Automating financial modeling and forecasting
  • Real-time FP&A reporting and analysis
  • Integrating data from ERP, HRIS, and CRM systems
  • Streamlining financial data workflows
  • Creating dynamic financial dashboards

Features

Visibility

  • Dynamic Dashboards: Visualize live data syncs in beautiful, dynamic charts for analysis and monitoring.
  • Spreadsheet-first Workflows: Offers a familiar spreadsheet-friendly interface for FP&A operations, integrating with tools like Excel.

Intelligence

  • AI-driven Analytics: Leverages AI for advanced financial analysis, forecasting, and actionable insights.
  • Real-time Data Synchronization: Automatically refreshes data from all connected source systems to ensure up-to-date financial models and reports.

Technical Specifications

Architecture
Web-based platform with spreadsheet integrations and AI-driven workflow automation
Deployment
SaaS
API Available
Yes
MCP Server
Yes

AI/ML Stack

  • AI-native
  • AI Scan
  • Agentic AI

Security & Compliance

Certifications: SOC 2

Encryption: Data encryption in transit and at rest (standard for SOC 2 compliance).

Pricing

Starting Price
Contact sales
Target Customer
Mid-Market,Enterprise
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: 51-200 · Private

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