Insights and updates from the team

Take stock of what worked and what didn’t this budgeting season.

Learn how to tie your revenue forecasts to real-world sales capacity, not just top-down targets.

Learn how FP&A teams can keep the spreadsheets they rely on for budgeting while improving the infrastructure around them.

Nearly every finance team needs board sign-off to finalize the budget. But most wait too long to bring them in.

Getting a budget across the finish line requires accountability from all involved. Here’s how to keep things moving without alienating business partners.

AI ROI in private equity hinges upon a solid data foundation and standard reporting across portcos.

Aleph’s co-founders joined Y Combinator to talk about why they built an AI-native FP&A platform that meets finance teams right where they are: in the spreadsheet.

Real budget collaboration requires intentional structure, not just vibes.

Not all SaaS metrics are created equal. Learn which metrics top VCs actually care about and which to ignore.

Guide to budget phasing: Keep the process moving forward without risking setbacks.

Benchmarks from 218 YC B2B companies show when to hire your first finance FTE (30–50 employees), average team sizes at 100/250/500+, and more.

Budget kickoff week sets the tone for the entire process. Learn how to start strong and keep everyone aligned from the jump.

Finance playbook for Series D+: build public-ready systems, balance controls with growth, and decentralize planning without losing control.

Finance playbook for Series B/C: build systems, enforce efficiency, and prepare for the scrutiny of late-stage investors.

Best practices for Series A CFOs: cash discipline, key metrics, and a lean finance stack to survive and thrive.

A stage-by-stage guide for VC-backed CFOs and finance leaders. Learn how to build credibility at Series A, scale at Series B/C, and operate with IPO-ready discipline at Series D+.

Helping accounting and FP&A teams to work better together creates the best version of your finance function. Learn why and how to bridge the gaps.

Private equity changes everything for CFOs. Learn how top finance leaders can thrive under pressure with better systems, sharper reporting, & flexible FP&A.

Modern FP&A exists to be nimble and agile in the face of uncertainty, flexing its forecasting muscles when macro waves start building. No one can know exactly what the next one will look like, but the best teams do know how they’ll respond.

Spreadsheets have powered finance for nearly 50 years—flexible, trusted, and impossible to replace. In this post, we trace their evolution from early ledgers to LANPAR to VisiCalc to Excel, explore why they’re still at the core of finance, and how AI is shaping what comes next.

This playbook outlines the strategies finance leads need to deliver impactful board meetings, inspired by our recent webinar with Andy Ravreby, VP of Finance at EvenUp, and Chris Brubaker, SVP of Finance at Postscript.

Finance teams have been curious but cautious, patiently watching and waiting for tools that can be trusted to deliver real value—powerful, yet accurate and auditable. That's exactly what we're building at Aleph: seamlessly integrating an army of AI agents, assistants, and analysts into your existing data, spreadsheets, and workflows.

Top FP&A teams don’t just analyze—they influence. Great storytelling turns complex data into clear decisions. Cut clutter, tailor insights, use visuals, and practice your craft to drive impact.

Top finance teams are using AI and automation to streamline FP&A workflows, 10X their output, and drive better decision making—without adding headcount or overhauling their existing systems. Here is how.

Building a great FP&A model is a balancing act. Go too deep, and you end up with a brittle system that’s nearly impossible to understand or update. Oversimplify it, and you risk flawed assumptions and forecasts. Learn how to strike the perfect balance.

Top FP&A teams go beyond data analysis—they connect financial insights to real business drivers. By engaging with cross-functional teams and staying ahead of industry trends, they ensure financial models reflect reality.

Too many FP&A teams get stuck chasing a perfect data dream and become paralyzed because their data isn’t "clean enough." In this article, we'll cover what top teams focus on instead.

Simply “doing” FP&A is no longer enough to win in 2025. In this article, we’ll explore the 5 core pillars that separate the top 1% of FP&A teams from the other 99%.

Zero-based budgeting (ZBB) has had a modern makeover. It’s not just about cutting costs anymore—with modern FP&A tools like Aleph, companies are turning ZBB into a growth lever to funnel resources to where they’ll have the biggest impact.

Lurking in the depths of your spreadsheets and forecasts are sinister traps, ready to snare the unsuspecting. Like ghosts in the night, these financial pitfalls lie in wait, ready to wreak havoc on your plans.

This past summer, I had the chance to dive headfirst into the world of FP&A software as an MBA intern at Aleph, where I learned a ton about the industry, the challenges finance teams face, and how Aleph is building a customer-focused solution to address their pain points.

People are your organization’s greatest asset, but planning for them can be one of your biggest headaches. Check out these templates and tips to streamline your headcount planning process.

The next phase of our journey is here with the introduction of dashboards, providing a BI-like data visualization layer to aggregate, spotlight, and share key metrics, trends, and answers across your business.

The finance department has undergone a dramatic transformation in recent decades, fueled in part by the widespread adoption of financial planning and analysis (FP&A). It’s been a winding road to get to this point, but today, FP&A teams have solidified themselves as a cross-functional strategic asset within most businesses.

Becoming a CFO isn’t just a title; it’s a massive responsibility. It’s also a badge of honor that most finance professionals deeply respect and strive to achieve. But getting there is a challenging journey. We analyzed the career paths of top finance executives to understand their education, work experience, and time to reach the CFO position.

Finance teams rely on mounds of data and manually policing every line item becomes too arduous and time-consuming. We're excited to roll out Checks—a no-code monitoring tool that automatically flags data discrepancies. Checks combined with our new Slack alerts help teams improve data accuracy, cleanliness, and completeness.

Today, we’re excited to come out of stealth and start sharing our story, as well as announce our $11.5M Series A led by Bain Capital Ventures with participation from Khosla Ventures, Y Combinator and others. Together with a $5.2M seed led by Khosla, this brings our total funding to date to $16.7m.