Prompt your way to better dashboards with Aleph Agent

Last week, we launched Aleph Agent: AI that knows your finance data inside and out. Ask it a question in Slack, Teams, or the Aleph web app, and it responds with an answer grounded in your structured data.

Now, you can interact with Aleph Agent directly in dashboards. Build something from scratch, tweak what’s already there, or ask a question about what you’re seeing.

Here’s a snapshot of what it can do:

Build a dashboard from a prompt

Say you’re prepping for the Q2 board meeting. Coming out of Q1, the board asked for a new OpEx view—they want to see it broken out by region and how it’s trending over time.

You have the data, but how many charts do you want to show? And in what order? Should you add trendlines or callouts? Historically, you’d have to manually build and rebuild different views until you landed on the right combination.

Now, you can just tell Aleph Agent what you want to see. In seconds, you have a full dashboard—rooted in your structured data—that you can react to and refine.

Refine what's already there

Not every request requires starting from scratch. Most finance teams have a library of dashboards they update regularly—rolling forward for a new quarter, adding a new department, etc. But updating them can take anywhere from a few minutes to a few hours. And once you’ve made a change, you still need to check that everything ties out.

With Aleph Agent, all of these updates happen with a single prompt. Just tell it what you want to change, and it handles the rest, always using your governed financial data as its source of truth.

• Break a chart out by department
• Make two charts span the same date range
• Standardize colors across the page

Plus, you can see the agent’s thinking and actions in the sidebar.

Answer questions in the moment

Spreadsheet models are easy to adjust on the fly—change a number on the assumptions tab and all the formulas update automatically.

Dashboards are rarely as flexible. Drilldowns and alternative views usually require a follow-up rather than an in-the-moment adjustment.

Aleph Agent changes that. If your CFO asks what’s driving the OpEx jump in your chart, just ask the agent in the sidebar. It returns a real answer based on your underlying data, using the dashboard you have open as context.

Instead of a sheepish “we’ll have to get back to you,” you can answer the question on the spot, keep the conversation moving, and show your CFO you know the numbers.

More to come

More updates on Aleph Agent capabilities, use cases, and new ways to use it across your stack are on the way. Subscribe to the 10X Finance Blog to stay in the loop.