Meet Aleph Agent: AI that answers and acts on your finance data

Every finance team runs into some version of the same problem: you have the data, but getting answers from it is a chore.

You’re digging through models, dashboards, and reports trying to find what you need. Sometimes that takes a few minutes. Sometimes much longer. Either way, it pulls your team away from higher-value work.

This is even more frustrating in a world where Claude and ChatGPT can answer questions in seconds.

So teams find themselves stuck in the middle: powerful AI on one side, trusted data on the other, and no clean way to connect them.

Today, we’re bridging that gap.

Meet Aleph Agent

Aleph Agent is AI that sits on top of your financial data. Not a collection of raw data across systems, but the clean, consolidated data layer spanning your ERP, CRM, HRIS, and data warehouse.

Ask a question in plain language, and it returns a live, governed answer from your connected sources. It’s available in the Aleph web app, in Slack, in Teams…wherever your team already works.

Because it references the same governed data layer your finance team relies on every day, you don’t have to worry about hallucinations. Every answer it gives and action it takes is rooted in your actual data, your definitions, and your chart of accounts.

What can Aleph Agent do?

Give anyone in your organization instant access to financial data

FP&A teams are bombarded with finance questions from across the company—budget check-ins, spend comparisons, forecast updates, etc. Each one pulls them away from the work they were doing.

Stakeholders can ask Aleph Agent many of these questions directly. Just tag @Aleph in Slack or Teams and get a clear, traceable answer in seconds. Ask follow-ups in the same thread, and Aleph Agent keeps the context. It also checks your data permissions before responding so the right people see the right data.

Run quick analysis across multiple data sources

The kind of napkin math that used to mean opening three tabs and a spreadsheet is now a single question:

• What’s the blended cost per head across departments?
• How is spend trending vs plan YTD?
• Summarize headcount changes by department over the last six months

Aleph Agent pulls from your ERP, HRIS, CRM, data warehouse, and billing systems, reasons through the analysis, and returns something you can actually use and trust.

Turn one-off questions into lasting, reusable outputs

When someone asks a question and the answer is useful, it doesn't have to disappear into a Slack black hole. You can save it as a dashboard, a report, or a recurring metric your whole team can access.

Over time, this creates a flywheel: more people asking questions means more verified outputs, fewer repeat asks, and a growing repository of useful management reports.

Stay tuned for more

This is the first in a series of Aleph Agent announcements. There's a lot more coming—stay tuned.