Plans designed to multiply impact from startup to scale-up

Whether you're a one-person finance team or a growing FP&A org, Aleph meets you where you are and supports you as you scale.

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Essentials

For lean finance teams on QBO/Xero ready to automate core reporting and operate like teams 5x their size.

Plan Highlights:

  • 1 Regular & 1 Lite User
  • QBO & Xero Integration
  • 2 Standard Integrations
  • Spreadsheet Add-Ins
  • Web-Based Dashboards
  • Daily Refreshes
  • Guided Onboarding
  • Ticket-Based Support
  • Unlimited AI Usage

Premium

For growing finance teams that need deeper integrations, highly customized templates, and dedicated guidance.

All the Essentials, plus:

  • 2 Regular & 2 Lite Users
  • 1 Free IT User
  • All ERP Integrations
  • Unlimited Standard Integrations
  • Data Warehouse Integrations
  • Real-Time Refreshes
  • Fully-Assisted Onboarding
  • Dedicated CSM
  • Dedicated Slack/Teams Channel

Trusted by industry leading finance teams

4.9 rating | The #1 Momentum Leader for Financial Analysis software
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Testimonials

Aleph changed our finance team’s processes from really messy, tedious, and error prone to smooth and streamlined. We save hours, annoyance, and our whole reporting process is better because we can get answers immediately.

Ani Kochiashvili
Finance Technology Lead
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Testimonials

Aleph has been a game changer for us. It's extremely flexible to build and adjust your forecast. You can do it in Excel. You can do it in Google Sheets. We have gone from tracking 10 to 15 drivers of our forecast model to now something like 50.

Chuck Fisher
CFO
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We moved all our financial reporting to Aleph. Since we implemented it, I have encouraged all the members of the FP&A team to automate their reports with Aleph. There is a before and after in the way we work.

Sergio Prada
Director of FP&A
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Aleph has been a game changer for us. If I were ever to leave Zapier, I'd have to take Aleph with me.

Miranda Conley
Senior Director of Accounting
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The Aleph team has gone above and beyond—always there when we need them. It's been an incredible partnership.

Bryce Heinz
CFO
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Our ability to access, analyze, and model our financial data has dramatically improved since implementing Aleph. Aleph has significantly accelerated our workflows—tasks that once took days now only require a few hours.

Yazmi Miah
Strategic Finance & Business Operations
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Working with Aleph on AI-driven analysis has been a game changer. We can instantly spot what changed month to month—and why—with minimal digging.

Greg Capitolo
Co-Founder & Partner
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What was our process before Aleph? I don’t even like to think about that anymore. It gives me the shakes.

Johnnie Walker
Director
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The first two years, finance was seen as a gatekeeper. Now, with Aleph, we’re viewed as trusted partners who bring insights in real time. That’s priceless.

Omar Asghar
Director of FP&A
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You weren't kidding when you said it's plug-and-play and you immediately play. We were up and running in the same week.

Connie Ho
Senior Finance Manager
Aleph Plans table

Essentials

For lean finance teams looking to operate like teams 5x their size.

Premium

For growing finance teams to automate complexity at scale.

Product

Users Included
1 Regular & 1 Lite User
2 Regular & 2 Lite User
Free IT User
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ERP Integrations
QBO & Xero
All
Standard Integrations
2
Unlimited
Premium Integrations
Unlimited
Data Warehouse Integrations
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Data Refresh Schedule
Daily
Unlimited
Custom Data Transformations
Add-on
Checkmark
Excel & Google Sheets Add-In
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Web-Based Dashboards
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AI Usage
Unlimited
Unlimited
Audit Log
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Shared Dimensions
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Dimension Permissions
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Custom Roles
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Support

Onboarding
Guided
Fully-assisted
Dedicated CSM
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Dedicated Slack/Teams Channel
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Support Tiers
Ticket-based
Dedicated
Custom Work
Templates Only
Add-on

"Implementing Aleph was insanely fast. We did all of our quarter-end reporting with Aleph less than 3 weeks after signing."

Chris Brubaker,
VP of Finance
Smiling man with short brown hair wearing an olive green button-up shirt against a black background.

FAQs

Don't see what you're looking for? Reach out to our team and we'll get you the answers you need.

What's the difference between Essentials and Premium?

Essentials is built for lean finance teams—typically 1–2 people at earlier-stage companies with straightforward reporting, budgeting, and forecasting needs.

If you're running on QBO or Xero and want to automate core workflows fast without a heavy implementation, Essentials is your starting point. Premium is designed for teams navigating more complexity such as advanced integrations, custom data transformations, complex models, cross-functional collaboration, etc. where dedicated support and deeper customizations make the difference.

Can I upgrade from Essentials to Premium later?

Yes—and everything you've built carries forward. Your reports, dashboards, integrations, and mappings all transfer seamlessly. No migration, no rip-and-replace.

What ERPs are supported?

Essentials supports QuickBooks Online and Xero — the two most common ERPs for earlier-stage companies. Premium opens up the full range, including NetSuite, Sage Intacct, Rillet, Campfire, Workday, SAP, Microsoft Dynamics, and custom ERP connections.

What are considered Standard integrations?

Standard integrations cover the most popular HRIS, ATS, CRM tools like Salesforce, HubSpot, Rippling, BambooHR, ADP, Greenhouse, Ashby, etc. We're finalizing the full public list, but in the meantime, reach out to our team with your stack and we'll confirm what's covered.

What kind of support do I get with each plan?

Both plans give you access to the same knowledge base, documentation, and pre-built templates—the quality of support doesn't change, just the delivery model.

Essentials follows a self-serve approach with ticket-based support via email. You'll always get a thoughtful, thorough response but you won't have a named point of contact.

Premium adds a dedicated CSM and a direct Slack or Teams channel with the Aleph team, so you get faster response times, proactive guidance, and a partner who knows your setup inside and out.

How long does onboarding take?

In both cases, onboarding is quick but phased. Your data starts flowing on day one, and time to value is measured in days, not months.

Essentials follows a more guided, self-serve onboarding path that takes 2–4 weeks using our phased knowledge base and pre-built templates.

Premium includes a fully-assisted onboarding experience led by our CX team, which can vary depending on the level of customization and complexity involved. No matter which plan you choose, 99% of teams see meaningful value in week one and are fully onboarded within 4–6 weeks.

Discover Aleph today

Contact us and learn how Aleph can help you build your one source of truth for financial data
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