customer success

Setting the gold standard for FP&A support and success

Partnering with Aleph goes deeper than software, with industry-leading support from finance professionals who’ve been in your seat, speak your language, and obsess over your success.

Dotted grid
Trusted by industry-leading finance teams

From day one value to long-term impact

Support designed to deliver immediate wins, rapid mastery, and lasting outcomes. 

Discover your “aha moment” on day one
Skip the multi-month onboarding timelines that plague the FP&A software industry. Connect your data and models to Aleph and start seeing real value on day one.
Become an Aleph power user by week one
Implementation specialists roll out the red carpet, partnering closely with your team to master Aleph and become confident power users within the first week.
Automate core workflows in month one
Put routine reporting and analysis on autopilot before your next close, giving your team time back to focus on the high value strategic work that moves the business forward.
Get a direct line via Slack or Teams
Skip ticket queues with a dedicated Slack or Teams channel that extends your team with experts who understand your data, deadlines, and workflows.
Stay aligned with routine office hours
White-glove service doesn’t end at onboarding. Your dedicated CSM holds routine office hours to dive into evolving workflows as your business grows.
Tap into a library of templates and tips
Learn and build at your own pace with a self-service library of templates, how-tos, and best practices for common FP&A and accounting use cases.

"The whole Aleph team are absolutely amazing partners. Very responsive, curious about what our processes are and how they can help us. They're really invested in helping us succeed, and not just on Aleph, but just in general."

Miranda Conley,
Senior Director of Accounting

By finance, for finance

Meet the team that speaks your language and can understand what you need—and how to deliver it—before you even finish your sentences.

Henry Holmes
Customer Success
Ex-Consulting, Previously at Ankura
Daniela Camargo Carrillo
Customer Success
Ex-Private Equity, Previously at Ashmore
Ritvik Khandelwal
Solutions Business Development Lead
Ex-Consulting, Previously at Boston Consulting Group
Kristen Kim
Solutions Business Development Lead
Ex-Investment Banking, Previously at Goldman Sachs
Michael Kang
Customer Success
Ex-Financial Analyst, Previously at MUFG
Sebastián Nuñez
Customer Success
Ex-Consulting, Previously at Bain & Cmpany
Thomas Posch, CPA
Solutions Business Development Lead
Ex-Controller, Previously at WeShip Express
Mauricio Sarbach
Cusomer Success
Ex-Strategy & Finance, Previously at WeWork
Suhavi Chhabra
Customer Success
Ex-Investment Banking, Previously at Goldman Sachs
Agustin Reboursin
Head of Customer Success
Ex-FP&A, Previously at Procter & Gamble
Craig Thompson
Head of Finance
Ex-PE and Investment Banking, Previously at KKR & Goldman Sachs
Albert Gozzi
Co-Founder & CEO
Ex-Consultant at Bain before becoming a startup COO/CFO

“The reason why I'm confident we can do this is I watched Craig set up a TTM monthly income statement in like two minutes in the demo.”

Frank Garafalo,
CFO

FAQs

Why is support important when choosing an FP&A tool?

FP&A tools sit at the center of how finance teams plan, report, and make decisions. Good support helps teams get value quickly, avoid common modeling pitfalls, and adapt the tool to how their business actually works—especially during close, planning, and board prep.

What kind of support should finance teams expect from modern FP&A software?

The best support goes beyond tickets and troubleshooting. It helps teams think through models, reporting structure, and workflows, with guidance that’s grounded in real finance experience, not just product docs.

How quickly should an FP&A tool deliver value?

You shouldn’t have to wait months to see value. Most teams expect to start getting useful answers right away, then build toward deeper automation and self-service over the first few weeks as patterns and workflows settle.

How do finance teams ramp up on new FP&A software?

The fastest ramps combine real use cases with hands-on guidance. Teams typically start by exploring their existing data, then quickly learn how to build, iterate, and operate on their own with confidence.

Why do FP&A tools fail to get adopted internally?

Adoption usually breaks down when tools feel disconnected from day-to-day finance work. Clear patterns, practical guidance, and ongoing support help teams move past experimentation and into regular use.

Should FP&A support include access to finance experts?

For work like forecasting, reporting, and close, context matters. Support is most helpful when it comes from people who understand finance workflows, tradeoffs, and timelines — not just how the software works.

How can FP&A tools help automate reporting without losing control?

The goal isn’t to automate judgment, but to remove manual effort. When data prep, checks, and first-pass analysis are automated, finance teams can focus their time on decisions and communication.

Can one FP&A tool support different stakeholders?

Yes. Strong FP&A tools make it easier to reuse the same underlying data while tailoring views for executives, department leads, and boards — without rebuilding models or duplicating work.

What should finance teams look for beyond features when evaluating FP&A software?

Time to value, ease of adoption, and quality of support often matter more than feature lists. Teams should look for tools that fit naturally into their workflows and come with guidance to help them get there.

How does Aleph support finance teams differently?

Aleph pairs software with hands-on support from former finance operators. Teams get direct access, working sessions, and practical help focused on moving faster, building confidence, and scaling responsibly.

Discover Aleph today

Contact us and learn how Aleph can help you build your one source of truth for financial data
G2 badge for software that is the easiest to administrate
G2 badge for software that is a grid leader in their category
G2 badge for software delivering the best results
G2 badge for software users are most likely to recommend
Screenshot of an income statement spreadsheet comparing revenue, cost of revenue, and operating expenses for Jan 25 and Feb 25, alongside a sidebar menu with options including 'Income Statement,' 'Analyze with AI,' and other budget categories.
Dotted grid