SOLUTIONS

Scale full-stack fractional CFO services with one platform

From bookkeeping to strategic finance, Aleph is powering the next generation of tech-enabled CFO services that leverage data, automation, and AI as a competitive advantage.

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Step 1: Create client workspaces

Support your entire portfolio with client-specific workspaces that can be created and configured in minutes. You’re in full control.

Step 2: Connect their sources

Build a single source of truth for each client’s data with 200+ no-code integrations that keep their ERP and cross-system data in sync. 

Step 3: Build automated reports

Put manual, error-prone reports on autopilot, allowing your team to focus on deeper insights and stronger strategic support. 

"From our pilot to widespread implementation, Aleph has swiftly transformed our financial processes, allowing us to offer more strategic value and quicker insights to our clients. The efficiency gains from our partnership have been substantial."

Steve Nathan,
Consulting CFO
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Give your business and clients superpowers

Combine the power of a web-based platform, the flexibility of spreadsheets, and the magic of AI to 10X your output and impact.

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Icons and labels for financial and business functions including Monthly Close Reporting, Entity Consolidations, Vendor-level OPEX Planning, Budget Variance Analysis, Profit & Loss Statements, Headcount Planning, Automated Roll Forwards, Investor Reporting & Relations, Weekly Business Reviews, Product Usage Analysis, Cashflow Forecasting, Executive Dashboards, Quota Planning & Tracking, and Much More.
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Start quickly, scale infinitely

Built to provide value on day one, Aleph empowers partners to help wide range of clients navigate the complexities at each stage of their journey.

  • Score quick wins with industry-leading time-to-value
  • Support and scale clients from pre-seed to pre-IPO and everything in between
  • Expand your client base and the service that you're able to offer
Interface showing Aleph app with budget vs actuals menu and an Excel income statement table highlighting SaaS Revenue budget of 3,980,892 and actuals of 4,308,281 marked TRUE for materiality; a note below states AI variance analysis attributing sales increase mostly to Americas (+320k) and EMEA (+15k) with a link for supporting drill down.
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Build a best-of-breed tech stack

Help your clients achieve peak performance with a best-of-breed tech stack that delivers big results with little to no disruption or learning curve. 

  • Transform raw, cross-system data into clean, ready-to-use data in real time
  • Keep the tool finance teams already know and love—spreadsheets
  • Provide future-proof infrastructure to thrive in an AI-enabled world
Bar chart of MRR by segment from January to October with Enterprise, Mid-market, and SMB categories, showing a total of 2.5M in May with a drill-down by region: APAC 540K, Americas 1,546K, EMEA 415K.
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Visualize and share progress

Create, organize, and share dashboards, giving clients a web-based hub to monitor mission-critical metrics and collaborate with other stakeholders.

  • Align teams around their purpose and progress
  • Inspect the underlying data behind any metric or movement using drill-downs
  • Sync live charts directly into slideshows and documents
Diagram showing Clients A, B, and C connected to a Portfolio Benchmarks table with columns: Gross Margin, CAC, Churn, and LTV.
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Benchmark your portfolio

Build a comprehensive database of performance benchmarks across your portfolio, empowering clients to make smarter, data-driven decisions. 

  • Quickly spot trends and anomalies
  • Hone in on your high performers to better understand what worked for them
  • Leverage benchmark data to shape strategies across your portfolio.

"The best way to get traction with finance teams is to do exactly what Aleph has done. Create a product that you can implement instantly, trust to be accurate, and prove to clients that they are receiving the best tools, insights, and results. It has been working beautifully for us and our clients."

Johnnie Walker,
Co-Founder & Partner
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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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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.
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