SOLUTIONS

The #1 choice for private equity-backed companies

Built for CFOs, trusted by operating partners. Aleph’s FP&A platform provides the financial foundation for value creation—from cash flow forecasting to spreadsheet-based reporting and everything in between.

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Trusted by portfolio companies at leading PE-firms
Be up and running in days

Our no-code, low-lift platform is ready to use in days, not weeks or months—no engineers or data scientists required.

Stay in your comfort zone

Supercharge your existing spreadsheets, unlocking capabilities you’ve always dreamed of achieving with Excel and Google Sheets.

10X your output & impact

Keep a lean team while multiplying your output and impact almost overnight without multiplying your headcount.

“The Aleph team’s experience on the other side of the table is a big selling point. They understood the challenges of PE-backed reporting needs and knew exactly what private equity portfolio companies needed to do.”

Jeff Berry,
CFO
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Give your portcos and portfolio superpowers

Combine the power of a web-based platform, the flexibility of spreadsheets, and the magic of AI to identify and create value.

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Build a source of truth for financial and operational data

Consolidate cross-system data from your ERP, CRM, HRIS, ATS, and more, building a source of truth for finance—whenever they need it, however they need it structured.

  • 200+ no-code data connectors that keep your data in sync
  • Pre-built data models that power faster reporting and deeper analysis
  • Plug real-time data directly into Excel and Google Sheets
Executive dashboard showing financial metrics for October 2024: 95M total revenue, 28.5M total COGS, 70% gross margin, and 22 months runway. Includes a profit and loss table with actuals, targets, and forecasts, a revenue by segment bar graph from January to October 2024, and a waterfall chart comparing BOD target versus actuals for net income components.
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Take control of your cash flow

Gain the confidence and clarity needed to manage cash and debt—no more surprises, missed signals, or manual guesswork.

  • Monitor your 13-week cash flow in real-time
  • Align leadership around core KPIs with executive dashboards
  • Enable CFOs to respond faster to M&A opportunities or changing conditions
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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Automate best-of-breed reporting packages

Automate all the behind-the-scenes busywork that goes into building and optimizing best-of-breed reporting packages.

  • Update your spreadsheet-based reporting packages with one click
  • Run dynamic scenarios and monitor progress against investment theses
  • Leverage AI to surface variances and show you exactly where to look
  • Instantly drill down into underlying data to understand every movement
Dashboard interface showing a stacked bar chart of monthly budgets by departments for 2022 with options to export or sync data to Gmail, Slack, PowerPoint, and Google Slides. The chart includes categories: Engineering, ACME Labs, Data Engineering, and Security.
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Delight your board and investors 

Shift from reactive to strategic, delivering reports, dashboards, and analysis that set the bar for what your board and investors expect. 

  • Showcase strategic progress around their performance metrics
  • Dramatically improve visibility, collaboration, and feedback loops
  • Answer questions and perform ad hoc analysis on the fly

“I've gotten really high praise from my board for the weekly reports and dashboards that I built using Aleph and Excel, and published out to them.”

Brandon Sullivan,
CFO
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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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