Graphite demonstrates what tech-enabled finance is supposed to look like
With Chris Mossa, CEO at Graphite
Graphite Financial is a 150-person firm delivering full-stack finance support—from accounting and tax to people ops and strategic finance. They serve 400+ investor-backed companies across SaaS, e-commerce, CPG, and healthtech, acting as a single, integrated partner with deep domain expertise.
But as their client list grew and services expanded, so did complexity. The finance team was spending too much time managing spreadsheets and not enough time delivering insight.
Challenges before Aleph:
- Manual workflows at scale: The entire finance function ran through Excel: models, reports, you name it. That worked fine at 10 clients. At 400, it fell apart.
- Disconnected systems: Dashboards and spreadsheets lived in separate worlds. A lightweight BI tool displayed the numbers, but since it didn’t talk to other systems, everything had to be pulled and pasted by hand.
- No time for real analysis: So much time went to formatting reports and keeping models current that little capacity remained for actual storytelling or strategic partnership with clients.
- Scaling pain: As Graphite expanded through new services and acquisitions, they needed a more consistent delivery model.
The Aleph team has been incredibly responsive—even building features that weren’t on the roadmap to support our use case. It’s been a true partnership. Our team has leaned in because they see this as the next step in leveling up how we work.
The solution and results after Aleph:
Graphite needed more than another system. They needed a partner to help modernize their finance operations.
- The Graphite Way, powered by Aleph: Graphite codified a repeatable framework across common client types—e.g., SaaS businesses going from Series A to B—and used Aleph to turn those into live, client-ready workspaces.
- From copy/paste to connected systems: Aleph pulls data straight from client ERPs into live models and dashboards. No more downloading and reformatting files.
- Dashboards clients actually use: What used to be a one-way reporting flow is now a two-way conversation. Aleph replaced Graphite’s static BI tool with a dynamic platform that lets clients drill down, explore what changed, and walk through the story with their finance partner.
We’ve always been built on value. If something cuts manual work and makes the product better, we’re all in. As the fractional CFO space shifts away from time-based billing, a tool like Aleph makes a ton of sense.
The impact:
- More time for what matters: Aleph automates data pulls, model refreshes, and reporting cycles, freeing up teams to spend more time advising and less time formatting.
- Higher win rates: Graphite now demos Aleph in nearly every finance pitch. It’s helped differentiate their services by showing off their delivery model, and has helped them win more work with high-growth companies.
- Consistency without compromise: Templatized workspaces help the team scale across 400+ clients. They avoid reinventing the wheel each time without sacrificing quality.
- A two-way product partnership: Graphite’s feedback directly shapes Aleph’s roadmap. And in return, the Aleph team helps co-build templates, tailor workflows, and speed up time-to-value.
To learn more about Graphite, visit https://graphitefinancial.com
We started demoing Aleph in nearly every finance pitch, and our win rate went up. It wasn’t part of the original plan, but once we saw how much it resonated, it became a key part of how we show the value of our model. A really nice, unexpected win.
We’ve always been built on value. If something cuts manual work and makes the product better, we’re all in. As the fractional CFO space shifts away from time-based billing, a tool like Aleph makes a ton of sense.
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