Aleph
Aleph is an AI-native FP&A software company (founded 2021, NYC) that consolidates ERP, HRIS, and CRM data via 150+ connectors and delivers variance analysis, dashboards, and an MCP-enabled AI agent to finance teams at PE-backed, VC-backed, and fractional CFO customers.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Aleph does
Aleph (legal entity: Aleph Labs, Inc.) is an AI-native financial planning and analysis (FP&A) software company founded in 2021 and headquartered in New York City. The platform consolidates fragmented ERP, HRIS, CRM, and data warehouse sources through 150+ no-code connectors and exposes the data via a web application, bi-directional Excel and Google Sheets add-ins, dashboards, and a permission-aware AI layer (Aleph Intelligence) that includes the Aleph Agent, Aleph Agent MCP, AI Variance Analysis (Aleph Scan), and AI Mappings. Security and compliance (SOC 2 Type II, AES-256 encryption, SSO/SCIM, on-premise hosting) is built into the core platform and used as an enterprise procurement gate.
Aleph serves finance teams — primarily FP&A leaders, controllers, and CFOs — at PE-backed companies, PE funds, VC-backed growth companies, and fractional CFO firms. The company markets "hundreds of industry-leading finance teams" as customers, with named logos spanning software (Zapier, Notion, Synthesia, Merge, Airbyte), legal tech (Harvey, EvenUp), consumer (Chess.com, Turo, Rappi, Eight Sleep, Public.com, Hungryroot), enterprise software (Envoy, BigID, Postscript, Fubo, AllCloud), and small firms (Eden Capital, Graphite Financial, Rooled, Parachute, RepeatMD).
Revenue is generated through annual SaaS subscriptions sold via a hybrid demo-led direct sales motion and a product-led free trial, supported by white-glove implementation and customer success teams staffed by former finance operators from BCG, Goldman Sachs, Bain, KKR, Procter & Gamble, MUFG, and WeWork. As of September 2025, Aleph has raised $46 million across funding rounds, including a $29 million Series B led by Khosla Ventures with participation from Picus Capital, Bain Capital Ventures, and Y Combinator, with capital earmarked for R&D in automation, integration, and AI capabilities. The company has also deployed capital off-platform, leading Jiga's $12 million Series A in November 2025.
Aleph firmographics
Firmographics- Name
- Aleph
- Legal name
- Aleph Labs, Inc.
- Website
- https://getaleph.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Aleph is an AI-native FP&A software company (founded 2021, NYC) that consolidates ERP, HRIS, and CRM data via 150+ connectors and delivers variance analysis, dashboards, and an MCP-enabled AI agent to finance teams at PE-backed, VC-backed, and fractional CFO customers.
- Ownership category
- akta.pro rank
Aleph industry classification
Industry- Product category
- Financial Planning & Analysis (FP&A) Software
- NAICS
- Software Publishers (513210), Software Publishers (5132), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)
- akta.pro secondary industries
- AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI), Enterprise Application Reporting, BI & Analytics Enablement (BPAEAGAK)
Keywords
Where Aleph is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Aleph business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS: Recurring subscription revenue from AI-native FP&A platform access. Pricing is not publicly disclosed; customers book a demo or start a free trial. Land-and-expand motion targeting finance teams with multi-stakeholder expansion within accounts.
- Free Trial / Self-Serve Onboarding: Free trial entry-point used to drive product-led conversion into paid subscriptions.
- Professional Services (Implementation & Customer Success): White-glove implementation, dedicated Slack/Teams channels, routine office hours, and ongoing customer success support bundled with subscription to drive adoption and retention.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Free trial with demo-led sales for paid subscription |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels9 records
Aleph product offering
Product offeringCore offering
Aleph provides an AI-native Financial Planning & Analysis (FP&A) platform that consolidates data from ERP, HRIS, CRM, payroll, and other operational systems via 150+ no-code connectors, then automates financial reporting, variance analysis, forecasting, budgeting, headcount planning, and dashboarding. The product combines a web-based application, bi-directional Excel and Google Sheets add-ins, and AI capabilities (Aleph Agent, Aleph Agent MCP, AI Variance Analysis, AI Mappings) to deliver cited, permission-aware answers to finance stakeholders. It is sold to finance teams at PE-backed, VC-backed, mid-market, and enterprise companies, including fractional CFO firms.
Product overview
Aleph offers a single AI-native FP&A platform built as a platform-plus-modules architecture: a unified Aleph Platform at the core, surrounded by interconnected modules including Data Consolidation, Spreadsheet Add-Ins (Excel & Google Sheets), Dashboards, Security & Compliance, and Customer Success, plus a dedicated AI capability suite called Aleph Intelligence that bundles Aleph Agent, Aleph Agent MCP, Aleph Scan (AI Variance & Flux Analysis), and AI Mappings. The platform serves use-case-specific solutions such as Financial Reporting & Close, Modeling & Forecasting, Collaborative Budgeting, and Headcount Planning, all powered by the same consolidated, governed financial data layer and 150+ no-code integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- Aleph Platform AI-native FP&A platform that combines a web-based application, bi-directional Excel and Google Sheets add-ins, and AI capabilities to consolidate, transform, report on, forecast, and visualize cross-system financial data through 150+ no-code connectors; sold to finance teams at PE-backed, VC-backed, mid-market, and enterprise companies.
- Aleph Intelligence (AI Capability Suite) End-to-end AI capability suite that powers Aleph Agent, Aleph Agent MCP, AI Variance Analysis (Aleph Scan), and AI Mappings, combining frontier LLMs with governed, structured financial data for trusted answers and repeatable workflows within the Aleph Platform.
- Aleph Agent Autonomous AI finance agent available within Aleph, Slack, and Microsoft Teams that turns natural-language questions into analyst-grade answers, validates them against roles and permissions, and can update or build reports and dashboards with cited sources.
- Aleph Agent MCP (Model Context Protocol) Model Context Protocol server that plugs Aleph's governed financial data into Claude, ChatGPT, Cursor, and any MCP-compatible AI tool, enabling on-demand stakeholder questions, connected spreadsheets (e.g., Claude for Excel), interactive dashboards, and automated workflows.
- Aleph Scan (AI Variance & Flux Analysis) AI-powered variance and flux analysis that compares any two datasets (e.g., P&L movements, BvAs, forecasts vs. bookings), applies user-defined thresholds, and produces plain-language commentary linked to underlying data with drill-down.
- Financial Reporting & Close Solution Solution that automates routine financial reporting and month-end close workflows, turning days of manual work into click-of-the-button tasks by combining data consolidation, AI Variance Analysis, and dashboards.
- Customer Success (Implementation & Onboarding Service) White-glove onboarding, implementation, and ongoing support service staffed by former finance operators, offering dedicated Slack/Teams channels, office hours, templates, and how-tos for FP&A workflows.
Quantifiable outcome
- Quarter-end reporting completed in less than 3 weeks after signing
- +5 more outcomes
Companies that use Aleph
Customer profileNamed customers35 records
Segments5 records
Ideal customer profiles5 records
Aleph technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration34 records
AI capability10 records
Feature8 records
Aleph partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered flagship, minor and core.
- Google Cloud Platform (GCP)flagshipHosts Aleph's platform infrastructure on Google Cloud Platform, providing highest-standards certifications and third-party audits to support customers' compliance needs.
- SpendflominorCo-hosted a virtual AI showcase event on April 30, 2026 with Aleph and Kintsugi to demonstrate practical AI applications across financial planning, procurement, spend management, and compliance.
- KintsugiminorCo-hosted a virtual AI showcase event on April 30, 2026 with Spendflo and Aleph, demonstrating AI applications across tax and compliance workflows alongside broader finance stack use cases.
- FivetrancoreUsed by Aleph to support a large library of data integrations; for Fivetran-powered connections, no customer data is stored on Fivetran servers.
- Auth0corePowers Aleph's identity management with features such as suspicious IP throttling and brute force protection; Google and Microsoft SSO available by default plus Okta via SAML.
- SalesforcecoreFeatured integration connector among Aleph's 150+ no-code data connectors that sync ERP, HRIS, CRM, and other cross-system data in real time.
- NetSuiteflagshipFeatured integration connector prominently shown across Aleph's product pages (Data Consolidation, Dashboards, Spreadsheets, Security) as a primary ERP source for income statement, balance sheet, and P&L data.
- Google SheetsflagshipBi-directional Excel and Google Sheets add-in that pulls consolidated source data with one click or on a schedule and pushes budgets/scenarios into Aleph to track changes.
- Microsoft ExcelflagshipBi-directional Excel and Google Sheets add-in supporting GETDATA formulas, pivot tables, drill-downs, and schedule/event-triggered automations across spreadsheets.
- Claude (Anthropic)flagshipAleph Agent MCP plugs directly into Claude (alongside ChatGPT, Cursor, and any MCP-compatible tool) to provide live access to structured, governed financial data.
- ChatGPT (OpenAI)flagshipSupported by Aleph Agent MCP as a "Works With" AI tool, providing live access to Aleph's consolidated financial data.
- CursorcoreSupported by Aleph Agent MCP as a "Works With" MCP-compatible AI tool.
- OktacoreSupported as an SSO identity provider via SAML and as a directory sync source via SCIM, enabling automatic user provisioning and permission management.
- SlackcoreAleph Agent delivers answers in Slack; Checks feature sends Slack notifications when data discrepancies are detected; Aleph Mappings sends Slack approval alerts for AI suggestions.
- Microsoft TeamscoreAleph Agent is available within Microsoft Teams to deliver stakeholder answers and audit logs directly in users' workflow.
Scale indicators8 records
Recent moves6 records
Expansion highlights7 records
Aleph competitors and assessment
Company assessmentBroad incumbents
- Workday Adaptive Planning: Workday Adaptive Planning is a long-established, enterprise-grade planning and modeling platform within the broader Workday ERP/HCM suite. It overlaps with Aleph's modeling, budgeting, and reporting use cases but at a much larger enterprise scale and as part of a wider portfolio.
- Planful: Planful is a long-tenured financial planning and close management platform serving mid-market and enterprise finance teams. It is comparable to Aleph in FP&A scope (consolidation, planning, reporting) but positions as a broader, more incumbent solution.
- Anaplan: Anaplan is a large, established connected-planning platform used for FP&A, sales, and supply chain planning at global enterprises. It competes with Aleph for FP&A use cases at the upper end of the market but is a broad portfolio play rather than a finance-only specialist.
Direct peers
- Vena Solutions: Vena is an FP&A and budgeting platform built on Microsoft Excel, with native Excel templates, Power Query connectors, and a cloud database layer. It is a direct competitor to Aleph in the spreadsheet-native FP&A category, especially for mid-market and PE-backed companies.
- Cube Software: Cube is a cloud FP&A platform that integrates natively with Excel and Google Sheets, mirroring Aleph's spreadsheet-first, connector-based approach. It targets the same mid-market and growth-stage finance buyers and competes on flexible modeling and consolidation workflows.
- Datarails: Datarails is an FP&A platform purpose-built for Excel users, automating data consolidation and reporting while preserving spreadsheet workflows. It is highly comparable to Aleph's spreadsheet-add-in-centric approach and competes for the same finance-team buyers.
- Mosaic Tech: Mosaic is a strategic finance platform built for high-growth, VC-backed companies, with strong positioning in revenue analytics and board reporting. It directly overlaps with Aleph's VC-backed and PE-backed segments and its dashboarding/headcount planning use cases.
- Pigment: Pigment is an AI-native business planning platform (FP&A, sales/HR planning) that competes head-to-head with Aleph for modern, growth-oriented finance teams. It is widely viewed as Aleph's closest direct competitor in the AI-native FP&A category, with overlapping positioning around real-time planning, scenario modeling, and connector-based data ingestion.
Emerging players
- Abacum: Abacum is a newer FP&A platform focused on finance teams at growth-stage companies, with a strong emphasis on collaboration and driver-based planning. It overlaps with Aleph's mid-market and growth-buyer segments but is at a more nascent stage of platform breadth and AI maturity.
- Numeric: Numeric is an emerging AI-native accounting and close management platform, with some adjacency to Aleph's AI-variance and reporting use cases. It is a younger emerging player with partial overlap in mid-market finance AI workflows rather than a head-to-head FP&A replacement.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat7 records
Key risks6 records
Key highlights7 records
Customer concentration
Aleph social profiles
Digital presenceAleph compliance and trust
Trust signalCompliance2 records
Aleph financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aleph leadership team
Management profileNumber of profiles
Profiles5 records
Aleph funding detail
Funding detailFunding overview
Funding rounds4 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aleph M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Aleph
What does Aleph do?
Aleph provides an AI-native Financial Planning & Analysis (FP&A) platform that consolidates data from ERP, HRIS, CRM, payroll, and other operational systems via 150+ no-code connectors, then automates financial reporting, variance analysis, forecasting, budgeting, headcount planning, and dashboarding. The product combines a web-based application, bi-directional Excel and Google Sheets add-ins, and AI capabilities (Aleph Agent, Aleph Agent MCP, AI Variance Analysis, AI Mappings) to deliver cited, permission-aware answers to finance stakeholders. It is sold to finance teams at PE-backed, VC-backed, mid-market, and enterprise companies, including fractional CFO firms.
Is Aleph a public or private company?
Aleph is a private company. It is classified as venture growth investor backed and is currently operating.
When was Aleph founded?
Aleph was founded in 2021. It employs 101 to 250 people.
Where is Aleph based?
Aleph is headquartered in New York, United States, in the North America region.
How does Aleph make money?
Three revenue lines are on record. Subscription SaaS are the primary driver. The others are free Trial / Self-Serve Onboarding and professional Services (Implementation & Customer Success).
Who are Aleph's main competitors?
Broad incumbents on record are Workday Adaptive Planning, Planful and Anaplan. Direct peers are Vena Solutions, Cube Software, Datarails, Mosaic Tech and Pigment. Emerging players are Abacum and Numeric.
Does Aleph have an API?
Yes. Aleph exposes a Model Context Protocol (MCP) integration called Aleph Agent MCP that allows external AI tools such as Claude, ChatGPT, Cursor, and any MCP-compatible tool to connect to Aleph's structured, governed financial data. The MCP server supports use cases including stakeholder questions on demand, connected spreadsheets with Claude for Excel, interactive dashboards from a single prompt, cross-system analysis, context-aware commentary, and automated workflows. Auth0 is used for identity management with Google, Microsoft, and Okta (SAML) SSO plus SCIM-based directory sync. Audit logs can be exported to Logstash and Splunk. Data is encrypted in transit (HTTPS/TLS) and at rest (AES-256). Data ingestion leverages proprietary API-based connectors and Fivetran for many connections. Developer documentation is at www.getaleph.com/platform/ai/mcp.
What industry is Aleph in?
Aleph's product category is Financial Planning & Analysis (FP&A) Software. Its primary akta.pro industry code is HDAEAMAG, Financial Planning & Analysis (FP&A) & BI, with a secondary code of HDAEANAI, AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI). Its NAICS code is 513210 and its SIC code is 7371.