How it works

Aleph acts as your central source of truth for financial data, allowing you to seamlessly sync data from different sources to the app and access your data directly in spreadsheets. With Aleph, you can automate all your reporting with a few clicks, reducing mistakes and saving time. Your data is accessible in two primary interfaces:

1. Web app: this is the control panel, where you can manage your account, integrations, tables, users, mappings, workbooks, checks, and more.

2. Spreadsheets Add-in: you can use add-ins in both Excel and Google Sheets to bring data from any integration that lives in Aleph, directly into your spreadsheet in seconds. You can also connect any table that lives in your spreadsheets and sync it to Aleph.

Aleph gives you the ability to integrate with multiple data sources, ultimately, bringing all your financial and operational data to one place. Once you've integrated a software provider (e.g., Rippling, Netsuite, Salesforce) to Aleph, your data will periodically sync to the Aleph platform and update automatically. You can then pull that data into spreadsheets to create reports, update financial models, budgets, and more. You can also create data in spreadsheets and connect that to Aleph (e.g., uploading your forecast, collaborative budgeting). Aleph allows your data to live within one platform, eliminating version control issues and automating reporting with just a few clicks.

The image below summarizes how data flows from any of your sources to Aleph. Once the data lives within Aleph, you can work with it by adding mappings, generating tables, or creating data checks while always keeping track of version history. Finally, you can work with your data in a bi-directional way with spreadsheets and also connect it to any BI tool.

Aleph can make any of your finance processes significantly more efficient, but these are the core use cases across most of our clients:

• 📄 Reporting

• 📄 Forecasting

• 📄 Upload your budget