Cross-system data connections
Sync data from supported ERP, HRIS, CRM, and other business systems into Aleph. Check the required connector, data scope, and refresh configuration for each source instead of relying on an overall integration count.
Aleph
AI-native FP&A software that connects financial data, spreadsheets, and analysis workflows.
Alephとは？
Aleph is a financial planning and analysis (FP&A) platform for connecting business data, preparing it for finance workflows, and working with it across spreadsheets, dashboards, and AI tools. It brings data from systems such as ERP, HRIS, and CRM applications into a shared, structured environment, where teams can map fields, combine tables, calculate metrics, and use the resulting data in reporting, budgeting, forecasting, and analysis.
The platform is designed to keep existing spreadsheet workflows in use while linking them to governed financial data. Excel and Google Sheets add-ins support synchronized data and drill-downs. Aleph Agent also connects supported AI tools to live financial context, with the aim of making analyses and recurring finance tasks traceable and repeatable.
Configure supported source connections, spreadsheet add-ins, and access permissions around the team’s reporting process. Treat AI commentary and mappings as work to review against underlying records before using them in financial reporting or decisions; linked data does not make every generated explanation correct.
Alephでできること
Data preparation and transformation
Map fields, combine tables, run calculations, and store metrics to structure raw source data for finance use. AI-assisted classification and mapping can help organize incoming records; review the mappings against the intended reporting structure.
Excel and Google Sheets integration
Spreadsheet add-ins synchronize data in both directions, either in real time or on a schedule. Users can retain existing reporting packages and models while connecting them to Aleph data.
AI-assisted analysis and workflows
Aleph Agent can answer questions using connected financial data, identify variances, draft commentary, and support recurring workflow automation through compatible AI tools.
Dashboards and shared reporting
Create interactive visualizations to aggregate and share business metrics, trends, and answers with stakeholders.
Access controls and auditability
Manage viewer, editor, and admin roles, group permissions, and access to specific data tables or dimensions. Audit logs and version history help teams inspect activity and changes to budgets, models, forecasts, and connected spreadsheets.
利用シーン
“Monthly variance commentary”
After actuals are updated, use connected data to identify budget-versus-actual outliers and draft department-level commentary. Inspect the underlying figures and proposed explanation before sharing the report.
“Collaborative budgeting and forecasting”
Finance teams can centralize budgets, forecasts, models, and assumptions, while spreadsheet users continue working in Excel or Google Sheets with synchronized data.
“Management and board reporting”
Build reports and dashboards from consolidated metrics, then share current performance information with business leaders and other stakeholders.
“Headcount planning”
Reconcile employee and recruiting data from HR systems and headcount spreadsheets to support workforce planning.
“Ad hoc financial questions with AI tools”
Use compatible AI tools with Aleph’s structured financial data to ask questions across business systems. Confirm the permitted data scope and check the results against source records.
よくある質問
Which spreadsheet applications does Aleph support?
Aleph provides add-ins for Microsoft Excel and Google Sheets, with bidirectional synchronization and drill-downs. Data can be refreshed in real time or on a schedule, allowing teams to retain existing reporting packages and models.
Can AI tools access live financial data in Aleph?
Aleph Agent MCP connects compatible tools, including Claude, ChatGPT, and Cursor, to structured Aleph data. Configure the connection and access permissions for the intended tool and workflow; this does not grant every user unrestricted access to all company data.
Can I control which financial data team members access?
Yes. Viewer, editor, and admin roles, group-level permissions, and controls for specific tables or dimensions can restrict access. Audit logs and version history support review of activity and changes. Configure those controls for the actual reporting responsibilities of each team.
Should AI variance commentary be reviewed?
Yes. Use generated commentary to prepare the analysis, then inspect the underlying figures and reasoning before including it in a financial report or decision. Source-system errors, mappings, permissions, and refresh settings still affect the work.
How can a finance team evaluate Aleph?
A free-trial entry and demo booking are available. Use an evaluation to check your required source systems, spreadsheet models, access controls, and analysis workflows. Confirm the selected offer’s duration, permissions, and commercial terms before subscribing.
クイック情報
- Category
- Financial planning and analysis (FP&A) software
- Platform
- Web platform, Excel and Google Sheets add-ins, and AI-tool connections through MCP
- Primary users
- Finance and FP&A teams
- Data sources
- ERP, HRIS, CRM, and other business systems
- Access controls
- Roles, groups, data-level permissions, audit logs, and version history
- Evaluation
- Free-trial entry and demo booking
Aleph のトラフィック分析
トラフィックデータは参考情報としてご利用ください。
- ドメイン評価
- 60
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