Skip to main content

Aleph

Category: AI in Fintech

Aleph provides an AI-native Financial Planning & Analysis (FP&A) platform designed to automate financial data workflows and reporting for finance teams. Aleph was founded in 2020. The company is led by Albert Gozzi. Based in New York, United States. Team size: 11-50. Total funding raised: $45.7 million. Latest round: Series B, $29.0M, 2025-09, led by Khosla Ventures. Key investors include Bain Capital Ventures, Khosla Ventures, Y Combinator, Picus Capital.

Founded
2020
Headquarters
New York, United States
Team size
11-50
Total funding
$45.7 million

Value proposition

To give finance teams a strategic advantage by providing on-demand access to unified, real-time data, deeper insights through AI, and automated reporting, all while integrating seamlessly with their existing spreadsheets (Excel and Google Sheets).

Products and solutions

Centralized Data Management (via 150+ connectors), Spreadsheet-Native Platform (integrations for Excel and Google Sheets), AI-Powered Financial Models & Analysis, Aleph Agent (AI agent for Q&A and actions), Aleph Agent MCP (bring data to Claude, ChatGPT), AI Variance Analysis, Collaborative Planning & Budgeting Workflows, Automated Reporting & Financial Dashboards, Headcount Planning Solutions

Unique value

Aleph's core uniqueness lies in its spreadsheet-native approach, supercharging the tools finance teams already use (Excel and Google Sheets) rather than forcing them onto a new, rigid platform. This is combined with an AI-native foundation that automates data consolidation, variance analysis, and forecasting, bridging the gap between traditional spreadsheets, FP&A software, and BI tools.

Target customer

Finance teams (especially FP&A) in mid-market and enterprise companies, particularly in the technology and venture-backed sectors.

Industries served

Technology, Venture-Backed Companies, Software as a Service (SaaS), General (Industry Agnostic)

Technology advantage

The key advantage is eliminating the trade-off between the flexibility of spreadsheets and the power of enterprise-grade FP&A software. Their platform provides a single source of truth for financial data that is always live and accessible within the user's preferred spreadsheet environment. This significantly reduces manual data entry, reconciliation errors, and speeds up the entire financial planning and reporting cycle.

How they differentiate

Aleph differentiates itself by providing an AI-native Financial Planning & Analysis (FP&A) platform. It focuses on automating data management, offering deep insights through AI, and seamlessly integrating with existing spreadsheets and data sources. This approach contrasts with legacy systems or more manual processes offered by some competitors.

Main competitors

Cube, Planful, DataRails

Key partnerships

Extensive data integrations with over 150 platforms across ERP, HRIS, and CRM systems, including NetSuite, Salesforce, QuickBooks, Workday, and SAP.

Notable customers

Zapier, Turo, Notion, Harvey, Chess.com, Eight Sleep, Envoy, Postscript

Major milestones

Successfully raised a $5.2M Seed round., Secured $11.5M in a Series A funding round, bringing total funding to $16.7M., Emerged from stealth mode in late 2023., Secured $29 million in a Series B funding round to expand its AI capabilities., Launched Aleph Agent and Aleph Agent MCP for AI-native FP&A workflows., Grew customer base 5X, powering FP&A for Zapier, Turo, Notion, Harvey, Chess.com.

Growth metrics

Specific growth metrics such as revenue or user numbers are not publicly available.

Market positioning

Aleph is positioned as a modern, AI-powered FP&A solution for finance teams in high-growth companies. It targets the mid-market segment, aiming to replace manual, error-prone financial processes with a more efficient and strategic automated system.

Geographic focus

While specific geographic focus is not explicitly stated, as a US-based company with primarily US-based investors, Aleph's primary market focus appears to be North America.

Patents and IP

No publicly available patents found.

About Albert Gozzi

Co-Founder & CEO at Aleph, Chief Operating Officer at OpenZeppelin, Consultant at Bain & Company

Official website: