Aleph

Our first customer-only workshop in San Francisco is in the books. 40+ finance leaders joined us to trade tips, tricks, war stories, and wins from budget season. We shared best practices and new Aleph features, then spent the afternoon working side by side with customers in their own environments. One customer told us that what she implemented in two hours would’ve taken her two weeks to figure out on her own. The workshop scored a 9.8/10 for value across attendees, which feels like a pretty good sign we should keep doing these... So we will. More cities, more topics, and more time in the room with customers on the way. Thanks to everyone who made it out!

Finance is past the “should we use AI?” phase. Now the questions are more practical: what should you build vs. buy? Which workflows are ready for agents? And how do you move AI from pilot to production? On October 15, Aleph is joining Zenskar and 200+ finance leaders in San Francisco for Finance Exchange ’26. David Rapoport will be joining 20+ speakers to dig into what’s actually working across AI-powered finance teams today. 📅 October 15 📍 The Melody, San Francisco Apply to join 👉 https://lnkd.in/g5kz-kQ6

AI is raising the ceiling on what a finance team of one can do. Robbie Carroll runs finance, accounting, and RevOps at Solidroad. As AI takes repetitive work off his plate, his job is changing. In our recent webinar with David Rapoport, he shared what that shift looks like: → Less time spent on manual, thoughtless work → More time to think strategically → A higher bar for what finance leaders can actually own → A finance job that’s becoming a lot more interesting Watch the full Finance Team of One webinar to see how Robbie runs finance, accounting, and RevOps at a Series A company with AI. 👉 https://lnkd.in/eGqzp9iX

👋 𝐒𝐚𝐲 𝐡𝐢 𝐭𝐨 𝐒𝐚𝐧𝐭𝐢𝐚𝐠𝐨 𝐃𝐚𝐥𝐦𝐚𝐬𝐬𝐨 Santiago joins Aleph as a 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐄𝐧𝐠𝐢𝐧𝐞𝐞𝐫 II, bringing experience in full-stack software engineering, product development, and scalable web applications. Before Aleph, he built products across recruitment platforms, internal developer tools, and marketplaces, shipping full-stack applications that improved user experiences and scaled to support growing teams. He’s joining us as we continue building the AI-native source of truth for finance teams.

Budget season shouldn’t mean spending all of Q4 chasing inputs, stitching spreadsheets together, and running endless iterations. The process can be better. And AI can now take on more of the work around it. On September 22, Christian Wattig (Inside FP&A) and David Rapoport (Aleph) are breaking down how to run a better annual budget from start to finish. Join us to learn:  • The five phases of a better budget cycle  • How to prevent endless iterations before they start  • How to make consolidation less manual  • Where finance teams typically lose time in the process  • How agentic AI can track assumptions, dependencies, deadlines, and inputs Christian has led 12 annual budgeting processes across P&G, Unilever, and Squarespace. David will close with live examples of how agentic AI can work alongside finance throughout the process. 📅 Tuesday, September 22 @ 12pm ET / 9am PT Save your seat 👉 https://lnkd.in/gqAztdwE

Happening today 👇 Most finance teams are being asked for an AI budget for FY27. The harder question is how to build one that actually holds up. Today, Andy Woods (DualEntry) and Albert Gozzi (Aleph) are getting into the numbers:  • What companies actually spent on AI this year  • Which costs scale with headcount vs. usage  • How to build a driver-based AI budget  • How to model different adoption scenarios  • What a board-ready AI budget looks like Then, Albert will take the benchmark data from DualEntry and build the FY27 AI budget live in Aleph. 📅 Today @ 12pm ET / 9am PT Last chance to save your seat 👇 https://lnkd.in/gam8Bmmz

What if you got two hours back every month…per client? For fractional CFOs, that time saved directly translates to better margins and bandwidth for strategic work clients actually value. In this clip, David Rapoport explains why fractional firms should focus on using AI to eliminate repetitive work while serving up answers you can actually trust. Because in finance, AI isn’t useful if you can’t trace where every answer came from. That’s why Aleph’s AI is built on your financial data, with answers that are sourceable, repeatable, and grounded in FP&A context. Watch the full webinar on demand to see how leading fractional CFOs are using AI to scale their practice. 👉 https://lnkd.in/gQFXgnPa

Yesterday, we introduced Agentic Budgeting. Today, we’re handing you the playbook. Our new 2027 Guide to Agentic Budgeting lays out what changes when agents take on more of the process while finance keeps the judgment calls. Inside: - New data on how finance teams are running budget season - What agents can take vs. what finance should keep - A month-by-month look at an agentic budgeting season - The trust requirements before agents touch the plan - Three free Claude skills you can use this budget season for collecting inputs, reviewing submissions, and tracking changes Beat budgeting burnout for good. Get the guide → https://lnkd.in/gVXU2zjM

👋 Say hi to Andrew Childress Andrew joins Aleph as an Account Executive, New Business Sales, bringing experience in FP&A, finance leadership, and enterprise software sales. Before Aleph, Andrew worked at NetSuite, helping finance teams modernize planning, reporting, and ERP workflows. Earlier in his career, he led FP&A and finance organizations firsthand, giving him a deep understanding of the challenges today’s finance teams face. He’s joining us as we continue building the AI-native source of truth for finance teams. If that mission sounds exciting, we’re hiring: getaleph.com/careers