
Aleph automates financial planning, analysis, and reporting by connecting data across your systems, spreadsheets, and business tools. Finance teams use it to eliminate manual workflows, accelerate close processes, and build forecasts—replacing days of work with AI-driven automation while maintaining full visibility and control. With 150+ integrations and bi-directional spreadsheet sync, it lets you work in Excel or Google Sheets while leveraging AI to spot variances, clean data, and generate insights in seconds.
Aleph is an AI-native financial planning and analysis platform designed for finance teams that need to automate routine workflows, accelerate close processes, and build forecasts without manual spreadsheet work. The platform connects data across 150+ systems—including ERPs, HRIS tools, CRMs, and accounting software—through no-code connectors that sync in real time, creating a single source of truth for cross-system financial data. Core capabilities include automated data transformation and cleaning, bi-directional spreadsheet sync that lets teams continue working in Excel or Google Sheets while leveraging AI, and an AI Scan tool that spots and explains variances in seconds. Finance teams use Aleph to consolidate budgeting, financial reporting, forecasting, headcount planning, and investor relations into streamlined, observable workflows—replacing days of manual work with AI agents that handle busywork while maintaining full visibility and control. The platform is SOC 2 Type 2 certified and trusted by finance leaders at companies like Zapier, Y Combinator, Chess.com, and Turo, with customers reporting that tasks once requiring days now take only hours.
The Privacy Policy states data is collected for 'core features and services' and 'security and fraud prevention' but doe
No training opt-out mechanism was identified in the legal documents.
Moderate risk. Suitable for internal data but avoid confidential information.
The Privacy Policy states data is collected for 'core features and services' and 'security and fraud prevention' but does not explicitly address whether user data or content is used to train AI models. The absence of a clear statement prohibiting AI training on user data, combined with vague 'service improvement' language, creates moderate concern.
“[Privacy] 'to provide you with our platform's core features and services for security and fraud prevention, and to ensure that our sites and apps are safe, secure, and used in line with our terms of use'”
The ToS grants users only a limited license to download materials for 'personal, non-commercial transitory use' and states this 'constitutes the grant of a license, not a transfer of title.' However, this clause addresses website materials, not user-generated content or outputs from the service. The scope of the license granted by users over their own content/outputs is not explicitly addressed.
“[ToS] 'We grant our users permission to download one copy of the materials for personal, non-commercial transitory use. This constitutes the grant of a license, not a transfer of title.'”
The Privacy Policy mentions data may be stored/processed by 'partners, affiliates, and third-party providers' and references compliance with applicable law for international transfers, but does not provide a detailed list of sub-processors, specific DPA requirements, or restrictions on sharing with advertising/analytics partners. The vague reference to 'trusted sources' creates moderate concern.
“[Privacy] 'The personal information we collect is stored and/or processed in United States, or where we or our partners, affiliates, and third-party providers maintain facilities.'”
The Privacy Policy states data is retained 'only for as long as we need to' and may be deleted or anonymized when no longer required, but provides no specific retention periods or timelines. The exception for 'compliance with a legal, accounting, or reporting obligation' and 'archiving purposes' is vague and could permit indefinite retention of 'anonymized' data.
“[Privacy] 'We keep your personal information only for as long as we need to... If your personal information is no longer required for this purpose, we will delete it or make it anonymous by removing all details that identify you.'”
The documents do not explicitly address ownership of outputs generated by users through the Aleph service. The ToS only addresses intellectual property in website materials themselves, not user-generated content or AI-generated outputs. This absence of clarity on output ownership creates moderate concern.
“Not found in documents — scored conservatively”
The Privacy Policy and ToS contain no mention of SOC 2, ISO 27001, GDPR compliance certification, HIPAA, or any formal security certifications. While the Privacy Policy references 'commercially acceptable means' for security and compliance with 'applicable law,' there is no evidence of third-party security audits or published compliance certifications.
“[Privacy] 'we will protect it within commercially acceptable means to prevent loss and theft, as well as unauthorized access, disclosure, copying, use, or modification.'”
Track and measure your AI tools with Olakai's observability platform.
Explore Olakai