Aleph Assistant

Aleph connects Microsoft 365 Copilot and Microsoft Teams to your live finance data. Plug directly into a governed source of truth for clean, structured cross-system data from 200+ integrations: your ERP, CRM, HRIS, spreadsheets, data warehouse, and more. Ask questions in plain language, build reports, run analysis, and get alerts, with every output traceable back to the source. Built for finance, accounting, FP&A, and operations teams.

In Microsoft 365 Copilot (Copilot Chat, Cowork, and Researcher):

• Answer finance questions: “What was ARR by segment last quarter, and how does it compare to plan?”
• Run analysis across sources: “What's our blended cost per head across engineering and product over the last year?”
• Spin up reports and dashboards: “Create a BvA dashboard covering Q1 actuals against our annual plan.”

In Microsoft Teams:

• Receive alerts for pending mappings and important data changes.
• Chat with your data, for example “What is the revenue for the last 30 days?”, and get AI-generated answers in the conversation.
• Ask questions to get assistance and learn more about Aleph.

Limitations and conditions:

• This app requires an active Aleph account. Users sign in once with their existing Aleph credentials. There are no API keys to manage.

• Every request respects the signed-in user's existing Aleph roles and permissions. Copilot asks for confirmation before any action that changes data in Aleph.

• Some configuration workflows, such as setting up mappings or managing data sources, occur in

  the Aleph web platform and are separate from the Teams and Copilot experience.

Getting started:

• Sign up or start a free trial
• Learn how Aleph works
• Explore help resources

• Contact support

In order to use this app, you need to have an active Aleph account. For additional information, questions, or to report any objectionable AI-generated content, please contact us.