Case Study: Graphite Financial boosts FP&A efficiency and win rates with Aleph

Graphite Financial boosts win rates and scales FP&A with Aleph

Graphite Financial, a 150-person firm providing full-stack finance support to over 400 companies, faced significant scaling challenges. Their finance team was overwhelmed by manual, spreadsheet-based workflows for tasks like reporting and modeling. This disconnected system, paired with a lightweight BI tool, consumed too much time with data management and left little capacity for strategic client partnership, hindering their ability to grow seamlessly.

By implementing the Aleph platform, Graphite automated data pulls and model refreshes, connecting client ERP data directly to live dashboards. This solution freed up their team to focus on analysis and advisory services. As a result, Aleph helped Graphite dramatically increase its win rate by demoing the platform in sales pitches and enabled a more consistent, scalable service delivery model across all their clients.

Graphite Financial