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Integrations

One card per source category, data flows in from anywhere.

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Accounting CRM HR and Payroll Payments Data

The Agentic Layer

The governed foundation — platform capabilities.

Unified Data Business Logic & Modeling AI Agents & Automation Security & Controls

Surfaces

The layer powers every surface — finance works wherever work happens.

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Cube web Excel & Google Sheets AI Assistants via MCP Slack & Teams PowerPoint & Google Slides BI Tools
Product Updates

Reporting & Analysis

Business performance tracking, variance, and analytical insight.

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Variance Analysis Ad-Hoc Reporting Executive Reporting

Planning & Modeling

A comprehensive look at forward-looking corporate financial strategy.

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Revenue Cash Flow Scenario Planning Headcount Vendor/Expense Annual Budgeting

Consolidation & Close

The entire financial close and data management cycle, at a high level.

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Data Consolidation Financial Close Data Governance & Audit

Industries

Purpose-built for how each sector runs finance.

Software Business Services Healthcare Retail Financial Services Manufacturing Nonprofits Real Estate Multi-Location

The only FP&A platform with live, governed numbers in every tool your team uses. And AI that works while you sleep.

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Browser screenshot
Excel & Sheets screenshot
Slack & Teams screenshot
PowerPoint & Slides screenshot
AI assistants screenshot
In Cube WebDavid, VP FinanceQ3 forecast rerun with March actuals. Three scenarios ready to compare.
In Excel & SheetsMaya, FP&A ManagerActuals synced into the Excel model. Edits flow back to Cube right from the spreadsheet.
In Slack & TeamsMarcus, VP SalesMarch bookings variance explained in #sales-leads.
In PowerPoint & SlidesRenee, CFOBoard deck refreshed with the latest numbers.
In your AI assistantJames, CEOCash runway question answered in the AI assistant. No login needed.
Thousands of finance professionals, in every industry, run on Cube
Why Cube

From data chaos to clarity

Cube unifies your business data into a single clean layer, automates the workflows on top of it, and turns the output into insight: the story behind the numbers and the plan for whatever comes next.

Scattered glass shards passing through a glass slab and coming out as clean, ordered panels

Answers before the meeting starts.

The data is surfaced, the variance is explained, and the forecast is current before anyone asks.

Your team, out of the busywork.

Your Digital Finance Team of AI agents handles the data pulls, the reconciliation, and the report assembly. Your analysts get their week back.

AI you can put in front of the auditors.

Every insight from any AI tool traces back to the transaction or assumption. When the auditors ask where a number came from, you have the backup to show them.

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From FP&A to FP&Action

Your month-end list, done before you log in.

Monthly copy-paste from the ERP.
→ Actuals sync automatically.
Digging through the GL for variances.
→ Variances explained to the transaction.
Rebuilding the deck when numbers change.
→ Decks update with the numbers.
Days on every reforecast.
→ Reforecast in minutes.
Waiting on consultants to change the model.
→ Change the model yourself.
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From books closed to boardroom ready in minutes.

All solutions
Glass layers merging into one, representing financial consolidationGlass layers merging into one, representing financial consolidation
 Consolidation & close

Close the books without the chaos.

Data consolidationFinancial closeData governance & audit
Glass bars with one highlighted, representing variance analysis
 Reporting & analysis

Answers before the meeting starts.

Variance analysisAd hoc reportingExecutive reporting
A glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecast
 Planning & modeling

Plan faster than the business moves.

Revenue planningCash flow forecastingScenario planning
Stacked glass blocks representing budget planningGlass figures in rows, representing headcount planning
 Collaboration & partnering

One plan the whole business works from.

Budget & rolling forecastHeadcount planningVendor & expense planning
Not sure where to start?Most teams start with one workflow and expand.
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FP&A is a team sport. So is the business.

Analysts live in spreadsheets, executives in chat and slides, and everyone now asks AI. Until now, every tool meant another copy of the numbers. Cube meets every player where they work, on the same governed numbers.

CFO
Cube Web
Signs off on the plan
$42.58M
FP&A analyst
Excel & Sheets
Builds the model
$42.58M
CEO
Slack & Teams
Asks in the thread
$42.58M
VP Sales
PowerPoint
Presents the QBR
$42.58M
Ops leader
BI tools
Watches the dashboard
$42.58M
Budget owner
AI assistants
Checks what’s left
$42.58M
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AI Agents

Your digital finance team works while you sleep.

Four FP&Agents handle the always-on work across your data, reports, plans and business partners. Agents scale finance's capacity, while the people remain in control.

Before your first coffee
6:00 AM Actuals synced into your Excel model.
6:04 AM March bookings variance explained in #sales-leads.
6:10 AM Board deck refreshed with the latest numbers.
6:15 AM Q3 forecast rerun on new pipeline data.
9:00 AM CEO asks in Teams what changed. Answered.
Data
The Data Managers

Collects, maps and reconciles data from every source so every figure is right before anyone opens a file.

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Reporting and analysis
The Analysts

Explains variances to the transaction, flags anomalies and answers ad hoc questions in plain language.

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Planning and forecasting
The Planners

Reruns forecasts as new actuals land, builds scenarios and keeps budgets current between cycles.

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Partnering
The Business Partners

Brings answers to department heads in Slack, Teams and email, so finance is in every decision.

Meet The Business Partners →
Meet the Agents

Context in. Decisions out. Every change written back.

Cube Operating Intelligence™ unifies your business data, applies your rules and calculations, and serves the result to Cube Web and every other surface, so every leader decides on the same numbers. Edits flow back to the same governed source.

Your business data
ERP & accountingGL, AP, AR
CRMPipeline, bookings
HRIS & payrollHeadcount, comp
Data warehouseCompany-wide data
SpreadsheetsExcel, Google Sheets
CubeCubeOI™ Operating Intelligence
Four glass layers, unified data, business logic, security, and agents, with business context flowing through them and edits flowing back
Unified data
Business logic
Security & controls
Agents & automation
Unified data Business logic Security & controls Agents & automation
Where your team works
Cube WebPlan, report, and model
Excel & SheetsWork
PowerPoint & SlidesPresent
Slack & TeamsDecide
AI assistantsClaude, ChatGPT, Copilot
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Security & governance

Board-ready means audit-ready.

Delivering numbers everywhere only works if access travels with them. In Cube it does, enforced in the layer rather than in each tool.

Every export, governed.

Every AI feature respects your permissions, and every edit, sync, and publish lands in one audit trail.

SOC 1 & 2
Type 2
Certified
HIPAA
Compliant
Certified
Every edit
Tracked
To the source
Role-based access
CFO, VP and auditor views from one source.
CFO
VP Sales
Permissions on every view
User-level access wherever your numbers show up.
Viewing as David
Marketing$1.24M
Sales
Full audit trail
Who, what, when, before and after.
Maya edited Q3 rent2:14 PM
David approved forecast2:31 PM
SSO
Okta, Microsoft Entra, Google.
Single sign-on enabled
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Oracle
MongoDB
Sage
Salesforce
Microsoft Dynamics 365
ADP
HubSpot
Excel
Snowflake
Google Sheets
And many more connections
Source Connections

Connects to the systems your business already runs on.

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Why teams pick Cube

Built by finance, for finance.

#1
G2 category leader

Ranked first in FP&A software, including Ease of Use, Setup, and Admin.

30min
Books to boardroom

From closed books to a board-ready deck, with every number traced to the source.

0
New tools to learn

Work in Excel, Google Sheets, PowerPoint, Slack, and your AI assistants.

100%
Finance in the driver’s seat

Update a formula, change a model, ship the reforecast. Your team owns every change.

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See it on your own numbers.

Connect your sources and watch the model come together in Cube.

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