Integrations

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

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The Agentic Layer

The governed foundation — platform capabilities.

Reporting & Analysis

Business performance tracking, variance, and analytical insight.

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Planning & Modeling

A comprehensive look at forward-looking corporate financial strategy.

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Consolidation & Close

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

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Report

3-Statement & Management Reporting

Connect your income statement, balance sheet, and cash flow reports to dynamic data in Cube, so you can build and update stakeholder-ready reports and dashboards in minutes.

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Active reports that lead to strategic insights

Refresh your reports in minutes

Cube systematizes your actuals, budgets, and forecasts, so you can update your reports without manual data dumps.

Use your existing templates

Whether building in Excel or GSheets, templates pull from Cube, keeping formatting, logic, and visuals intact.

Make your reports actionable

Go beyond numbers. Add dashboards, commentary, and visuals so your reports tell a clear story that makes an impact.

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Key Capabilities

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Real-time sync across statements

Connect your income statement, balance sheet, and cash flow reports to a live, structured database of your financials.

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One-click refresh in spreadsheets

Instantly update reports with the latest data from your source systems while preserving formatting and calculations.

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Dashboards for visual storytelling

Create interactive dashboards that reflect the latest numbers, highlight trends, and support executive and board reporting.

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Work with your existing files

Keep the reports and layouts you already use. Your templates connect directly to Cube, so there’s nothing to rebuild.

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Role-based access and sharing

Share the right view with the right audience. Control access and permissions while enabling collaboration across teams.

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In-report commentary and markup

Add context directly to your reports so stakeholders understand what changed and what it means.

Result from teams who got their data under control

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Being able to customize within Cube to match our unique reporting needs has allowed me to increase the volume of reporting to stakeholders, providing even more visibility into company financials.

Antonella Sciortino


VP of Finance

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We've saved 10 hours per week and more than $300,000 annually with Cube.

Ethan Kutner


Director of FP&A

faqs

Still have questions?

Yes. Cube makes it easy to build and update all three financial statements using your current templates or Cube’s prebuilt options.
No. Cube works with the spreadsheets you already use and keeps them updated with current data.
Yes. Cube supports dashboards for visual storytelling and performance insights that automatically reflect your latest numbers.
Yes. You can tailor reports and dashboards by role, department, or entity and set permissions so everyone sees the right information.
Yes. Cube syncs with your source systems on demand or on a schedule so your reports and dashboards stay accurate and aligned in a click.