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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Integrations · Accounting & ERP

Your accounting system, connected. Your actuals, always current.

Close the month and your plan already knows. Actuals land in your model mapped and reconciled, so variance analysis starts on day one instead of after a week of exports. Cube connects to NetSuite, QuickBooks, Sage Intacct, Xero, Rillet, and hundreds more.

See it on your own chart of accounts.

Bring one GL export or a sandbox login. You’ll see your accounts mapped and reporting in Cube.

Book a demo

How does an accounting integration work in Cube?

Every accounting system reaches Cube through one of four paths. All four end the same way: mapped once to your chart of accounts, synced on a schedule, traceable to the transaction.

Native connectors

Unified & prebuilt APIs

Direct API & JDBC

Automated file sync & uploads

Other integration types

Connect your ledger once. Plan on live actuals.

Start with a guided demo on your own data, then we map your systems into Cube. Work in Cube Web, Excel, Google Sheets, Slack, Teams, and your AI assistants.

What changes when you stop copy-paste exporting?

The workflow, row by row.

The workflowManual exportsConnected to Cube
Getting actuals Export, reformat, paste. Repeat for every entity, every month. Actuals sync on demand or on a schedule. Everything maps into a consolidated chart of accounts.
Multi-entity One spreadsheet per GL, stitched together by hand. Every entity lands in one governed, consolidated model.
Reorgs Restate history across dozens of tabs. Change the dimension. The model and its history follow.
Month-end Reports are stale before they finish circulating. Reports refresh as the ledger closes.
Audit Which version of which file was that number from? Every figure traces to the source transaction.

Ready to retire the export ritual?

A 30-minute demo walks your own close: connect, map, and watch the reports refresh.

Book a demo
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.

Security & compliance
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

See your numbers, decision-ready.

A demo focused on your top use cases, from books to boardroom. Personalized to your stack. Bring your messiest workflow.

FAQs

Questions finance teams ask.

What is the best ERP integration software for FP&A?

The best ERP integration software for FP&A syncs actuals from every ledger on a schedule, maps them to one chart of accounts, consolidates entities and currencies, and lets finance drill from any figure to the journal entry. Cube does this for NetSuite, Sage Intacct, QuickBooks, Xero, Dynamics 365, SAP, Epicor, and others.

What should you look for in an accounting integration?

Look for a native connector to your ERP, dimension and entity support, finance-managed account mapping, scheduled and on-demand syncs, drill-down to transactions, and audited security controls.

Do I need an ETL tool to connect my ERP to Cube?

No. Cube's native connectors and APIs extract, map, and load GL data without a separate ETL tool. If your ERP data already flows into a warehouse, Cube can read it from there instead.

Does Cube integrate with NetSuite, QuickBooks, Sage Intacct, and Xero?

Yes. NetSuite, Sage Intacct, QuickBooks Online, Xero, Rillet, and Campfire connect through Cube's native connectors, the highest-confidence path, with no third-party middleware or custom build. Each system's integration page covers the specifics: fields synced, entities, and setup.

What if my accounting system isn't listed?

Cube connects to hundreds of source systems. Beyond native connectors, systems connect through unified accounting APIs, prebuilt connectors, direct APIs, JDBC for databases, and scheduled file sync as a fallback. If your system holds a general ledger, there is a connection path. Bring your stack to a demo and we'll map it.

Do I need IT to set up an accounting integration?

No code is required and setup is finance-led. Your team connects the source, reviews the proposed account mappings, and approves them, with guided onboarding from Cube. IT is typically involved only to grant credentials.

How often do actuals sync from my GL?

On a schedule you control. Most teams sync daily during the month and more frequently through close, so reports and forecasts rebuild as new activity lands. You can also trigger a sync on demand.

Can Cube consolidate multiple entities or multiple accounting systems?

Yes. Each entity or GL connects separately, and Cube consolidates them into one governed model, with currencies, calendars, and intercompany structure handled in the layer. Many customers run more than one accounting system into a single Cube instance.

Can I keep working in Excel or Google Sheets?

Yes. Cube's patented bi-directional sync fetches live actuals into your spreadsheets and publishes plan inputs back to the governed model, so the spreadsheet stays a first-class surface rather than a copy.

Do we have to replace the tools we already run?

No. Cube deploys alongside your accounting system, your spreadsheets, and your BI tools as the FP&A layer that connects them, so nothing gets ripped out to get value.

How do account mappings stay accurate over time?

When new accounts appear in your GL, Cube's Data Manager agents propose the mapping with a confidence score, and finance approves or adjusts it. Every change is logged, so the chart of accounts stays clean and auditable.

Is my accounting data secure in Cube?

Cube is SOC 1 and SOC 2 Type 2 audited, HIPAA compliant, supports SSO and SAML, and connects to accounting systems read-only by default. Role-based permissions control who sees which entity and account, and a full audit trail records every change.

Can AI assistants work with my accounting data in Cube?

The Cube MCP Server connects Claude, ChatGPT, Copilot, and any MCP-compatible assistant to a trusted financial model, so answers arrive decision-ready and trace to the source transaction. Generic database MCP connectors return rows without context, permissions, or lineage.

What is the difference between an accounting integration and a data warehouse connection?

An accounting integration pulls structured financials, the general ledger, from systems like NetSuite or QuickBooks. A warehouse connection pulls operational data, like pipeline or usage, from Snowflake or Databricks. Cube supports both, so financial and operational drivers live in one model.

Still have questions? See it on your own numbers.

What is ERP integration for FP&A?

ERP integration for FP&A is a governed connection between an ERP or accounting system, such as NetSuite, Sage Intacct, QuickBooks, or Dynamics 365, and the tools finance uses to plan and report. It syncs general ledger actuals on a schedule, maps accounts to one chart of accounts, and keeps every number traceable to its source transaction.

Cube connects to accounting systems through native connectors, unified APIs, direct API and JDBC, or file sync, then consolidates every entity into one model.

Actuals

General ledger actuals

Account balances and journal detail by period, entity, and department.

Mapping

Chart of accounts mapping

Source accounts mapped once to a single reporting structure.

Entities

Multi-entity consolidation

Every subsidiary and currency rolled up into one position.

Drill-down

Transaction traceability

Every figure drills back to the journal entry behind it.

Why ERP integration matters for FP&A

The general ledger is the source of truth for actuals, but most ERPs are built for recording transactions, not for planning or variance analysis. Without an integration, finance exports trial balances every month, reformats them, and pastes them into planning files. An ERP integration keeps budget vs. actuals current, shortens the time from close to reporting, and removes the copy-paste errors that undermine trust in the numbers.

How to integrate your ERP with FP&A

The steps are the same for NetSuite, Sage Intacct, QuickBooks, Xero, Dynamics 365, SAP, or Epicor.

  1. 1.
    Connect the ERP. Authorize a native connector, or connect by API, JDBC, or scheduled file for systems without one.
  2. 2.
    Select the data. Choose the accounts, entities, periods, and dimensions finance plans and reports on.
  3. 3.
    Map the chart of accounts. Map source accounts and departments to the reporting structure once.
  4. 4.
    Schedule the sync. Refresh actuals daily, or on demand during close.
  5. 5.
    Reconcile and report. Tie totals to the trial balance, then run budget vs. actuals and variance analysis.

Key ERP integration terms

General ledger (GL)
The complete record of a company's financial transactions, organized by account.
Trial balance
A report of every GL account's ending balance for a period, used to confirm debits equal credits.
Chart of accounts
The list of accounts a company uses to categorize transactions.
Dimensions
Attributes such as department, location, or project used to slice GL data.
Consolidation
Combining the financials of multiple entities into one set of statements, with eliminations and currency translation.
Budget vs. actuals
A comparison of planned figures to recorded results that shows where performance diverged.