Finance teams that lead
the AI era run on Cube.
The Agentic Finance Layer. Purpose-built FP&Agents. Every number traces back to the transaction. Finance in the driver's seat from day one.
General AI is probabilistic. Finance is deterministic.
Most AI tools were built to predict the next word. Finance requires the exact number. That structural mismatch is why most AI pilots in finance fail before they reach the board.
The pattern problem
AI generates the most likely answer based on patterns. Your chart of accounts has one correct answer. That gap costs you your credibility when the board asks a question and the numbers don't trace.
No financial context
Claude, ChatGPT, and Copilot don't know your COGS formula, your cost center hierarchy, or the difference between your forecast and actuals versions. Without that context, every answer is a guess.
No governance, no audit trail
AI without role-based access control, transaction lineage, and a full audit trail is a liability in front of any board or auditor. AI without governance is a faster way to get the wrong answer.
The FP&A platform built for AI.
Clean, traceable, governed data your team controls — connected from every source system your business runs on.
Four purpose-built agent teams running the full finance lifecycle — from data integrity to board communication.
The apps your team works in. The AI your organization is adopting. All running from the same clean, traceable financial data.
Built to close the trust gap
Cube provides the financial context, governance, and traceability that general AI models cannot deliver on their own. Every AI-generated insight passes through four layers before anyone acts on it.
One clean layer
Every source system normalized into a single traceable record — including shadow data no other platform sees.
Your business logic
Your COGS formula, your cost center hierarchy, your approval rules. Not generic templates.
Cell-level security
RBAC, full audit trail, SOC 2. The CFO sees everything. An auditor sees read-only.
Built for finance
Multi-entity consolidation, approval workflows, multi-currency. Not repurposed horizontal AI.
Your finance team that never sleeps.
Four teams of autonomous agents covering the full finance lifecycle — from data integrity to board communication. Not repurposed from horizontal AI — built exclusively for finance.
The Data Managers
Keep data clean, connected, and structured. Handles mappings, bulk edits, and source integrations.
- Mapping Agent
- Bulk Edit Agent
- Bulk Task Agent
- Connection Setup Agent
- Dimension Management Agent
The Analysts
Turn raw numbers into insight. Surfaces trends, answers ad-hoc questions, and supports your team.
- Analyst Agent
- Smart Analysis Agent
- Support Agent
The Planners
Build and iterate on financial models. Handles forecasts, scenario planning, and formula logic.
- Forecasting Agent
- Planner Agent
- Formula Modeler Agent
The Business Partners
Bring finance to the business. Creates dashboards, decks, and closes the books with stakeholders.
- Visualization Agent
- Board Builder Agent
- Deck Builder Agent
- Month End Close and Reconciliation Agent
Every tool connected.
Cube lives inside the tools your team already uses — and connects to every AI assistant your organization is adopting. No migrations. No new workflows. Finance stays in control.
Decision-ready data at every AI endpoint
The Cube MCP Server connects your clean, governed financial data to every AI assistant your organization uses. Every AI tool now works from the same traceable financial source.
Finance-literate AI, immediately. Your AI tools gain context about your chart of accounts, business logic, and version history — not generic patterns.
Every answer traces back. AI insights through the MCP Server pass through Trace to Truth — auditable and defensible in front of any board or auditor.
You're not choosing between Cube and AI. Cube is what makes AI trustworthy for finance.
Server
Finance owns the process from day one
No consultants. No proprietary code behind cells. No IT queue. Finance in the driver's seat from the moment you go live.
Connect
Unify data from every source system — ERP, CRM, HRIS, data warehouse — into a single clean layer. Native connectors. No engineering tickets. Finance builds and maintains connections independently.
Configure
Your COGS formula, your cost center hierarchy, your business logic — modeled exactly as your business works. No-code. The moment you need a consultant to change your model, finance lost control. That moment never comes with Cube.
Act
FP&Agents run the finance lifecycle autonomously. Variance analysis. Board narratives. Rolling forecasts. Every output traces back to the transaction. Automated, auditable, and working while you sleep.
Everything you need to know about AI for finance
Straight answers on how Cube makes AI trustworthy for high-stakes financial decisions.
What is the Cube Agentic Finance Layer?
Cube is the Agentic Finance Layer that makes financial data clean and traceable across every FP&A tool and workflow. Cube unifies every source system into a single clean layer and syncs it into Excel, Google Sheets, PowerPoint, Slack, and AI assistants. FP&Agents run the finance lifecycle autonomously. The layer, not another tool.
How does Cube make AI trustworthy for finance?
Cube makes AI trustworthy through Trace to Truth: every AI-generated insight maps back to a specific GL transaction. Cube also provides unified financial data, your specific business context, enterprise governance (RBAC, audit trail, SOC 2), and finance-native capabilities general AI can't replicate.
What is Trace to Truth?
Trace to Truth is Cube's core data architecture: every AI-generated insight, every dashboard figure, and every board narrative maps back to a specific GL transaction. A board slide shows 12% growth — click it and Cube drills past the summary, past the formula, to the specific transactions that produced it. No black boxes. Every figure is auditable.
What are FP&Agents?
FP&Agents are Cube's autonomous, purpose-built AI agents in four teams: The Data Managers (data integrity), The Analysts (reporting and variance), The Planners (forecasting and modeling), and The Business Partners (board decks and investor narratives). Not repurposed from horizontal AI — built exclusively for the precision finance requires.
What is the Cube MCP Server?
The Cube MCP Server connects Cube's clean, governed financial data to every AI assistant your organization uses — Claude, ChatGPT, Microsoft Copilot, Gemini — in under a minute. Every AI tool now works from the same traceable financial source.
How is Cube different from using ChatGPT or Claude for finance?
General AI tools have no context about your business — no chart of accounts, no COGS formula, no version history. They operate on patterns. Finance operates on facts. AI can be 80% right. In finance, that's 100% wrong. Cube's MCP Server connects those tools to your governed data. You are not choosing between Cube and AI. Cube is what makes AI trustworthy for finance.
Does Cube replace my spreadsheets?
No. Cube lives inside Excel and Google Sheets through patented, direct, bi-directional sync. Your team stays in the tools they already use. Cube's clean data layer runs underneath. Your spreadsheets stay. Everything underneath gets smarter.
We don't compete with AI. We make it trustworthy.
Cube is the Agentic Finance Layer that closes the gap between general AI and the precision finance requires. Every insight traces back to the transaction. Finance stays in the driver's seat. From Books to Boardroom in 30 Minutes.
