FP&Agents: Purpose-Built AI Agents for FP&A | Cube
The FP&Agents

Meet the team that works while you sleep.

The FP&Agents are Cube's autonomous AI workforce for finance: four growing agent teams, orchestrated by one super agent, with read and write access for anything you build.

The problem

The problem one assistant can't solve.

Up to 80% of the week is still assembly, and every finance leader knows the 11pm feeling of stitching tool outputs together the night before the board meeting.

FP&A is a dozen different jobs

Mapping, forecasting, variance, board decks. Each needs different context, and a general assistant is shallow at all of them.

You became the router

Someone splits the work, prompts each tool, stitches results back, and checks it all ties. Coordination is the new manual work.

Handoffs drop the numbers

Data to analysis to deck, each step in a different tool. Figures drift, and nothing ties at the end.

Charlie & the teams

The most advanced AI in FP&A.

Ask anything about your financials. Charlie plans the work and puts the right team on it.

What are FP&Agents?

FP&Agents are Cube's autonomous AI workforce for FP&A. They take on whole jobs (reconciling the data, refreshing the forecast, explaining the variance, drafting the board deck) and carry them to a finished, decision-ready answer. Charlie, the super agent, directs the work, and every figure traces to the source transaction.

Watch Charlie field a real question.On the demo, we put the question your CEO asked last week to a live sandbox and trace the answer to the source.

Two ways in

Run our agents, or build your own.

Either way, the work runs on the same clean, decision-ready data, and every answer traces to the source.

Use the FP&Agents

Charlie and the four teams come with the platform and run the workflow from data to boardroom, ready on day one.

Build on the Cube MCP Server

Cube's APIs give your agents read and write: pull decision-ready figures out, push plans and updates back, all governed and logged. Building on ungoverned data is a faster way to build the wrong thing.

The Agent Exchange

Proven plays, ready to run.

Browse the exchange, pick a play, and Charlie puts the right team on it. Edit anything before it runs.

Analyst Agents

Variance bridge to budget

Walk me through our [Q2] operating expense variance to budget. Break it out by department, flag every line over [$50K] or [10%], and tell me which variances are timing versus structural.
Run in Charlie
Planner Agents

Refresh the rolling forecast

Refresh the rolling forecast with the latest actuals. Hold my [margin] assumptions, and show me what changed versus last month's view and why.
Run in Charlie
Business Partner Agents

Draft the investor update

Draft the [Q2] investor update: revenue, the ARR walk, and the [2] risks worth flagging, with every figure traced.
Run in Charlie
Data Manager Agents

Map the new entity

We just added a subsidiary in [NetSuite]. Propose the account mappings to our chart of accounts and queue anything below [90%] confidence for my review.
Run in Charlie

+ dozens more plays in the exchange, across every team

The Analyst Agents at work

Variance, explained before the meeting starts.

Smart Variance ranks the quarter's variances by amount and percent, flags what moved, and every figure opens to the transactions behind it.

Why it holds up

Analysis gets the week back.

Does it solve my problem?

The assembly work, handled

Agents pull the data, reconcile it, and build the first draft. Your team starts at the review.

How is it different?

Built for finance, at every endpoint

Purpose-built agents that know your chart of accounts and business logic, working in the tools you already use.

Can I trust it?

Trace to the source

Every agent answer maps back to the specific GL transaction, so you can defend it in the room.

Bring a question from your own close.We'll run it through Charlie in a live sandbox and open the answer down to the transaction.

Use cases

Where teams put the agents to work.

Variance analysis

Every line over threshold flagged, with timing separated from structure.

Rolling forecasts

Refreshed with the latest actuals the moment assumptions change.

Board reporting

This quarter's board financials drafted from the same traced numbers.

Month-end close

Ask what's blocking close and get the punch list, already assigned.

Headcount planning

People plans and financial targets kept in the same conversation.

Ad hoc answers

Every department has questions. Finance has answers, with sources.

See it on your own workflow.

Pick the use case that eats your week and watch the agents run it end to end.

Book a demo

Security & governance

AI your auditor can live with.

Agents work inside the same controls as your team. Read the security overview for the full posture.

SOC 2 Type II SSO & SAML Role-based access Audit trail

Cell-level access control

The CFO sees everything. A department head sees their cost center. Agents follow the same rules as the person asking.

Every action logged

Agent activity lands in the audit trail alongside human edits.

Trace to the source

Every agent-generated figure maps back to specific GL transactions.

Finance stays in control

Agents propose changes to mappings and models. Your team reviews and approves before anything lands.

Trace to the source

Every number opens.

Any figure an agent hands you drills to the transactions behind it.

Put Charlie on your numbers.Run your hardest close question through the agents in a live sandbox and open every figure to the source.

The heavy lifting is Charlie's job now.

Book a demo and run a real FP&A question through the agent teams in a live sandbox.

Book a demo

Prefer to look around first? Explore the platform.

FAQs

Questions buyers ask

FP&Agents are Cube's autonomous AI workforce for FP&A. They take on whole jobs (reconciling the data, refreshing the forecast, explaining the variance, drafting the board deck) and carry them to a finished, decision-ready answer.
 
Four specialist teams (the Business Partner Agents, the Planner Agents, the Analyst Agents, and the Data Manager Agents) cover the workflow end to end under Charlie, the super agent, and they run on the Agentic Finance Layer, so every figure traces to the source transaction.
Charlie is the super agent in front of every FP&Agent team. You ask one question, in the Cube app, Slack, Excel, or your AI assistant. Charlie plans the work, routes it to the right team, and returns one answer with the sources attached. You never have to know which agent does what; Charlie does.
Yes. Cube is workflow-native, so the agents show up in Excel, Google Sheets, PowerPoint, Google Slides, Slack, Teams, and the Cube app.
 
The Cube MCP Server extends the same decision-ready data to Claude, ChatGPT, Copilot, Cursor, and any AI endpoint your organization builds on, and the connection reads and writes: pull live figures out, publish plans and updates back.
Yes. The Cube MCP Server and Cube's APIs connect your clean, decision-ready financial data to Claude, ChatGPT, Copilot, Cursor, and the agents your team builds, with read and write in both directions: your agents pull governed figures and publish work back through approvals and the audit trail. Your chart of accounts, business logic, and permissions travel with the data, so anything you build starts finance-literate.
General AI is probabilistic. Finance is deterministic. The FP&Agents work only on your clean, decision-ready data, with your chart of accounts and business logic as context, and every figure they return traces back to specific GL transactions. If a number looks off, you open it and see exactly where it came from.
Cube is SOC 2 Type II compliant with SSO and SAML support. Role-based access control is enforced at the cell level, and the agents respect the same permissions as the person asking: the CFO sees everything, a department head sees their cost center. Every agent action lands in the audit trail alongside human edits.
Your team connects your source systems (Cube connects to hundreds, with pre-built connectors for major platforms), configures the model with guided onboarding, and owns it from day one. No code and no rip-and-replace: Cube deploys alongside the stack you already run, and the FP&Agents come with the platform.