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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The Business Partner Agents

AI business partner agents that take finance to the business.

The FP&Agents for strategic communication: autonomous agents that build dashboards and decks and run the close checklist, so finance shows up with answers.

A crystal prism at the center, linked by light to four glass shapes
Visualization AgentRefreshing 12 dashboards
Board Builder AgentDrafting Q3 board pack
Deck Builder AgentBuilding 14 slides
Month End Close AgentTracking 42 close tasks
The problem

Finance spends its time formatting, not advising.

The numbers are done, but the deck isn’t. Every board pack, dashboard, and close checklist gets rebuilt by hand, and the strategic conversation waits.

Decks rebuilt every month

Copying numbers into slides is slow, and every paste is a chance for error.

Dashboards drift from the board deck

Leaders look at charts that stopped matching the model weeks ago.

The close runs on spreadsheets

Task lists, owners, and sign-offs live in email threads.

Your digital finance team

Put finance in the room.

Agents propose, finance approves, and every action lands in the audit trail. Every agent works under Charlie, the super agent: one question in, one decision-ready answer back.

A team of glass prism agents, each with a pane for decks, dashboards, checklists and charts

Your Business Partner Agents

Visualization Agent

Builds and refreshes dashboards from the governed model, so every chart matches the books.

Board Builder Agent

Drafts the board pack with narrative and figures traced to the GL.

Deck Builder Agent

Turns any analysis into a presentation-ready deck in PowerPoint or Google Slides.

Month End Close Agent
Coming soon

Runs the close checklist, tracks owners, and flags what’s late.

Use cases

Where the Business Partner Agents go to work.

A glass slide deck representing presentations
Board reporting

The quarterly pack is drafted with narrative before the first review.

Glass chat bubbles representing Slack and Teams
Department reviews

Each budget owner gets a deck built from their own numbers.

Glass panels linked by light, representing collaboration
Executive dashboards

Leadership views refresh as the model updates.

Glass layers merging into one, representing financial consolidation
Month-end close

Tasks, owners, and sign-offs tracked in one place.

See it on your own workflow.

Pick the deliverable your team rebuilds most and watch the Business Partner Agents draft it.

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.
Board deck draft0% sourced
Slide 3 · Revenue bridgeTied to GL
Slide 5 · Opex vs planTied to GL
Slide 7 · Cash runwayTied to GL
Slide 9 · Hiring planAwaiting HRIS sync
97% confidenceAdjust
Drafts, not surprises

Drafted, sourced, and approved.

Every figure in a draft links to the GL. Anything that can’t be tied out is flagged for review, and your team approves before a slide reaches the board.

The formatting, done for you

Decks and dashboards are drafted from live numbers, not pasted ones.

Every deck figure tied out to the ledger

Click any number in a draft to see where it came from.

You approve what ships

Your team edits and signs off before anything leaves finance.

Cube MCP Server

Your AI reads it, and writes it back.

Claude, ChatGPT, Copilot, and the agents you build get read and write access to the same governed numbers the Business Partner Agents present.

claude-colorClaudeopenaiChatGPTcopilot-colorCopilotgemini-colorGemini
A glass cube connecting to AI assistants through the Cube MCP Server
AI answers in Claude, ChatGPT and Copilot

Query dashboards, board metrics, and close status from any assistant or pipeline agent, live and governed.

Write: work that lands in Cube

Draft slides, update dashboards, and log close tasks from any endpoint. Everything queues for finance approval and lands in the audit trail.

Give the formatting to the agents.

Say hello to your digital finance team that works while you sleep.

FAQs

Questions finance leads ask.

Do agents send anything to stakeholders without approval?

No. The Business Partner Agents draft, and your team reviews and approves before anything leaves finance. Every action lands in the audit trail.

Where do the numbers in decks come from?

The numbers in Business Partner decks come from your governed model in Cube, traced to the GL transactions behind each figure.

How can AI automate board decks and management reporting?

AI can build dashboards and decks from live financial data, refresh them when numbers change, and draft the narrative, so finance spends its time on the conversation rather than the formatting. Cube’s Business Partner agents build boards and decks in PowerPoint and Google Slides from governed numbers, with finance approving before anything is shared.

How does AI help finance business partner with the rest of the company?

AI gives budget owners self-serve answers about their numbers, prepares meeting materials, and keeps every team on the same figures. With Cube, department heads can ask about budgets in Slack or Teams, and Business Partner agents prepare decks and dashboards, all from the same governed source.

Which presentation tools are supported?

Business Partner agents build decks in PowerPoint and Google Slides, plus dashboards in the Cube Web app.

Can Claude or ChatGPT read and write this through MCP?

Yes. The Cube MCP Server gives connected assistants governed read and write access to the same numbers, under your permissions.