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Integrations

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

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Accounting CRM HR and Payroll Payments Data

The Agentic Layer

The governed foundation — platform capabilities.

Unified Data Business Logic & Modeling AI Agents & Automation Security & Controls

Surfaces

The layer powers every surface — finance works wherever work happens.

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Cube web Excel & Google Sheets AI Assistants via MCP Slack & Teams PowerPoint & Google Slides BI Tools
Product Updates

Reporting & Analysis

Business performance tracking, variance, and analytical insight.

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Variance Analysis Ad-Hoc Reporting Executive Reporting

Planning & Modeling

A comprehensive look at forward-looking corporate financial strategy.

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Revenue Cash Flow Scenario Planning Headcount Vendor/Expense Annual Budgeting

Consolidation & Close

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

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Data Consolidation Financial Close Data Governance & Audit

Industries

Purpose-built for how each sector runs finance.

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Software Business Services Healthcare Retail Financial Services Manufacturing Nonprofits Real Estate Multi-Location
The Data Manager Agents

AI data management agents that keep your data clean.

The FP&Agents for data integrity: a growing team of autonomous agents that keep mappings, consolidations, and hierarchies clean, so every team upstream works on facts.

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Mapping AgentMatching 214 accounts
Bulk Edit AgentUpdating dimensions
Bulk Task AgentRunning 38 tasks
Connection Setup AgentSyncing NetSuite
Dimension Management AgentAligning hierarchy
The problem

Everyone downstream inherits a mess.

When your chart of accounts or source system data changes and nobody remaps it, every report, forecast, and board number pays for it, and the team pays in cleanup weeks.

Mapping is a manual grind

Every new account, entity, and source system means hours of hand-mapping against the chart of accounts.

Bulk changes are risky

Mass edits across dimensions with no proposal step is how models quietly break.

The model drifts from the business

Reorgs and new products happen, hierarchies lag, and every rollup slowly stops matching reality.

Your digital finance team

Keep every rollup right.

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.

Glass shapes organizing scattered data, representing the Data Manager agentsMappingBulk EditBulk TaskConnectionsDimensions

Your Data Manager Agents

Mapping

Learns your chart of accounts and proposes mappings, scored by confidence.

Bulk Edit

Mass updates to dimensions and data from a plain-language request.

Bulk Task

Repetitive workflow tasks automated at scale.

Connection Setup

Source system onboarding, guided end to end.

Dimension Management

Keeps hierarchies aligned as the business changes.

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Use cases

Where the Data Manager Agents go to work.

Data Manager agents use case: mapping source data
New entity onboarding

A subsidiary lands in the ERP, and mappings are proposed before the kickoff call.

Data Manager agents use case: reconciling data
Chart of accounts changes

New accounts mapped on arrival, with low-confidence items queued for review.

Data Manager agents use case: bulk edits at scale
Reorgs and dimension updates

The hierarchy changes once, and every rollup follows.

Data Manager agents use case: audit trail
Multi-entity consolidation

Eliminations, currency conversion, and subsidiary rollups, run continuously.

See it on your own workflow.

Pick the data chore your team dreads most and watch the Data Manager Agents run it.

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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.
Data
The Data Managers

Collects, maps and reconciles data from every source so every figure is right before anyone opens a file.

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Reporting and analysis
The Analysts

Explains variances to the transaction, flags anomalies and answers ad hoc questions in plain language.

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Planning and forecasting
The Planners

Reruns forecasts as new actuals land, builds scenarios and keeps budgets current between cycles.

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Partnering
The Business Partners

Brings answers to department heads in Slack, Teams and email, so finance is in every decision.

Meet The Business Partners →
Meet the Agents
Mapping0% auto-mapped
6045 · Cloud Infra – EMEACloud & software
6046 · Cloud Infra – USCloud & software
4020 · Renewals – Mid MarketSubscription revenue
6047 · Datadog – annualNew GL account · NetSuite
96% confidenceAdjust
Proposals, not surprises

Scored, queued, and approved.

Every proposed change carries a confidence score. Anything below your bar queues for review, and your team approves before anything lands.

The grunt work, done for you

New accounts get matched, mass updates run, and hierarchies stay current without eating the week.

Mapping suggestions with confidence scores

Like a careful analyst showing their work. Nothing applies silently.

You approve, everything is logged

Your team signs off before anything lands, and every change is recorded for the auditor.

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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 clean data the Data Manager Agents keep in shape.

assistant iconClaudeassistant iconChatGPTassistant iconCopilotassistant iconGemini
A glass cube connecting to AI assistants through the Cube MCP Server
AI answers in Claude, ChatGPT and Copilot

Query mapping status, consolidation runs, dimension trees, and data freshness from any assistant or pipeline agent, live and governed.

Write: work that lands in Cube

Propose mappings, dimension updates, and bulk edits from any endpoint. Everything queues for finance approval and lands in the audit trail.

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Give the grunt work to the agents.

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

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FAQs

Questions finance leads ask.

Do agents change our data without approval?

No. The Data Manager Agents propose, and your team reviews and approves before anything lands in the model. Every action, agent or human, lands in the audit trail.

How does the Mapping agent learn our chart of accounts?

Cube’s Mapping agent learns your chart of accounts from your existing mappings and business logic. Each proposal carries a confidence score, and anything below your bar queues for review instead of applying.

How do you automate financial data consolidation?

Automate consolidation by connecting the ERP, CRM, HRIS, and bank data directly, mapping accounts to a shared chart of accounts, and applying eliminations and currency rules in one model. Cube’s Data Manager agents handle mapping, bulk edits, and connection setup, so actuals land clean and reconciled before close.

How do you automate chart of accounts mapping?

Use software that learns your existing mappings, suggests new ones as accounts are added, and lets finance approve each change. Cube’s Mapping agent learns from your chart of accounts across entities and flags anything new, keeping every mapping governed and auditable.

Can Claude or ChatGPT read and write this through MCP?

Yes. Through the Cube MCP Server, assistants and the agents you build read the same clean data and write back proposed mappings, dimension updates, and bulk edits, all queued for approval and logged.

What sources can we connect?

Cube connects to hundreds of source systems, with pre-built connectors for major platforms, and Connection Setup guides the onboarding. No code and no consultants required.