Annual Planning Software

Plan, budget, and collaborate in comfort

Plan Faster & Smarter

Cube automates data consolidation, cutting down manual work and errors so you can plan in a fraction of the time.

Plan Where You Work Best

Excel, Google Sheets, or Cube Workspace—use the tools you already know. No new systems to learn, just smarter workflows from day one.

Customer-Relationship-Management-Source-Tracking--Streamline-Ultimate

Keep Teams in Sync

Set clear ownership, control access, and ditch the email ping-pong. Everyone stays aligned, updates flow smoothly, and version chaos disappears.

Core Features

Scenario Planning Without Limits

Skip the file chaos. Instantly switch between budget versions and compare scenarios without losing track of your context.

Smart Access, Total Control

Control who sees what. Set user and role-based permissions so teams stay focused and secure, without slowing down collaboration.

Templates That Flex With You

Build input templates that match how your teams work. Standardize where it counts, stay flexible where it matters.

Clear Workflows, Full Visibility

Assign tasks, track changes, and keep everyone accountable. Real-time audit logs show who did what, when, and why.

Organized Bottoms-Up Planning

Let every budget owner contribute at the line-item level. Real-time rollups keep everything aligned while you stay in control.

Live Data, Familiar Tools

From Excel to the browser and beyond. Sync live data in both directions and build reports without disrupting your flow.

Results from teams who got their budgeting under control

We've saved 10 hours per week and more than $300,000 annually with Cube.

Ethan Kutner

Director of FP&A

What I love the most is Cube's flexibility. It doesn't tell me how to manage my organization, rather it provides me the flexibility to manage our processes how we see fit.

Nicolas Jacoby

Finance Managing Director

faqs

Still have questions?

What is Cube’s Annual Planning software, and how does it support financial planning?

Cube’s Annual Planning software streamlines budgeting and forecasting by integrating with your existing spreadsheets and models. It offers real-time visibility into financial performance, enabling data-driven decisions and efficient resource allocation.

How does Cube improve the annual budgeting process for finance teams?

Cube simplifies the budgeting process by automating data consolidation, maintaining version control, and facilitating scenario modeling. This reduces manual errors and accelerates planning cycles, allowing finance teams to focus on strategic analysis.

Can Cube handle both CapEx and OpEx planning within annual budgets?

Yes, Cube effectively manages capital expenditures (CapEx) and operational expenses (OpEx), ensuring accurate allocation and tracking to support comprehensive annual planning.

What integrations does Cube offer for seamless annual planning?

Cube integrates with various systems, including ERP, CRM, HRIS, and business intelligence tools, allowing for seamless data synchronization and a unified view of financial information.

How does Cube facilitate scenario modeling in annual planning?

Cube enables users to create and analyze multiple financial scenarios, assessing potential impacts on budgets and forecasts. This helps in developing robust strategies and preparing for various business outcomes.

Is Cube suitable for companies using Excel or Google Sheets for financial planning?

Absolutely. Cube is designed to work with your existing Excel and Google Sheets models, enhancing them with advanced planning capabilities without requiring a complete system overhaul.

How does Cube ensure data accuracy and version control in annual planning?

Cube maintains data integrity through centralized data management and version control features, ensuring that all stakeholders work with the most up-to-date and accurate financial information.

What industries benefit most from Cube’s annual planning solution?

Cube serves a wide range of industries, including software, healthcare, manufacturing, non-profit, and financial services, providing tailored solutions to meet specific financial planning needs.