Cube Content Library

Discover how to effectively integrate AI into FP&A with our practical checklist. Learn to enhance forecasting, planning, and reporting with confidence.

Ebook

Claude for FP&A

A working guide to running Claude in a finance function, and how to feed it governed, traceable numbers so a demo becomes a deployment.

Success Stories

How a 180-location lube center operator replaced 1.75 million Excel formulas.

Discover how Harness leveraged Cube to streamline their planning data, enabling finance teams to focus on strategic growth and decision-making. Get a demo today.

evaluation

AI in Finance: Build or Buy?

Learn about AI and automation in finance, how to avoid audit risk, and practical CFO frameworks with a checklist to choose the right tool for each process.

Strategic planning, Customer webinar

WEBINAR | Agentic Finance | May 21 2026

Learn how FP&A teams use Cube to simplify vendor planning with faster cycles, smarter forecasts, and real-world strategies for agility and alignment.

Professional development

AI vs. Automation in FP&A: Differences & Use Cases

Learn about AI and automation in finance, how to avoid audit risk, and practical CFO frameworks with a checklist to choose the right tool for each process.

Professional development

The New CFO's First 90 Days

Discover how AI transforms CFO onboarding in the first 90 days, enabling faster insights, strategic leadership, and efficient decision-making.

12 best cash forecasting software [2026 review]

Explore the 12 best cash forecasting software options, including their key features and best use cases. Learn how to choose the right one for your organization.

News

The Financial Intelligence Platform Built for the AI Era

Discover how Cube's Financial Intelligence Platform revolutionizes finance with AI-driven insights, transforming financial teams into strategic powerhouses. Learn more about our 2025 breakthroughs and 2026 vision.

Success Stories

FP&A Multi-Location Scale: How Faherty Automated Multi-Store Reporting with Cube

Discover how Faherty Brand streamlined multi-store financial reporting, transforming data management with Cube to focus on strategic analysis and efficient planning.

10+ best FP&A AI agents software for financial planning

Discover the top FP&A AI agents transforming financial planning with automated forecasting, variance analysis, and real-time insights in 2026.

Strategic planning, Customer webinar

WEBINAR | December 10 2025 | The Vendor Planning Playbook

Learn how FP&A teams use Cube to simplify vendor planning with faster cycles, smarter forecasts, and real-world strategies for agility and alignment.

13 best variance analysis software [2026]

Discover the best variance analysis software to streamline financial reporting and forecasting. Compare top platforms, features, pros, and cons.

12 Best revenue planning software [2026 review]

Explore the best revenue planning software to forecast growth, manage cash flow, and optimize financial performance. Compare top tools and features.

Best annual planning software for finance teams [2026]

Discover the best annual planning software for finance teams to streamline budgeting, forecasting, reporting, and drive faster decisions in 2026.

Strategic planning, Customer webinar

Headcount Planning Without the Headaches

Learn how FP&A teams use Cube to simplify headcount planning with faster cycles, smarter forecasts, and real-world strategies for agility and alignment.

Success Stories

From Manual to Modern: How Psychemedics Transformed Their Finance Operations and Cut Reporting Time by 30%

Learn How Psychemedics Cut Their Reporting Time by a Third with Cube and Transformed Finance Operations

Strategic planning, Customer webinar

Annual Planning Part 3 - Planning for the Unpredictable

Join Cube’s final planning session to help CFOs and finance teams master budgeting agility. Learn scenario planning, pivots, and alignment strategies to thrive in unpredictable markets.

10+ Best ad hoc reporting software tools [2026]

Discover the best ad hoc reporting software tools to streamline reporting, accelerate insights, and support fast decision-making in 2026.

Strategic planning, Customer webinar

Annual Planning Part 2 - Planning is a Team Sport

Join our annual planning webinar to learn how to align stakeholders, foster collaboration, and apply FP&A best practices for smarter budgeting.

10+ Best inventory planning software [2025]

Discover the best inventory planning software that helps you to forecast more accurately, save time, reduce waste, and grow faster.

Strategic planning, Customer webinar

Annual Planning Part 1 - Set Up for Success

Join our annual planning webinar to learn how to align timelines, gather the right inputs, kick off your plan with momentum, and apply proven best practices from top FP&A teams to plan smarter and more strategically.

Success Stories

From Frustration to Trust: How Sky Ranch Achieved 100% Data Accuracy After Switching to Cube

Learn How Sky Ranch Achieved 100% Data Accuracy After Switching to Cube.

Best retail inventory management software [2025 review]

Explore the best retail inventory management software to streamline stock tracking, boost cash flow, and improve customer satisfaction.

SaaS revenue model: The complete guide

Learn how finance teams can design SaaS revenue models that drive growth, align with customers, and improve long-term profitability.

evaluation

12+ Best FP&A software for small businesses [2026]

Discover the best FP&A software for small businesses in 2026 to streamline planning, improve forecasts, manage budgets, and support smarter growth decisions.

evaluation

AI for FP&A: The complete guide [2026]

Learn how AI in FP&A transforms planning, forecasting, and analysis in 2026. Discover use cases, tools, & best practices for building AI-powered FP&A teams.

Strategic planning

How to develop financial strategies for business success [2026]

Learn how finance leaders develop effective financial strategies to drive growth, manage risk, improve cash flow, and support long-term business success in 2026.

Aligning finance and strategy: How to align budgets with business goals (free templates)

Learn how to align finance and strategy so you can ensure budgeting, forecasting, and reporting efforts support long-term business goals.

Data validation best practices and techniques for finance teams to know

Learn important data validation best practices and techniques to improve data integrity for financial planning, forecasting, and budgeting.

What is financial data management?

Financial data management improves accuracy, compliance, and reporting. Learn best practices, tools, and benefits for managing financial data in 2026.

Financial due diligence: What is it & how to do it [2025]

Learn the essentials of financial due diligence in 2025, including its importance, key steps, and best practices for accurate business evaluations.

Success Stories

Outdoorsy slashes planning prep time by 50% and scales finance across three entities with Cube

Learn how Outdoorsy slashed planning prep time by 50% and scaled finance across three entities with Cube.

The best profit and loss software for businesses

Stay in control of your finances with the best profit and loss software. Track revenue, manage expenses, and make confident business decisions.

AI-powered collaboration for finance: People & AI working smarter together with Cube

Cube’s AI-powered Collaboration Suite helps finance work smarter, align faster, and drive strategic impact through intelligent, real-time collaboration.

Strategic planning

How Cube’s AI-Powered Collaboration Transforms Cross-Functional Planning

Discover the strategic value of data hygiene for FP&A leaders. Learn best practices and see how Cube's FP&A software can enhance your data management.

Webinar

AI-Powered Collaboration in Cube: Workflows, Analysis, & Accountability

See how Cube’s AI-powered collaboration features help FP&A and strategic finance leaders align faster and drive clarity, ownership, and action across the business.

Success Stories

How Tecovas empowered every team to own their numbers (and why it changed the business)

Learn how Tecovas empowered every team to own their numbers with Cube (and why it changed the business).

Strategic planning

From tactical to strategic finance: Aligning people, process, and technology

Go from tactical to strategic finance. Learn how to make the transition successfully by aligning people, process, and technology.

Webinar

See Cube Live: Inside Cube’s AI for FP&A

Discover how Cube’s AI features are delivering real value today—and what’s next for finance teams—in this 30-minute product tour.

News

Cube’s agentic AI: A new way to ask, analyze, and act

Introducing Cube’s agentic AI, with Cube apps now available for Slack and Microsoft Teams.

Strategic planning

The Strategic Finance Hierarchy of Needs: evolving from data analyst to business partner

Learn more about the Strategic Finance Hierarchy of Needs: a layer-by-layer framework for finance teams ready to lead.

Webinar

Cube's AI for FP&A: Context, accuracy, & control

Discover how Cube’s AI features are delivering real value today—and what’s next for finance teams.

How to use AI in financial planning

Discover how to use AI in financial planning to automate forecasting, data integrity, and risk management for smarter, faster, and more strategic decisions.

What is AI data governance and why does it matter in finance?

Learn how to implement data governance policies for AI and how to use AI to streamline your data governance efforts.

Ultimate data integrity checklist for finance teams

Boost financial accuracy and security with this complete data integrity checklist. Follow these steps to ensure reliable, error-free financial data.

AI data quality: Why it's so important for finance teams

Learn about why data quality is so important for AI and how finance teams can use the power of AI to improve their data quality.

13+ of the best financial consolidation tools [2026]

Discover the best financial consolidation tools to streamline reporting, automate intercompany eliminations, and improve compliance.

Webinar

See Cube Live: How to get unstuck and start driving strategy

Stuck in messy data, slow reporting, and endless model updates? Learn how Cube helps you break free, work smarter, and drive strategic impact.

What is strategic financial management?

Learn how strategic financial management helps companies make informed decisions, allocate resources effectively, and improve their bottom line.

evaluation

The 6 best demand forecasting and planning software solutions [2026]

Discover the best demand forecasting software for 2026 to predict trends accurately, optimize inventory, improve planning, and support faster, smarter business decisions.

evaluation

11 of the best budget software for nonprofits [2026]

Explore the best budgeting software for nonprofits in 2026 to simplify financial planning, improve transparency, manage grants effectively, and support long-term mission success.

Webinar

Introducing the Strategic Finance Framework: A blueprint for getting out of the tactical & into the strategy

Discover the Strategic Finance Framework—a practical guide to moving beyond reporting and driving business strategy.

Financial reporting

Free balance sheet template for Excel & Google Sheets

Get a free balance sheet template for Excel & Google Sheets. Learn what to include and how to use it to simplify your financial reporting.

Financial reporting, Planning & Modeling

13 free FP&A Excel templates for finance teams

Simplify financial planning with free FP&A Excel templates for budgeting, forecasting, and reporting for finance teams.

Scenario planning evaluation

Top 10 AI forecasting software tools: How to boost efficiency in FP&A

Review the top AI forecasting software tools for FP&A leaders, including Cube.

Strategic planning evaluation

AI in finance: How CFOs are evolving beyond automation and driving strategy in 2026

Learn how CFOs apply AI in FP&A and finance to strengthen financial intelligence, improve forecasting, and move beyond automation into a more strategic leadership role.

evaluation

Top AI tools for FP&A leaders in 2026

Explore the top AI tools for FP&A leaders in 2026 to automate forecasting, enhance financial intelligence, improve scenario modeling, and unlock deeper insights.

Financial reporting

Revenue vs profit: What’s the difference?

Learn the difference between revenue vs profit for better financial health. Explore key calculations, examples, and strategies.

Webinar

Finance frights: How to banish FP&A nightmares for good

FP&A nightmares keeping you up at night? Learn everything you need to take your financial processes from terrifying to top-notch & banish FP&A nightmares.

Financial reporting

How to calculate gross profit: A guide for finance leaders

Find out how to calculate your gross profit and start analyzing how well you’re controlling production costs.

evaluation

Anaplan AI: Review, costs & alternatives [2026]

Evaluate Anaplan AI in 2026 by reviewing capabilities, costs, benefits, limitations, and top alternatives to determine if it fits your planning needs.

Financial reporting

Return on equity: Formula, calculation, and use cases

Find out the return on equity formula, how and when to use it, and how ROE compares to other financial performance measures.

Strategic planning

How to create a strategic financial plan for your business in 2026

Learn how to build a strategic financial plan that aligns goals, forecasts performance, manages risk, and supports sustainable business growth throughout 2026.

News

G2 recognizes Cube as a Momentum Leader, awarding badges for high performance and more (Fall ‘24)

Cube has been recognized as a Leader in G2's Fall Report. Each badge represents our commitment to helping every company achieve its financial goals.

Management reporting

The finance leader's guide to financial compliance management

Learn practical strategies to simplify financial compliance management so your organization stays on track without compromising long-term goals.

Professional development

The finance leader’s guide to financial services regulation

Discover how financial services regulation helps finance leaders manage risk, ensure compliance, and drive informed financial decisions.

Financial reporting

Gross profit: Definition and gross profit equation

Find out the gross profit equation, how to calculate it, and how to use your gross profit margin to measure your company’s financial health.

Budgeting & Forecasting

Accounts receivable: What they are and why they matter

Wondering what accounts receivables are and why they matter? Discover how accounts receivables fit into your overall financial planning and analysis.

Webinar

See Cube Live: Effective FP&A for Nonprofits

Learn how to use Cube in this presentation tailored for finance professionals in nonprofits.

evaluation

14 best AI budgeting tools and software [2026]

Discover the best AI budgeting tools of 2026 to improve forecast accuracy, automate workflows, reduce manual effort, and help finance teams make faster, data-driven decisions.

Financial reporting

Automated financial reporting: What FP&A leaders need to know in 2025

Discover how automated financial reporting empowers FP&A leaders with efficiency, accuracy, and valuable insights for better decisions.

evaluation

11 best AI tools for Google Sheets

Here's a quick rundown of the best AI tools to use with Google Sheets.

evaluation

Will AI replace your finance team in 2026?

Explore how AI is reshaping finance in 2026. Learn which roles AI augments, where human expertise remains essential, and how teams can adapt.

evaluation

The role of AI in forecasting in 2026

Learn how finance teams use AI-powered forecasting in 2026 to improve accuracy, reduce bias, enhance financial intelligence, and support faster strategic decisions.

evaluation

14 best finance AI tools for finance leaders

Want to speed up your financial processes without sacrificing data quality (or your bottom line)? Check out these top 14 AI finance tools.

evaluation

24 best AI tools for Excel (for finance, formulas, and more)

Looking to earn back some time in your day? Learn about the 14 best AI tools for Excel to help you free up time to focus on what matters.

Budgeting & Forecasting, Ebook

10 quick wins for financial data management

Download Cube's free ebook with 10 quick wins to clean financial data, cut reconciliation, and help FP&A teams decide faster in Excel or Sheets.

Webinar

See Cube Live: Streamlined FP&A for Real Estate

Learn how to use Cube in this presentation tailored for finance professionals in Real Estate.

Budgeting & Forecasting

Cap table management made easy: Tools and techniques for finance leaders

Learn effective cap table management strategies to catapult your business to new heights (without making costly errors).

Budgeting & Forecasting, Ebook

Advancing in FP&A: Mapping your journey from Director to VP and beyond

Discover everything you need to know, from the skills to develop to the steps you should take, to advance in FP&A from Director to VP and beyond.

Budgeting & Forecasting, Ebook

Advancing in FP&A: How to rise from Manager to Director

Discover everything you need to know, from the skills to develop to the steps you should take, to advance in FP&A from Manager to Director.

Budgeting & Forecasting, Ebook

Advancing in FP&A: Charting your course from Analyst to Manager

Discover everything you need to know, from the skills to develop to the steps you should take, to advance in FP&A from Analyst to Manager.

Budgeting & Forecasting

Cutting-edge strategies for financial risk management

Learn cutting-edge financial risk management strategies for 2024 and beyond.

Strategic planning

Learn these 5 new skills to excel in your FP&A career

Learn these 5 new skills to excel in your FP&A career.

Budgeting & Forecasting, Planning & Modeling

Capital allocation: techniques for maximizing financial returns

Effective capital allocation is key to driving growth and achieving long-term success. Learn how to make strategic investments that maximize returns.

Future-proof your business: Essential budgeting templates and tools for FP&A leaders

Is one of your goals to budget better this year? You've come to the right place. Use these business budgeting templates to hit your numbers.

G2 spotlights Cube as an FP&A Leader, awarding badges for Highest User Adoption, Best Support, and more (Summer ‘24)

Cube has been recognized as a Leader in G2's Summer Report. Each badge represents our commitment to helping every company achieve its financial goals.

Strategic planning

Benchmarking for success: use these financial metrics to guide your strategy

Explore the financial benchmarks and metrics that really matter, why they’re crucial, and how you can use them to shape a winning strategy.

Professional development

Becoming a CFO: The journey from executor to strategic leader

Becoming a CFO starts with making one key transition: executor to strategic leader. Keep reading for tips on how to navigate this shift effortlessly.

Webinar

See Cube Live: Streamlined FP&A for Healthcare & Biotech

Learn how to use Cube in this presentation tailored for finance professionals in Healthcare & Biotech.

Webinar

10 quick wins to improve your financial data management

Learn simple, effective strategies to boost your financial data management (and your bottom line) with minimal time investment.

Strategic planning

A perfect pairing: How to create a great relationship between HR & finance

Wondering how to build a bulletproof relationship between HR and Finance that can take your business to new heights? Let's dive in.

Professional development

Types of finance awards: recognizing innovation, leadership, and sustainability in finance

Learn about some of the most influential finance awards celebrating innovation, leadership, and sustainability.

Strategic planning

The strategic value of data hygiene: Guide for finance leaders

Discover the strategic value of data hygiene for FP&A leaders. Learn best practices and see how Cube's FP&A software can enhance your data management.

Strategic planning

Navigating financial risk: tools and strategies for today’s finance leaders

Wondering how to approach financial risk management the right way? Learn how to effectively identify and mitigate financial risks in no time.

Professional development

Building strong relationships across your organization: key strategies for finance leaders

Learn how to build strong relationships across your organization as a finance leader.

Webinar

See Cube Live: Streamlined Solutions for Manufacturing

Learn how to use Cube in this presentation tailored for finance professionals in manufacturing led by Solutions Consultant, Liban Jama.

Webinar

See Cube Live: Simplifying SaaS Financial Management

Learn how to use Cube in this presentation tailored for SaaS led by Head of Solutions Consulting, Jim Bullis.

evaluation

Prophix software reviews: does it meet modern FP&A needs?

Learn about Prophix's strengths and weaknesses straight from its users before you choose to implement it at your company.

evaluation

Best EPM software of 2026: top picks for enhanced financial processes

Discover the best EPM software of 2026 to improve financial planning, consolidation, reporting, and performance management across your business.

evaluation

Pigment software review: strengths and weaknesses from a user’s perspective

Learn about Pigment's strengths and weaknesses straight from its users before you choose to implement it at your company.

Budgeting & Forecasting evaluation

22 best business budgeting software solutions

Discover the best business budgeting software tools to support your company’s financial planning and budgeting efforts in 2024.

Scenario planning, Strategic planning

Efficient cap table management: key strategies for finance leaders

Learn how you can leverage your cap tables to drive strategic business outcomes.

Budgeting & Forecasting

Spring cleaning your financial data: where to begin

Learn to navigate spring cleaning and transform your data into a strategic asset for your business.

Webinar

Strategies for Finance Leaders to Build Strong Organizational Relationships

Learn strategies, tactics, and best practices essential for finance professionals to forge strong business relationships.

Budgeting & Forecasting

The power of finance statistics: how to use data to propel your company forward

Explore how you can effectively leverage finance statistics to push your company forward—and how FP&A software can help make this easier.

Budgeting & Forecasting

Navigating strategic FP&A for SaaS businesses

Uncover key FP&A strategies for SaaS businesses to enhance decision-making and drive growth.

Workforce planning

Fractional CFO vs. full-time CFO: which is right for you?

Fractional CFO or full-time CFO—which is right for you? Here’s everything you need to know to make the right decision.

Strategic planning

FP&A for real estate: a guide for finance leaders

Want to learn about FP&A for real estate? This guide offers practical tips so finance teams can stay agile and find better ways to drive growth.

Budgeting & Forecasting

10+ SaaS KPIs FP&A leaders should care about

Learn how to analyze, correlate, and effectively present SaaS KPIs to drive strategic decisions and foster business growth.

Budgeting & Forecasting, Ebook

Creating a high-impact finance function

Discover how to transform your finance function into an indispensable strategic asset with secrets from 7 top finance experts.

FP&A for manufacturing: a guide for finance leaders

Explore effective FP&A strategies tailored to overcome obstacles and help your manufacturing business thrive.

Professional development

Top tips for highly effective financial leadership

Finance experts share their secrets for highly effective leadership.

News

G2 recognizes Cube as a Leader in the FP&A space, awarding badges for Easiest Setup, Best Estimated ROI, and more (Spring ‘24)

Cube has been recognized as a Leader in G2's Spring Report. Each badge represents our commitment to helping every company achieve its financial goals.

evaluation

Adaptive alternatives: a comparative guide for FP&A & finance leaders

Considering Workday Adaptive Planning for your business? First, you'll want to weigh it against the competition. Here's everything you need to know.

Webinar

Cube Office Hours: Cash Flow Reporting & Planning

Join our head of Customer Engineering, Mitch Dorhout, for a quick overview and open Q&A on cash planning, reporting, and forecasting with Cube.

Management reporting

Top 7 vendor management best practices for finance pros

Check out these top 7 vendor management best practices for finance pros.

Financial reporting

Decoding financial trends: a deep dive into vertical and horizontal analysis for FP&A

Discover how to use vertical analysis and horizontal analysis to up your finance game and boost your business performance.

News

Cube raises $20M, appoints former Workday exec, Suresh Bala, to lead product innovation

Cube raises $20M and appoints Suresh Bala as Chief Product & Technology Officer.

evaluation

The 5 best financial projection software solutions

Explore the top 5 financial projection software solutions of 2024 tailored for finance professionals and FP&A leaders.

evaluation

The 10 best revenue forecasting software options in 2026

Discover the best revenue forecasting software for 2026 to improve prediction accuracy, support planning, and help finance teams make better decisions.

Financial reporting

Cost volume profit analysis (CVP): Everything you need to know

Explore our comprehensive guide on Cost Volume Profit (CVP) Analysis for FP&A leaders, offering insights into advanced applications, strategic decision-making, and best practices.

evaluation

Harnessing the power of Salesforce integration in FP&A: key insights and strategies

Discover the benefits and strategies of integrating Salesforce with FP&A systems in our latest blog.

Success Stories

Edge Fitness Clubs cuts reporting time by 50% and saves $300,000 annually with Cube

Edge Fitness Clubs needed a tool that could overcome the inefficiencies and constraints of their existing systems and establish a more streamlined, effective, and agile FP&A framework.

Budgeting & Forecasting

Valuation demystified: The art and science of discounted cash flow

Discover the ins and outs of discounted cash flow for better performance.

Cube lands a spot on G2’s 2024 Best Software Product Awards list for Accounting & Finance Products

G2 awarded Cube a spot in the Best Software 2024 list! Thanks to positive feedback from customers, we ranked as a top 50 Accounting & Finance product.

Financial reporting

Boost the accuracy of investment analysis with the XIRR formula

Discover how to enhance your investment analysis and financial planning accuracy with the XIRR formula.

Financial reporting

Navigating financial changes: the role of flux analysis for SMBs

Uncover valuable insights to empower your SMB, adapt to shifts, and make informed decisions using flux analysis.

Financial reporting

Spotting trends: the power of horizontal analysis in finance

Gain a comprehensive understanding of horizontal analysis, an analytical method used to compare statements based on historical data over a period of time.

Financial reporting

Vertical analysis: a deep dive into financial statement evaluation

Elevate your financial insights with Vertical Analysis. Our guide explores effective evaluation methods for a sharper understanding of statements.

Financial reporting

Effective cash flow analysis: top 7 tips for financial growth

Take control of your financial growth with our expert cash flow analysis tips to improve your cash flow and fuel sustainable financial prosperity.

Budgeting & Forecasting

Calculating revenue run rate: a metric to measure growth in SMBs

Discover the essentials of calculating and leveraging the revenue run rate in SMBs with our expert guide. Learn to effectively measure growth, interpret results, and integrate this key metric into your strategic financial planning.

Budgeting & Forecasting

Optimizing operating cash flow: a practical guide for finance leaders

Learn how to optimize operating cash flow, why it’s important for businesses, and discover practical strategies for financial leaders.

Budgeting & Forecasting, Ebook

The future of strategic finance

Discover how to transition from day-to-day financial tasks to becoming a driver of business strategy.

Budgeting & Forecasting

Net income vs gross income: what's the difference? (and how to calculate)

Learn the distinction between gross and net income, empowering yourself with key insights for effective money management.

Budgeting & Forecasting

How to calculate retained earnings: insights for finance leaders

Learn how to calculate retained earnings effectively, empowering finance leaders to enhance decision-making and ensure financial stability.

Budgeting & Forecasting

Free cash flow: a key metric for financial health

Free cash flow (FCF) is more than just a number on your financial statements—it's the lifeline of your business. Learn more.

Budgeting & Forecasting

Is unearned revenue a liability or an asset?

Is unearned revenue a liability or an asset? Learn more.

Financial reporting

Crunching the numbers: understanding marginal revenue

Gain a deeper understanding of marginal revenue to boost your strategic acumen and level up your financial planning.

evaluation

Vena software review: Pros, cons, and top alternatives [2024]

Considering Vena software for your business? Check out its pros and cons (along with its top alternatives) so you can make an informed decision in 2024.

Success Stories, Management reporting

BlueWind Medical reduced company spend by over $100k with Cube

BlueWind needed a system that could not only streamline their budgeting process but also provide a platform for efficient data collection and give budget stakeholders a sense of ownership.

Strategic planning

New year, new plan: Mapping your 2026 finance strategy

Learn how finance leaders map an effective 2026 finance strategy with expert insights on planning, prioritization, and execution.

News

G2 awards Cube 30 badges and multiple top spots for Budgeting and Forecasting (Winter ‘24)

Cube has been recognized with 30 badges in G2’s Winter Report. Each badge represents our commitment to helping every company achieve its financial goals.

evaluation

Top 10 Datarails alternatives to level up your finance function

Looking for Datarails alternatives? You've come to the right place. Find out which 10 FP&A platforms edge out this tool.

evaluation

ERP system software: How to make the most of your evaluation

Learn how to make the most of your ERP system software evaluation. Discover key strategies to help evaluate and choose the right software.

evaluation

Don't wait to automate: your guide to selecting finance automation software

In the market for finance automation software? There are many options out there. Discover tried-and-true tactics to help you make the right choice.

evaluation

An in-depth look at IBM TM1: features, benefits, and drawbacks

Considering IBM TM1? Learn more about this FP&A software and whether it's right for your business.

evaluation

Streamlining FP&A: An in-depth look at Jirav alternatives

Discover the top Jirav alternatives so you can select the right FP&A software for your business.

evaluation

PlanGuru alternatives: Finding the right fit for your finance team

Which of these PlanGuru alternatives is right for your business? Learn more about how to level up your finance function.

evaluation

Pigment software review: Pros, cons, and top alternatives [2026]

Explore Pigment software in detail, including features, pros, cons, pricing insights, and the best alternatives to consider for FP&A teams in 2026.

evaluation

Exploring FP&A solutions: a comparative guide to Jedox alternatives

Looking to level up your FP&A function with top-tier software? Discover top Jedox alternatives to consider for your business.

evaluation

Planful alternatives: Choosing the right FP&A solution

Wondering if Planful is right for your business? Here are some top Planful alternatives to consider—and steps to help you find the right FP&A tool for you.

Why Cube is invested in the future of FP&A

Read about why Cube is invested in the future of FP&A, straight from CTO Josh Holat.

Workforce planning evaluation

11+ Best capacity planning software for resource optimization

Discover the best capacity planning software and resource management platforms for growing businesses in 2025.

evaluation

Vena software review: Pros, cons, and top alternatives [2026]

This Vena software review breaks down features, pricing, advantages, drawbacks, and leading alternatives to help finance teams evaluate options in 2026.

Budgeting & Forecasting evaluation

Expense management software: how to control costs and boost profit margins

Discover how expense management software can help you control costs and boost profit margins.

Webinar

New year, new plan: mapping your 2024 finance strategy

Discover tried-and-true tactics from finance experts to build and implement a successful financial plan in 2024.

evaluation

Best profitability tools & how to conduct profitability analysis

Compare the best profitability software and how to conduct profitability analysis for improved financial management in 2026.

evaluation

Mitigating risks with scenario planning software: a guide for finance leaders

Learn how scenario planning software can help you make sharp, informed decisions for your business's future.

evaluation

Mosaic FP&A software: pros and cons for finance leaders

Discover the pros and cons of Mosaic FP&A software.

evaluation

Jedox software reviews and packages: what to know before you buy

Discover the ins and outs of Jedox software—from reviews to pricing and more.

evaluation

Top sales and operational planning software for greater efficiencies

Explore the best sales and operational planning software finance and FP&A leaders can leverage to stay ahead of the curve.

evaluation

Revenue planning software for SMBs: a finance leader's guide

Discover the best revenue planning software for SMBs in this guide for finance leaders.

Strategic planning

Best strategic planning software: Top Tools for SMBs in 2026

Discover the best strategic planning software for SMBs in 2026 to improve forecasting, align goals, and support sustainable growth.

Strategic planning

Transform your finance team into strategic business partners with Cube's Finance Acceleration Framework™️

Learn how to transform your finance team into strategic business partners with Cube's Finance Acceleration Framework.

Budgeting & Forecasting evaluation

Everything a finance leader needs for a top-tier tech stack

Looking to boost business performance? Discover everything you need for a top-notch finance tech stack to help you reach your goals.

Strategic planning evaluation

Pipeline planning, simplified: a complete guide to S&OP software

Learn why S&OP software is not just a smart addition but a necessity for finance and FP&A professionals who want their businesses to thrive.

evaluation

Vena FP&A quick-start guide: How does it work?

How does Vena FP&A work? Find out with this quick-start guide.

Budgeting & Forecasting

How does flexible budgeting enhance financial planning?

Here's why finance teams need to adopt flexible budgeting principles if they want to stay ahead of the curve.

evaluation

Datarails: Competitors, alternatives, reviews & pricing [2026]

Compare Datarails with leading competitors in 2026. Review pricing, features, strengths, and limitations to find the best FP&A solution for your business.

evaluation

What type of FP&A integrations should finance teams use?

Learn how FP&A integrations can unify your approach and drive business success.

How can FP&A software save you time and help you scale?

Learn how FP&A software can save you time and help you scale in this blog.

Budgeting & Forecasting

Driving profitability: leveraging break-even analysis in FP&A strategies

This blog will guide you through leveraging break-even analysis in your FP&A strategies, ensuring you make informed, profit-driven decisions.

Budgeting & Forecasting, Ebook

Aligning OKRs and financial planning

Discover how to integrate OKRs seamlessly into your financial planning to boost performance.

Workforce planning

FP&A team structure, responsibilities, and how to scale [2026]

Learn how to structure an FP&A team, define core responsibilities, and scale effectively as your business grows and financial complexity increases in 2026.

Strategic planning

Risk management in financial planning: mitigating uncertainties for a stronger future

Dive into the crucial role of risk management in financial planning and discover a road map for identifying, assessing, and mitigating risks effectively.

evaluation, Checklist

FP&A vendor evaluation checklist (free) | Cube

Download Cube's free checklist for evaluating FP&A software vendors. The exact criteria CFOs and controllers use to choose the right fit.

Budgeting & Forecasting

6 biggest headaches for FP&A teams (and how to fix them)

Dive into the six biggest challenges FP&A teams face and discover quick, efficient solutions to overcome them.

Management reporting

4 proven tactics to survive budget season for finance leaders (video included!)

How can you ensure your budget season is productive, collaborative, and on target? Check out these 4 proven tactics to survive the season.

Strategic planning

How to use FP&A software to drive strategic planning

Explore how FP&A software can help you take your strategic planning to the next level.

News

G2 awards Cube 32 badges and top spot for "CPM" and "Budgeting and Forecasting" (Fall ‘23)

G2 awards Cube 32 badges and top spot for CPM and Budgeting & Forecasting (Fall ‘23)

Success Stories, Management reporting

How Smart City Apartment found confidence in their numbers and scaled with Cube

Learn how smart city needed a solution with tighter controls, cleaner forecasting, and greater flexibility and scalability From Cube.

Budgeting & Forecasting

Budgeting and forecasting: a quick and easy guide

This 5-minute guide offers a clear roadmap to budgeting and forecasting, ensuring you're well-equipped for the journey ahead.

Budgeting & Forecasting

Planning your budget: top 5 questions to ask budget owners to ensure accuracy

Here are five questions finance leaders should be asking budget owners to ensure accuracy.

Strategic planning

10 KPIs finance leaders need to track for organizational health

In this blog, we'll delve into the essential KPIs finance leaders need to track for organizational health to ensure you're always a step ahead.

evaluation, Ebook

The ultimate guide to FP&A software

Discover the ins and outs of FP&A software and how to find the right fit for your company.

Budgeting & Forecasting

NetSuite and Cube: how integrating your ERP and FP&A systems unlocks productivity

Want to integrate your ERP with an FP&A platform? Learn how integrating NetSuite with Cube helps you get the most out of your ERP data.

Budgeting & Forecasting

Maintaining strategic alignment: Budgeting tips for finance leaders

Learn how strategic budgeting can help you align your budget with your business's strategic objectives and set your organization on the path to success.

Strategic planning

The makings of an effective financial planning calendar

Discover the main components of an effective financial planning calendar (and best practices to set your business up for success).

Budgeting & Forecasting

Breaking down the budgeting process: 7 things you need to get your budget approved

Discover the top seven things you need to get your budget approved.

Budgeting & Forecasting

Budget preparation: when should you start planning your budget?

Discover the optimal time to start your budget preparation process by diving into key considerations and strategies—tailored for finance leaders.

Templates, Budgeting & Forecasting

The All-in-One Financial Planning Calendar

Discover how to create an effective financial planning calendar for 2026, plus tips and tricks for improving your planning process and collaboration.

Budgeting & Forecasting

Keep calm and plan on: How to build a stress-free budget process

Learn quick and easy steps to build a stress-free budget process.

Financial reporting

Mid-year financial performance review: assessing financial health and course correction

Discover the ins and outs of the mid-year financial performance review.

Success Stories, Management reporting

How InStride streamlines financial processes and drives strategic planning with Cube

Learn how alex found a solution that would streamline processes, improve data accuracy, and enable the team to focus on more value-added tasks From Cube.

Budgeting & Forecasting, Webinar

Surviving Budget Season: 4 Proven Tactics for Finance Leaders

Join Cube CEO, Christina Ross, and fractional CFO & CEO of Fresh FP&A, Chris Ortega, as they share proven tactics to ensure your budget season is productive, collaborative, and on target.

Financial reporting evaluation

The benefits of automated compliance management systems in FP&A

Compliance management can be time-consuming and prone to error. The solution? An automation compliance management system. Here's why to invest in one.

Strategic planning

Compliance management: Build a culture of compliance on your FP&A team

Learn tips and tricks to build a culture of compliance on your FP&A team.

Professional development, Ebook

Growing and scaling a top-notch FP&A team

Discover tips to effectively grow your FP&A team as your company expands and matures.

Budgeting & Forecasting

9 variable expenses examples you should know

Learn about these 9 key variable expenses examples to make more informed and impactful financial decisions.

Financial reporting

What is data integrity? How to achieve accuracy in FP&A reporting

Learn how you to foster data integrity in your FP&A reporting and set your business up for success.

Budgeting & Forecasting

How to build an effective FP&A process

Building an effective FP&A process is a strategic imperative for any organization seeking to thrive in today's competitive business landscape. Learn how.

Budgeting & Forecasting, Ebook

Operating budget ebook for business growth

Download Cube's free ebook on building a scalable operating budget. Step-by-step process for FP&A teams planning in Excel, Sheets, Slack, Teams, and any tool

Professional development

From number-cruncher to strategic leader: the changing face of the CFO

Learn how CFOs are making the transition from number-crunchers to strategic leaders.

Financial reporting

Everything an FP&A leader should have on their finance dashboard

Streamline your finance reporting with finance dashboard examples that go beyond historical context to give you real-time insights that matter.

Financial reporting

Navigating multi-currency account reporting: a guide for FP&A managers

A multi-currency account allows you to send, hold and receive various currencies in one place. Unfortunately, they complicate your financial reporting.

Budgeting & Forecasting

Building a Foolproof Operating Budget: A Step-by-Step Guide

An operating budget is a detailed projection of a company's expected revenue and expenses. In this post, we show you how to many an operating budget.

Budgeting & Forecasting

Creating a master budget: best practices for better collaboration

Learn how to incorporate collaboration and feedback into your budgeting process so you can build the best, most effective master budget for your business.

Budgeting & Forecasting

How to use automated variance analysis to enhance forecasting accuracy

Explore automated variance analysis to improve your financial forecasting. Learn how accurate analysis influences strategic decisions in FP&A.

Budgeting & Forecasting

How to calculate projected sales: a guide for FP&A leaders

Wondering how to calculate projected sales more effectively? Here are best practices every FP&A leader needs to know.

News

G2 ranks Cube “Most Implementable” and a “Leader” in multiple FP&A categories (Summer ’23)

We’re proud to have received 20+ badges across multiple FP&A categories in G2’s Summer '23 Report.

Templates, Management reporting

Ultimate Quarterly Board Deck Template

Use this free quarterly board deck template to craft a compelling board meeting presentation. Then use our step-by-step guide to wow your stakeholders.

Management reporting

The CFO's guide to impactful board decks (slides included!)

How can you put prep and deliver impactful quarterly board decks? Here's the slide deck our CFO-turned-CEO used in a CFO leadership council webinar.

Budgeting & Forecasting

Comparing different capital budgeting techniques

There are tons of capital budgeting techniques. Which is the best? Let's compare them to find out which capital budgeting technique you should use.

Financial reporting

How to prepare financial statements: a quick guide for FP&A teams

How to prepare financial statements: 1) How to prepare an income statement 2) How to prepare a balance sheet 3) How to prepare a cash flow statement

Professional development

The best strategic finance publications in 2026

Discover the best strategic finance publications of 2026 to stay current on FP&A trends, leadership insights, technology updates, and best practices.

Financial reporting

Compliance reporting: everything you need to know

Navigate regulatory frameworks and leverage FP&A expertise for seamless compliance reporting, driving strategic financial decision-making.

Strategic planning

Hiring your first FP&A analyst

Hiring is exciting. But you might have questions or reservations if you've never hired an FP&A analyst. Let's cover those in this guide.

Financial reporting

Designing & presenting effective financial reporting dashboards

Financial reporting dashboards are essential for every FP&A team and CFO. What should you have on them? Find out in this quick guide (with examples).

Financial reporting

The 4 financial statements CFOs need to know [2026]

Learn the four essential financial statements every CFO must master in 2026 to assess performance, manage risk, communicate results, and guide strategic decisions.

Financial reporting

The 10 best ad hoc reporting software for busy FP&A teams (in 2026)

Discover the best ad hoc reporting software of 2026 to support real-time analysis, flexible reporting, and faster financial insights.

Financial reporting

Ad hoc reporting: create custom ad hoc reports for business needs

Ad hoc reporting is a customizable, easy-to-use reporting method that helps the FP&A team promote transparency + provide better information to leadership.

Financial reporting

How to create & use pro forma statements

Explore how pro forma financial statements leverage hypothetical data to project a company’s future performance and their importance in decision-making.

Budgeting & Forecasting

What is the percentage-of-sales method?

The percentage-of-sales method helps finance teams develop a budgeted set of financial statements. Learn how to use this method in this article.

Financial reporting

Reporting unearned revenue: what you need to know

Unearned revenue on the balance sheet represents a debt owed to the customer. But how do you report on it? We'll cover that (and more) in this blog post.

Financial reporting

What's a P&L budget?

The P&L budget summarizes expected income and expenses (profit and loss) over a financial period. When created as a forecast, its a pro forma P&L budget.

Financial reporting

Budget variance analysis: did you stick to your budget?

Budget variance analysis is when you check your actuals against budgeted values for the same period. But there's a little more to it than that.

News, Budgeting & Forecasting

Our top budgeting best practices for busy FP&A teams

What are the budgeting best practices? We've included some of our best tips in this article about streamlining and simplifying an annual budgeting process.

Strategic planning

Essential parts of a strategic plan

What's a strategic plan? And how do I know when I've included enough? Learn the essential elements of a strategic plan in this blog post.

Budgeting & Forecasting

Your guide to financial forecasting essentials (for 2026)

Learn the essentials of financial forecasting in 2026, including models and tools that enhance your financial intelligence and help finance teams make confident projections.

Budgeting & Forecasting

Cash flow forecasting: The financial GPS system

Cash flow forecasting is essential to your business's long-term financial health. Learn about the two cash flow forecasting methods and more in this post.

Budgeting & Forecasting

Zero-based budgeting: justifying every line item in the company budget

Zero-based budgeting (ZBB) means every dollar in your budget has earned its place there. In this post we explore a ZBB process and its pros and cons.

Strategic planning

Organizational plans: a quick primer (with examples)

Organizational plans are how the finance team creates plans for the future. Some examples include strategic, tactical, driver-based, and contingency plans.

Workforce planning

26 of the best workforce planning software tools [2026]

Discover the best workforce planning software tools of 2026 to forecast headcount, address skill gaps, and adapt to market changes with ease.

Budgeting & Forecasting

Sales and operations planning (S&OP): the basics and best practices

Sales and operations planning (S&OP) is an important function of FP&A: it's how companies forecast and meet demand in the most efficient manner possible.

News

G2 ranks Cube #1 for ease of use, price, and user satisfaction (Spring ‘23)

We’re proud to have received nearly 30 badges across multiple FP&A categories in G2’s Spring '23 Report.

Budgeting & Forecasting

10 types of financial forecasting models

Discover the various financial forecasting models with practical examples, and the best forecasting software for each model.

Financial reporting

CapEx formula: how to calculate capital expenditures

Quick refresher on the capex formula. Learn how to accurately calculate capital expenditures, what qualifies as CapEx and understand their business impact.

Financial reporting

CapEx vs. OpEx: What's the difference?

CapEx (capital expenditures) and OpEx (operational expenditures) can be confused. Learn the difference between CapEx and OpEx.

Budgeting & Forecasting

Net working capital: the basics, how to calculate, and how to improve

What is net working capital, and how do you calculate it? In this blog post, learn all about net working capital, including the formula.

Strategic planning

Operational planning vs strategic planning: How they work together

Learn the difference between operational and strategic planning. Discover how these vital processes differ and align for organizational success

Financial reporting

Statement of retained earnings: reporting on your rainy day fund

The statement of retained earnings is a financial reporting statement that lists the amount of cash a business has retained from its net income.

Budgeting & Forecasting

Top-down vs bottom-up planning [2026]

Learn how top-down and bottom-up planning models work in practice. Compare benefits, challenges, and best use cases to select the right approach for 2026.

Budgeting & Forecasting

Activity-based budgeting: is this budgeting method right for you?

Discover how activity-based budgeting optimizes resource allocation for efficient financial decision-making.

Budgeting & Forecasting

Incremental budgeting: is it the right budgeting method for you?

Incremental budgeting is one of the big budgeting methods. It takes the previous period's budget and uses it as a base for the new budget.

Financial reporting

Profitability analysis: slicing the pie

Profitability analysis is the use of various financial ratios (or profitability ratios) to determine how (and how skilled at) a company makes its money.

Success Stories, Budgeting & Forecasting

How Figment improved forecast accuracy and found immediate value

Figment's new vp of strategic finance needed an easy, reliable, and flexible tool to budget, forecast, and report against multiple dimensions. enter cube.

Success Stories, Budgeting & Forecasting

How Growth Operators uses Cube's flexibility to scale

Growth Operators's Senior Director of FP&A needed a flexible, easy-to-implement-and-learn tool to budget, forecast, and report against multiple dimensions.

Success Stories, Financial reporting

How Veryable unwound a complex spreedsheet stack

Veryable's Director of Finance needed a reliable tool to build their FP&A foundation and help the Veryable team unwind a complex spreadsheet stack.

Templates, Management reporting

Financial KPIs Dashboard

Streamline your financial analysis with our easy-to-use KPI dashboard template.Download, customize, and compare your key metrics in one convenient view.

Templates, Workforce planning

Sales Quota Capacity

Easily and sustainably grow your business's sales arm with this free sales quota capacity template for Excel and Google Sheets.

Templates, Budgeting & Forecasting

Rolling Forecast Template: 12-Month Forecasts (Excel Template)

Easily and quickly maintain a rolling 12-month forecast template for your business's operating expenses with this free Excel and Google Sheets template.

Templates, Financial reporting

Cash Flow Statement (Excel Format Template)

Use this free cash flow statement spreadsheet template to refresh or revise your cash flow reporting and operations.

Templates, Budgeting & Forecasting

Capital Expenditures

Calculate the associated spend and depreciation for a capital budget or forecast with this free template.

Templates, Budgeting & Forecasting

Operating Budgeting & Planning Template

Use this operating budget template to quickly and easily collect operating expenses with this sample department budget opex collection file.

Templates, Budgeting & Forecasting

Free Budget vs. Actual Excel Template | P&L Statements

Download our P&L Budget vs. Actual Excel template to effortlessly compare your income and expenses with the projections made during your budgeting process.

Templates, Financial reporting

SaaS Revenue Model

Use our free SaaS revenue model template to streamline SaaS revenue projections on Excel. Download for efficient analysis.

Templates, Financial reporting

Free 3-statement model template and guide

Use this free, downloadable 3-statement model template to combine your three key financial reports: income statement, balance sheet, and cash flow.

Templates, Financial reporting

Simple ARR Forecast (Revenue/Churn)

Download our free ARR forecasting template to compare revenue, analyze churn, and project annual recurring revenue effortlessly in Excel.

Templates, Workforce planning

Headcount planning template for optimal workforce planning

Streamline your headcount and workforce planning with our free, easy-to-use Excel template. Download now to effortlessly simplify the process.

Content Library

Featured resources

10 quick wins for financial data management

The future of strategic finance

Creating a high-impact finance function

Cube Meets Teams Where They Work Every Day

Free Budget vs. Actual Excel Template | P&L Statements

Rolling Forecast Best Practices for FP&A | Cube

Metrics vs KPIs: A CFO's Quick Guide | Cube

What Is FP&A Software? A Practical Guide | Cube

Cash forecasting: a quick guide for busy FP&A teams (updated for 2026)

Getting buy-in for your next finance transformation project

Scenario planning: strategies, techniques, & examples [2026]

Track and control revenue churn to keep your best customers

LTV/CAC ratio: your secret weapon to measure sales & marketing ROI

Revenue retention (GRR vs. NRR): calculate, interpret, and improve

Strategic budgeting: Are you getting it right? A guide for 2026

Top-down vs. bottom-up budgeting: Which should you use? [2026]

Best financial forecasting software solutions [2026 review]

Rule of 40 and SaaS: What is it and why is it so important?

Cohort analysis: the secret to the best insights you've ever gotten

CAC (customer acquisition cost): how to measure sales/marketing ROI

The definitive guide to an FP&A software implementation (in 2026)

Full steam ahead? Calculating the SaaS magic number

G2 ranks Cube high performer, easiest to do business with (Spring '22)

Chart of accounts: How it works and best practices

The best corporate finance software for financial management

Budget vs. forecast vs. plan: What’s the difference? [2026]

What is customer lifetime value (LTV)? Definition, uses, examples

In a new finance leadership role? Here’s a guide for a successful first 90 days

How to accelerate your annual budgeting process (in 2026)

22 best business budgeting software solutions

Feel the burn: a guide to gross burn vs. net burn

Best Cash Flow Management Software in 2026 | Cube

Quick ratio vs. current ratio: the quick difference

Why I joined Cube: A product person’s perspective

Financial Planning and Analysis (FP&A) in 2026 Guide | Cube

Workday Adaptive Planning: Complete review & top alternatives [2026]

16 best FP&A software tools: 2026 comparison

The complete FP&A software evaluation checklist (for 2026)

Explaining the Numbers: An FP&A Guide | Cube

Becoming a “have” in B2B SaaS starts with FP&A

Simple ARR Forecast (Revenue/Churn)

Operating Budgeting & Planning Template

Financial KPIs Dashboard

Headcount planning template for optimal workforce planning

Free 3-statement model template and guide

SaaS Revenue Model

The 5 best mid-market planning tools for business [updated for 2026]

Spreadsheet-Native: The Clear Approach to FP&A

Pitching VCs? Here's the deck we used to raise $30M with Battery Ventures

Cash flow: What's the difference between the direct vs. indirect method?

What is budget forecasting?

Month-end close process: Steps, checklist, and how to automate

14 best budgeting software tools & apps [updated for 2024]

Best financial reporting software for 2026: Top 31 review

Best financial planning software in 2026: Top Picks for Businesses

Best finance software solutions for 2026 to streamline your business

Datarails reviews 2026: Pricing, features, and alternatives

Anaplan vs. Adaptive vs. Planful vs. Vena vs. Datarails vs. Cube

Sales Quota Capacity

Rolling Forecast Template: 12-Month Forecasts (Excel Template)

Cash Flow Statement (Excel Format Template)

Capital Expenditures

Best financial statement software for balance sheets, reporting, and more

Corporate performance management: A primer for 2026

14 of the best financial close software tools [2026 review]

G2 recognizes Cube’s customer service, high performance, and ease of use (Summer ‘22)

Netsuite review: Pros, cons, ratings, & alternatives

Net dollar retention: why NDR is your new north star

Strategic workforce planning for CFOs: from strategy to execution

23 best corporate performance management software solutions [2026]

What's an FP&A job? (Plus helpful FP&A job descriptions)

Best financial modeling software [2026 review]

Driver-based planning: let the numbers lead the way

Anaplan review: Features, pros, cons, & alternatives [2026]

Our review of Jirav: how does the business planning tool measure up?

Slides: The top 5 mistakes CFOs make when communicating with the board

16+ best Anaplan competitors & alternatives for FP&A teams [in 2026]

What-if analysis: a beginner's guide to scenarios + goal seek in Excel

Cube Meets Teams
Where They Work Every Day