CUBE FOR CFOS

Lead with Confidence in the Intelligence Era

Your board expects real-time answers. Your team is buried in spreadsheets. Cube gives you trusted, AI-powered financial intelligence across every workflow you already use.

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THE REALITY

You didn't become CFO to chase down numbers

Days Lost to Data Wrangling

You're pulling actuals from your ERP, reconciling in Excel, and reformatting for the board. By the time the deck is done, the numbers are already stale.

Disconnected Systems, Inconsistent Answers

Your CRM says one thing, your ERP says another, and your team's spreadsheets say a third. You're spending more time reconciling than analyzing.

Generic AI You Can't Trust

You've tried asking ChatGPT about your financials. No business logic, no audit trail, no idea what your chart of accounts even looks like. Not board-ready.

HOW CUBE FIXES THIS

The financial intelligence platform built for your office

THE ANALYST + THE STRATEGIST

Walk into every board meeting with answers, not apologies

Cube syncs actuals from your ERP, CRM, and HRIS into board-ready templates that update automatically. AI-generated variance commentary explains the "why" behind every number, so you can answer follow-up questions on the spot.

THE PLANNER

Run scenarios in minutes, not days

Build forecasts and test assumptions directly in Excel or Google Sheets with Cube's patented bi-directional connectivity. The Planner agent powers smart forecasting so you can model best-case, worst-case, and everything in between.

THE DATA MANAGER

One set of numbers everyone trusts

Cube unifies financial data across every entity, currency, and system into a trusted layer with role-based access and full audit trails. When you present a number, you know it's the right number. So does your auditor.

The Finance Layer for AI

Your AI Needs a Finance Layer to Be Trustworthy

Generic AI can't do math, hold a data model, or enforce governance. Cube gives AI the structure, accuracy, and controls it needs to deliver answers a CFO can stand behind.

Source Systems

ERPs · CRM · HRIS
Billing · Spreadsheets

▸

Cube's Finance Layer

Normalize · Model
Govern · Calculate

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AI + FP&Agents

Analyst · Planner
Strategist · Data Manager

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Finance Teams

Excel · Sheets · Reports
Decisions

	AI + Raw Data	AI + Cube
Data Source	Raw, single-source	Consolidated across ERPs, CRM, HRIS
Business Logic	No hierarchy or rules	Semantic model with auditable calcs
Access Control	Anyone sees everything	Role-based for users and AI agents
Time Horizon	Backward-looking only	Actuals + budgets + forecasts + scenarios
Auditability	No trail or governance	Full audit trail, system of record
AI Capability	Generic, no finance knowledge	FP&Agents: analyst, planner, strategist

Meet the FP&Agents

The Analyst

Deep insights and smart analysis

Ask plain-language questions about your financials, get instant answers backed by your actual data. Built into Excel, Sheets, Slack, and Teams.

Smart Variance Drilldown Storyteller

The Planner

Smart forecasting and scenario planning

Build forecasts via natural language. Model what-if scenarios with Monte Carlo sensitivity analysis. Test assumptions without rebuilding your model.

Smart Forecasting What-If Agent Contextual Forecast

The Strategist

Forward-looking strategy and decisions

AI-generated commentary for board decks. Automated variance narratives. Recommendation engine that surfaces the scenarios your board needs to see.

AI Commentary Recommendations Benchmarking

The Data Manager

Unifies data into a trusted source of truth

Automated data hygiene with anomaly detection and alerts so your consolidation stays clean. Maps and normalizes messy data without manual intervention.

Mapping Agent Data Hygiene Anomaly Detection

Cube MCP Server: Your Data, Accessible Everywhere

Cube unifies actuals, plans, and forecasts into a trusted layer, then makes it securely accessible from your chosen AI tools and assistants.

Let AI assistants pull live Cube data to create board decks, slides, and narratives instantly

Enterprise-grade security: AI access respects your existing roles, permissions, and data boundaries

Full audit trail on every AI-generated insight, so finance can stand behind the output

Works where your finance team already lives

Browser

Excel

Google Sheets

Slack

Teams

PowerPoint

AI Agents

HOW IT WORKS

From fragmented to strategic in three steps

Connect your data

Sync your ERP, CRM, HRIS, and spreadsheets in hours. No IT project required.

→

Plan and analyze

Build models in Excel or Sheets. Let FP&Agents handle forecasts, variances, and commentary.

→

Lead with confidence

Deliver board-ready reports with audit trails. Answer any question with drill-down detail.

Why Cube

Spreadsheets Got You Here. Cube Finishes the Job.

	Spreadsheets Alone	Other FP&A Solutions	AI Alone	Cube
Workflow-native across Excel, Sheets, Slack/Teams, PowerPoint & AI Assistants	✗	✗	✗	✓
Stay in the driver's seat with full control over logic and outputs. No consultants needed.	Manual	✗	✗	✓
Consolidates and calculates across entities, currencies, and ERP, CRM, HRIS data	✗	Partial	✗	✓
AI that understands your GL and business logic	✗	✗	Guesses	✓
Audit trail, version control, and role-based access	✗	Partial	✗	✓
Drill-down to transaction detail	✗	Limited	✗	✓
Investor reporting	✗ Copy/paste marathon	Templated, inflexible	Hallucination risk	✓ Live data, one-click refresh

Works where your team already lives →

● Web ▦ Excel ▦ Google Sheets ▦ PowerPoint ▭ Slack & Teams ● AI Assistants

AI Assistants include: Claude · ChatGPT · Copilot via Cube MCP Server

Stop firefighting. Start leading.

See how Cube gives CFOs the trusted intelligence they need to drive strategy, not just report on it.

GET A DEMO TALK TO A FINANCE EXPERT