Close Faster With Trusted Data and AI Insights

☰

Pricing

The close shouldn't feel like a controlled crash landing

The close takes all month

You're pulling actuals from the ERP, chasing department leads, and reconciling sub-ledgers across entities. By the time numbers tie, a new close is starting.

Audit trails live in your head

Version control means naming files "FINAL_v3_REAL." When auditors ask how a number changed, you're scrolling through email threads.

Reports break under pressure

Board packages pull from five different spreadsheets, each with its own logic. One late adjustment and the whole chain breaks. You catch it at 11 PM, not 11 AM.

HOW CUBE FIXES THIS

From fire drills to financial confidence

Consolidate across entities in minutes, not days

Cube syncs actuals from your ERP, CRM, and HRIS into one trusted platform. Multi-entity roll-ups, eliminations, and chart of accounts alignment happen automatically, with patented bi-directional spreadsheet connectivity.

Consolidation

ERP

NetSuite

QuickBooks

Excel

↓

Cube Finance Layer

Normalize Govern Eliminate Roll-up

↓

Consolidated P&L

AccountActualBudget

Revenue$30.4M$29.8M

COGS$12.1M$12.5M

Gross Profit$18.3M+$0.9M

Every number traceable, every change logged

Role-based access, full audit trails, and SOC 2 Type II certification. When auditors ask questions, drill from summary to transaction detail in a single click.

Audit Trail — OpEx Q1

Consolidated P&L → OpEx → Software & Licenses

Sarah Chen Today, 2:14 PM

Updated Software & Licenses: $342,000 → $318,500

Reason: Removed duplicate SaaS renewal line item

Mike Torres Today, 11:30 AM

Approved Q1 OpEx forecast — v3.1

System Yesterday, 6:00 PM

Auto-synced actuals from NetSuite — 847 transactions

SOC 2 TYPE II • ROLE-BASED ACCESS

AI that understands your chart of accounts

Cube's Analyst agent delivers instant variance analysis with root cause drill-downs. The Drilldown Agent digs through transaction data to explain what changed and why. Purpose-built for finance, not a generic chatbot.

Smart Analysis

Travel & Entertainment +$47K over budget

Budget $180K

Actual $227K

The Analyst AI-GENERATED

T&E overspend is driven by three factors: (1) Q1 Sales Kickoff in Austin added $28K not in the original plan, (2) APAC team travel increased 34% with new client onboarding, and (3) two unbudgeted board dinners totaling $6.2K.

Drill down to 142 transactions →

Three steps to a faster, cleaner close

Connect your systems

Two-way sync with your ERP, GL, and spreadsheets. Live in hours, not months.

→

Consolidate and validate

Automated roll-ups, reconciliation, and AI-powered anomaly detection.

→

Close and report

Board-ready packages synced to live data, with full audit trails built in.

	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

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

AI Built for Finance

Just Ask. Get the Answer.

Open your favorite LLM, Slack, Teams, or your browser. Ask any financial question in plain English. Cube's FP&Agents and MCP Server connect your live financial data to the AI tools you already use, powered by agents that actually understand finance.

LLMs

Ask any LLM anything about your finances. Cube's MCP Server delivers live, trusted data via all four FP&Agents.

Slack & Teams

"What's our Q1 revenue vs. plan?" The Analyst responds in seconds with sourced data, right where you work.

Browser

Full Cube Workspace with all FP&Agents, dashboards, drill-downs, and scenario modeling.

Spreadsheets

Build models in Excel or Google Sheets with live data from Cube. Two-way sync keeps your numbers current.

♟

The Strategist

Forward-looking strategy and decision-making

⍈

The Planner

Smart forecasting and scenario planning

◉

The Analyst

Deep insights and smart analysis

⬡

The Data Manager

Maps and unifies data into one source of truth

MCP SERVER How Your Data Reaches AI, Securely

Your Source Systems

ERP, CRM, HRIS, spreadsheets

→

Cube + FP&Agents

Normalizes, validates, and routes to the right FP&Agent

→

You, Wherever You Are

LLMs, Slack, Teams, Excel, Sheets, browser

✦

Example: You ask your favorite LLM "What would our EBITDA look like if we delayed the new hire plan by one quarter?" The Planner pulls your live forecast and models the scenario. The Analyst calculates the EBITDA impact. You get the answer in seconds, with a full data trail. Role-based permissions ensure AI only accesses what you're authorized to see.

Close faster. Report with confidence.

The close shouldn't feel like a controlled crash landing

The close takes all month

Audit trails live in your head

Reports break under pressure

From fire drills to financial confidence

Consolidate across entities in minutes, not days

Every number traceable, every change logged

AI that understands your chart of accounts

Three steps to a faster, cleaner close

Connect your systems

Consolidate and validate

Close and report

Real results from real finance teams

Spreadsheets Got You Here. Cube Finishes the Job.

Works where your team already lives →

Just Ask. Get the Answer.

LLMs

Slack & Teams

Browser

Spreadsheets

Your Source Systems

Cube + FP&Agents

You, Wherever You Are

Your close deserves better than caffeine and hope

Close faster. Report with confidence.

The close shouldn't feel like a controlled crash landing

The close takes all month

Audit trails live in your head

Reports break under pressure

From fire drills to financial confidence

Consolidate across entities in minutes, not days

Every number traceable, every change logged

AI that understands your chart of accounts

Three steps to a faster, cleaner close

Connect your systems

Consolidate and validate

Close and report

Real results from real finance teams

Spreadsheets Got You Here. Cube Finishes the Job.

Works where your team already lives →

Just Ask. Get the Answer.

LLMs

Slack & Teams

Browser

Spreadsheets

Your Source Systems

Cube + FP&Agents

You, Wherever You Are

Your close deserves better than caffeine and hope

Schedule a Demo.