CUBE FOR FP&A

The FP&A Platform Your Spreadsheets Have Been Missing

Cube is the AI-powered financial intelligence platform that gives controllers a single source of truth for close and consolidation.
Multi-entity roll-ups, intercompany eliminations, and audit-ready reporting happen automatically, with patented bi-directional sync directly into Excel and Google Sheets.

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What Is Spreadsheet-Native FP&A Software?

Spreadsheet-native FP&A software is a category of financial planning tools that enhance Excel and Google Sheets rather than replacing them. Instead of forcing finance teams into a proprietary interface, spreadsheet-native platforms connect live data from ERPs, CRMs, and HRIS systems directly into the spreadsheets where FP&A teams already build their models and reports.

Cube is the leading spreadsheet-native FP&A platform, with patented bi-directional sync that lets teams fetch, analyze, and write back data between their spreadsheets and a centralized data layer — eliminating manual data pulls while preserving existing formulas, templates, and workflows.

The FP&A Reality

You're spending more time collecting data than analyzing it.

Manual data pulls eat your week

You're pulling numbers from your ERP, CRM, and HRIS into spreadsheets manually. Every refresh is a risk. Every version is a question mark.

Reporting takes days, not hours

Board packages, variance reports, investor updates. You know the numbers, but formatting and validating them across 15 tabs takes longer than the analysis itself.

The CEO asks, you scramble

Ad-hoc requests hit at the worst time. "What happens if we cut marketing 20%?" You know the answer matters. You just don't have it at your fingertips.

HOW CUBE FIXES THIS

AI-powered FP&A that works where you do.

Cube connects to a company's ERP, CRM, HRIS, and data warehouse through no-code integrations, centralizing all financial and operational data into a single source of truth. FP&A teams then access this data directly in Excel or Google Sheets through Cube's patented bi-directional spreadsheet sync — building budgets, variance reports, and forecasts in the same tools they already use. Cube's FP&Agent Suite adds AI-powered capabilities including automated financial reporting, smart forecasting, and natural-language financial Q&A in Slack and Teams. Every number is traceable to its source system with a full audit trail.

The Data Manager + The Analyst

Connect your data once. Trust it forever.

Cube syncs with your ERP, CRM, HRIS, and spreadsheets through patented bi-directional connectivity. Your data stays current, trusted, and audit-ready, with no manual refreshes or version confusion.

The Planner

Build plans and forecasts at the speed of the business.

Driver-based models, rolling forecasts, and scenario planning, all built in your spreadsheets and powered by Cube's engine. Test assumptions in seconds, not days. Compare best-case and worst-case side by side.

The Strategist

Answer any question before the meeting ends.

Cube's AI Analyst works inside Excel, Google Sheets, Slack, and Teams. Ask a question in natural language, get an answer grounded in your real numbers. Drill down from summary to transaction in a single click.

Workflow-Native

Your team keeps Excel. Cube makes itenterprise-ready.

Cube's patented bi-directional sync means every spreadsheet pulls from one trusted source, and writes back to it. Your team keeps the formulas, models, and workflows they already know. No retraining, no new interface to learn.

Why Cube

Why FP&A Teams Choose Cube Over the Alternatives

FP&A teams evaluating planning software face a fundamental trade-off: proprietary platforms like Anaplan and Workday Adaptive offer structure and governance but force you into an unfamiliar interface with months of implementation. Excel-enhancing tools like Datarails and Vena add automation but still rely on one-way data flows and lack AI that understands your financial logic.

Cube eliminates the trade-off. Its patented bi-directional sync lets you build and maintain models in Excel and Google Sheets with live data from every connected system — no rebuilds, no new interface, no learning curve. Cube's FP&Agent Suite adds AI-powered variance analysis, smart forecasting, and natural-language Q&A that reads your chart of accounts and business logic. And because Cube deploys in days without consultant dependency, you see value in your first week — not your first quarter.

The bottom line: Cube gives FP&A teams the governance and AI of an enterprise platform with the flexibility and speed of a spreadsheet-native tool.

Build Where You Think. Analyze Where You Work.

Your variance reports stay in Excel. Your forecasting models stay in Google Sheets. Budget vs. actuals flow into Slack for stakeholder updates. Board packages land in PowerPoint with live data and AI commentary. And when a department head asks a question, Cube's AI Analyst answers it in Teams — sourced, auditable, and immediate. All of it powered by one centralized data layer with patented bi-directional sync. No new tool to learn. No rip-and-replace.

Excel

Google Sheets

PowerPoint

Slack & Teams

Web

AI Assistants

AI Built for Finance

AI That Understands
Your Chart of Accounts

General-purpose AI hallucinates financial data because it has no context — it doesn't know your GL structure, your business logic, or the difference between your operating entities. Cube's FP&Agent Suite solves this with four purpose- built AI agents that connect directly to your live financial data:

The Analyst

Explains budget-vs-actual variances with root-cause breakdowns and transaction-level drill-down.
Ask "Why is T&E $47K over budget?" and get a sourced answer in seconds, not a manual investigation.

The Planner

Builds driver-based forecasts and scenario models using your actual assumptions and historical patterns — not generic benchmarks.

The Business Partner

Generates narrative commentary for board decks and investor reports, explaining what changed and why it matters.

The Data Manager

Maps, normalizes, and unifies data from every source system, including multiple ERPs and GLs, into one trusted layer. Chart of accounts alignment and intercompany eliminations happen automatically.

MCP SERVER

How Your Data Reaches AI, Securely

Your Source Systems

ERP, CRM, HRIS, spreadsheets

Cube + FP&Agents

Normalizes, validates, and routes to

You, Wherever You Are

LLMs, Slack, Teams, Excel, Sheets, browser

All four agents connect to any AI assistant (Claude, ChatGPT, Copilot) through the Cube MCP Server — a secure, role-based gateway that lets your team ask financial questions from any AI tool they already use. Every answer is traceable to source data with a full audit trail.

Example: You open Claude and ask: "What's our OpEx variance by department for Q1, and what's driving it?" The Analyst pulls live actuals from your connected ERP, compares them to budget, identifies the top three variance drivers, and delivers a sourced breakdown with drill-down links — all within your existing role-based permissions.

Explore Cube's AI FOR FINANCE

FREQUENTLY ASKED QUESTIONS

What CFOs Ask About Cube

What is the best FP&A software that works with Excel?

Cube is a spreadsheet-native FP&A platform with patented bi-directional sync that connects live data directly into Excel and Google Sheets. Unlike tools that replace spreadsheets, Cube enhances them — FP&A teams keep their existing models, formulas, and templates while gaining centralized data, AI-powered insights, and full audit trails. Cube connects to ERPs, CRMs, and HRIS platforms through no-code integrations and deploys in days, not months.

Does Cube work with my existing Excel models?

Yes. Cube's patented bi-directional spreadsheet connectivity syncs live data directly into existing Excel and Google Sheets models without requiring rebuilds. Finance teams keep their formulas, formatting, and workflow — Cube adds a centralized data layer underneath. Data writes back automatically, so changes in the spreadsheet update the source of truth and vice versa.

How is Cube different from Datarails or Vena?

Cube, Datarails, and Vena all work with Excel, but Cube's patented bi-directional sync provides true two-way data flow between spreadsheets and the platform. Cube also offers AI agents purpose-built for finance (the FP&Agent Suite) that deliver auditable answers based on the company's chart of accounts and business logic. Implementations go live in days with no consultants, compared to the longer onboarding typical of Vena and similar platforms.

Do I need IT to set up Cube?

No. Cube is designed for finance teams to implement independently. Data sources connect through no-code integrations, dimensions are mapped in the platform's interface, and spreadsheet sync is configured without IT involvement. Most FP&A teams are live within days of starting setup.

Can Cube's AI answer financial questions?

Yes. Cube's AI Analyst answers financial questions in plain English — directly in Slack, Microsoft Teams, the Cube web workspace, or through AI assistants like Claude, ChatGPT, and Copilot via the Cube MCP Server. Answers are sourced from the company's verified actuals and traceable to the original data, with full audit trails and role-based access controls.

Can Cube's AI answer financial questions?

Cube implementations typically go live in days, not months. Because the platform works inside existing spreadsheets rather than requiring migration to a new interface, there is no consultant dependency and no extended onboarding. Finance teams connect their data sources, map their dimensions, and begin building reports immediately

The Champion's Playbook

When Your CFO Asks...

"Who else uses this?"

Over 500 organizations including Block, docebo, Cracker Barrel, and Wealthfront trust Cube.

"Is it secure?"

SOC 2 Type II certified. Role-based access. Full audit trail from source to slide.

"How long to implement?"

Days, not months. No consultants. No IT project.

"Do we have to leave Excel?"

No. Cube works inside your existing spreadsheets with patented bi- directional sync. Nothing changes about how your team works.

"Who built this?"

Christina Ross, a three-time CFO who designed the platform she wished she'd had.

CUBE FOR FP&A

The FP&A Platform Your Spreadsheets Have Been Missing

What Is Spreadsheet-Native FP&A Software?

The FP&A Reality

You're spending more time collecting data than analyzing it.

Manual data pulls eat your week

Reporting takes days, not hours

The CEO asks, you scramble

AI-powered FP&A that works where you do.

Connect your data once. Trust it forever.

Build plans and forecasts at the speed of the business.

Answer any question before the meeting ends.

Your team keeps Excel. Cube makes itenterprise-ready.

Your systems. Your spreadsheets. One finance layer.

See Cube in Action

Why FP&A Teams Choose Cube Over the Alternatives

Build Where You Think. Analyze Where You Work.

AI That Understands
Your Chart of Accounts

The Analyst

The Planner

The Business Partner

The Data Manager

How Your Data Reaches AI, Securely

What CFOs Ask About Cube

When Your CFO Asks...

Stop assembling.
Start analyzing.

CUBE FOR FP&A

The FP&A Platform Your Spreadsheets Have Been Missing

What Is Spreadsheet-Native FP&A Software?

The FP&A Reality

You're spending more time collecting data than analyzing it.

Manual data pulls eat your week

Reporting takes days, not hours

The CEO asks, you scramble

AI-powered FP&A that works where you do.

Connect your data once. Trust it forever.

Build plans and forecasts at the speed of the business.

Answer any question before the meeting ends.

Your team keeps Excel. Cube makes itenterprise-ready.

See Cube in Action

Why FP&A Teams Choose Cube Over the Alternatives

Build Where You Think. Analyze Where You Work.

The Analyst

The Planner

The Business Partner

The Data Manager

How Your Data Reaches AI, Securely

What CFOs Ask About Cube

When Your CFO Asks...

Stop assembling.Start analyzing.

Schedule a Demo.

Stop assembling.
Start analyzing.