Master Financial Intelligence | AI-Powered FP&A

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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.

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 it enterprise-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.

Your systems. Your spreadsheets. One finance layer.

	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.

Stop chasing numbers. Start mastering the future.

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 it enterprise-ready.

Your systems. Your spreadsheets. One finance layer.

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

Stop assembling. Start analyzing.

Stop chasing numbers. Start mastering the future.

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 it enterprise-ready.

Your systems. Your spreadsheets. One finance layer.

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

Stop assembling. Start analyzing.

Schedule a Demo.