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The FP&A Platform Your Spreadsheets Have Been Missing

Cube is the spreadsheet-native FP&A platform that delivers AI-powered financial intelligence across every tool in your workflow — from Excel and Google Sheets to Slack, PowerPoint, and AI assistants like Claude and ChatGPT.

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◆ Income Statement Base Case Upside Downside Export ACCOUNT BUDGET ACTUALS VARIANCE VAR % Revenue $12,400,000 $13,150,000 +$750,000 +6.0% ▲ Favorable SaaS Revenue $9,800,000 $10,420,000 +$620,000 +6.3% Services Revenue $2,600,000 $2,730,000 +$130,000 +5.0% COGS ($3,720,000) ($4,010,000) ($290,000) -7.8% ▼ Adverse Gross Margin $8,680,000 $9,140,000 +$460,000 +5.3% Operating Expenses ($5,200,000) ($5,080,000) +$120,000 +2.3% Revenue by Quarter Q1 Q2 Q3 Q4 Budget Actuals OpEx by Department $5.1M S&M 31% R&D 18% G&A 12% Other 39%

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.

Data Sources Connected Sources + Add Source NS NetSuite ERP GL, AP, AR, Fixed Assets Live ⇄ ◆ Cube Platform Governed · Auditable · Real-time SF Salesforce CRM Pipeline, ARR, Bookings Live ⇄ XL Excel + Google Sheets Patented bi-directional sync HR BambooHR Headcount, Comp, Org Data Live ⇄ 💬 Slack + Teams AI Analyst, alerts, reports All sources synced · Last refresh: 2 min ago
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.

Revenue_Forecast_FY26.xlsx — Excel Home Insert Formulas ◆ Cube B4 A B C D E 1 2 3 4 5 6 7 8 Scenario Base Case Upside Downside Variance Growth Rate 18% 24% 12% ±6% Revenue SaaS ARR $42.5M $48.2M $38.1M $10.1M Services $8.4M $9.8M $7.2M $2.6M Total Revenue $50.9M $58.0M $45.3M $12.7M ◆ Cube SCENARIOS ● Base Case ○ Upside ○ Downside ACTIONS Refresh Data Publish Report Ask AI Analyst
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.

#finance-team A # finance-team Sarah, Mike, Jordan, +12 JM Jordan McGrew 2:14 PM @Cube what drove the revenue variance in Q3? ◆ Cube AI Analyst APP 2:14 PM Q3 Revenue Variance: +$750K (6.0% favorable) Top 3 drivers of the positive variance: Enterprise upsells +$420K New logos +$210K Services +$120K Enterprise upsells were the primary driver, led by 3 mid-market expansions in manufacturing. Want me to drill down further? Drill Down → Export to Excel Share Report Message #finance-team or @Cube for analysis...
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.

OpEx_Budget_FY26.xlsx — Excel Home Insert Formulas ◆ Cube D4 A B C D E 1 2 3 4 5 6 7 8 9 Operating Expenses by Department Department Budget Actuals Variance % Var Sales & Marketing $1,580,000 $1,620,000 ($40,000) -2.5% Marketing $890,000 $842,000 $48,000 5.4% R&D / Engineering $2,100,000 $2,060,000 $40,000 1.9% G&A $630,000 $618,000 $12,000 1.9% Total OpEx $5,200,000 $5,140,000 $60,000 1.2% ◆ Synced from Cube · Data writes back automatically · Last refresh: just now ◆ Cube × CONNECTED SOURCES NetSuite ERP Salesforce CRM BambooHR ACTIVE DIMENSIONS Dept Period Scenario Entity ACTIONS Refresh Data Publish to Web

How It Works

Your systems. Your spreadsheets. One finance layer.

YOUR SOURCE SYSTEMS 📊 ERP NetSuite, Intacct, SAP 👤 CRM Salesforce, HubSpot 👥 HRIS BambooHR, Workday 📋 Spreadsheets Existing models and templates 🗄 Data Warehouse Snowflake, BigQuery, Redshift → FINANCE LAYER Cube Normalize. Model. Govern. Calculate. Patented bi-directional sync Audit trails Role-based access FP&Agents → WHERE YOU WORK ◆ Cube Web App Dashboards, boards, workspace XL Excel Patented bi-directional sync ⊞ Google Sheets Patented bi-directional sync 💬 Slack & Teams AI Analyst, alerts, collaboration ▶ PowerPoint Board decks with live data ✦ AI Agents ChatGPT, Claude, CoPilot via MCP NEW

See Cube in Action

Cube's patented bi-directional sync is the only spreadsheet connectivity that enables true two-way data flow between Excel/Sheets and a centralized FP&A platform. See how it works for your team.

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

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

Answers variance and performance questions in plain English. Ask "Why did marketing OpEx spike in March?" in Slack and get a sourced, drill-down answer in seconds.

The Planner

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

The Strategist

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

The Data Manager

Maps, validates, and unifies data from every source system into a single trusted layer — so every other agent works from one version of the 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

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 Architecture in Depth →

Frequently Asked Questions

FP&A Software Questions, Answered

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.

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.

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.

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.

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.

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.

Stop assembling. Start analyzing.

Cube customers report spending more than half their time on strategic work instead of data assembly. See how Cube helps FP&A teams plan faster, report smarter, and advise with confidence.

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