The pain
Too much time on data, too little on strategy
A close process he called a nightmare
Verifying data and pulling together the close took far too long, and felt nearly impossible for a team of one.
Manual imports and data manipulation
A multi-step import process meant hours spent gathering and reshaping data before any analysis could start.
Forecasting only once a year
With the load of manual work, the team could only forecast annually, leaving little visibility into real performance.
How cube fixes this
Automated data work, built on the tools the team knew
Alex evaluated options like Planful that would have taken months to implement. Cube ticked every box and went live fast, on the Excel and NetSuite stack InStride already used.
Trace to truth
Accurate data, straight from NetSuite.
By connecting Cube to NetSuite as its source of truth, InStride relies on accurate financials without manual manipulation, built on trace-to-transaction trust.
As Alex put it, Cube eliminated the human error aspect.
Patented bi-directional connectivity
From a multi-step import to a single click.
Through patented bi-directional spreadsheet connectivity and Excel-like functionality, the team refreshes models and updates reports with a simple upload or data refresh.
Hours of data prep turned into one click.
Strategic planning
Real-time scenarios that protect the bottom line.
InStride now runs monthly forecast scenarios with department lead feedback. Alex caught negative OPEX trends early, cut spend materially, and still hit bottom-line goals.
The team spends its time on analysis, not data entry.
"When I started, the forecasting frequency was annual. Immediately after implementing Cube, my team could begin forecasting monthly."
