Customer Story / Outdoorsy

How Outdoorsy cut planning prep 50% with Cube.

A three-person finance team ran three entities from disconnected spreadsheets. With Cube, they halved planning prep and scaled support without adding headcount.

Cube is the AI-powered financial intelligence platform that connects bi-directionally to Excel and Google Sheets and to source systems like NetSuite, giving finance teams trusted, decision-ready data without leaving their spreadsheets.

50%

Less planning prep time

3 entities

Centralized in one model

1-2 hours

Per outlook (was 4+)

The situation

A small finance team supporting three growing entities

Outdoorsy is a leading platform for RV rentals, glamping, and travel insurance, expanding fast across three entities: Outdoorsy, Roamly, and Outdoorsy Destination Network.

A small finance team supported all three. As the company launched new product lines, well-established processes became increasingly time-consuming.

Instead of driving strategy, finance was stuck on execution. If someone was out for a week, the whole outlook process slipped.

Company

Outdoorsy (RV rentals, glamping, insurance)

Entities

Outdoorsy, Roamly, ODN

Stack

NetSuite + Google Sheets, connected by Cube

Finance Lead

Morgan Rafferty, Senior Finance Manager

The pain

Three entities, three siloed spreadsheet models

Each entity ran its own Excel model

Consolidating Outdoorsy, Roamly, and ODN was slow and error-prone, and only got harder to maintain as complexity grew.

Manual NetSuite exports slowed the close

Finance relied on manual data pulls from NetSuite, which delayed month-end close and slowed variance analysis.

No shared view between finance and accounting

With so many numbers on a page and no shared view, tracking down why something was off ate up hours of manual reconciliation.

How cube fixes this

One centralized model across all three entities

Cube gave the team a unified platform for faster planning, shared insights, and scalable execution, so they stopped reinventing the wheel every month.

Multi-entity data model

All three entities, one connected model.

Cube centralized financial and operational data across Outdoorsy, Roamly, and ODN. Its patented bi-directional connectivity synced shared Google Sheets so finance and accounting aligned daily during close.

Manual NetSuite exports gave way to an automatic data flow.

Sales dashboard showing year-to-date metrics, including sales, quantity, price, budget vs actuals, monthly trends, and forecast comparisons.

Conversational AI in Slack

Ask a question in Slack, get the answer in seconds.

Cube's conversational AI in Slack lets the team uncover insights without digging through spreadsheets. Morgan answered a legal headcount question just by asking Cube in Slack.

Self-serve access freed finance from repetitive questions.

Trace to truth

Review variances during the close, not weeks later.

Cube is built on trace-to-transaction trust, with data flowing automatically from the source. The team reviews variances during the financial close, spotting issues early and acting faster.

Structured scenario templates let them build and compare without duplicating effort.

How it works

From siloed models to a connected planning engine

Centralize three entities

Cube unifies Outdoorsy, Roamly, and ODN data, connecting NetSuite and Google Sheets.

Plan with templates

Structured scenario templates let the team build and compare without duplicating work.

Answer in Slack

Conversational AI and self-serve access deliver insights in seconds, not hours.

The Results

Faster planning, deeper insight, no extra headcount

50%

Less planning prep time

1-2 hours

Per outlook, down from 4+

Full-year scenarios built monthly

3-person

Team supporting all three entities

"We're spending more time partnering with the business and analyzing how changes in headcount or premiums affect revenue across all three entities."

Morgan Rafferty

Senior Finance Manager, Outdoorsy

Questions Buyers ask

Cube for multi-entity finance teams: common questions

How much did Outdoorsy cut planning prep time with Cube?

Outdoorsy cut planning prep time by 50%. An outlook that used to take four or more hours now runs in one to two, which freed the team to forecast more often and keep planning aligned with the business.

Can Cube handle FP&A across multiple entities?

Yes. Cube centralized financial and operational data across Outdoorsy's three entities, Outdoorsy, Roamly, and Outdoorsy Destination Network. The team now updates two full-year scenarios monthly across all three instead of consolidating siloed Excel models by hand.

Does Cube work with Google Sheets and NetSuite?

Yes. Cube synced shared Google Sheets so finance and accounting could align daily during close, and replaced manual NetSuite exports with an automatic data flow. That let Outdoorsy review variances during the close rather than weeks later.

Can finance teams answer ad-hoc questions with Cube in Slack?

Yes. Outdoorsy uses Cube's conversational AI in Slack to surface answers instantly. Senior Finance Manager Morgan Rafferty answered a legal headcount question just by asking Cube in Slack, instead of digging through spreadsheets.

Can a small finance team scale with Cube without adding headcount?

Yes. Outdoorsy's three-person finance team supports a fast-growing, multi-entity business without growing the team. Self-serve access and stronger workflows let them support more stakeholders while staying lean.

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