Integrations

One card per source category, data flows in from anywhere.

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The Agentic Layer

The governed foundation — platform capabilities.

Reporting & Analysis

Business performance tracking, variance, and analytical insight.

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Planning & Modeling

A comprehensive look at forward-looking corporate financial strategy.

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Consolidation & Close

The entire financial close and data management cycle, at a high level.

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Integrations · Data & BI

Your data stack, connected. Every driver, one governed model.

Plan on the operational drivers behind your numbers. Usage, unit, and customer data from your warehouse land in your model, and governed figures flow back to every dashboard. Cube connects to Snowflake, BigQuery, Redshift, Databricks, Tableau, and any SQL source.

See it on your own tables.

Bring one schema or a read-only role. You’ll see your drivers mapped and reporting beside the GL in Cube.

Book a demo

How does a data & BI integration work in Cube?

Every warehouse, database, and BI platform reaches Cube through one of four paths. All four end the same way: mapped once to your model, synced on a schedule, traceable to the source row.

Warehouse & BI connectors

JDBC for any SQL engine

Direct APIs

Automated file sync & uploads

Other integration types

Connect your warehouse once. Plan on live drivers.

Start with a guided demo on your own data, then we map your systems into Cube. Work in Cube Web, Excel, Google Sheets, Slack, Teams, and your AI assistants.

What changes when drivers leave the CSV behind?

The workflow, row by row.

The workflowManual exportsConnected to Cube
Getting drivers Ask the data team for an export, wait, paste. Drivers sync on a schedule, mapped to your model.
Finance + ops Financial and operational data live in different tools. GL actuals and warehouse drivers share one governed model.
Metric definitions Every dashboard computes revenue its own way. One definition, governed in the layer, used everywhere.
Refresh cadence Monthly, or whenever someone reruns the query. As often as you schedule it, or on demand.
Audit Which query produced that number? Every figure traces to the source row.

Ready to retire the CSV hand-off?

A demo walks your own drivers: connect, map, and watch the model refresh.

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Security & governance

Board-ready means audit-ready.

Delivering numbers everywhere only works if access travels with them. In Cube it does, enforced in the layer rather than in each tool.

Security & compliance
Every export, governed.

Every AI feature respects your permissions, and every edit, sync, and publish lands in one audit trail.

SOC 1 & 2
Type 2
Certified
HIPAA
Compliant
Certified
Every edit
Tracked
To the source
Role-based access
CFO, VP and auditor views from one source.
CFO
VP Sales
Permissions on every view
User-level access wherever your numbers show up.
Viewing as David
Marketing$1.24M
Sales
Full audit trail
Who, what, when, before and after.
Maya edited Q3 rent2:14 PM
David approved forecast2:31 PM
SSO
Okta, Microsoft Entra, Google.
Single sign-on enabled

See your numbers, decision-ready.

A demo focused on your top use cases, from books to boardroom. Personalized to your stack. Bring your messiest workflow.

FAQs

Questions finance teams ask.

What is the best ETL tool for finance teams?

For finance teams, the best ETL approach is one finance can own: direct connections to the warehouse, mapping to the chart of accounts, scheduled refreshes, and output in the tools finance already uses. Cube connects to Snowflake, BigQuery, Redshift, Databricks, and SQL databases over JDBC, so most teams do not need a separate ETL tool for FP&A.

What is the difference between ETL and ELT?

ETL transforms data before loading it into the destination. ELT loads raw data first and transforms it inside the warehouse. Cloud warehouses made ELT common for analytics. Cube reads the transformed tables either approach produces.

Does Cube replace my ETL or ELT pipeline?

No. Your pipeline keeps feeding the warehouse for analytics. Cube reads curated tables from the warehouse and maps them to the finance model, so data teams maintain one source and finance owns its own mappings.

Does Cube integrate with Snowflake, BigQuery, Redshift, and Databricks?

Yes. Snowflake, Google BigQuery, Amazon Redshift, and Databricks connect through Cube's warehouse connectors, and any engine with a JDBC driver connects through direct SQL, with no custom build.

Can Cube connect to a plain SQL database?

Yes. SQL Server, PostgreSQL, MySQL, Oracle, Azure SQL, and any other JDBC-capable database connect the same way a warehouse does: a read-only role, a schedule, and a mapping into your model.

Do I need data engineering to set up a warehouse integration?

Setup is finance-led with one ask of your data team: a read-only role scoped to the tables finance needs. From there your team reviews the proposed mappings and approves them, with guided onboarding from Cube.

How often does warehouse data sync?

On a schedule you control. Most teams sync daily, and more frequently for metrics that move during the day. You can also trigger a sync on demand.

Can Cube join warehouse drivers with GL actuals?

Yes. Operational drivers from the warehouse land in the same governed model as your accounting actuals, so revenue per unit, cost per customer, and driver-based forecasts read from one place instead of a stitched spreadsheet.

Can Cube pull data from BI platforms like Tableau, or does it replace them?

Cube connects to BI both ways. As a source, it pulls the curated data sources and metrics your team already maintains in platforms like Tableau, Looker, and Power BI. As a destination, those same dashboards read the governed numbers Cube maintains, so finance and BI finally agree.

Can I keep working in Excel or Google Sheets?

Yes. Cube's patented bi-directional sync fetches live drivers and actuals into your spreadsheets and publishes plan inputs back to the governed model, so the spreadsheet stays a first-class surface rather than a copy.

What data should finance pull from the warehouse?

The operational drivers your plan actually moves on: product usage, pipeline snapshots, billing events, headcount cuts, and unit economics. Cube maps those tables to the accounts and dimensions finance plans by, and leaves the rest of the warehouse alone.

How do table mappings stay accurate over time?

When schemas change or new tables appear, Cube's Data Manager agents propose the mapping with a confidence score, and finance approves or adjusts it. Every change is logged, so the model stays clean and auditable.

What is the difference between a data warehouse connection and an accounting integration?

An accounting integration pulls structured financials, the general ledger, from systems like NetSuite or QuickBooks. A warehouse connection pulls operational data, like pipeline or usage, from Snowflake or Databricks. Cube supports both, so financial and operational drivers live in one model.

Still have questions? See it on your own numbers.

What is ETL for finance teams?

ETL for finance teams is the process of extracting data from source systems, transforming it into finance's structure, and loading it into a planning and reporting model. Extract, transform, load (ETL) lets FP&A use data from warehouses like Snowflake, BigQuery, and Databricks, and from BI tools, without waiting on a data engineering ticket for every new driver.

Cube reads warehouse and database tables over JDBC and direct APIs, maps them to the model, and joins operational drivers to GL actuals.

Extract

Extract from the warehouse

Query curated tables and views in Snowflake, BigQuery, Redshift, or any SQL database.

Transform

Transform to finance's structure

Map fields to accounts, departments, and other dimensions.

Load

Load into the model

Land drivers next to actuals, plans, and forecasts.

Refresh

Refresh on a schedule

Rerun queries automatically so drivers stay current.

Why ETL matters for FP&A

The drivers behind a forecast, such as usage, units, customers, and unit economics, usually live in the data warehouse, not the general ledger. Without a direct path, finance waits for data teams to build extracts or pastes query results into spreadsheets. A finance-owned ETL connection brings those drivers into the plan on a schedule, so forecasts reflect what the business is actually doing.

How to set up ETL for FP&A

These steps apply whether the source is a cloud warehouse, a SQL database, or a BI platform.

  1. 1.
    Identify the drivers. Decide which operational metrics move the forecast, such as usage, units, or active customers.
  2. 2.
    Connect the source. Connect over JDBC or direct API with a read-only service account.
  3. 3.
    Write or select the query. Point at a curated table or view so finance and data teams share one definition.
  4. 4.
    Map to the model. Map columns to dimensions and time periods in the chart of accounts.
  5. 5.
    Schedule and validate. Set the refresh cadence and reconcile totals to the source.

Key ETL terms for finance

ETL
Extract, transform, load. Data is reshaped before it reaches the destination.
ELT
Extract, load, transform. Raw data is loaded first and transformed inside the warehouse.
Reverse ETL
Sending modeled data from the warehouse back into operational tools.
JDBC
A standard interface for querying SQL databases and warehouses.
Data pipeline
The automated sequence that moves data from source to destination.
Semantic layer
Shared business definitions for metrics, used so every tool calculates them the same way.