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Integrations

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

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Accounting CRM HR and Payroll Payments Data

The Agentic Layer

The governed foundation — platform capabilities.

Unified Data Business Logic & Modeling AI Agents & Automation Security & Controls

Surfaces

The layer powers every surface — finance works wherever work happens.

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Cube web Excel & Google Sheets AI Assistants via MCP Slack & Teams PowerPoint & Google Slides BI Tools
Product Updates

Reporting & Analysis

Business performance tracking, variance, and analytical insight.

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Variance Analysis Ad-Hoc Reporting Executive Reporting

Planning & Modeling

A comprehensive look at forward-looking corporate financial strategy.

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Revenue Cash Flow Scenario Planning Headcount Vendor/Expense Annual Budgeting

Consolidation & Close

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

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Data Consolidation Financial Close Data Governance & Audit

Industries

Purpose-built for how each sector runs finance.

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Software Business Services Healthcare Retail Financial Services Manufacturing Nonprofits Real Estate Multi-Location

EPM software that works where your team works

Cube brings planning, consolidation, and reporting onto one governed model, then puts live numbers in Excel, Google Sheets, Slack, Teams, and Cube Web. No exports. No copy and paste.

  • Two-way Excel and Sheets sync
  • Drill to the transaction
Top-rated on G2
G2 2026 badges: Best Support Mid-Market, Leader Mid-Market, Easiest to Use Mid-Market

Book Your Demo

See Cube in action on your numbers.

Thousands of finance professionals, in every industry, run on Cube
Why Cube

From data chaos to clarity

The #1 EPM software, Cube unifies your business data into a single clean layer, automates the workflows on top of it, and turns the output into insight: the story behind the numbers and the plan for whatever comes next.

Scattered glass shards passing through a glass slab and coming out as clean, ordered panels

Answers before the meeting starts.

The data is surfaced, the variance is explained, and the forecast is current before anyone asks.

Your team, out of the busywork.

Your Digital Finance Team of AI agents handles the data pulls, the reconciliation, and the report assembly. Your analysts get their week back.

AI you can put in front of the auditors.

Every insight from any AI tool traces back to the transaction or assumption. When the auditors ask where a number came from, you have the backup to show them.

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The EPM tool that gives teams their time back

½ dayto bridge a forecast, down from three days to a week
“I can bridge a forecast in half a day and be confident the variances and explanations are correct.”
Edgar EjercitoEdgar EjercitoChief Financial Officer, Primer.ai
83+ storesreported in one click
“Updating reports across our 83+ stores used to take hours. Now with Cube, it can be done in a click.”
Sean MooreSean MooreVP of Strategy, Faherty Brand
More timefor work that drives growth
“Cube has made our processes not just faster, but more rewarding.”
Daniella MehalikDaniella MehalikChief Financial Officer, Psychemedics
How it works

Context in. Decisions out. Every change written back.

Cube Operating Intelligence™ unifies your business data, applies your rules and calculations, and serves the result to every surface your team uses, so every leader decides on the same numbers. Edits flow back to the same governed source.

Your business data
ERP & accountingGL, AP, AR
CRMPipeline, bookings
HRIS & payrollHeadcount, comp
Data warehouseCompany-wide data
SpreadsheetsExcel, Google Sheets
CubeOI™ Operating Intelligence
Four glass layers, unified data, business logic, security, and agents, with business context flowing through them and edits flowing back
Unified data
Business logic
Security & controls
Agents & automation
Unified data Business logic Security & controls Agents & automation
Where your team works
Cube WebPlan, report, and model
Excel & SheetsWork
PowerPoint & SlidesPresent
Slack & TeamsDecide
AI assistantsClaude, ChatGPT, Copilot
Get a demoTry it free

From books closed to boardroom ready in minutes.

All solutions
Glass layers merging into one, representing financial consolidationGlass layers merging into one, representing financial consolidation
 Consolidation & close

Close the books without the chaos.

Data consolidationFinancial closeData governance & audit
Glass bars with one highlighted, representing variance analysis
 Reporting & analysis

Answers before the meeting starts.

Variance analysisAd hoc reportingExecutive reporting
A glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecastA glass forecast line extending forward, representing a rolling forecast
 Planning & modeling

Plan faster than the business moves.

Revenue planningCash flow forecastingScenario planning
Stacked glass blocks representing budget planningGlass figures in rows, representing headcount planning
 Collaboration & partnering

One plan the whole business works from.

Budget & rolling forecastHeadcount planningVendor & expense planning
Not sure where to start?Most teams start with one workflow and expand.
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AI Agents

Your digital finance team works while you sleep.

Four FP&Agents handle the always-on work across your data, reports, plans and business partners. Agents scale finance's capacity, while the people remain in control.

Before your first coffee
6:00 AM Actuals synced into your Excel model.
6:04 AM March bookings variance explained in #sales-leads.
6:10 AM Board deck refreshed with the latest numbers.
6:15 AM Q3 forecast rerun on new pipeline data.
9:00 AM CEO asks in Teams what changed. Answered.
Data
The Data Managers

Collects, maps and reconciles data from every source so every figure is right before anyone opens a file.

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Reporting and analysis
The Analysts

Explains variances to the transaction, flags anomalies and answers ad hoc questions in plain language.

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Planning and forecasting
The Planners

Reruns forecasts as new actuals land, builds scenarios and keeps budgets current between cycles.

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Partnering
The Business Partners

Brings answers to department heads in Slack, Teams and email, so finance is in every decision.

Meet The Business Partners →
Meet the Agents

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

Give your team one set of numbers, everywhere it works.

See the top enterprise performance management software on your own data in a guided demo. Then the sandbox is yours.

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