AI & Agents
Cube AI makes financial data decision-ready across every FP&A tool and workflow.
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The Agentic Layer
The governed foundation — platform capabilities.
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The entire financial close and data management cycle, at a high level.
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Executive reporting that ties to the close.
Board decks, KPI dashboards, and leadership updates built from the same governed numbers the close produced. Cube refreshes every chart in place, drafts the narrative, and traces every figure to the transaction, so the deck is ready when the books are.
Revenue vs plan · board viewThe board deck gets rebuilt every month.
The books close, then finance spends days copying numbers into slides, checking that the deck matches the P&L, and rewriting commentary. One late adjustment and it starts again.
Copy, paste, recheck
Every chart is a screenshot of a spreadsheet, rebuilt by hand each month.
Late changes break the deck
One adjustment after close means hunting through every slide that used the old number.
Follow-ups wait a day
The board asks a question in the meeting, and the answer arrives by email the next day.
A board deck that builds itself.
Cube links every chart and number in your deck to live data, so the deck updates when the numbers change.
Linked to live data
Charts and tables in PowerPoint and Slides refresh from Cube.
Late changes, handled
A late adjustment flows through every slide in one refresh.
Answers in the room
Drill into any number from the deck to see what drove it.
A board pack that is ready when the books are.
Refreshed, not rebuilt
Charts and tables refresh in place in PowerPoint and Google Slides.
Narrative drafted
The Business Partner agent drafts commentary from the numbers for finance to edit.
Every number defensible
Every figure on every slide traces to the transaction behind it.
Every number opens.
A director asks where Q3 revenue came from. In Cube, the number on the slide opens to the bookings and invoices behind it.
Where teams put executive reporting to work.
Board decks
Live charts and tables in PowerPoint and Google Slides.
KPI dashboard
KPIs for the leadership team, refreshed on the schedule you set.
Investor updates
Monthly and quarterly updates from the same governed numbers.
Lender reporting
Covenant and lender packs that tie to the close.
Leadership narrative
Commentary drafted from the drivers, edited by finance.
KPIs by team
Each team’s KPIs against plan, in one view.
The deck reads the closed books.
Cube unifies the GL, CRM, HRIS, and the rest of your stack in one governed layer, so the deck, the dashboard, and the P&L all read the same number.
One governed model that turns the close into operating intelligence. The numbers are mapped once, reconciled, and traced to the transaction, then published to every report.
The board slide that updates itself.
Actuals land from the close, bookings from the CRM, and the plan from Cube. Cube runs the governed formulas behind every figure and refreshes each chart in the deck in place.
DecksOne set of board numbers, on every surface.
Cube connects the systems where your data lives to the tools where decisions happen. When a number changes in Cube, it updates in the spreadsheet, the board deck, the dashboard, and the answer in Slack or Claude. Everyone keeps their own view and permissions, and every figure traces back to the transaction.
Cube Web
Full planning, reporting, Boards, workflows, and the AI Analyst in the browser, with drilldown on every number.
Explore
Excel & Google Sheets
Fetch live actuals into your own templates and publish plans back in one click, permissions intact.
Explore
AI assistants
+Any MCP-compatible assistant queries governed data, with answers traced to the source.
Explore
Slack & Teams
Ask the AI Analyst plain-English questions in chat and get answers from the same governed source, in a thread.
Explore
PowerPoint & Google Slides
Cube Decks puts live visuals in PowerPoint that refresh in place.
Explore
BI tools
+Governed exports and Cube’s APIs sync Tableau, Looker, and Power BI.
ExploreYour 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.
Collects, maps and reconciles data from every source so every figure is right before anyone opens a file.
Meet The Data Managers →Explains variances to the transaction, flags anomalies and answers ad hoc questions in plain language.
Meet The Analysts →Reruns forecasts as new actuals land, builds scenarios and keeps budgets current between cycles.
Meet The Planners →Brings answers to department heads in Slack, Teams and email, so finance is in every decision.
Meet The Business Partners →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.
Every AI feature respects your permissions, and every edit, sync, and publish lands in one audit trail.
See it on your numbers.
From books closed to boardroom ready in minutes. Bring last quarter’s deck: we rebuild a slide on live numbers and trace a figure to the transactions.
Executive reporting questions, answered.
What is executive reporting?
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Executive reporting gives leadership and the board a clear view of performance: financial results, KPIs, and the story behind them. In Cube, decks and dashboards read the same governed numbers the close produced.
What should a board reporting package include?
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Most include a summary, the P&L, balance sheet, and cash flow, KPIs against plan, variance commentary, and the outlook. Cube builds each from the same governed model.
How do you automate board reporting?
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Link the deck to the governed model instead of pasting numbers. With Cube Decks, charts and tables in PowerPoint and Google Slides refresh in place, and the Business Partner agent drafts the commentary.
What is the best executive reporting software?
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The best executive reporting software builds decks and dashboards from closed, governed numbers, refreshes them in place, drafts narrative from the drivers, and traces every figure to the transaction. Cube does this as the Agentic FP&A Platform, in the spreadsheets, decks, and chat tools your team already uses.
What should you look for in executive reporting software?
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Look for live connections to your ERP and other sources; decks that refresh in PowerPoint and Google Slides; KPI dashboards; drafted commentary you can edit; drilldown to transactions; role-based access; and audited security such as SOC 1 and SOC 2. Also check whether leaders can ask follow-ups in Slack or Teams, since that decides adoption.
Can the deck update after a late adjustment?
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Yes. Post the adjustment in Cube and refresh the deck. Every chart and table that used the number updates in place.
Can executives ask questions without logging in?
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Yes. The CEO can ask in Slack, Teams, or an AI assistant connected through Cube MCP and get an answer from the governed model, inside their access rights.
What data does executive reporting need?
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Closed GL actuals, the plan and latest forecast, and operating data such as bookings, headcount, and customers. Cube connects to hundreds of source systems across ERP, CRM, HRIS, billing, and data warehouses.
Which KPIs belong in an executive dashboard?
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Usually revenue and growth, gross margin, operating expense, cash and runway, and a few operating metrics specific to the business. Cube tracks each against plan from the governed model.
How often should executive reports refresh?
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Board packs usually follow the monthly or quarterly close. With Cube, data syncs on the schedule you set, so dashboards stay current between meetings.
Does it work in PowerPoint and Google Slides?
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Yes. Cube Decks puts live charts and tables in PowerPoint and Google Slides that refresh in place, so the deck keeps your brand template.
Does executive reporting software replace BI tools?
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No. Cube syncs governed finance data into Tableau, Looker, and Power BI, so dashboards there use the same numbers as the board deck.
Is executive reporting software secure?
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It should be audited and access-controlled. Cube is SOC 1 and SOC 2 Type 2 audited, with SSO and SAML support, role-based permissions, encryption in transit and at rest, and a full audit trail on every driver, mapping, and plan change.
What is executive reporting?
Executive reporting turns closed financials and operating data into the decks, dashboards, and narrative leadership uses to make decisions.
The numbers come from many systems, so the pack is only trusted when they agree. Cube brings them into one governed model.
Board pack
Quarterly results, outlook, and commentary.
Monthly leadership update
P&L, KPIs, and variance for the exec team.
KPI dashboard
Refreshed on the schedule you set.
Investor and lender reports
Updates and covenant packs that tie to the close.
Why executive reporting matters
Leadership makes decisions from the deck. When the deck is late or doesn’t match the books, the conversation turns to the numbers instead of the business.
How to build a board pack
The same five steps apply whether the forecast lives in a spreadsheet or in Cube.
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1.
Close the books. Start from reconciled, consolidated actuals.
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2.
Link the deck. Connect each chart and table to the governed model.
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3.
Refresh the numbers. Update every slide in place from the closed books.
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4.
Write the story. Draft commentary from the drivers, then edit.
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5.
Review and publish. Check traces to source, then share with the board.
Key executive reporting metrics
- Revenue vs plan
- Recognized revenue against the plan.
- Gross margin
- Revenue minus cost of revenue, as a percent.
- Net revenue retention
- Revenue kept from existing customers.
- Opex as % of revenue
- Operating expenses divided by revenue.
- Cash runway
- Months of cash at the current burn.
- Time to board pack
- Days from close to a finished deck.
Board reporting in slides vs. Cube
| Slides | Cube | |
|---|---|---|
| Answers | Does the deck match the books? | Yes, every figure traces to the close. |
| Built from | Numbers pasted into slides. | Live links to the governed model. |
| Cadence | Monthly, after close. | On the schedule you set. |
| Accuracy depends on | Whoever checked it last. | One governed source. |
| In Cube | A deck emailed as an attachment. | Permissioned decks and dashboards. |