Finance runs on spreadsheets. Cube makes them live.
Keep working in the Excel and Google Sheets templates your team already trusts. Cube connects them to a governed model, so you fetch live actuals into any cell, drill from a number back to the source transaction, publish approved plans, and run FP&Agents without leaving the grid.
Works in Excel and Google Sheets · Bi-directional sync · Every figure traces to source
Software is the only category over plan, after three tools were signed once the budget locked. Everything else is tracking as expected.
Trace to source →Two minutes inside a live spreadsheet
Watch a finance team fetch current actuals, drill into a variance, and publish a plan without exporting a single file.
No exports, no copy-paste. Live actuals, drilldown to source, and a published plan.
Cube is the Agentic Finance Layer that sits underneath your spreadsheet. Your Excel and Google Sheets stay exactly as they are. Underneath them, Cube holds a governed, multi-dimensional model connected to your source systems, so the numbers in your cells are live, consistent, and traceable to the transaction they came from. No exports, no copy-paste, and no version that quietly goes stale the moment you save.
Your source systems to your spreadsheet, with nothing manual in between
Your source systems
ERP, HRIS, CRM, billing, and your warehouse. Cube connects to them and keeps a governed model current, so your cells are never working from last week's export.
Cube
A clean, multi-dimensional model where accounts, departments, and entities are structured for planning, with drilldown back to the source transaction from any cell.
Your spreadsheet
Build reports the way you always have in Excel or Google Sheets. Fetch live actuals into the grid, publish plans back, and call on FP&Agents, all from the same model.
Fetch, drill, and publish without leaving the grid
Build a report the way your team already does. Click Fetch in the Cube add-on and the cells fill with current actuals. Your variance columns stay as ordinary spreadsheet formulas, and any fetched cell drills down to the source transaction.
| A ACCOUNT | B SEP-27 ACTUAL | C SEP-27 BUDGET | D $ VAR | E % VAR | |
|---|---|---|---|---|---|
| 1 | ACCOUNT | SEP-27 ACTUAL | SEP-27 BUDGET | $ VAR | % VAR |
| 2 | Revenue | 4,210,500 | 3,965,000 | 245,500 | 6.2% |
| 3 | Cost of revenue | (1,012,300) | (980,800) | (32,300) | 3.3% |
| 4 | Gross profit | 3,198,200 | 2,985,000 | 213,200 | 7.1% |
| 5 | Payroll & benefits | 612,400 | 600,000 | (12,400) | 2.1% |
| 6 | Software (GL-6300) | 148,900 | 132,000 | (16,900) | 12.8% |
| 7 | Marketing | 96,200 | 110,000 | 13,800 | (12.5%) |
| 8 | Total OpEx | 1,243,800 | 1,150,000 | (93,800) | 8.2% |
Point Cube at a report you maintain by hand and watch the cells go live.
Everything you do in a spreadsheet, now on live data
Fetch live actuals
Pull current actuals from your governed model into any Excel or Google Sheets template. Your layout stays, the cells go live, and you refresh on demand or on a schedule you control.
FetchPublish plans back
Build the budget or forecast in the grid, then publish it straight to the model. Approvals, versions, and an audit trail come with it, so the plan everyone sees is the plan of record.
PublishFP&Agents in the cell
Ask the Analyst to explain a variance, have the Planner draft a baseline forecast, or let the Business Partner write the commentary. Same governed numbers, same grid, no context switch.
Finance-grade AIWhy a spreadsheet on Cube beats the alternatives
Versus the export
An export is a snapshot that starts aging the moment you save it. A Cube spreadsheet stays connected, so the number you see is the number in the model every time you open the file.
Vs. exporting from your ERPVersus ripping out the spreadsheet
The tools that promised to replace spreadsheets just moved your work into a web form. Cube keeps you in Excel and Google Sheets and puts the governance underneath, where it belongs.
Vs. rigid planning suitesVersus generic AI
A general assistant guesses from whatever you paste in. Cube's FP&Agents work on a governed model where every figure traces to the source, so the answer is one you can take to the board.
Vs. building with ChatGPTUnderstand the worldview, then see the mechanics
Why Headless FP&A
The case for keeping the spreadsheet and putting a governed, agentic layer underneath, instead of forcing finance into another web app.
Read the manifesto →The FP&A Playbook
A practical guide to how AI fits into financial planning and analysis (FP&A) today, the value it delivers, and how to start putting it to work—without disrupting your existing workflows.
Get the playbook →Set up the add-on
Install Cube in Excel or Google Sheets, connect it to your model, and fetch your first live report. Step-by-step, with screenshots.
Read the docs →Common questions about FP&A in the spreadsheet
Does Cube work in both Excel and Google Sheets?
Yes. The Cube add-on runs natively in both Excel and Google Sheets against the same governed model. Build a report in one and a teammate can open it in the other — the numbers, dimensions, and drilldown come from Cube, not from a copy stored in the file.
Do I have to change how my spreadsheets are built?
No. Keep your existing templates, layouts, and formulas. Cube fills cells with live actuals through the add-on, while your variance and roll-up formulas stay ordinary spreadsheet formulas. You decide which cells are fetched and which stay yours.
What does bi-directional sync mean?
Data flows both ways. You fetch live actuals down from the governed model into the grid, and you publish budgets or forecasts back up to the model — with approvals, versions, and an audit trail. The plan everyone sees is the plan of record, not a file on someone's desktop.
Can I drill from a number in my spreadsheet back to the source?
Yes. Any fetched cell drills through the governed model to the underlying source transaction in your ERP, HRIS, CRM, billing, or warehouse. Every figure traces to the transaction it came from, so an answer in a cell is one you can take to the board.
How is this different from exporting from my ERP into a spreadsheet?
An export is a snapshot that starts aging the moment you save it. A Cube spreadsheet stays connected to the model, so the number you see is the current number every time you open the file — no manual refresh, no copy-paste, and no version that quietly goes stale.
Is the data in the spreadsheet governed and secure?
Yes. Cube is read-only by default, supports SSO/SAML, and is SOC 2 Type II. Access follows your model's permissions, every fetch and publish is logged in a full audit trail, and the spreadsheet runs on the same governed model as the rest of finance.
See Cube in your own spreadsheet
Bring a report you maintain by hand. We will connect it to a live model and walk through fetch, drilldown, and publish in your own Excel or Google Sheets.
Thanks — connect this form to HubSpot to start routing demo requests.
Prefer to read first? See the spreadsheet setup docs.