AI & Agents
Cube AI makes financial data decision-ready across every FP&A tool and workflow.
Learn more about AI at Cube →Meet the Agents
The Agentic Layer
The governed foundation — platform capabilities.
Consolidation & Close
The entire financial close and data management cycle, at a high level.
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Financial data governance you can show an auditor.
Cube governs financial data at the source: one mapping, one set of business logic, cell-level access, and a full change log. Every number in every spreadsheet, deck, and AI answer traces to the transaction, so when the auditors ask where it came from, you have the backup.
Governed changes · this monthNobody can say which version is right.
Copies of the same numbers live in a dozen files, each mapped a little differently, with no record of who changed what. Then AI tools start answering from them too.
Versions multiply
Every export becomes a new copy, and nobody knows which one the board saw.
No trail
Formulas and mappings change without a record of who, when, or why.
Access is all or nothing
Sharing a file shares everything in it, including what people shouldn’t see.
One version of the numbers, with a trail.
Cube keeps every number in one governed model, logs every change, and controls who sees what.
One source of truth
Every report reads from the same model, so there is one right answer.
Every change logged
See who changed what, when, and why, all the way to the source.
Permissions by role
Grant access by entity, department, or account, down to the cell.
Governance that doesn’t slow anyone down.
One version
Spreadsheets, decks, and AI read the model instead of copies.
Right data, right people
The CFO sees everything, a department head sees their cost center, an auditor sees read-only.
Every change on record
Mappings, rules, and data changes all land in a full audit trail.
Every number opens.
A board slide shows 12% growth. Click it, and Cube drills past the summary and the formula to the GL transactions that produced it.
Where governance shows up.
Audit preparation
Pull the trail for any number in minutes.
AI assistants
One mapping, with approvals on every change.
Board reporting
Every figure in the deck traces to the transaction.
Governed AI
AI assistants answer from governed data through Cube MCP.
Access reviews
See who can view and edit what, by role.
Changes by type
Every mapping, rule, and access change on record.
Governed at the source.
Cube connects every source system read-only, maps it once under approval, and applies one set of business logic, so every surface reads the same governed numbers.
One governed model that turns raw data into operating intelligence you can audit. Mapped once under approval, permissioned at the cell, and traced to the transaction.
Every number carries its own trail.
Data lands read-only from every source. Mappings and rules change only through approval, and every fetch, edit, and publish is logged with who and when.
One governed model, 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.
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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.
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PowerPoint & Google Slides
Cube Decks puts live visuals in PowerPoint that refresh in place.
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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 every number traced on your own data.
Bring your security questionnaire and one board slide. We answer the questionnaire live and trace the slide to the transactions behind it.
Financial data governance questions, answered.
What is financial data governance?
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Financial data governance is the set of controls that keep financial data accurate, consistent, and secure: who can see and change it, how it is defined, and a record of every change. Cube builds those controls into the model.
What is the difference between data governance and data security?
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Security protects data from unauthorized access. Governance also covers definitions, mappings, approvals, and audit trails, so the numbers are right as well as protected. Cube provides both.
How do you create an audit trail for financial data?
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Keep the data in one governed model instead of copies, and log every fetch, edit, and publish. In Cube, every mapping, rule, and data change is recorded with who, when, and what changed.
What is the best financial data governance software?
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The best financial data governance software keeps one governed model with approved mappings, enforces access at the cell, logs every change, and traces every number, including AI answers, 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 financial data governance software?
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Look for read-only source connections; approved, versioned mappings; cell-level role-based access; a full audit trail; drilldown to transactions; SSO and SAML; data residency options; governed AI access; and audited security such as SOC 1 and SOC 2.
Can auditors get read-only access?
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Yes. Auditors can see read-only views, with redactions where needed, and pull the trail behind any number.
How does Cube govern AI answers?
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Every AI answer, from FP&Agents or assistants connected through Cube MCP, comes from the governed model, respects the asker’s access, and traces to the source transaction.
Which systems does Cube govern?
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Every connected source, read-only. Cube connects to hundreds of source systems across ERP, CRM, HRIS, billing, and data warehouses.
Does Cube write back to our ERP?
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No. Cube reads actuals from your systems without writing back to your ERP, which stays the system of record.
How are mapping changes controlled?
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New accounts and mapping edits route through approval. The Mapping Agent can propose them; finance approves before anything changes.
Can access be limited to part of the model?
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Yes. Role-based access is enforced at the cell level, so a department head sees their cost center and an executive sees their scope, in every surface.
Can we keep using Excel and still be governed?
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Yes. Excel and Google Sheets read the governed model, so every fetch and publish is logged and permissioned. The spreadsheet stays; the ungoverned copies go away.
Is Cube SOC 2 audited?
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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 financial data governance?
Financial data governance defines who can see and change financial data, how it is mapped and calculated, and how every change is recorded.
Governance breaks when data is copied. Cube keeps every surface on one governed model.
Definitions and mapping
One chart of accounts and metric logic.
Access control
Role-based, enforced at the cell.
Audit trail
Every fetch, edit, and publish logged.
Lineage
Every number to its source transaction.
Why financial data governance matters
Your AI is only as good as the data underneath it. Governance is what lets finance, auditors, and AI tools all trust the same number.
How to govern financial data
The same five steps apply whether the forecast lives in a spreadsheet or in Cube.
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1.
Centralize the data. Connect every source to one model, read-only.
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2.
Standardize definitions. One mapping and one set of metric logic.
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3.
Set access by role. Decide who sees and edits each part.
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4.
Require approvals. Route mapping and rule changes for sign-off.
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5.
Log and review. Keep a full trail and review it each period.
Key governance metrics
- Unapproved changes
- Edits made outside the approval flow.
- Ungoverned copies
- Files working from exports, not the model.
- Change history
- Share of numbers traceable to the transaction.
- Access exceptions
- Users with more access than their role needs.
- Unmapped accounts
- Accounts waiting on a mapping decision.
- Time to evidence
- How long it takes to answer an auditor.
Governance in spreadsheets vs. Cube
| Spreadsheet | Cube | |
|---|---|---|
| Answers | Where did this number come from? | Answered live, traced to the transaction. |
| Built from | Exports and copies. | Read-only connections to every source. |
| Cadence | Monthly, after close. | On the schedule you set. |
| Accuracy depends on | Whoever edited it last. | Approved mappings and rules. |
| In Cube | A shared file with everything in it. | Cell-level, role-based access. |