Data Management & Governance

Financial Data Management Software — One Trusted Source of Truth

Cube is the AI-powered financial data management platform that centralizes data from ERPs, CRMs, HRIS platforms, and spreadsheets into a single, auditable data layer.

With no-code integrations and patented bi-directional sync, Cube delivers trusted, real-time data directly into Excel, Google Sheets, Slack, Teams, and AI assistants: eliminating manual data pulls, version confusion, and compliance risk.

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Trusted by 500+ organizations including Google, Procter & Gamble, and Wealthfront.

ERP

CRM

HRIS

Sheets

↓ ↓ ↓ ↓

Cube's Governed Data Layer

Normalize · Validate · Control · Audit

↓ ↓ ↓ ↓

Excel

Sheets

Slack

Reports

The Problem

Financial Data Management: You Spend More Time Wrestling Data Than Analyzing It

Data in too many places

Actuals in NetSuite, headcount in BambooHR, pipeline in Salesforce. You're stitching it all together manually every month.

Version control is a fiction

The CEO has last Tuesday's forecast. Sales has a different version. Nobody knows which file is current.

No governance, no confidence

No audit trail, no access controls, no way to explain why the number changed overnight.

How Cube Fixes This

One trusted data layer. Every team. Every report.

Cube sits between your source systems and your spreadsheets, delivering trusted data wherever your team works.

Connect every source in hours

Two-way sync with your ERP, CRM, HRIS, and spreadsheets. Cube's patented bi-directional spreadsheet connectivity lets your team keep working in Excel and Sheets.

The Data Manager

Automate data validation

Cube reconciles actuals with your GL and verifies alignment across departments. The Data Hygiene Agent raises alerts before bad data reaches your reports.

Data Hygiene Agent

Full audit trails and access controls

Every number traced to source. Version control, role-based access, and SOC 2 Type II certification so you can stand behind every number.

Standardize hierarchies and mappings

The Intelligent Mapping Agent unifies messy data into clean financial hierarchies. Manage your chart of accounts, dimensions, and roll-ups in one place.

Intelligent Mapping Agent

app.cubesoftware.com/audit-trail

Audit Trail

All changes · Last 30 days

Filter

Export

Timestamp User Action Entity Detail

Mar 28, 2:14 PM JMJordan M. Published Q1 Forecast v4 Revenue → $12.4M

Mar 28, 1:47 PM RPRaymundo P. Edited Headcount Plan Eng: 48 → 52 FTEs

Mar 28, 11:20 AM AMAdriana M. Mapped GL Account 6200 Reclassified → SGA

Mar 28, 10:05 AM SMSarah K. Synced NetSuite Integration 1,247 records updated

Mar 27, 4:58 PM DLDavid L. Reverted OpEx Assumptions Rolled back to v2

Mar 27, 3:12 PM JMJordan M. Locked Feb Actuals Period closed

See Cube in Action

Over 500 organizations trust Cube to centralize their financial data into one governed, auditable source of truth. See how it works for your team.

GET A DEMO TALK TO A FINANCE EXPERT

How It Works

Three steps to trusted financial data

Connect

Link your ERPs, CRM, HRIS, and spreadsheets. Two-way sync, set up in hours.

Govern

Cube normalizes your data, enforces hierarchies, and creates a complete audit trail.

Trust

One set of trusted numbers in Excel, Sheets, Slack, or Cube's workspace.

Results

Finance teams get their time back.

"Cube has saved me days of work when it comes to month end and quarter end stuff because I can literally just import, fetch, and it's done."

Adriana Majeski, Senior Accountant, Psychemedics

90%

Reduction in data assembly time

Days

To go live, not months

500+

Organizations trust Cube

Trusted by finance teams at Google, Procter & Gamble, Cracker Barrel, Wealthfront, and more

Built by Christina Ross, a three-time CFO who designed the platform she wished she'd had.

Why Cube

Why Finance Teams Choose Cube for Data Management

Data platforms like Snowflake and tools like dbt centralize and transform data at scale, but they weren't designed for finance. They don't understand chart of accounts hierarchies, financial reporting periods, or the governance requirements that controllers and CFOs demand. Spreadsheets offer flexibility but no governance, no audit trails, and no single source of truth.

Cube bridges the gap. It centralizes data from ERPs, CRMs, HRIS platforms, and data warehouses into one governed layer purpose-built for financial data, with chart of accounts alignment, intercompany eliminations, and dimension-level role-based access. The Data Hygiene Agent validates data quality before it reaches reports, and the Intelligent Mapping Agent automates messy-to-clean hierarchy transformations. Because Cube delivers this trusted data directly into Excel, Google Sheets, and AI assistants through patented bi-directional sync, finance teams get enterprise-grade governance without leaving the tools they already use.

The bottom line: Cube gives finance teams the data governance of an enterprise platform with the flexibility of a spreadsheet and the intelligence of purpose-built AI agents.

Trusted Data, Everywhere Your Team Works

Actuals sync from NetSuite into Excel the moment they post. Forecasts update in Google Sheets with live data. Board packages refresh in PowerPoint. When a department head asks a data question in Slack, Cube's AI Analyst answers from the governed source of truth, not a stale export. Every surface pulls from one centralized data layer with patented bi-directional sync, full audit trails, and SOC 2 Type II certification.

▦ Excel ▦ Google Sheets ▦ PowerPoint ▭ Slack & Teams ● Web ● AI Assistants

AI Assistants include: Claude · ChatGPT · Copilot via Cube MCP Server

AI Built for Finance

AI That Understands Your Data

Generic AI can't validate a chart of accounts mapping, detect a duplicate vendor entry, or explain why actuals don't tie to the GL. Cube's FP&Agent Suite includes purpose-built agents for the data management work finance teams actually do.

The Data Manager

Maps, normalizes, and unifies data from every source system into a single trusted layer. Chart of accounts alignment and hierarchy management happen automatically.

Data Hygiene Agent

Validates data quality at ingestion. Raises alerts before bad data reaches reports, detects duplicate entries, and flags reconciliation anomalies across source systems.

Intelligent Mapping Agent

Automates the ingestion of messy data from ERPs and sub-ledgers, mapping it to your dimensions and financial hierarchies with zero manual effort.

MCP SERVER How Your Data Reaches AI, Securely

Your Source Systems

ERPs, CRMs, HRIS, data warehouses

→

Cube + FP&Agents

Normalizes, validates, and governs

→

You, Wherever You Are

LLMs, Slack, Teams, Excel, Sheets

Every AI-generated insight connects to your live data through the Cube MCP Server — a secure, role-based gateway to any AI assistant your team uses, including Claude, ChatGPT, and Copilot. Answers are traceable to source data with a full audit trail.

✦

Example: Your company acquires a new subsidiary running QuickBooks while your parent entity uses NetSuite. The Intelligent Mapping Agent automatically maps the subsidiary's chart of accounts to your corporate hierarchy. The Data Hygiene Agent validates the data quality. Within hours, the subsidiary's financials flow into your consolidated reporting, fully governed and audit-ready.

Explore Cube's AI for Finance →

Cube vs. Snowflake, dbt, and Other Data Platforms for Finance

Data platforms like Snowflake and transformation tools like dbt are built for engineering teams and general-purpose analytics. They centralize and transform data at scale but don't understand financial hierarchies, reporting periods, or the governance requirements finance teams need. FP&A platforms like Vena and Planful handle planning but weren't built for purpose-driven data management.

Cube sits at the intersection: a governed data layer purpose-built for finance that connects to ERPs, CRMs, HRIS platforms, and data warehouses through no-code integrations, then delivers trusted data directly into Excel, Google Sheets, and AI assistants through patented bi-directional sync. The Data Hygiene Agent and Intelligent Mapping Agent automate data quality and hierarchy management, capabilities that neither Snowflake nor dbt offer out of the box for finance use cases. Cube implementations go live in days, not months, with no IT dependency.

FREQUENTLY ASKED QUESTIONS

Financial Data Management Questions, Answered

What is financial data management software?

Financial data management software centralizes data from ERPs, CRMs, HRIS platforms, and spreadsheets into one auditable, trusted data layer. It eliminates version confusion, manual reconciliation, and the compliance risk of working from disconnected spreadsheets. Cube delivers this trusted data directly into the tools your team already uses.

Is Cube SOC 2 Type II certified?

Yes. Cube is SOC 2 Type II certified with enterprise-grade security, role-based permissions, full audit trails, and encryption at rest and in transit.

How does Cube handle role-based access?

Cube provides granular role-based access controls that ensure each user only sees the data they're authorized to view. Permissions can be set at the dimension level by entity, department, cost center, or any custom hierarchy.

Does Cube require IT to set up and maintain?

No. Cube is built for finance teams to manage independently. No-code integrations connect your ERP, CRM, and HRIS in hours, and ongoing changes can be made by finance without IT tickets or engineering sprints.

How does Cube connect to AI assistants securely?

The Cube MCP Server connects your trusted financial data to AI assistants like ChatGPT, Claude, and Copilot via secure OAuth in under two minutes. Role-based permissions carry through, ensuring AI only accesses data the user is authorized to see.

Can Cube connect to multiple ERPs at once?

Yes. Cube connects to multiple ERPs, GLs, and source systems simultaneously through no-code integrations. The Intelligent Mapping Agent automatically aligns different charts of accounts and hierarchies into one unified financial model, making multi-ERP consolidation seamless.

How does Cube ensure data quality?

Cube's Data Hygiene Agent validates data at ingestion, detecting duplicates, reconciliation anomalies, and mapping errors before they reach reports. Combined with full audit trails, version control, and role-based access, every number in the system is traceable and governed.

How is Cube different from Snowflake or dbt for finance?

Snowflake and dbt are built for engineering teams and general-purpose data transformation. They don't understand financial hierarchies, reporting periods, or chart of accounts structures. Cube is purpose-built for finance: it provides governed data centralization with AI agents that automate financial data quality, hierarchy mapping, and compliance, and delivers trusted data directly into Excel and Google Sheets through patented bi-directional sync.

Get Started

Stop fighting your data. Start trusting it.

Cube customers report spending more than half their time on strategic work instead of data assembly. See how Cube gives your finance team a trusted, connected data foundation in days.

GET A DEMO TALK TO A FINANCE EXPERT

Financial Data Management Software — One Trusted Source of Truth

Financial Data Management: You Spend More Time Wrestling Data Than Analyzing It

Data in too many places

Version control is a fiction

No governance, no confidence

One trusted data layer. Every team. Every report.

Connect every source in hours

Automate data validation

Full audit trails and access controls

Standardize hierarchies and mappings

See Cube in Action

Three steps to trusted financial data

Connect

Govern

Trust

Finance teams get their time back.

Why Finance Teams Choose Cube for Data Management

Trusted Data, Everywhere Your Team Works

AI That Understands Your Data

The Data Manager

Data Hygiene Agent

Intelligent Mapping Agent

Your Source Systems

Cube + FP&Agents

You, Wherever You Are

Cube vs. Snowflake, dbt, and Other Data Platforms for Finance

Financial Data Management Questions, Answered

What is financial data management software?

Is Cube SOC 2 Type II certified?

How does Cube handle role-based access?

Does Cube require IT to set up and maintain?

How does Cube connect to AI assistants securely?

Can Cube connect to multiple ERPs at once?

How does Cube ensure data quality?

How is Cube different from Snowflake or dbt for finance?

Stop fighting your data. Start trusting it.

Schedule a Demo.