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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
Planning & modeling

Planning and modeling tied to live actuals.

Build the revenue, headcount, expense, and cash plans your business runs on, and test scenarios before you commit. Every plan in Cube sits on one model that refreshes as actuals sync.

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Pipeline$42M
New hires+18
Avg. price+4%
CubeRevenue forecast · FY26Live
UpsideBaseDownside
Upside vs. base+$3.8M
Revenue = pipeline × win rate × price
Thousands of finance professionals, in every industry, run on Cube
Why Cube

What changes when planning and modeling runs on Cube.

Plans on one model

Revenue, headcount, expense, and cash plans share one set of drivers, so a change flows everywhere.

Always tied to actuals

Actuals sync from your systems, so every reforecast starts from current numbers.

Agents do the assembly

The Planner agent stages forecasts for review, and nothing publishes without approval.

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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.

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Meet the Agents
Security & governance

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
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See it on your numbers.

Bring your current forecast. We connect your systems, rebuild it live, and run a scenario on it.

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FAQ

Planning & modeling, answered.

What is planning and modeling in FP&A?

It is the work of building forward-looking plans for revenue, headcount, expenses, and cash, and testing scenarios against them. Cube runs these plans on one model connected to your actuals.

What is the best planning and modeling software?

The best fit links every plan to one set of drivers, refreshes from live actuals, and lets owners work in their own tools. Cube does this for finance teams at thousands of companies.

What should you look for in planning and modeling software?

Look for driver-based modeling, live connections to your ERP, CRM, and HRIS, scenario planning, workflows for plan owners, and spreadsheet access with permissions.

Can Cube run multiple scenarios?

Yes. Change any assumption and Cube recalculates the full forecast, so you can compare scenarios side by side before you decide.

How does Cube connect plans to actuals?

Cube syncs actuals from your source systems into the same model your plans use, so variance and reforecasts start from current numbers.

Can department owners update their own plans?

Yes. Owners work in Excel, Google Sheets, or Cube Web, and see only what their permissions allow.

Does Cube handle headcount and compensation planning?

Yes. Cube pulls employee data from your HRIS and ties hiring plans and compensation to the budget.

What does the Planner agent do?

The Planner stages forecasts and model updates for review, so nothing publishes without approval.

Can I keep my existing spreadsheet models?

Yes. Cube connects your templates to the governed model instead of replacing them.

What is driver-based planning?

Driver-based planning builds the forecast from the operational inputs that move the numbers, such as pipeline, hires, or units sold. Cube links these drivers so one change flows through every plan.

What is a rolling forecast?

A rolling forecast extends a set number of periods ahead and is updated regularly, instead of a single annual budget. Cube supports rolling forecasts because actuals sync continuously.

What is the difference between a budget and a forecast?

A budget is the plan the business commits to for the year. A forecast is the current best estimate of what will happen. Cube keeps both on one model so you can compare them anytime.

What is scenario planning?

Scenario planning tests how different assumptions change the outcome, such as a slower hiring plan or a price change. See the scenario planning page.

What is revenue planning?

Revenue planning forecasts bookings, renewals, expansion, and churn, then ties them to the P&L. Read more on the revenue planning page.

What is cash flow forecasting?

Cash flow forecasting projects cash in and out by week or month so the business can plan runway and funding. See the cash flow forecasting page.

What is headcount planning?

Headcount planning models hires, start dates, compensation, and attrition, and ties them to the budget. See the headcount planning page.

How often should you reforecast?

Many teams reforecast monthly or quarterly, and more often when conditions change. With live actuals in Cube, reforecasting takes less effort, so teams can do it more often.

How do you get department owners to own their budgets?

Give them a simple way to submit and update their numbers, show them actuals against their plan, and keep a clear approval flow. Cube does this with workflows and role-based access.

Can Cube model multiple entities or business units?

Yes. Cube plans by entity, department, product, and region, and rolls everything up into one consolidated view.

How does AI help with financial planning?

AI can assemble forecasts, flag changes, and draft scenarios for review. In Cube, the Planner agent stages this work, and people approve what publishes.

Does Cube replace my spreadsheet models?

No. Cube connects your spreadsheet templates to a governed model, so you keep the flexibility of Excel or Sheets with current, consistent data.

Still have questions? See it on your own numbers.
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Learn

A guide to FP&A planning and modeling.

Planning and modeling is how finance builds the forward view of the business: the revenue it expects, the people it will hire, what it will spend, and how much cash it will have.

The work includes the annual budget, rolling forecasts, driver-based models, and scenarios that test what happens if assumptions change.

Revenue

Revenue planning

Bookings, renewals, expansion, and churn tied to the P&L.

People

Headcount planning

Hires, start dates, and compensation tied to budget.

Spend

Expense planning

Vendor commitments and department spend against plan.

Cash

Cash flow forecasting

Weekly and monthly cash in and out, and runway.

Why planning and modeling matters

Plans set targets, guide hiring and spend, and tell leadership how much room the business has. A plan built on stale data or disconnected spreadsheets breaks the moment conditions change. Plans tied to live actuals and shared drivers can be updated as fast as the business moves.

How to run planning and modeling in Cube

A typical planning cycle in Cube follows these steps.

  1. 1.
    Start from actuals. Sync current results from your systems so every plan starts from real numbers.
  2. 2.
    Set the drivers. Define the inputs that move the plan, such as pipeline, hires, and price.
  3. 3.
    Collect owner input. Department owners update their plans in Excel, Sheets, or Cube Web.
  4. 4.
    Run scenarios. Change assumptions and compare upside, base, and downside before you commit.
  5. 5.
    Approve and publish. Review changes, approve, and share the plan across decks, dashboards, and chat.

Key planning and modeling terms

Driver-based plan
A plan built from the operational inputs that move results.
Rolling forecast
A forecast that always extends a set number of periods ahead.
Scenario
A version of the plan built on a different set of assumptions.
Reforecast
An update to the forecast based on new actuals or assumptions.
Runway
How long current cash lasts at the expected burn rate.
Fully loaded cost
Salary plus benefits, taxes, and other costs of an employee.

Static budgets vs. continuous planning in Cube

Static annual budget Continuous planning in Cube
Cadence Once a year Reforecast whenever actuals or assumptions change
Inputs Spreadsheets emailed between owners Owners update in their own tools, with permissions
Scenarios Separate files for each version Compare scenarios on one model
Link to actuals Manual updates Actuals sync from source systems
Approvals Tracked over email Workflows with review and sign-off