Industries · Business services
See margin by client before the quarter closes.
Cube is FP&A software for business services firms. It joins your PSA, CRM, GL, and HRIS in one governed model, so engagement margin stays decision-ready all quarter.
Every engagement · consolidated · live
The services P&L · assembled by hand
The quarter ends, and the margin question arrives before the data does.
Revenue here, cost there
Revenue lives in the PSA and CRM while cost lives in the GL, so client margin gets built by hand every month.
Headcount off to the side
People are the whole cost base, yet the headcount plan lives outside the numbers it drives.
Twelve cuts of one P&L
Every partner wants their own view of the same P&L, and each request restarts the work.
FP&A in professional services
Margin you can see before the quarter ends.
Utilization, rates, and delivery cost in one model, so pricing and staffing decisions stop waiting on the close.
PSA + CRM + GL + HRIS · one model
How does FP&A software for business services work?
Cube connects the systems you already run and governs one decision-ready picture of every client, practice, and person.
Cube
The Agentic Finance Layer. One governed model, traced to the source.
The product
One board for the whole business.
Reports, dashboards, and plans built on the same governed numbers.
Patented sync · both directions
The engagement P&L, on live actuals.
Actuals land in the grid as they close, and the next plan builds on numbers that already tie.
| $K · Northwind Retail | Apr · Actuals | May · Actuals | Jun · Actuals | Jul · Plan | Aug · Plan |
|---|---|---|---|---|---|
| Services revenue | 512 | 528 | 540 | 550 | 560 |
| Delivery labor | 296 | 310 | 328 | 330 | 334 |
| Subcontractors | 48 | 56 | 74 | 60 | 60 |
| Delivery cost | 344 | 366 | 402 | 390 | 394 |
| Billable utilization (driver) | 74% | 73% | 71% | 74% | 74% |
| Engagement margin | 168 | 162 | 138 | 160 | 166 |
Quarter over quarter · one view
Where Q2 margin went.
The bridge from Q1 to Q2, by driver, with every bar open to the engagements behind it.
Why firms switch
Answers partners can trust.
Margin by client, continuously
Cube joins PSA revenue, GL cost, and HRIS headcount in one governed model, so engagement margin updates as actuals land.
Your spreadsheet stays
Patented bi-directional sync keeps Excel and Google Sheets live against the model. Partners keep the tools they trust.
Trace to the transaction
Any figure opens to the timesheet and GL lines behind it. Finance-grade AI shows its work.
Alongside your stack · no rip-and-replace
Built for finance to run.
Cube deploys next to the systems and spreadsheets you already use, designed for finance to run without outside consultants. You start from templates and best practices built with services firms like yours, so nothing begins from a blank sheet.
Finance-led setup
Configured by your team, guided by ours.
Of sources
Hundreds of source systems, with pre-built connectors for major platforms.
Rip-and-replace
Deploys alongside your current stack.
Onboarding
Hands-on setup and a named contact.
Workflow-native
The same numbers, everywhere your team works.
Cube syncs one governed model across the tools finance already lives in. See every surface.
The browser
Cube’s app in the browser: a full SaaS experience for dashboards, reports, plans, and workflows.
Excel & Google Sheets
Live, governed numbers inside the spreadsheets your team already runs.
PowerPoint & Google Slides
Board decks and monthly packs that refresh from the same model.
Slack & Teams
Ask a question, get a governed answer where the conversation is happening.
AI assistants
Claude, ChatGPT, and Copilot answer from decision-ready data.
Cube MCP Server
One universal interface that puts governed finance data at every AI endpoint.
FP&Agents · on your side
Agents that work the numbers with you.
Cube's FP&Agents live inside the governed model, so every answer they give is traceable.
Analyst
Builds the report a partner asked for, straight from the governed model.
Smart Analysis
Explains a variance and names the engagements and entries behind it.
Forecasting
Projects revenue from pipeline, utilization, and bill rates you control.
Business Partner
Answers margin questions in Slack, with the source attached.
Dashboard
Keeps practice leads on one live view of their book.
Data Manager
Watches every sync and flags anything that needs review.
From close to plan
Where services firms put Cube to work.
Client and engagement profitability
Margin by client, engagement, and practice on live actuals, with drilldown to the work behind it.
Utilization-driven revenue planning
Plan revenue from billable hours, bill rates, and bench, with the drivers in your hands.
Headcount planning
Plan roles, comp, and start dates in the same model as the P&L they drive.
Partner and practice reporting
Every partner gets their own cut of one governed P&L, produced once.
See it on your own data.
One working session: your systems, your clients, your questions.
Controls · governed
Is client financial data safe in Cube?
Cube is SOC 2 Type II audited, and your data never trains public models.
Role-based permissions
Partners see their practice, and finance controls who sees what.
Complete audit trail
Every change is logged with who made it, what changed, and when.
Your data stays yours
Cube never uses your data to train public models.
Read-only by default
Source systems stay untouched until finance chooses to publish.
On the ground
Utilization moves weekly. Margin keeps up.
Bench, bill rates, and delivery costs shift constantly. Cube keeps engagement economics current while your team plans in the tools they already know.
See margin by client, live.
One session on your data: PSA to GL to a live engagement P&L, traced to the transaction.
Book a demoPersonalized to your systems and your client list.