Industries · Financial services
Board-ready numbers your auditors trust.
Cube is FP&A software for financial services. It consolidates every charter, subsidiary, and fund into one governed model where any figure opens to the journal lines behind it.
Every entity · consolidated · live
The close · under examination
Every number faces an examiner. The process could not survive one.
Every finance leader in this industry knows the feeling of presenting a number to the exam team that they cannot fully explain.
Consolidation by spreadsheet
Every charter and subsidiary closes into its own file, and consolidation is days of copy and paste.
Figures without lineage
Board and regulatory numbers live in workbooks that carry no record of where a figure came from.
Rate moves outrun the model
One shift in the rate outlook means weeks of rework across offline scenario files.
FP&A in financial services
Numbers that stand up to the exam.
One governed model behind every report, with every figure traceable to the transaction.
Core to boardroom
How does FP&A software for financial services work?
Cube connects your GL, ERP, and warehouse, then governs one decision-ready model across every entity.
Cube
The Agentic Finance Layer. Every entity in one governed model, traced to the transaction.
The product
One board for the whole business.
Reports, dashboards, and plans built on the same governed numbers.
Consolidation · automatic
Every entity closes into one picture.
Bank, insurance, wealth, and holdco roll up as actuals land, with hierarchies and eliminations governed in the model.
Why institutions switch
Numbers you can defend in the exam room.
One close, every entity
Cube consolidates charters and subsidiaries automatically as actuals land, with hierarchies and eliminations governed in one model.
Scenarios on governed data
Rate and stress cases run inside the model, so every what-if inherits the same lineage as the actuals.
Trace to the transaction
Any figure in any schedule opens to the journal lines behind it. Auditors follow the same trail you do.
Alongside your stack · no rip-and-replace
Built for finance to run.
Cube deploys next to your core systems and your close calendar, designed for finance to run without outside consultants. You start from templates and best practices built with financial 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 · governed AI
Finance-grade AI your risk team can approve.
FP&Agents work inside the governed model with your permissions, and every answer carries its source.
Analyst
Drafts board and committee schedules straight from the governed model.
Smart Analysis
Explains a variance and names the entities and entries behind it.
AI Analyst
Answers ad hoc questions with the figure, the context, and the source.
Forecasting
Projects income and expense from drivers you set and can defend.
Business Partner
Answers line-of-business questions in Slack, with lineage attached.
Data Manager
Watches every sync and flags anything that needs review.
Avg policy rate: 3.25%
Avg policy rate: 4.25%
Avg policy rate: 5.25%
One driver changed. Every entity, schedule, and board view recalculates.
From close to committee
Where financial services teams put Cube to work.
Multi-entity consolidation
Charters, subsidiaries, and funds roll up automatically, with eliminations governed in the model.
Regulatory and board reporting
One governed source feeds the board deck, the exam binder, and the monthly pack.
Rate and stress scenarios
Shift the rate outlook and every entity, schedule, and ratio recalculates.
Expense governance
Non-interest expense by entity and function, with every line open to the journal.
See it on your own data.
One working session: your entities, your systems, your questions.
Controls · examiner-ready
Is Cube secure enough for a regulated institution?
Cube is SOC 2 Type II audited, and your data never trains public models.
Role-based permissions
Entity, account, and line-item access controlled by finance.
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.
Single sign-on
SSO and SAML through your identity provider.
Lineage on every figure
Each number keeps its path from source system to statement.
On the ground
Rates move. The plan moves with them.
Balance sheet, fee income, and expense lines shift with every rate decision. Cube keeps every scenario governed and every figure traceable.
Numbers your auditors trust, live.
One session on your data: every entity consolidated, every figure traced to the transaction.
Book a demoPersonalized to your entities and your systems.