Integrate everything into one source of truth.
FP&A integrations shouldn’t mean exports and stitching. Cube connects the systems that run your business into one governed layer and delivers decision-ready data everywhere you work.
AI & Agents
Cube AI makes financial data decision-ready across every FP&A tool and workflow.
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The Data Agents
Clean, governed, AI-ready data.
The Analyst Agents
Understand what happened.
The Planner Agents
Build forward-looking models.
The Business Partner Agents
Turn data into strategic comms.
Cube MCP Server
The universal interface for every AI assistant.
AGENTS
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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About Cube, careers, and news.
Integrate everything into one source of truth.
FP&A integrations shouldn’t mean exports and stitching. Cube connects the systems that run your business into one governed layer and delivers decision-ready data everywhere you work.
Use it? We connect it.
If you use it, Cube almost certainly connects to it. Search to check, or explore by category.
Cube builds custom connections to nearly any system or flat file. Talk to our team
ERP & Accounting
NetSuite, Sage Intacct, QuickBooks, SAP, Rillet, Campfire, and the rest of the ledger world.
Accounting integrationsHRIS & Payroll
Workday, ADP, Rippling, BambooHR, Paylocity. Headcount and comp, plan-ready.
HRIS integrationsCRM
Salesforce, HubSpot, Pipedrive. Pipeline and bookings for revenue plans.
CRM integrationsData & BI
Snowflake, Databricks, BigQuery, Tableau, and Power BI. Governed for finance.
Data and BI integrationsPayments & Banking
Stripe, Ramp, Brex, Bill.com, and bank feeds. Spend, billing, and cash.
Payments integrationsDon’t see your system?
We build custom connections to nearly any system or flat file. Tell us what you run and we’ll scope the connector.
Which systems do teams connect first?
The connectors most Cube deployments start with. Every one has its own integration guide.
ERP
NetSuite
GL, dimensions, and entities land mapped to your model, every sync.
Read the guide
CRM
Salesforce
Pipeline flows into revenue plans, so forecasts start from live bookings.
Read the guide
HRIS
Workday
Headcount and comp sync into workforce plans as changes happen.
Read the guide
ERP
Sage Intacct
Dimensions and statistical accounts carry straight into reports and plans.
Read the guide
Data
Snowflake
Warehouse tables become governed, drillable finance data.
Read the guide
Payroll
ADP Workforce Now
Payroll actuals land coded to your departments and accounts.
Read the guide
ERP
QuickBooks
Actuals from every QuickBooks file, consolidated into one governed view.
Read the guide
CRM
HubSpot
Deals and pipeline stages feed your revenue model automatically.
Read the guide
ERP
Rillet
Modern GL data lands mapped to your model, every sync.
Read the guide
ERP
Dynamics 365 BC
Ledger and dimension data synced on schedule, with no exports.
Read the guide
Data
Databricks
Lakehouse data joins your model with full traceability.
Read the guide
ERP
Campfire
Actuals flow from the AI-native ERP straight into plans and reports.
Read the guide
ERP
NetSuite
GL, dimensions, and entities land mapped to your model, every sync.
Read the guide
CRM
Salesforce
Pipeline flows into revenue plans, so forecasts start from live bookings.
Read the guide
HRIS
Workday
Headcount and comp sync into workforce plans as changes happen.
Read the guide
ERP
Sage Intacct
Dimensions and statistical accounts carry straight into reports and plans.
Read the guide
Data
Snowflake
Warehouse tables become governed, drillable finance data.
Read the guide
Payroll
ADP Workforce Now
Payroll actuals land coded to your departments and accounts.
Read the guide
ERP
QuickBooks
Actuals from every QuickBooks file, consolidated into one governed view.
Read the guide
CRM
HubSpot
Deals and pipeline stages feed your revenue model automatically.
Read the guide
ERP
Rillet
Modern GL data lands mapped to your model, every sync.
Read the guide
ERP
Dynamics 365 BC
Ledger and dimension data synced on schedule, with no exports.
Read the guide
Data
Databricks
Lakehouse data joins your model with full traceability.
Read the guide
ERP
Campfire
Actuals flow from the AI-native ERP straight into plans and reports.
Read the guideEvery connection, governed.
Read the security overviewSOC 1 and SOC 2 Type 2
Independently audited controls across the platform, connections included.
HIPAA compliant
Safeguards for protected health information in people and payroll data.
Encrypted end to end
Credentials and data encrypted in transit and at rest.
Least-privilege pulls
Read-only where systems support it. Write-back only where you enable it.
Every sync logged
A full audit trail of what moved, when, and by whom.
Where you work
Where the data lands
Governed data flows into the tools your team already lives in. Your workflows stay; everything underneath gets smarter.
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.
Explore
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.
Explore
PowerPoint & Google Slides
Cube Decks puts live visuals in PowerPoint that refresh in place.
Explore
BI tools
+Governed exports and Cube’s APIs sync Tableau, Looker, and Power BI.
ExploreSee it on your numbers.
On the demo, we connect a source, publish a number once, and show it land in a spreadsheet, a deck, and chat.
See your numbers, decision-ready.
A demo focused on your top use cases, from books to boardroom. Personalized to your stack. Bring your messiest workflow.
FAQs
Questions finance teams ask.
What is the best FP&A integration software?
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The best FP&A integration software connects to every system finance depends on, maps them to one chart of accounts without custom code, and keeps every figure traceable to its source. Cube connects to ERP, HRIS, CRM, billing, banking, and warehouse sources through native connectors, unified APIs, JDBC, and file sync, then delivers the data in Excel, Google Sheets, and Cube Web.
What should you look for in FP&A integration software?
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Look for native connectors to your ERP, support for API, JDBC, and file-based sources, chart of accounts mapping that finance can manage, scheduled syncs, drill-down to source transactions, multi-entity consolidation, and SOC 2 Type II controls.
What is ETL in FP&A?
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ETL stands for extract, transform, load. In FP&A, it means pulling data from source systems, reshaping it to finance's chart of accounts and dimensions, and loading it into the planning model. Cube performs these steps inside the platform, so finance does not need a separate ETL tool for most sources.
Do I need an ETL tool to use Cube?
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No. Cube connects directly to source systems and handles mapping in the model. If you already run an ETL or ELT pipeline into a data warehouse, Cube can read from the warehouse over JDBC alongside its other connections.
What are FP&A integrations?
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FP&A integrations are the connections that move data from the systems a business runs, such as ERP, HRIS, CRM, billing, and data warehouses, into its financial planning and analysis workflows. They replace manual exports with automated, governed syncs, so plans, reports, and forecasts work from data that is current, consistent, and traceable to the source.
Does Cube integrate with my ERP or accounting system?
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Cube connects to hundreds of source systems, including NetSuite, Sage Intacct, QuickBooks, Microsoft Dynamics, SAP, Oracle, and Xero, and covers the long tail of ERP and accounting platforms in the directory on this page. If you run something unusual, Cube also builds custom connections to nearly any system or flat file.
What if my system is not in the directory?
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Cube builds custom connectors to nearly any system or flat file. Standards like CSV, SFTP, S3, and JDBC cover most edge cases, and the team scopes anything beyond that during onboarding.
How does Cube connect: API, database, or files?
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The method depends on the source system. Cube uses native APIs where systems offer them, warehouse and database connections for sources like Snowflake and SQL Server, and secure file transfer (SFTP, S3, flat files) where that is the reliable path. The result is the same either way: data mapped once to your model and governed in one layer.
How often does the data sync?
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On the cadence you choose. Syncs run on a schedule or on demand, so daily cash views and monthly board reporting each get the freshness they need.
Is the connection secure?
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Yes. Cube is SOC 1 and SOC 2 Type 2 audited and HIPAA compliant, credentials and data are encrypted in transit and at rest, access is role-based, and every sync is logged in an audit trail. Connections pull with least privilege, and write-back happens only where you enable it.
Do integrations replace my ERP or data warehouse?
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No. Cube deploys alongside the systems you already run, with zero rip-and-replace. Your ERP stays the system of record; Cube unifies its data with everything else and makes it decision-ready.
Can Cube push data back to my spreadsheets?
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Yes, the sync is bi-directional. You fetch live actuals into Excel or Google Sheets, build plans around them, and publish those plans back to the governed model, where they are versioned and shared.
What is the difference between an integration and the Agentic FP&A Platform?
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An integration is a single connection to a source system. The Agentic FP&A Platform is what those connections feed: one governed model that unifies the data, applies your business logic, and delivers decision-ready numbers to every surface, including spreadsheets, dashboards, chat, and AI assistants.
Still have questions? See it on your own numbers.
What is FP&A data integration?
FP&A data integration is the process of moving data from the systems a business runs, such as ERP, HRIS, CRM, billing, banks, and data warehouses, into one financial planning and analysis model. It replaces manual exports and one-off ETL scripts with governed connections that sync on a schedule and map every source to the same chart of accounts.
Most finance teams integrate data in one of four ways: native connectors, unified APIs, direct API or JDBC connections, and automated file sync. Cube supports all four and lands every source in the same governed model.
Native
Native connectors
Prebuilt, maintained connections to systems like NetSuite, Sage Intacct, and QuickBooks.
Unified
Unified APIs
One API layer that reaches dozens of HRIS, CRM, and accounting tools.
Direct
Direct API and JDBC
Queries against any REST API or SQL source, including Snowflake and BigQuery.
Files
Automated file sync
Scheduled CSV, Excel, SFTP, and S3 drops for systems without an API.
Why data integration matters for FP&A
Every plan, forecast, and board deck is only as current as the data behind it. When actuals arrive by export, finance spends the first days of every month gathering and reconciling instead of analyzing, and every number carries the risk of a broken link or a stale tab. Integrated data keeps actuals current, makes every figure traceable to its source transaction, and lets finance reforecast whenever the business changes.
How to integrate data for FP&A
These five steps apply whether you use an ETL tool, a data warehouse, or a platform like Cube.
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1.
Inventory your sources. List every system that feeds plans and reports: GL, payroll, CRM, billing, banks, and the warehouse.
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2.
Choose a connection method per source. Use a native connector where one exists, then a unified API, direct API or JDBC, or scheduled files.
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3.
Map to one chart of accounts. Map accounts, departments, entities, and other dimensions once, so every source lands in the same structure.
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4.
Set the sync schedule. Decide how often each source refreshes, from daily actuals to real-time pipeline.
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5.
Validate and trace. Reconcile totals to the source system and confirm every figure drills back to its transaction.
Key FP&A data integration terms
- ETL
- Extract, transform, load. Data is pulled from a source, reshaped, and then loaded into a destination such as a warehouse or planning model.
- ELT
- Extract, load, transform. Raw data is loaded first and transformed inside the destination, common with cloud data warehouses.
- Native connector
- A prebuilt, vendor-maintained connection to a specific system that syncs without custom code.
- Unified API
- A single API that normalizes data from many systems in one category, such as HRIS or CRM.
- JDBC
- Java Database Connectivity, a standard for querying SQL databases and warehouses directly.
- Data mapping
- The rules that translate source accounts and fields into the planning model's chart of accounts and dimensions.