Integrations

One card per source category, data flows in from anywhere.

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The Agentic Layer

The governed foundation — platform capabilities.

Reporting & Analysis

Business performance tracking, variance, and analytical insight.

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Planning & Modeling

A comprehensive look at forward-looking corporate financial strategy.

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Consolidation & Close

The entire financial close and data management cycle, at a high level.

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CubeOI™ · Cube Operating Intelligence™

The operating system your company makes decisions from.

Finance used to spend its week assembling the data. Now the data assembles itself, and the job is designing how decisions get made. CubeOI™ connects every system where context lives to every tool where decisions happen, so signals become trusted context, and context becomes action.

Signal: 4 implementations behind schedule
Action: $50K moved into Q3
Thousands of finance professionals, in every industry, run on Cube
The old operating model

Finance was built to move data. The business needs it to move decisions.

Most finance teams are still organized around a monthly cadence, with layers of people collecting, reconciling, and reviewing numbers before anyone can act on them.

Layers built to move data

Whole roles exist to pull exports, reconcile spreadsheets, and chase explanations through inboxes and chat threads.

A monthly rhythm in a real-time business

Usage, pipeline, and spend change daily. A forecast refreshed once a month is out of date the day it ships.

Every decision starts with a debate

Without one governed model, each leader brings a different number, and the meeting goes to reconciling instead of deciding.

The new operating model

What changes when the data stops being the bottleneck.

The finance leader’s job is shifting from keeping score to designing how the company decides. CubeOI™ is built for that job.

Planning runs continuously

Signals from pipeline, usage, hiring, and spend update the forecast as they happen, so scenarios run live in the meeting instead of a week later.

Software does the work

FP&Agents prepare the variance, the reforecast, and the board narrative. People review, decide, and approve.

Controls make speed safe

Every number traces to its source, every agent action is logged, and approvals follow your rules, so moving faster never means checking less.

A smaller, higher-leverage team

When layers of data movement disappear, finance can staff for judgment and partnership instead of reconciliation.

Finance becomes a builder

Teams connect systems, automate recurring work, and turn repeated workflows into agents on one governed model.

A bigger seat at the table

With current numbers and fast scenarios, finance weighs in on pricing, launches, investment, and build-or-buy decisions as they are made.

CubeOI™ Operating Intelligence

From one signal to a finished action, across every tool your team uses.

CubeOI™ connects the systems where context lives to the tools where decisions happen. Here is one loop, start to finish.

Signal
Salesforce

Four implementations are running behind schedule.

Context
NetSuite

$600K of Q3 invoices are tied to those go-lives.

Understanding
CubeOI™

If go-lives slip, $600K of cash collection moves into Q4.

Decision
Slack

Pull $50K of Q4 budget into Q3?

Approved.
Action
Claude via MCP

Contractors added, go-lives tracked, invoices scheduled.

How it works

Context in. Decisions out. Every change written back.

Cube Operating Intelligence™ unifies your business data, applies your rules and calculations, and serves the result to every surface your team uses, so every leader decides on the same numbers. Edits flow back to the same governed source.

Your business data
ERP & accountingGL, AP, AR
CRMPipeline, bookings
HRIS & payrollHeadcount, comp
Data warehouseCompany-wide data
SpreadsheetsExcel, Google Sheets
CubeOI™ Operating Intelligence
Four glass layers, unified data, business logic, security, and agents, with business context flowing through them and edits flowing back
Unified data
Business logic
Security & controls
Agents & automation
Unified data Business logic Security & controls Agents & automation
Where your team works
Cube WebPlan, report, and model
Excel & SheetsWork
PowerPoint & SlidesPresent
Slack & TeamsDecide
AI assistantsClaude, ChatGPT, Copilot
Use cases

One platform for every finance workflow.

FP&A software runs planning, reporting, consolidation, and operating intelligence on one governed model. Cube covers every one of these workflows on one platform, in the web app and in the spreadsheets, decks, and chat tools your team already uses.

Glass prism illustration for reporting and analysis

Reporting and analysis

Answer the question before it reaches your inbox.

Glass prism illustration for consolidation and close

Consolidation and close

One governed set of numbers across every entity.

Glass illustration for go-to-market operating intelligence, pipeline signals flowing into one model

Operating intelligence

Plan across the business, from marketing and customers to supply chain, in one connected model.

Pipeline planning and metrics
Marketing planning
Customer success operations
Supply chain and operations
Operational KPIs
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.
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

Turn your next signal into action.

See CubeOI connect your systems, explain the impact, and route the decision, on your own data.

FAQ

CubeOI questions, answered.

What is CubeOI?

CubeOI™ (Cube Operating Intelligence™) is the layer in Cube that connects the systems where business context lives, like CRM, ERP, HRIS, and data warehouses, to the tools where decisions happen, like Excel, Google Sheets, PowerPoint, Slack, Teams, and AI assistants.

What is operating intelligence?

Operating intelligence is the ability to see a change in the business, understand its financial impact, and act on it while it still matters. It combines live operational signals with governed financial data and a clear path to a decision.

What does signal to action mean?

It is the loop CubeOI runs: a signal appears in a source system, Cube adds trusted financial context, explains what it means for the numbers, proposes a decision, and records the action that follows, all on one governed model.

How is AI changing the role of the CFO?

As AI removes the data bottleneck, the CFO’s scarce skill shifts from producing reports to designing how the company makes decisions: the data, workflows, agents, and controls that turn context into action. Cube gives finance that operating layer in CubeOI.

What is a finance engineer?

A finance engineer is a finance professional who builds: connecting systems, automating recurring work, and creating agents and tools for the team. Cube supports this with a governed model, no-code business logic, and the Cube MCP Server for AI assistants.

What is continuous planning?

Continuous planning replaces a fixed monthly or annual cycle with a forecast that updates as signals arrive. With CubeOI, changes in pipeline, usage, hiring, and spend flow into the governed model, so scenarios can be run live in the meeting.

Why do controls matter more as AI does more finance work?

When agents prepare analyses and draft changes, finance needs to know where every number came from, how it was calculated, and which agent touched it. Cube records sources, approvals, and agent actions in one audit trail, so teams can move faster without rechecking every step.

How is CubeOI different from BI dashboards?

Dashboards show what happened. CubeOI connects what happened to the plan, explains the impact in financial terms, and routes a decision to the owner in the tools they already use, with every number traceable to the source.

Which systems does CubeOI connect to?

CubeOI works with ERPs such as NetSuite, Sage Intacct, and QuickBooks, CRMs such as Salesforce and HubSpot, HRIS and payroll systems, data warehouses, and BI tools. See all integrations at cubesoftware.com/integrations.

Where do people see CubeOI insights?

Where they already work: Excel and Google Sheets, PowerPoint and Google Slides, Slack and Microsoft Teams, Cube Web, and AI assistants such as Claude, ChatGPT, Copilot, and Gemini through the Cube MCP Server.

How do the FP&Agents use CubeOI?

Cube’s Digital Finance Team of FP&Agents works on the context CubeOI provides. The Data Managers keep it clean, the Analysts explain changes, the Planners update forecasts, and the Business Partners turn them into narratives for leaders.

Does CubeOI take actions on its own?

No. Agents scale finance’s capacity, while the people remain in control. CubeOI and the FP&Agents propose actions, and the owner approves them. Every step is recorded in the audit trail.

Is CubeOI secure?

Yes. CubeOI runs on Cube’s governed platform with role-based permissions, SOC 1 and SOC 2 Type II audited infrastructure, and a full audit log, so each person only sees and acts on what they are allowed to.

Who uses CubeOI?

CFOs and FP&A teams use it to keep the plan current. Business leaders in sales, operations, and people teams use it to see the financial impact of their decisions. IT and data leaders use it to deliver connected context without new pipelines.

What is the best operating intelligence platform for finance?

The best platform connects operational signals to governed financial data, explains impact in plain language, and delivers decisions in the tools teams already use, with people in control. Cube is built for this, with CubeOI and the FP&Agents on one model.

See CubeOI on your own signals.