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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

Cube Partner Program

Grow your business. Transform finance with Cube.

Partner with Cube to expand your services, unlock new revenue opportunities, and help clients modernize FP&A with a flexible, AI-ready platform.

Become a Cube Partner

Why partner with Cube?

Build a more profitable business, create new opportunities for your organization, and grow alongside a platform designed for the future of finance.

Glass coins beside a rising glass bar chart, representing new revenue streams

Create new revenue streams

Earn referral fees, participate in eligible software revenue opportunities, and grow implementation and advisory services.

Glass blocks extending outward from a central block, representing an expanding services practice

Expand your services practice

Deliver high-value FP&A transformation, reporting, planning, and AI-enabled finance projects.

Two glass arcs meeting at a glowing junction, representing winning business together

Win more business together

Access co-selling resources, solutions engineering support, and eligible partner lead opportunities.

Glass spreadsheet grid lifting off a glowing base, representing modernizing finance in familiar spreadsheets

Deliver more value to clients

Help finance teams modernize without abandoning the spreadsheets and workflows they already use.

Partner your way.

Whether you introduce clients to Cube, collaborate on opportunities, or build a full-service practice, there's a path to grow with us.

Refer

Make the introduction. We run the sale.

Best for
Advisors, fractional CFOs, and investors who see the need early.
Your role
Register the opportunity and introduce the client.
Cube’s role
Runs the sales process end to end.
How you earn
A referral fee when the deal closes.

Co-sell

Sell together. Deliver the work.

Best for
Firms with an active FP&A or finance transformation practice.
Your role
Join calls, own the client relationship, and lead the implementation.
Cube’s role
Sells alongside you, with solutions engineering support on registered deals.
How you earn
A higher share on new business plus ongoing renewal revenue while you stay involved.

Resell

Own the contract and the customer.

Best for
Strategic partners, available by approval.
Your role
Handle contracting, billing, first-line support, and renewal.
Cube’s role
Provides the platform and backs your team behind first-line support.
How you earn
The highest economics in the program.
Ask about partner economics

One platform. More ways to deliver value.

Cube helps partners solve today's finance challenges while creating opportunities to expand into advanced planning, automation, and AI-enabled services.

Glass tiles connected to an AI assistant

Ready for the next generation of finance

Extend your services into AI-enabled workflows and intelligent finance experiences.

Glass spreadsheet grid, representing spreadsheet-native planning

Workflow-native by design

Help clients modernize FP&A while continuing to work in the spreadsheets they know.

Glass layers forming one unified data foundation

A trusted financial foundation

Connect financial data, planning, reporting, and workflows in a governed environment.

Glass cubes branching into a growing hierarchy, representing use cases expanding over time

Built for evolving finance needs

Start with immediate FP&A priorities and expand into more sophisticated use cases over time.

For technical partners: what's under the hood

Cube Operating Intelligence™ (CubeOI™) runs the models, calculations, workflows, permissions, and controls finance depends on, with trace to the source on every number.

The Cube MCP Server extends that governed context to Slack, Teams, spreadsheets, and AI assistants, so the agents and custom experiences you build inherit the same permissions and lineage.

Clear glass block with structured data layers inside, splitting a beam of light into three ribbons that reach separate glass tiles, representing governed context reaching every surface

Turn your expertise into new service opportunities.

Build repeatable, high-value offerings around the finance challenges your clients need to solve.

FP&A Implementation

Deploy connected planning, forecasting, and reporting solutions.

Finance Transformation

Modernize planning processes, reporting workflows, and financial operating models.

Ongoing Finance Advisory

Offer recurring budgeting, forecasting, management reporting, and strategic finance services.

AI-Enabled Finance Services

Build intelligent workflows and specialized finance experiences on top of trusted financial data.

Also a strong fit:Multi-entity and multi-currency consolidationExtending an existing stack before any rip-and-replaceTeams outgrowing spreadsheets or a legacy planning tool

Who we partner with

Glass compass pointing toward rising glass bars, representing finance transformation

Finance transformation consultancies

Lead FP&A modernization on a platform clients keep extending.

Glass ledger block plugged into a glass planning grid, representing ERP extended into planning

ERP implementers

Extend NetSuite, Sage Intacct, and other ERP projects into planning.

Stacked glass report sheets with a check seal, representing board-ready reporting

Accounting and CAS firms

Add governed models and board-ready reporting to outsourced finance.

One glass cube ringed by smaller client cubes, representing one advisor serving many clients

Fractional CFO networks

Run planning for every client on one platform.

Four matching glass towers on one shared base, representing standardized portfolio companies

PE and VC operating partners

Standardize reporting across portfolio companies.

Two glass puzzle pieces joining, representing a technology integration

Technology partners

Turn your platform’s data into governed financial context.

Grow with the program

Start by making introductions. Certify your team to co-sell and deliver. Build Cube into your core offering to resell.

A single glowing glass slab, representing the entry tier

Registered

Advisors and investors making introductions

Revenue motions
Refer
Sales and marketing support
Partner portal and sales collateral
Leads
Deal registration
To join
Partner agreement and a one-hour onboarding
Two stacked glass slabs with a gold top, representing the Gold tier

Gold

Firms with an active FP&A or finance transformation practice

Revenue motions
Refer, co-sell, deliver
Sales and marketing support
Named partner manager and SE support on registered deals
Leads
Routed leads by segment
To join
Two certified team members and a joint plan for target accounts
Three stacked glass slabs with a bright platinum top, representing the Platinum tier

Platinum

Strategic firms where Cube is part of the core offering

Revenue motions
Refer, co-sell, deliver, resell
Sales and marketing support
Dedicated partner manager, roadmap sessions, matched co-marketing, and joint case studies
Leads
First right on leads in your segment
To join
Four or more certified team members, a joint business plan, and executive sponsors on both sides

Everything you need to win and deliver.

Co-selling and solutions engineering

Cube SEs join your demos, scoping, and security reviews on registered deals.

Training and certification

Structured training for implementers and sellers, plus shadowing on live Cube projects before your first lead.

Deal registration

Protect the opportunities you source.

Big-deal support

Deal desk, security packet (SOC 2 Type II, HIPAA), and executive sponsorship for multi-entity and enterprise opportunities.

Marketing and demand generation

Joint webinars, events, case studies, and campaign funds at higher tiers.

Product access

Sandbox environment, roadmap previews, and early access to new agents.

Your partner team

A named partner manager at Gold and a dedicated one at Platinum.

Let's build something great together.

  1. Step 1

    Apply

    Tell us about your firm, your clients, and the practice you want to build. It takes about five minutes.

  2. Step 2

    Meet the partnerships team

    We follow up within two business days to schedule onboarding.

  3. Step 3

    Get certified

    Complete training and shadow a live Cube implementation.

  4. Step 4

    Register your first opportunity

    Bring a client, or start receiving routed leads once certified. Move up tiers as you grow.

Become a Cube Partner

Partner program questions

Who can join?

Consultancies, implementers, accounting firms, fractional CFO networks, investors, and technology companies that work with finance teams.

Is there a cost to join?

No. There is no fee to join at any tier.

How are partners paid?

Payouts depend on your motion (refer, co-sell, or resell) and tier. Fees are paid after Cube collects from the customer.

Do I need to be certified before I get leads?

Yes. Routed leads begin once your team completes certification, so every client gets a partner ready to deliver.

Can I deliver implementation services?

Yes. Gold and Platinum partners deliver implementations and keep their services revenue.

What size deals are a fit?

Partner deals typically involve multi-entity businesses, PE-backed companies, and teams outgrowing spreadsheets or a legacy planning tool.

How do I register a deal?

Through the partner portal once your agreement is signed.

Become a Cube Partner

Apply in five minutes. Our partnerships team will follow up within two business days to schedule onboarding.

Helping finance drive the business forward at the speed of change.