Cube FP&A Platform: Unified Planning, Reporting & Analysis Tools

Works where you work

One platform. Every surface.

Cube delivers financial intelligence directly inside the tools your team already lives in — no context-switching, no exports, no rip-and-replace.

Web App
Excel
Google Sheets
PowerPoint
Slack & Teams
Claude & ChatGPT

Cube Workspace

The full platform experience — dashboards, reporting, collaboration, and AI agents in one governed environment. Built for finance teams who need the complete picture.

✓Dynamic dashboards and reporting
✓FP&Agent suite — analyst, planner, audit
✓Data integration and governance hub
✓Collaboration with version control

Cube for Excel

Your team's favorite tool — now with the full power of Cube behind it. Patented bi-directional connectivity means you can pull live data in and push changes back, without leaving the spreadsheet.

✓Patented live read/writeback
✓Formulas and formatting preserved
✓Sidebar for instant drill-down
✓Multi-dimensional fetch & push

Cube for Google Sheets

Same patented connectivity, native to the Google ecosystem. Perfect for distributed teams that collaborate in Sheets — with real-time data and governed access controls.

✓Native Google Workspace integration
✓Real-time collaboration with governed data
✓Bi-directional sync — same as Excel
✓Role-based access at the cell level

Cube for PowerPoint

Board decks and investor presentations with live data that auto-refreshes. Stop copy-pasting numbers — build once, present with confidence every time.

✓Live data in your slide decks
✓Auto-refreshing charts and tables
✓Board-ready templates
✓AI-generated commentary and narratives

Cube in Slack & Teams

Ask questions in natural language and get governed, real-time financial answers where your team already communicates. No login required — just ask.

✓Natural language financial Q&A
✓Governed answers from your source of truth
✓Proactive alerts and anomaly notifications
✓Dynamic dashboards Drill-down without leaving the channel reporting

Cube via MCP Server

Your team already uses Claude, ChatGPT, and Gemini — but they can't see your financial data. Cube's MCP Server connects your governed source of truth to any AI tool, instantly.

✓Connect to Claude, ChatGPT, Gemini, Cursor
✓Governed data — RBAC applies everywhere
✓Real-time actuals, forecasts, and variances
✓No exports, no copy-paste — live connection

What Cube Does

From close to boardroom.
AI across your entire workflow.

Cube's AI doesn't just answer questions — it does real work across every stage of FP&A.

Planning & Forecasting

Generate credible forecasts using historical patterns, seasonality, and driver-based models. Model revenue, expenses, and headcount — AI-assisted, finance-governed.

Budgeting

Collaborative budgets built in the spreadsheets your team already uses. Top-down, bottom-up, or hybrid — with version control and approval workflows baked in.

Month-End Close

Automate reconciliation, journal entries, and consolidation. Cube accelerates close by connecting source systems and surfacing exceptions before they become problems.

Variance Analysis

Instant budget vs. actuals comparison with AI-generated root cause explanations. Surface the "why" behind every variance — across entities, departments, and cost centers.

Board & Investor Reporting

Auto-generate board-ready presentations with live data, AI commentary, and polished visualizations. From numbers to narrative in minutes, not days.

Multi-Entity Consolidation

Unify financials across subsidiaries, currencies, and charts of accounts. Automated intercompany elimination and multi-currency translation — no manual mapping.

Workforce Planning

Model headcount, compensation, and benefits in one governed place. Tie workforce plans directly to your P&L with real-time what-if scenarios.

Scenario Modeling

Run what-if and Monte Carlo simulations to stress-test plans against uncertainty. Adjust assumptions in real time and see the downstream financial impact instantly.

Yesterday's Finance
without Cube.

Team's Time & Skills Wasted

Your team spends days pulling and validating data instead of analyzing and advising.

Reactive, Not Proactive

You’re always answering “What happened?” when you should be shaping “What should we do?”

Frustration & Burnout

Smart finance professionals trapped doing manual work, spending Sundays copying and pasting.

Version Control Chaos

Which file is the right one? Dozens of disconnected spreadsheets with no single source of truth.

Reality of Modern FP&A

FINANCE LEADERS ARE
EXPECTED TO DRIVE STRATEGY, NOT JUST REPORT ON IT

Why this matters

AI alone can't handle your
financial data.

LLMs don't calculate — they predict. Every financial output from an LLM is a probabilistic guess. These aren't bugs — they're consequences of the transformer architecture. No amount of training data, larger models, or bigger context windows changes the underlying mechanism.

Works Where You Work

The Cube Platform lives across the web, Excel,Google Sheets, PowerPoint, Slack, Teams, Claude,ChatGPT, and more. No rip-and-replace — justenterprise-grade intelligence everywhere you work.

Keeps You in Control

Audit trails, role-based permissions, version control,and governed lineage back to source. No black boxes— just trusted results you can explain.

Your Data Layer for AI

You can't just "ChatGPT" your financial data. Cube's patented connectivity and semantic layer give AI the context it needs for finance-grade answers.

Platform Capabilities

The engine behind every workflow.

No-Code Data Integration

Governed Source of Truth

FP&Agent Suite

Real-Time Collaboration

Dynamic Reporting

SOC 2 Type II Certified

Patented Spreadsheet Sync

Multi-Currency Engine

Semantic Data Layer

Role-Based Access Controls

Cube vs Others

What Makes Cube Different

✦
Cube

✓Works inside your spreadsheets (and more), not around them

✓Semantic layer for AI to understand your financial data

✓Patented spreadsheet connectivity — no rip-and-replace

✓Works alongside your existing stack from day one

✓Enterprise governance, audit trails & SOC 2 Type II

Legacy EPM / Generic AI

✗Forces teams into proprietary coding language

✗Bolted-on AI without financial context

✗Requires professional services to maintain

✗Can't preserve spreadsheet formulas, logic, and knowledge

✗Black-box outputs with limited lineage

The CFO Evolution

Built for the Intelligence Era.

Yesterday

Scorekeeper

Hindsight-driven. Reactive reporting. Finance tells the business what happened.

Today

Strategic Partner

Insight-driven. Cross-functional advisory. Finance helps understand what's happening.

Tomorrow

Intelligence Officer

Foresight-driven. Real-time intelligence. Finance shapes what should happen.

Cube Enables This

Powering 1,000s of finance professionals in every industry.

Built by Finance.
For Finance.

Fed up with reactive, error-prone processes and wonky finance tools, Christina Ross built Cube to give you the solution you deserve.

“I've been in your shoes—struggling with disconnected systems, manual processes, and endless reconciliation. Finance teams deserve tools that understand the complexity of the work and don’t add to their burden, but amplify strategic impact.”

Christina Ross

3 x CFO 
Founder and CEO of Cube

READ HER STORY

Workflow-Native FP&A.Powered by AI.