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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How Cube works

Your data in. Trusted answers out. In every tool your team uses.

Cube, the Agentic FP&A Platform, connects the systems where your data lives, governs it in one model finance controls, and delivers the same trusted numbers to every tool your team uses. FP&Agents do the busywork while you sleep.

Try it free
$42.58M
Same number. Everywhere.
Spreadsheets$42.58M
AI assistants$42.58M
Chat$42.58M
Presentations$42.58M
BI tools$42.58M
Cube Web$42.58M
The platform

The layer that connects your data to your decisions.

Data goes in messy. It comes out decision-ready, in every tool your team already uses.

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
Where you work

One model, on every surface.

Cube connects the systems where your data lives to the tools where decisions happen, carrying the business context and the governance and controls finance expects. When a number changes in Cube, it updates in the spreadsheet, the board deck, the dashboard, and the answer in Slack or Claude. Everyone keeps their own view and permissions, and every figure traces back to the transaction.

See 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.
Cube Operating Intelligence™

Meet Cube Operating Intelligence.

CubeOI™ is the intelligence at the center of Cube. It holds your data, your business logic, and your permissions in one model, then watches that model for what changed. When a number moves, CubeOI™ explains why, routes it to the person who owns it, and lets agents carry out the next step once finance signs off.

FP&A tells you what happened. Operating intelligence tells you what to do next.

A glowing glass cube on a dark background, representing CubeOI at the center of Cube
Signal

Something changes in your business data: a deal slips, a hire starts late, spend runs ahead of plan.

Insight

Cube explains why, traced to the accounts, entities, and transactions behind it.

Decision

The right owner gets the answer and the options, in the tool they already use.

Action

Agents update the forecast, the model, and the deck once finance approves.

Try it freeGet a demoCube proposes. Finance approves.
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.
Oracle
MongoDB
Sage
Salesforce
Microsoft Dynamics 365
ADP
HubSpot
Excel
Snowflake
Google Sheets
And many more connections
Source Connections

Connects to the systems your business already runs on.

We asked Claude for our numbers. Only Claude + Cube got every one right.

We asked Claude 531 finance questions with exported spreadsheets, then again connected to Cube. On files, it got 65.7% right. In finance, 65% right is 100% wrong.

Claude + exported files
65.7%
of figures correct
Claude + Cube
100%
of figures correct, every run
Pre-registered study · 2026
The Finance AI Accuracy Study
Glass report cover for the Cube accuracy study
Current-month actuals
Claude + exported files78.7%
Claude + Cube100%
Budget
Claude + exported files73.9%
Claude + Cube100%
Forecast
Claude + exported files44.4%
Claude + Cube100%
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

See Cube work on your own numbers.

Bring one report you rebuild every month. On the demo, we connect a source, trace a number to the transaction, and publish it to the tools your team already uses.

FAQ

How Cube Works

What is Cube?

Cube is the agentic FP&A platform. It connects your source systems into one governed model and delivers live, trusted numbers in the tools your team already uses: Cube Web, Excel and Google Sheets, PowerPoint and Google Slides, Slack and Teams, BI tools, and AI assistants.

What do Cube’s AI agents do?

Cube’s AI Agents handle the busywork across four teams. Data Managers keep data clean and mapped, Analysts explain variances, Planners keep forecasts current, and Business Partners turn numbers into decks and updates. They work overnight, so the numbers are current by morning, and every answer traces to the transaction.

How does Cube work?

Cube connects to your source systems, unifies the data in one governed model that finance controls, and syncs it to Cube Web, Excel, Google Sheets, PowerPoint, Google Slides, Slack, Teams, BI tools, and AI assistants. FP&Agents run the recurring data work on top, and every number traces to the transaction.

What is the Agentic FP&A Platform?

It is the layer between your business data and where your team works. Cube unifies data from every source, applies your business logic, and delivers governed numbers and AI agents to every tool, so the business works from one version of the truth.

What systems does Cube connect to?

Cube connects to hundreds of source systems, with pre-built connectors for major ERP, CRM, HRIS, billing, banking, and data warehouse platforms, plus flat files and flexible connection methods for the rest.

Do we have to replace Excel or our other tools?

No. Cube works alongside your stack. Teams keep working in Excel, Google Sheets, PowerPoint, Slack, Teams, and BI tools, with governed numbers flowing in and edits publishing back to the model.

What are FP&Agents?

FP&Agents are Cube’s AI agents for finance: Data Managers, Analysts, Planners, and Business Partners, orchestrated by Charlie, the superagent. They sync and map data, explain variance, refresh forecasts, and build decks. Cube proposes, finance approves.

How is Cube’s AI different from asking ChatGPT or Claude?

General assistants guess at numbers they cannot see. Cube grounds every answer in your governed model, chart of accounts, and business logic, with role-based access and a traceable path to the source. Through the Cube MCP Server, Claude, ChatGPT, Copilot, and Gemini can use that same governed context.

Can every number be traced?

Yes. Any figure in a sheet, deck, chat answer, or dashboard drills to the accounts, entities, and transactions behind it, and every edit, sync, and publish is logged.

Is Cube secure?

Yes. Cube holds SOC 1 and SOC 2 Type 2 reports, is HIPAA compliant, supports SSO, and enforces role-based access down to the cell on every surface. See details at cubesoftware.com/security.

Who uses Cube?

Finance teams at mid-market and enterprise companies use Cube for planning, forecasting, reporting, consolidation, and close, and share governed numbers with department leaders, executives, and the board.

What is the best FP&A software?

The best FP&A software connects every source system, governs the data in one model finance controls, works in the tools your team already uses, and traces every number to the transaction. Cube does this as the Agentic FP&A Platform.

What should you look for in FP&A software?

Look for broad source connectivity, one governed model, two-way spreadsheet connectivity, AI grounded in your own data, full audit trails, role-based access, and audited security such as SOC 1 and SOC 2. Cube covers each of these.

How do we get started?

Start with a demo or a free trial. Your team connects sources through pre-built connectors, maps accounts once with help from the Mapping Agent, and validates numbers against your current reports with a named onboarding contact.
Still have questions? See it on your own numbers.