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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
Slack & Microsoft Teams

Get your financial numbers right in Slack and Teams.

Cube’s AI Analyst lives in Slack and Teams. Anyone with access asks a question in plain language and gets a governed answer in seconds, traced to the transaction and limited to what they’re allowed to see. No login, no export, no waiting on finance.

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Cube
# finance-leadershipCube connected
Maya
Maya CEO
@Cube why is EMEA OpEx over plan in March?
Cube
Cube AI Analyst · app
+$184K over plan
Delayed vendor credit
Unplanned contractors
GBP currency swing
Traced to 47 transactions in NetSuite · View in Cube
Maya
Maya CEO
@Cube push the EMEA hires to Q3.
Cube
Cube AI Analyst · app
Downside scenario updated. Q3 OpEx drops $310K, runway extends 1.4 months.
Same answer in Teams
Before Cube

Every question to finance is a ticket. And the answer is stale by the time it lands.

A leader asks a simple question in Slack. Someone in finance stops what they’re doing, opens the model, pulls a number, screenshots it, and pastes it back. Then the follow-up comes, and the routine starts over.

Stacked outdated glass panels representing stale numbers“Quick q on EMEA?”screenshot (3).pngWhich forecast is this?
Finance as a help desk

Analysts lose hours a week answering the same ad hoc questions by hand.

Screenshots in threads

Answers get pasted as images that go stale the moment the data moves.

Leaders wait days for answers

Decisions stall for a day while a simple question sits in someone’s queue.

No way to trace it

When someone asks where a figure came from, the answer is buried in a spreadsheet.

See your own questions answered in Slack.Try it freeGet a demo
Why Cube

Governed answers wherever the conversation is.

Slack and Teams are where decisions get made, but neither knows which number is right. Cube connects every answer to one governed source, so leaders get the real figure without leaving the conversation.

A glass panel refreshing with live numbers
Plain-language questions

Ask about forecasts, budgets, and variances the way you’d ask an analyst.

One glass source feeding many panels
No login required

Executives get answers in the tools they already use, without opening Cube.

A glass AI spark over live numbers
Summaries in seconds

Cube generates the summary, surfaces the drivers, and lets you dig into the detail.

Branching glass panels representing scenarios
Ask “what if”

Ask how a hiring or spend change affects the P&L and see the impact in the thread.

A glass line tracing a number to its source
Every answer in the thread traces back

Every answer runs on Cube, so every figure traces to the source transaction.

A glass lock representing secure access
Only what you’re allowed to see

Each person sees only the data and dimensions their Cube permissions allow.

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In action

More than answers. Budgets, files, and next steps.

Budget owners check what’s theirs without asking finance. And Cube doesn’t stop at a reply: it delivers connected files your team can open, refresh, and build on.

Marketing · Budget
Marcus
Marcus Head of Marketing
Which budget is mine, and how much is left?
Cube AI Analyst
Marketing · FY26 operating budget
$412Kleft of $1.8M
77% spent · 9 of 12 monthsEvents tracking 6% over
Marcus
Marcus Head of Marketing
Can I move $40K from Content to Events?
Cube AI Analyst
Yes, Content has $96K unspent. I’ve drafted the reallocation for finance to approve.
Microsoft Teams

“Which budget is mine?”

Department heads see their own budget, what’s spent, and what’s left, limited to what their Cube permissions allow.

# sales-leadership
Priya
Priya VP Sales
@Cube send me the Q3 pipeline vs plan by region, in Excel
Cube AI Analyst · app
Here it is, connected to Cube. Open it and it refreshes live.
Q3_pipeline_vs_plan.xlsx
Live · connected to Cube
Open
Priya
Priya VP Sales
And a slide for Monday’s QBR?
Cube AI Analyst · app
Q3_pipeline_QBR.pptx
Live Cube widget · refreshes on open
Slack

Ask for a file. Get a live one.

Cube delivers Excel and PowerPoint files connected to the governed model, so they open current and stay current.

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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 Slack & Teams and every other surface, 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
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
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Put Cube in the conversation.

Watch Cube answer a real question from your own data, right in Slack or Teams.

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FAQs

Questions finance leaders ask.

Does Cube work in both Slack and Microsoft Teams?

Yes. Connect Slack or Teams from Cube’s left navigation, accept the permissions, and start a conversation with Cube in the app.

What can I ask?

You can ask Cube questions about forecasts, budgets, and variances, plus “what if” questions like how a hiring change affects the P&L. Cube returns a summary and the drivers behind it.

Can you get financial data in Slack or Microsoft Teams?

Yes. With an FP&A platform that integrates with Slack and Teams, people can ask about budgets, actuals, and forecasts in chat and get permissioned answers. Cube’s AI answers in Slack and Teams, and can deliver files and links back into Cube.

What is the best AI finance assistant for Slack and Teams?

The best AI finance assistant answers from governed data, respects each person’s access, and links answers to the source. Cube in Slack and Teams does this on the same model as your reports, so budget owners can check what’s left in their budget without logging in.

Who can see what?

Cube in Slack and Teams is available to Cube users, and each person only sees the data and dimensions their Cube permissions allow.

Can the AI get it wrong?

Cube’s answers come from your governed Cube data and trace to the source transaction, so you can check any figure. As with any AI, review generated summaries before you share them.

Which Cube does it connect to?

Slack and Teams connect to one Cube at a time. To switch, log into the Cube you want and reconnect.

Still have questions?
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