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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Excel & Google Sheets

Excel and Google Sheets FP&A, without the copy-paste.

Cube brings FP&A to the Excel and Google Sheets templates you already run: fetch live actuals into your cells, edit, and publish back. Every version stays the same version. No code, and nothing hidden in your file.

A glass spreadsheet grid connected to Cube
AI Analyst
Why is cloud spend over budget?
+$41K from a new data-warehouse contract, traced to 3 invoices.
fxRevenue · Jun 26 · Actuals
CubeExcel
BuildAnalyzePublishModel
RangeC12:E85Edit
AccountScenarioTimeEntityDepartment
3 sources connected
FetchPublish
Edits write back to the governed model, logged and undoable.
MRJLAK3 people syncing now
Each sees only their permitted slice
Fetched 36 values calculated from NetSuite + Salesforce
Published 12 edits back to Cube
Drilled into AWS, traced to 3 invoices
Cube
Fetch live valuesPublish edits back
Before Cube

The workbook is fine. The workflow around it is broken.

Every FP&A team knows the Sunday night spent reconciling five versions of the same number.

ERP exports on repeat

Every close starts with pulling the same GL export into the same workbook, again.

VLOOKUP chains

One helper tab feeds another until nobody can say where a number was born.

Five versions of one number

The board deck, the budget file, and the forecast each carry a different truth.

Templates that break

Someone inserts a row and every downstream reference quietly goes wrong.

Why Cube

Keep the models you’ve built, but ditch the busy work.

Excel is flexible, and AI copilots are fast. Neither has a governed data layer, so neither can tell you which number is right. Cube adds that layer underneath: every cell and every AI answer pulls from one governed source, and your models keep their structure and logic.

A glass cube rising out of a glass grid, representing supercharged spreadsheets
Supercharge your spreadsheets

Full FP&A power, in Excel or in Cube.

Loose glass tiles drawn into one stack, representing less manual data entry
Minimize manual data entry

Cube collects and reconciles the data, so every figure is right.

A single layered glass cube, representing one version of every number
Collaborate more effectively

Everyone works on the same live numbers, in the sheet.

A single layered glass cube, representing one version of every number
One version of every number

Cells fetch from one governed model, so the budget your owners edit is the budget the board sees.

Two glass panels with light flowing both ways, representing two-way sync
Two-way Excel and Sheets sync

Fetch pulls live data in and Publish writes edits back. Two budget owners can work the same template at the same time.

Glass tiles with a light loop back, representing logged and reversible changes
Every spreadsheet change logged and reversible

Every publish is audit-trailed with before and after values, and any publish can be undone.

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 Excel & Google Sheets 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
AI Analyst

Ask a question, get a live range back.

The AI Analyst sits in a sidebar in Excel and Google Sheets. Ask a plain-English question and it answers from the same model your cells fetch, then inserts the answer as a live Cube range. The same AI Analyst answers in Slack and Teams.

FP&A Director · Excel sidebar
What drove the March opex variance?
AI Analyst
+$52K
Opex vs budget · Mar 2026 · $1,933K vs $1,881K
Traced to Cloud & software +$41K · 79% of the variance
Inserted into the sheet as a live Cube range.

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%
In action

Everything the panel does, inside your sheet.

Six capabilities, one panel, and nothing new for your team to learn.

Fetch & Publish

Pull live values into any range and write edits back in one click.

Cubify

Connect an existing template by structure, so rows and columns can move.

AI Analyst sidebar

Ask plain-English questions and insert answers as live ranges.

Shared Library

Save a view once and every analyst opens the same governed report.

Drilldown

Trace any fetched figure past its formula to the GL transactions behind it.

Audit trail & undo

Every publish is logged with before and after values and can be reversed.

In the sheet

Point at the slice. Fetch it live.

The Cube panel defines the range by your dimensions, with no code and no formulas written into your cells. Fetch pulls live values into the layout you already have.

Real Excel, live from the model. The Cube panel analyzes any selected value: drill to its transactions, expand levels, validate dimensions.

Analyze
Selected value
341
Cloud & software · Mar · Actual
DrilldownDimensions validated
fxNo formulas in your cells
Fetched live into your layout
Watch a fetch land in your own layout.

On the demo, we pull live consolidated actuals into a template like yours and publish an edit back.

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
Where it runs

Real Excel and Google Sheets, on every desk.

The Spreadsheet App installs from Microsoft AppSource and the Google Workspace Marketplace and connects to the model that already holds your data from hundreds of source systems. No code. No consultants. No kidding.

Win · Mac
Real Excel

Excel 2016 and later, Microsoft 365, and Excel on the web.

Add-on
Google Sheets

Appears as Cube Planning under Extensions, with the same fetch and publish.

100s
of sources

Hundreds of source systems feed the model your cells fetch from.

1
Shared Library

Saved reports live in one Library, with fetch and publish rights per report.

See your own template go live.

On the demo, we connect a workbook like yours, fetch live actuals into it, and publish a change back.

Keep the spreadsheet. See it live.

Watch actuals land in a template like yours, then publish a change back.

FAQs

Questions spreadsheet-based teams ask.

Do we have to rebuild our Excel models to use Cube?

No. Cubify scans a template you already run, recognizes its structure, and connects it to live Cube data. Rows, columns, and formulas stay yours, and because every range is mapped to dimensions like account and department, the template keeps working when it changes shape.

Does the Cube Spreadsheet App work in Excel on a Mac?

Yes. Cube works in real Excel on Windows, Mac, and the web, on Excel 2016 and later and Microsoft 365. Google Sheets is covered by an add-on from the Google Workspace Marketplace, and browser use supports the latest two versions of Chrome, Safari, Firefox, and Edge.

What is the best Excel add-in for FP&A?

The best Excel add-in for FP&A pulls calculated, governed values into any cell, publishes edits back to the source, and works without proprietary formulas that break workbooks. The Cube Spreadsheet App does this in Excel on Windows and Mac, with permissions and an audit trail on every publish.

Can you do FP&A in Google Sheets?

Yes, with an add-on that connects Sheets to a governed FP&A model. Cube’s Google Sheets add-on lets teams fetch live numbers, plan, and publish back to Cube, so Sheets users and Excel users work from the same source.

How do permissions follow into spreadsheet cells?

Cube enforces permissions down to the cell. Fetch and publish rights are set per saved report and follow each user’s permissions in Cube, enforced down to the cell level. The CFO sees everything, a VP sees their cost center, and an external auditor sees read-only with exec comp redacted, in the spreadsheet just as in the browser.

Does Cube put proprietary formulas in our cells?

No. There is no proprietary syntax behind your cells. Fetched values arrive as live ranges you can reference like any other, and your own Excel and Google Sheets formulas keep working around them.

Will Cube make our workbooks heavy or fragile?

No. Cube writes no hidden formulas, macros, or code into your file. Fetched values are plain, dimensionally mapped ranges, so workbooks stay light, rows and columns can move without breaking, and files open normally for people without the add-in.

Can two people work in the same template at the same time?

Yes. Two budget owners can work the same template simultaneously. Every publish is logged in the audit trail with before and after values, and any publish can be undone.

How does our data get into the model the cells fetch from?

Cube connects to hundreds of source systems, including your ERP, CRM, HRIS, and data warehouse, with pre-built connectors for major platforms. Once mapped, consolidated actuals flow to every surface, so the spreadsheet fetches the same numbers as every report and board view.

Still have questions?