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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
Where you work

One governed FP&A model behind the numbers, everywhere work happens.

Planning is a team sport. Cube, the Agentic FP&A Platform, puts one governed model behind every player on the team, in Cube Web, Excel and Google Sheets, AI assistants, Slack and Teams, presentations, and BI tools.

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Cube
$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
Planning is a team sport

FP&A is a team sport. So is the business.

Analysts live in spreadsheets. Executives live in chat and slides. Operators live in dashboards, and everyone now asks AI. That creates a new challenge: until now, every tool meant another copy of the numbers, and no one could be sure which version was right. Cube meets every player where they already work, on the same governed numbers, and captures the shadow data no other platform can see.

CFO
Cube Web
Signs off on the plan
$42.58M
FP&A analyst
Excel & Sheets
Builds the model
$42.58M
CEO
Slack & Teams
Asks in the thread
$42.58M
VP Sales
PowerPoint
Presents the QBR
$42.58M
Ops leader
BI tools
Watches the dashboard
$42.58M
Budget owner
AI assistants
Checks what’s left
$42.58M

Six players. Six tools. One number.

The problem

Your numbers travel further than your controls do.

Every finance leader knows the feeling of watching a number they published on Monday come back different in Friday’s deck. The model is fine. The distribution is broken.

Sprawling glass spreadsheets representing spreadsheet sprawl

Tool sprawl

Planning lives in one app, reporting in another, and the business in five more. Every tool wants to be the destination.

A broken glass chain representing manual handoffs

Copy-paste chains

Actuals get exported, pasted, screenshotted into a deck, and retyped into Slack. Each hop loses the lineage.

Data hidden behind glass panels, representing shadow data

Shadow data

Adjustments in spreadsheets, decisions in chat, changes buried in decks. Invisible to every platform that only sees its own app.

Forking glass paths representing conflicting versions of the numbers

One number, five versions

The same quarter’s opex reads differently in the export, the deck, the dashboard, and the thread.

The fork

One quarter of opex, after four exports.

Every copy drifts a little further from the books. A governed layer replaces the copies with one live figure that every surface reads.

General ledger · 4,180
Excel export4,120
Board deck4,238
BI extract4,090
Slack paste4,205
Cube · governed4,180 · ties to the GL
Q1 opex, $K. Illustrative.
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The solution

Change the forecast once. Everyone sees it.

Cube connects the systems where your data lives to the tools where decisions happen. 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.

Clear rounded glass panel shaped like a browser window

Cube Web

Cube Web

Full planning, reporting, Boards, workflows, and the AI Analyst in the browser, with drilldown on every number.

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Grid of glass tiles, some glowing mint and blue

Excel & Google Sheets

ExcelGoogle Sheets

Fetch live actuals into your own templates and publish plans back in one click, permissions intact.

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Glass orb with a soft lilac glow on a glass disc

AI assistants

ClaudeChatGPTCopilotGemini+

Any MCP-compatible assistant queries governed data, with answers traced to the source.

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Two overlapping glass speech bubbles

Slack & Teams

SlackMicrosoft Teams

Ask the AI Analyst plain-English questions in chat and get answers from the same governed source, in a thread.

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Glass slide with three rising frosted glass bars

PowerPoint & Google Slides

PowerPointGoogle Slides

Cube Decks puts live visuals in PowerPoint that refresh in place.

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Glass columns of different heights, like a bar chart

BI tools

Power BITableauLooker+

Governed exports and Cube’s APIs sync Tableau, Looker, and Power BI.

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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.
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The layer in action

What working everywhere actually looks like.

The same governed brain shows up as a different capability on each surface. FP&Agents do the assembly work behind all of them.

Ask anywhere, one answer

The AI Analyst answers in Cube Web, the spreadsheet sidebar, Slack, and Teams, always from the same governed source.

Fetch and publish

Excel and Google Sheets stay live in both directions, and two owners can work the same template at once.

A board deck from a prompt

One prompt in Claude or ChatGPT produces a full PowerPoint with charts, tables, and an exec summary, on governed data.

Slides that refresh in place

Cube Decks drops live visuals into PowerPoint. When the forecast updates, the slides update.

Boards on live data

Dashboards read the layer directly, and the Visualization Agent builds widgets from a prompt.

Every number opens

From any surface, drill from the summary through the formula to the GL transaction.

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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 every surface your team uses, 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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Side by side

Manual distribution vs one governed layer.

WorkflowManual distributionOne governed layer
Actuals to spreadsheetsExport, paste, fix broken references monthlyFetched live into your template, published back in one click
Board deck updatesScreenshot charts, retype figures, hope nothing movedLive visuals refresh in place when the forecast changes
Executive questionsA Slack ping becomes an analyst’s afternoonThe AI Analyst answers in the thread from governed data
Syncing BIAd hoc extracts with logic rebuilt per dashboardCurated, mapped data through structured exports and APIs
Access controlWhoever holds the file sees the fileRole-based access enforced at the cell, on every surface
Audit and lineageVersion history across five tools, if anyone kept itOne audit trail, and every number traces to the source
Proof

What finance teams say about Cube.

200 hrs
Back every month

One customer got 200 hours back every month, and all 180 of its locations now report from the same numbers.

Minutes
Not a week

Custom reports for partners and lenders that took almost a week now take minutes, built through Claude and Cube’s APIs on governed data.

1.75M → 2
Formulas to fields

A 200-tab workbook and 50+ Excel files collapsed into two fields on one template.

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One model. Every surface. Your stack.

Bring one report you distribute by hand today. On the demo, we show what it looks like published once from Cube.

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FAQs

Questions finance leads ask.

Do we have to replace the tools our team already uses?

No. Cube deploys alongside your current stack. Your team keeps working in Excel, Google Sheets, Slack, Teams, PowerPoint, and the BI tools you already run, and Cube delivers one governed model to all of them.

If everyone works in a different tool, how do the numbers stay consistent?

Cube keeps the numbers consistent because every surface reads from the same governed model. Business logic, calculations, and permissions are enforced in the layer, so the figure a manager sees in Google Sheets is the figure the CFO sees in Cube Web and the board sees in the deck.

What is connected planning?

Connected planning links finance, operations, sales, and HR plans to one shared model, so a change in one place updates everywhere. Cube connects the systems where context lives to the tools where decisions happen, so every team plans on the same numbers in the tools they already use. 

How do you get the whole company involved in planning?

Meet people in the tools they already use and give them only the numbers they own. Cube delivers governed data into Excel, Google Sheets, PowerPoint, Slack, Teams, and BI tools, so planning becomes a team sport without a new tool to learn.

Which AI assistants can use Cube data?

Cube data works with Claude, ChatGPT, Copilot, Gemini, and any MCP-compatible assistant, which connect through Cube’s APIs with secure OAuth. Every query respects your role-based access, and write-back is gated behind a dedicated permission.

How is our financial data protected?

Cube is SOC 2 Type II certified, with role-based access enforced down to the cell, SSO through Okta, Microsoft Entra, and Google, and a full audit trail of who changed what and when.

What does implementation look like?

Cube implementation is finance-led and needs no code. Your team connects sources with guided onboarding, approves the mappings Cube proposes, and rolls surfaces out in the order that fits. Most teams start with spreadsheets and Cube Web.

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