FP&A software with one model behind the numbers. Everywhere work happens.
Workflow-native FP&A from Cube, the Agentic Finance Layer: one governed financial model delivers decision-ready numbers to the Workspace, Excel and Google Sheets, AI assistants, Slack and Teams, presentations, and BI tools.
Spreadsheets$42.58M
AI via MCP$42.58M
Chat$42.58M
Presentations$42.58M
BI$42.58MThe 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.
Tool sprawl
Planning lives in one app, reporting in another, and the business in five more. Every tool wants to be the destination.
Copy-paste chains
Actuals get exported, pasted into a template, screenshotted into a deck, and retyped into Slack. Each hop loses the lineage.
Shadow data
Adjustments in spreadsheets, decisions in chat, changes buried in decks. Invisible to every platform that only sees its own app.
One number, five versions
The same quarter's opex reads differently in the export, the deck, the dashboard, and the thread. Nobody is sure which one ties.
The fork
What one quarter of opex looks like 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.
One connection
How workflow-native FP&A works.
Cube delivers trusted, decision-ready data, everywhere you work, and where AI can do its best work.
The surfaces
The same governed numbers, where your team already works.
Each surface reads from the layer, respects the same permissions, and traces every figure to the source. Pick a surface to go deeper, or start with the workflow-native engine underneath them all.
Cube Workspace
Full planning, reporting, Boards, workflows, and the AI Analyst in the browser, with drilldown on every number.
Explore the Workspace →Excel & Google Sheets
Patented bi-directional sync: fetch live actuals into your own templates and publish plans back in one click.
Explore spreadsheets →
AI assistants
Claude, ChatGPT, Copilot, and any MCP-compatible assistant query governed data through Cube's APIs, with answers traced to the source.
Explore AI via MCP →
Slack & Teams
Ask the AI Analyst plain-English questions in chat and get answers from the same governed source, in a thread.
Explore chat →
PowerPoint & Google Slides
Cube Decks puts live visuals in PowerPoint that refresh in place. Google Slides updates through linked charts today.
Explore presentations →
BI tools
Governed exports and Cube's APIs feed Tableau, Looker, and Power BI, so the numbers arriving are already mapped and clean.
Explore BI →
Workflow-native deployment
Run Cube as the governed data and AI layer alongside the platform you already have. The engine is the product, and every head plugs in.
Explore workflow-native FP&A →Why it holds
One layer beats six integrations.
Publish once, land everywhere
Update the forecast and the spreadsheet, the deck, the dashboard, and the answer in Slack all read the new number. The copy-paste chain disappears.
Built workflow-native, from day one
Cube grew spreadsheet-native, then workflow-native, then headless. Cube did not bolt on the layer. The layer was the architecture all along.
Governed at the cell
Every surface enforces the same permissions, logs to the same audit trail, and traces every figure to the source transaction.
Adoption
Deployed alongside your stack, run by finance.
Cube connects to what you already run, and your team keeps the tools it likes. See the full list on the integrations page.
Finance-led setup
Configured by your team, guided by ours, and designed for finance to run without outside consultants.
of sources
Hundreds of source systems, with pre-built connectors for major platforms.
Rip-and-replace
The layer deploys alongside your ERP, warehouse, and BI stack.
Onboarding
Hands-on guided setup with a named contact.
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 the Workspace, the spreadsheet sidebar, Slack, and Teams, always from the same governed source.
Fetch and publish
Patented bi-directional sync keeps Excel and Google Sheets 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. No copy-paste. No reformatting.
Boards on live data
Dashboards read the layer directly, with no scheduled syncs, 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. Trace to the source is built in.
Security & governance
More surfaces, same controls.
Delivering numbers everywhere only works if access travels with them. In Cube it does, enforced in the layer rather than in each tool.
Role-based access, everywhere
The CFO sees everything. A VP sees their cost center. An external auditor sees read-only with exec comp redacted. Same source, different access, enforced at the cell level.
AI under the same rules
Every AI feature respects your permissions, and MCP write-back sits behind a dedicated "Use MCP (Write)" permission.
Audit trail on every change
Who, when, and before-and-after values on every edit, sync, and publish. Publishes can be undone.
Trace to the source
Any figure, on any surface, drills to the GL transactions behind it. Details live on the security page.
Already convinced? Book a demo. Still researching how a workflow-native FP&A layer works? The rest of this page is for you.
The term
What is workflow-native FP&A?
Workflow-native FP&A
Workflow-native FP&A means the governed financial model lives as a layer that delivers decision-ready numbers into the tools teams already use, rather than forcing work into one destination app.
For Cube, workflow-native is a deployment mode rather than the identity. The same architecture runs as a full FP&A solution or as a governed data and AI layer alongside the platform you already have, and the Workspace remains the home for modeling and controls either way. For the full architecture and both deployment modes, read the definitive guide to workflow-native FP&A.
The model, as a layer
Decision-ready, everywhere work happens
The hard part
Why is delivering finance data everywhere difficult?
Distribution fails for structural reasons, and each one has to be solved in the layer rather than in the endpoints.
Every tool wants to be home
Most platforms deliver value only inside their own app, so adoption stalls at the finance team's door. Cube inverts this: the layer has no walls, and the surfaces are the product.
Exports fork the truth
The moment a number leaves as a CSV, it stops updating and starts drifting. Cube keeps spreadsheets live in both directions instead of exporting to them.
Permissions don't travel
A file shared is a control lost. Cube enforces role-based access in the layer, so every surface, including Slack and Teams chat, shows each person only what they may see.
Shadow data stays invisible
Adjustments in sheets and decisions in threads never reach a destination app. Because Cube lives on those surfaces, the work flows back into the governed model.
AI needs context, not files
General AI is probabilistic. Finance is deterministic. Cube gives AI assistants the chart of accounts, the formulas, and the lineage, so answers trace to the source.
Every audience needs a format
The board wants slides, operators want dashboards, analysts want cells. Cube renders one model into each format, from live presentations to BI dashboards.
Side by side
Financial reporting software: manual distribution vs a governed layer.
| Workflow | Manual distribution | One governed layer |
|---|---|---|
| Actuals to spreadsheets | ✗Export, paste, fix broken references monthly | ✓Fetched live into your template, published back in one click |
| Board deck updates | ✗Screenshot charts, retype figures, hope nothing moved | ✓Live visuals refresh in place when the forecast changes |
| Executive questions | ✗A Slack ping becomes an analyst's afternoon | ✓The AI Analyst answers in the thread from governed data |
| Feeding BI | ✗Ad hoc extracts with logic rebuilt per dashboard | ✓Curated, mapped data through structured exports and APIs |
| Access control | ✗Whoever holds the file sees the file | ✓Role-based access enforced at the cell, on every surface |
| Audit and lineage | ✗Version history across five tools, if anyone kept it | ✓One audit trail, and every number traces to the source |
Doing it well
Best practices for putting finance data where work happens.
Govern before you distribute
Agree the model, the mappings, and the metric definitions first. A layer that ships five surfaces of bad numbers just fails faster.
Meet each audience in its tool
Analysts in spreadsheets, executives in chat and slides, operators in dashboards. Adoption follows when nobody has to switch apps.
Make lineage visible
Every distributed number should open to its transactions. Trust compounds when anyone can check.
Let permissions travel with the data
Enforce access in the layer, so a shared sheet or a chat answer can never show more than the viewer's role allows.
Capture the work flowing back
Plans edited in sheets and assumptions raised in threads belong in the model. Distribution should run in both directions.
Buying guide
What to look for in FP&A software that meets your team in its tools.
Live sync, in both directions
Ask whether spreadsheets fetch and publish against the model, or whether "integration" means a one-way export.
Permissions enforced in the layer
Access control should hold on every surface, down to the cell, without per-tool configuration.
Transaction-level lineage
Every number, on every surface, should trace to the source. If it cannot, neither can your auditors.
Governed AI connectivity
AI assistants should query the model through a governed interface that carries your business logic and lineage into every answer.
Honest surface maturity
Vendors should tell you what ships today versus what is coming. Cube's roadmap agents, for instance, are labeled as shipping in 2026.
No rip-and-replace
The layer should deploy alongside your ERP, warehouse, and BI stack, run by finance without code.
Proof
What finance teams say about working everywhere.
Cube is rated 4.5 out of 5 across 144 verified reviews on G2, in the FP&A, Financial Close, Budgeting and Forecasting, and Financial Analysis categories.
Back every month
One customer replaced 50+ Excel files and 1.75 million formulas across a 200-tab workbook with two fields on one template. All 180 locations now report from the same numbers.
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.
Rated on G2
144 verified reviews across four finance software categories, with the Excel-native workflow cited again and again as the reason teams choose Cube.
One model. Every surface. Your stack.
Thousands of finance professionals run one governed model in Cube, rated 4.5 out of 5 across 144 verified reviews on G2. See yours land decision-ready in the Workspace, your spreadsheets, your AI assistants, chat, slides, and BI.
Book a demoPersonalized to your stack, with a sandbox trial to follow.
