Platform · unified data
Every system speaks a different language. Cube makes them one.
Unified financial data means your ERP, HRIS, CRM, and warehouse feed one governed model. Every report, plan, and answer agrees.
The reconciliation ritual
Why don't your numbers agree?
Five versions of revenue
The ERP, the CRM, billing, and the board deck each tell a different story, and someone has to referee.
Definitions drift
Headcount, margin, and ARR mean something different in every tool, so every review starts with whose number is right.
The export ritual
The files arrive late, the pasting runs past midnight, and you walk into the board meeting hoping it all ties.
One governed model
How unified financial data works
Cube delivers trusted, decision-ready data, everywhere you work, and where AI can do its best work. It starts with hundreds of source systems feeding one layer.
The Agentic Finance Layer
The governed foundation powering every experience.
- Unified DataOne source of truth for all your business data
- Advanced Business LogicRules, metrics, calculations and consolidations
- AI Agents & AutomationInsights, forecasting, workflows and automation
- Security & ControlsAccess, auditing and compliance
- APIs & IntegrationsOpen APIs and pre-built connectors
One connection. Trusted everywhere.
Four ways in
How does the data get into Cube?
Every source connects through one of four paths, whichever fits the system.
Pre-built connectors
Native connections for major ERP, HRIS, CRM, and warehouse platforms.
JDBC for any SQL engine
Point Cube at the database and map the tables once.
Direct APIs
Governed API pulls for systems with open endpoints.
Automated file sync
Scheduled flat-file drops for everything else, validated on arrival.
All four end the same way: mapped once to your model, synced on a schedule, traceable to the source.
Live, not exported
One P&L, fed by every system
Actuals stream in from the ERP, payroll from HRIS, pipeline from CRM. The plan builds around them and publishes back.
| $K | Jan · Actuals | Feb · Actuals | Mar · Actuals | Apr · Plan | May · Plan |
|---|---|---|---|---|---|
| Revenue | 4,120 | 4,260 | 4,415 | 4,550 | 4,700 |
| Payroll & benefits | 1,452 | 1,470 | 1,494 | 1,520 | 1,548 |
| Cloud & software | 448 | 462 | 486 | 470 | 472 |
| Marketing programs | 250 | 259 | 268 | 280 | 286 |
| Travel & expense | 152 | 158 | 164 | 166 | 170 |
| Operating expenses | 2,302 | 2,349 | 2,412 | 2,436 | 2,476 |
| Operating income | 1,818 | 1,911 | 2,003 | 2,114 | 2,224 |
Structure, governed
How do five systems map to one model?
Every source account maps once into rollups finance owns. When a new account appears, Cube proposes the mapping and finance approves it.
- Operating expenses
- Payroll & benefits
- Base pay WD 5010
- Benefits & taxes WD 5020
- Cloud & software
- Cloud hosting NS 6420
- SaaS subscriptions NS 6435
- Payroll & benefits
Change the view, keep the model. Same accounts, new rollup.
Why teams unify
What changes when the numbers agree
Reporting week becomes a morning
Actuals land in the report as they post. The week of manual assembly becomes a morning of review.
Built at finance grain
Warehouses store tables. Cube holds accounts, dimensions, and definitions, the shape finance actually plans in.
Traced to the transaction
Any figure opens to the rows behind it, in the spreadsheet, the dashboard, or the board deck.
FP&Agents · on one model
Agents that work because the data is one
FP&Agents run on the governed model, so the answer in chat, the deck, and the spreadsheet is the same answer.
Data Manager
Watches every source, flags schema changes, and proposes new mappings for finance to approve.
Analyst
Answers ad hoc questions from the model, with a trace to the source under every figure.
Business Partner
Delivers the same governed numbers to every stakeholder, in the surface they already use.
Where the data lands
Governed data flows into the tools your team already lives in. Your workflows stay; everything underneath gets smarter.
Claude, ChatGPT, and Copilot work from governed finance data via Cube MCP.
Where one model pays off
The workflows that get easier
Board reporting
The deck pulls consolidated actuals itself, and every figure survives the follow-up question.
Variance analysis
Budget to actual with the drivers attached, drillable to the transaction.
Rolling forecasts
Forecasts build on live actuals instead of last month's export.
Headcount planning
HRIS headcount and payroll land in the plan automatically.
Consolidations
Entities, currencies, and eliminations run as rules in the model. See financial business logic.
Ad hoc answers
The CEO's Tuesday question gets a governed answer, with sources attached.
See it on your own data.
A demo personalized to your stack: your ERP, your warehouse, your reports.
Governed by default
Unified doesn't mean exposed
Bringing the data together tightens control instead of loosening it. The full posture lives on our security page.
Read-only connections by default
Cube reads from your sources; nothing writes back without permission.
Least-privilege access
Role and entity-level permissions decide who sees what.
Every change logged
Mappings, rules, and edits carry a full audit trail.
Encrypted end to end
In transit and at rest.
Already convinced? Book a demo. Still researching? The rest of this page is for you.
The definition
What is unified financial data?
Unified financial data
Unified financial data is finance data from the systems a business runs, such as ERP, HRIS, CRM, billing, and data warehouses, brought into one governed model with shared definitions, mapped dimensions, and a traceable path from every reported number back to its source transaction.
It replaces exports and manual reconciliation with numbers that agree in every report, plan, and answer. The logic that turns that data into official numbers has its own page: financial business logic.
The systems you run
Every surface, one set of numbers
The hard part
Why is unifying financial data difficult?
Different grains
The GL posts journals, the CRM tracks deals, the warehouse holds events. Cube maps each source to finance grain: accounts, periods, dimensions.
Conflicting definitions
Every tool has its own headcount. One governed dictionary decides, and every surface inherits it.
Constant change
Sources add accounts and fields weekly. The Data Manager agent flags changes and proposes mappings, and finance approves.
Currencies and entities
Multi-entity data needs translation and eliminations. Those run as rules in the model.
Access control
Unifying the data cannot mean everyone sees everything. Entity and role permissions travel with it.
Trust and audit
A unified number nobody can verify is worse than five spreadsheets. Every figure traces to the source transaction.
Honest comparison
What does unified change day to day?
| The workflow | Exports & spreadsheets | Unified in Cube |
|---|---|---|
| Getting the numbers | ×Export from each system, paste, reconcile | ✓Synced on a schedule, mapped once |
| Definitions | ×Live in each analyst's workbook | ✓One governed dictionary |
| Freshness | ×As of the last export | ✓Current when you open the report |
| A new account appears | ×Someone notices in the variance review | ✓Flagged and mapped with finance approval |
| Audit | ×Reconstruct the trail by hand | ✓Trace to the source row |
Both columns are honest. Exports work; they just do not scale past a handful of systems.
Four approaches
What are the ways to unify finance data?
A warehouse alone
Strong plumbing for data teams, though finance still rebuilds grain and definitions on top of it.
BI on top
Dashboards present the data well, though they read only; planning and write-back happen somewhere else.
Legacy EPM
Unified in one place, though models are rigid and changes queue behind specialists.
The Agentic Finance Layer
Cube's approach: one governed model at finance grain, business logic built in, delivered to every surface you work in.
Before you buy
What should you look for in unified finance data software?
Ground rules first, vendor checklist second. The ground rules hold no matter whose software you choose.
Ground rules that hold for any vendor
Start from the workflows
Map the reports, plans, and forecasts you actually produce before touching a connector.
Fix definitions before tooling
Agree what headcount, margin, and ARR mean; software enforces a dictionary, it cannot write one.
Keep finance the owner
Mappings and definitions should belong to the team accountable for the numbers.
Unify incrementally
Start with the ERP, add sources one at a time, and validate each against last close.
The buyer's checklist
Coverage of your actual stack
Hundreds of source systems, checked against the ones you run.
A finance-grain model
Accounts, dimensions, and definitions, and raw tables left to the warehouse.
Mapping finance can own
Proposed by the software, approved by your team, with no code.
Lineage on every number
Trace to the transaction from any surface, always.
Spreadsheet write-back
Fetch live actuals into your file and publish plans back.
Governance built in
SSO, role and entity permissions, and a full audit trail.
Check coverage against your own systems: ERP and accounting, HRIS and payroll, CRM, data and BI, ATS, and payments and banking, or browse the full directory.
See every number agree.
A demo personalized to your stack: your ERP, your warehouse, and your reports feeding one governed model.
No prep needed. Just bring the names of your source systems.
