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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
Platform · Unified data

Every system speaks a different language. Cube unifies your financial data.

Unified financial data means your ERP, HRIS, CRM, and warehouse feed one governed model. Every report, plan, and answer agrees.

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Glass streams from many systems joining into one, representing unified data
ERPNetSuite · SAP
WarehouseSnowflake · Databricks
FilesCSV · Excel
CRMSalesforce · HubSpot
HRISWorkday · BambooHR
BillingStripe · Zuora
One governed model
The reconciliation ritual

Why don't your numbers agree?

Every system keeps its own version of the truth, and finance spends the week refereeing.

Five versions of revenue

The ERP, the CRM, billing, and the board deck each tell a different story, and someone has to referee.

Metric definitions drift between systems

Headcount, margin, and ARR mean something different in every tool, so every review starts with whose number is right.

The monthly export ritual

The files arrive late, the pasting runs past midnight, and you walk into the board meeting hoping it all ties.

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
Four ways in

How does the data get into Cube?

Every source connects through one of four paths, whichever best meets your needs. All four end the same way: mapped once to your model, synced on a schedule, traceable to the source.

Four glass paths into Cube, representing the ways to connect data
Pre-built connectors

Native connections for major ERP, HRIS, CRM, and warehouse platforms.

Direct APIs

Governed API pulls for systems with open endpoints.

JDBC for any SQL engine

Point Cube at the database and map the tables once.

Automated file sync

Scheduled flat-file drops for everything else, validated on arrival.

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Structure, governed

How do five systems map to one model?

Actuals from the ERP, payroll from HRIS, pipeline from CRM, and the plan from your spreadsheet each arrive in their own shape. Cube transforms them once into rollups finance owns, and every line keeps its source. When a new account appears, Cube proposes the mapping and finance approves it.

Feeding Cube from your systems
Raw, in each system's own shape
NS 4000 · Product revenue4,415
NetSuite · Actual
Opp · Closed-won Q21,260
Salesforce · Pipeline
WD 5010 · Base pay£612K
Workday · Actual
NS 6420 · Cloud hosting(486)
NetSuite · Actual
FY26_plan.xlsx · Rev4,550
Excel · Plan
transforms
✓Mapped to your accounts
✓Normalized names & signs
✓FX converted
✓Validated & traced
Governed P&L · $K
Every line shows where Cube got it and what Cube did to it.
Revenue4,415 / 4,550
Actual · from NetSuite
Plan · from Excel
✦ NS 4000 mapped → Revenue✦ Plan published from Excel
Bookings1,260
Pipeline · from Salesforce
✦ Closed-won stage → Bookings
Payroll & benefits772
Actual · from Workday
✦ £612K → $772K · FX 1.261✦ WD 5010 + 5020 rolled up
Cloud & software486
Actual · from NetSuite
✦ Sign flipped (486) → 486
How the sources see it
NS 6420 · Cloud hosting
NS 6435 · SaaS subscriptions
WD 5010 · Base pay
WD 5020 · Benefits & taxes
NS 6810 · Airfare & lodging
by departmentby entityby regionby vendor
Operating expenses
Payroll & benefits
Base payWD 5010
Benefits & taxesWD 5020
Cloud & software
Cloud hostingNS 6420
SaaS subscriptionsNS 6435
Change the view, keep the model. Same accounts, new rollup.
NS 6437 · AI tooling
New account detected in NetSuite · proposed → Cloud & software · 0%
Adjust
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Why teams unify

What changes when the numbers agree.

Glass light over data, representing numbers current by morning
Does it solve my problem?
Reporting week becomes a morning

Actuals land in the report as they post. The week of manual assembly becomes a morning of review.

Fine glass grains representing transaction-level detail
How is it different?
Data built at finance grain

Warehouses store tables. Cube holds accounts, dimensions, and definitions, the shape finance actually plans in.

A glass line tracing a number to its source
Can I trust it?
Traced to the transaction

Any figure opens to the rows behind it, in the spreadsheet, the dashboard, or the board deck.

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AI Agents

Your digital finance team works while you sleep.

Four FP&Agents handle the always-on work across your data, reports, plans and business partners. Agents scale finance's capacity, while the people remain in control.

Before your first coffee
6:00 AM Actuals synced into your Excel model.
6:04 AM March bookings variance explained in #sales-leads.
6:10 AM Board deck refreshed with the latest numbers.
6:15 AM Q3 forecast rerun on new pipeline data.
9:00 AM CEO asks in Teams what changed. Answered.
Data
The Data Managers

Collects, maps and reconciles data from every source so every figure is right before anyone opens a file.

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Reporting and analysis
The Analysts

Explains variances to the transaction, flags anomalies and answers ad hoc questions in plain language.

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Planning and forecasting
The Planners

Reruns forecasts as new actuals land, builds scenarios and keeps budgets current between cycles.

Meet The Planners →
Partnering
The Business Partners

Brings answers to department heads in Slack, Teams and email, so finance is in every decision.

Meet The Business Partners →
Meet the Agents
Where it 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.

Ad hoc answers

The CEO's Tuesday question gets a governed answer, with sources attached.

Governed by default

Unified doesn't mean exposed.

Bringing the data together tightens control instead of loosening it.

Security & compliance
AI you can audit.

Every answer, from any agent or AI assistant, traces to the source, down to the GL transaction. Show the auditors exactly where a number came from.

SOC 1 & 2
Type 2
Certified
HIPAA
Compliant
Certified
Every number
Traced
To the source
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FAQs

Questions finance leaders ask.

Does Cube integrate with Snowflake, BigQuery, Redshift, and Databricks?

Yes. Snowflake, Google BigQuery, Amazon Redshift, and Databricks connect through Cube's warehouse connectors, and any engine with a JDBC driver connects through direct SQL, with no custom build.

Do I need data engineering to set up a warehouse integration?

No. Setup is finance-led with one ask of your data team: a read-only role scoped to the tables finance needs. From there your team reviews the proposed mappings and approves them, with guided onboarding from Cube.

How do you connect ERP, CRM, and HRIS data for FP&A?

Use an FP&A platform with native integrations to your ERP, CRM, HRIS, billing, and data warehouse, so data syncs automatically into one model instead of being exported and pasted. Cube connects to hundreds of systems, including NetSuite, Salesforce, and Snowflake, and maps them into one governed source of truth. 

What is a single source of truth in finance?

A single source of truth is one governed set of financial data and rules that every report, model, and decision draws from, so everyone sees the same numbers. Cube is that source of truth for FP&A, delivering it into Excel, Google Sheets, PowerPoint, Slack, Teams, and BI tools.

How often does data sync?

Cube syncs data on a schedule you control. Most teams sync daily, and more frequently for metrics that move during the day. You can also trigger a sync on demand.

How do table mappings stay accurate over time?

Cube’s Data Manager agents keep mappings accurate as data changes. When schemas change or new tables appear, Cube's Data Manager agents propose the mapping with a confidence score, and finance approves or adjusts it. Every change is logged, so the model stays clean and auditable.

Can I keep working in Excel or Google Sheets?

Yes. Cube's patented bi-directional sync fetches live drivers and actuals into your spreadsheets and publishes plan inputs back to the governed model, so the spreadsheet stays a first-class surface rather than a copy.

Can we build our own agents on Cube?

Yes. The Cube MCP Server speaks the open Model Context Protocol, so your platform team can point any agent framework at the governed model. Custom agents inherit the same role-based access, audit trail, and transaction lineage the FP&Agents use.

Still have questions? See it on your own numbers.
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