Webinar

The Agentic Finance Playbook for Modern FP&A

Transform the way your finance team works with AI — with governed data, autonomous FP&Agents, and every number traceable to the GL.

Date & Time

Thursday, May 21, 2026

EDT: 2:00 PM | PDT: 11:00 AM

Duration

Frame 5 (1)-2

Details

In this webinar, you'll see how Cube turns AI from a finance liability into a finance asset — with governed data, autonomous agents, and traceability all the way back to the GL. We'll cover:

Why the AI Trust Gap Is Finance's Biggest Risk Right Now

AI can be 80% right — and in finance, that's 100% wrong. We'll unpack how to close the AI trust gap so that you get the right answers 100% of the time.

How Cube Becomes the Agentic Finance Layer

Cube consolidates your ERP, CRM, HRIS, and spreadsheets into one clean, decision-ready layer — capturing the shadow data other platforms never see and giving every tool the business context it needs.

FP&Agents in Action

See the four teams of purpose-built agents running across Data Management, Analysis, Planning, and Business Partnering — from the Data Manager reconciling your GL to the Analyst explaining variance to the Business Partner drafting your board narrative.

Trace to Truth — Every Number, Defensible

Every AI-generated insight maps back to the specific GL transaction. We'll demo the drill-through from a board slide to a single line item, so every number you put in front of leadership can be defended.

The MCP Server — Your AI Stack, Finance-Literate

Connect Claude, ChatGPT, Copilot, and Gemini to your governed financial data in under two minutes. Every answer, traceable. No code. No consultants. No IT lift.

 

 

Speakers

Jim Bullis

VP of Solutions

Cube Software