Agentic FP&A Workspace for Strategic Finance Teams

Q: Can Cube support complex, multidimensional financial models?

Yes—Cube supports unlimited dimensions with structured hierarchies, so you can model by department, product, region, customer segment, or any other dimension your business needs. This gives finance teams flexibility to plan and forecast with the structure required for accuracy and governance.

Where it fits

The Workspace is the hub. The platform is the network.

Cube unifies your data into one decision-ready layer, then delivers it everywhere your team works. The Workspace is where it all comes together.

◆ The Decision-Ready Data Layer

One source of truth. Synced everywhere finance lives.

Unified data from every system, governed and traceable. The foundation that powers every workflow, every report, and every AI insight across your stack.

You are here

Workspace

Browser-based hub. Dashboards, reports, plans, agents — all in one place.

Spreadsheet

Excel & Sheets

Patented bi-directional sync. Your models stay. Live data flows both ways.

Presentations

PowerPoint & Slides

Board decks with live data. Refresh once. Every chart ties out.

Messaging

Slack & Teams

Ask questions in chat. Get governed answers, traced to the GL.

MCP Server

Claude, ChatGPT, Gemini

AI-ready data at every endpoint. Connect in under two minutes.

Same data. Same governance. Everywhere work happens.

Inside the workspace

Built for how finance actually works.

A clean, intuitive interface that brings your entire financial picture into focus — without forcing your team to abandon what they already know.

Agentic Dashboards

Real-time visibility into every KPI, every variance, every trend. Updated the moment your source data changes.

Custom dashboard builder

Drill from chart to transaction

Auto-refresh from connected sources

Instant Analysis

Slice by department, product line, or cost center. Click any number, drill to the transaction. Get answers in seconds, not days.

Variance with auto-commentary

Multi-dimensional pivots

Trace to Transaction on every figure

Connected Data

One source of truth, unified from every source system. ERP, CRM, HRIS — all synchronized. No manual pulls. No copy-paste.

No-code data integration

Smart Mapping by The Data Manager

Full audit trail and lineage

Core workflows

Everything you'll do in Cube.

From budgeting to board prep — the workflows that drive your finance lifecycle, all in one workspace.

01 — Plan & Forecast

Build plans the business can move on.

Driver-based budgets. Rolling forecasts. Multi-scenario models. Adjust an assumption and watch your entire plan recalculate live — no consultant required.

Side-by-side scenarios Compare base, upside, and downside in one view.
Driver toggles Drag a slider, see the P&L impact in real time.
Variance flagged automatically The Analyst surfaces what changed and why.

FY26 Forecast Scenarios

● Live

Conservative

$182M

−8.2% vs plan

Base Case

$198M

+0.5% vs plan

Upside

$215M

+9.1% vs plan

New ARR

$32M

$48M

$62M

Net Retention

98%

112%

125%

Headcount

285

340

395

02 — Analyze & Report

Variance explained before the meeting starts.

Pull board-ready reports in minutes. The Analyst flags anomalies, drafts commentary, and traces every figure back to the transaction. You bring the strategic narrative.

Smart Analysis Root-cause variance with drillable insights.
Custom report builder Drag, drop, refresh. No code required.
One-click export to PowerPoint Decks that auto-refresh with the latest numbers.

Variance Analysis — March

AI Generated

Subscription Rev

$14.2M

$13.0M

+9%

Cost of Revenue

$4.6M

$4.2M

+10%

S&M

$5.8M

$6.1M

−5%

R&D

$3.9M

$3.8M

+2%

◆ AI Commentary

COGS variance driven by AWS overage in Enterprise tier (+$340K). Mitigated by S&M underspend on cancelled Q1 conference (−$280K).

03 — Collaborate in real time

Your team. One source of truth.

Department heads update their forecasts. You see them live. Cell-level comments, approval workflows, and a full audit trail on every change. No more "is this the latest version?"

Multi-user editing Real-time presence. No file locking.
Cell-level security CFO sees all. VPs see their cost center. Auditors see read-only.
Approval workflows Route, review, approve. Everything logged.

Q2 Budget — Marketing

CR

JM

SP

+2

Paid Search

$420K

JM

Approved

Events

$280K

SP

Review

Content

$165K

CR

Draft

CR

Christina R. 2m ago • on Events $280K

Bumping events budget by $40K to cover the Salesforce conference Sarah flagged. Will adjust Content to compensate.

Reply Approve Resolve

How it works

From signed contract to decision-ready data.

Three steps to a finance function that runs faster, with cleaner numbers and a tighter feedback loop.

1

Connect your data

Point Cube to your ERP, CRM, HRIS, and data warehouse. We unify fragmented data into one clean, decision-ready layer.

No-code · Days, not months

2

Build your workspace

Set up dashboards, models, and reports. Or keep building in Excel — the patented sync keeps everything aligned.

No consultants · Finance-owned

3

Share & act

Push insights to board decks, Slack, or your AI assistant. Every number traces back to the GL transaction.

Trace to Transaction · Everywhere

FP&Agents

Your finance team, amplified by autonomous agents.

Sixteen purpose-built agents across four teams. Working on your data, your business logic, your chart of accounts — while you sleep.

Live

Data Integrity

The Data Manager

Orchestrates data from every source system. Reconciles, validates, and keeps your data clean and decision-ready. You never manage manual pulls again.

Smart Mapping Bulk Edit Reconciliation

Live

Reporting & Analysis

The Analyst

Runs variance analysis, flags anomalies, drafts commentary. Variance explained before the meeting starts. Insight without the busywork.

Smart Analysis Anomaly Detection Natural Language Q&A

Live

Planning & Modeling

The Planner

Builds forecasts from historical patterns and driver assumptions. Adapts when conditions change. Rolling plans that stay ahead of the business.

Smart Forecasting Scenario Modeling Dashboard Builder

Live

Strategic Communication

The Business Partner

Builds board decks, investor narratives, and executive presentations. Tells the story behind the numbers. Cross-functional alignment, without the chase.

Board Builder Deck Builder Narrative Generation

AI you can trust

General AI is probabilistic. Finance is deterministic.

Cube closes the gap. Every AI-generated insight maps back to the specific GL transaction. No black boxes. No hallucinations.

◆ Trace to Transaction

Click any number. Land on the transaction.

A board slide shows 12% growth. Click it. Cube drills past the summary, past the formula, all the way to the specific GL entries.

1

AI Insight Q1 Travel up 12% YoY

+$87K

2

Calculation Sum(Travel) Q1 vs PY

$812K

3

GL Transaction Delta Airlines · 03/14

$450

Unified data

Normalizes and connects data across every source system into one clean, decision-ready layer.

The right context

Semantic intelligence that understands YOUR COGS formula, YOUR cost center hierarchy, YOUR approval rules.

Enterprise governance

Cell-level security, full audit trails, transaction lineage. RBAC and SOC 2 by default.

Cube MCP Server

Decision-ready data, at every AI endpoint.

Your team uses Claude. ChatGPT. Gemini. Cube's MCP Server connects your governed financial data to all of them — in under two minutes. Same data. Same governance. AI-ready everywhere.

C

Claude Connected · 142 queries today

● Live

G

ChatGPT Connected · 89 queries today

● Live

G

Gemini Connected · 56 queries today

● Live

Built for trust

Numbers your board can defend.

From high-growth startups to publicly traded companies, finance teams rely on Cube to tell the story behind their numbers.

80%

less time on manual reconciliation

5x

faster reporting cycles

SOC 2

enterprise governance + RBAC

What is the Cube Platform? +

Cube is an FP&A platform that connects your source systems, spreadsheets, and workflows into one centralized, collaborative environment. It helps finance teams streamline planning, reporting, and analysis without giving up the tools they already trust, like Excel and Google Sheets.

Can Cube support complex, multidimensional financial models? +

Yes — Cube supports unlimited dimensions with structured hierarchies, so you can model by department, product, region, customer segment, or any other dimension your business needs. This gives finance teams flexibility to plan and forecast with the structure required for accuracy and governance.

Does Cube work with both Excel and Google Sheets? +

Yes, Cube offers apps for both Excel and Google Sheets. Your team can continue working in the tools they already know while Cube adds structure, automation, and data governance behind the scenes.

How does Cube use AI to support finance workflows? +

Cube's AI Analyst is accessible in both Slack and Teams, providing real-time answers to common business questions. It accelerates analysis, reduces reporting bottlenecks, and empowers business users to self-serve insights. In the Cube Workspace, Cube uses AI to deliver generative forecasts and instant variance analyses.

Is Cube secure and compliant for enterprise finance teams? +

Yes, Cube is SOC 2 Type II certified, GDPR-compliant, and built on secure AWS infrastructure. With role-based permissions, audit logs, and encryption at rest and in transit, Cube meets the security and compliance needs of finance teams at scale.

Does Cube offer dashboards? +

Yes, dashboards are available in your Cube Workspace. They offer a personalized, visual overview of your most vital data, allowing you to gauge your company's health quickly. For example, you may want to instantly view month-to-date expenses against your projected budget, highlighting areas that might require attention.

Your command center, ready when you are.

See decision-ready data flowing through your workspace. See your team move at the speed of the business — without losing control.

Get a demo Talk to a Finance Expert

Your financial command center.

The Workspace is the hub. The platform is the network.

One source of truth. Synced everywhere finance lives.

Workspace

Excel & Sheets

PowerPoint & Slides

Slack & Teams

Claude, ChatGPT, Gemini

Built for how finance actually works.

Agentic Dashboards

Instant Analysis

Connected Data

Everything you'll do in Cube.

Build plans the business can move on.

Variance explained before the meeting starts.

Your team. One source of truth.

From signed contract to decision-ready data.

Connect your data

Build your workspace

Share & act

Your finance team, amplified by autonomous agents.

The Data Manager

The Analyst

The Planner

The Business Partner

General AI is probabilistic. Finance is deterministic.

Click any number. Land on the transaction.

Unified data

The right context

Enterprise governance

Decision-ready data, at every AI endpoint.

Numbers your board can defend.

Your command center, ready when you are.

Schedule a Demo.