Cube

Cube

Paid

Spreadsheet-native FP&A platform that connects Excel and Google Sheets to real-time financial planning and AI analysis.

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What is Cube?

Cube is the AI-powered financial intelligence platform built for FP&A teams who want the freedom of spreadsheets with the power of a modern planning system. Its patented bi-directional sync connects Excel and Google Sheets directly to your ERP, CRM, and HRIS — so finance teams plan, model, and report in the tools they already know while Cube handles data integrity, version control, and automated consolidation beneath the surface. Cube's AI Analyst maps raw data into clean dimensional formats, the Generative Grid extracts KPIs across large datasets instantly, and FP&A Agents automate variance analysis, scenario planning, and board narrative creation. Used by thousands of finance teams across manufacturing, healthcare, retail, and SaaS.

Key Features

Bi-Directional Excel and Google Sheets SyncAI Analyst for Data MappingGenerative Grid for KPI ExtractionFP&A AI AgentsMulti-Scenario PlanningVariance Analysis AutomationERP and HRIS IntegrationReal-Time Reporting DashboardsCustom Dimensions and FormulasBoard Deck GenerationSlack and Teams AI AppsHeadcount ForecastingBudget Collection WorkflowsAudit Trail and Version ControlMCP Server for AI ToolsCollaborative PlanningSOC 2 Type II Compliance

Integrations

Other
Sage IntacctQuickBooksNetSuiteWorkday
CRM
Salesforce
Communication
SlackMicrosoft Teams
Data & Spreadsheets
Google SheetsExcel
Automation
Zapier

How to Use Cube

1Connect your ERP, CRM, and HRIS data sources to Cube
2Map your existing Excel or Google Sheets templates to Cube's planning engine
3Set up budget collection workflows for departmental input
4Use FP&A Agents to run variance analysis and scenario comparisons
5Push updated actuals and forecasts directly back into your spreadsheets

✅ Best For

  • Finance teams at startups and mid-market companies that have outgrown manual Excel consolidation but want to keep working in spreadsheets rather than learning an entirely new interface.
  • FP&A professionals who need to connect multiple data sources — ERP, CRM, HRIS — into a single governed planning layer without involving IT or writing code.
  • CFOs at growth-stage businesses who need scenario planning, real-time variance reporting, and board-ready narratives delivered faster than their current manual process allows.

❌ Not For

  • Large enterprises with hundreds of legal entities needing deep drill-down, unlimited dimensions, and full intercompany elimination capabilities that exceed what Cube's current data model supports.
  • Finance teams specifically looking for built-in headcount planning modules, as Cube's workforce planning capabilities are more limited compared to dedicated headcount tools.

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Pricing

EssentialsCustom (from ~$1,250/mo)
  • ✓Core planning and reporting for lean finance teams
PremiumCustom
  • ✓Integrations
  • ✓AI power
  • ✓and collaborative planning workflows
EnterpriseCustom
  • ✓Full-suite intelligence
  • ✓premium support
  • ✓and Cube MCP Server

Prompts to Try

What is the variance between actuals and budget for Q2 across all departments?

Build me a 3-scenario revenue forecast for next year

Which business unit is furthest from its annual target?

Summarize last month's P&L in plain language for the board

Pull headcount costs by department from our HRIS into the budget model

Use Cases

Edge Fitness Clubs uses Cube to model revenue and expense scenarios across dozens of gym locations — their lean two-person finance team presents risk-adjusted forecasts to executives in real time instead of submitting a static deck weeks after the numbers change.
A SaaS company's CFO connects Cube to Salesforce, NetSuite, and their HRIS, then runs the entire annual budget cycle inside Excel — teams submit their inputs via a Cube-powered template and consolidation happens automatically overnight.
A healthcare finance director asks Cube's AI agent a plain-language question about Q3 margin compression and receives a full variance breakdown with contributing factors identified in under two minutes.
A manufacturing finance team eliminated their bi-weekly manual export-to-spreadsheet routine — actuals from their ERP now flow into Cube and then push updated figures directly back into the board template each night.
A startup CFO uses Cube to build investor-ready financial models and scenario analyses faster, connecting their accounting system and CRM data into one clean view that updates itself as the month progresses.

Frequently Asked Questions