CUBE FOR CFOS

The Financial Intelligence Platform for Modern CFOs

Q: Is Cube's AI trustworthy for board-level reporting?

Yes. Unlike generic AI, Cube's FP&Agent Suite is purpose-built for finance. Every answer is grounded in your chart of accounts and business logic, with full audit trails and role-based access controls.

Cube is an AI-powered financial intelligence platform that gives CFOs trusted answers, instant scenario modeling, and board-ready packages, directly in Excel, PowerPoint, Slack, and AI assistants.

Your board expects real-time answers. Your team is buried in spreadsheets. Cube bridges the gap.

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Over 500 organizations including Google, Procter & Gamble, and Wealthfront trust Cube.

THE REALITY

You didn't become CFO to chase down numbers

Days Lost to Data Wrangling

You're pulling actuals from your ERP, reconciling in Excel, and reformatting for the board. By the time the deck is done, the numbers are already stale.

Disconnected Systems, Inconsistent Answers

Your CRM says one thing, your ERP says another, and your team's spreadsheets say a third. You're spending more time reconciling than analyzing.

Generic AI You Can't Trust

You've tried asking ChatGPT about your financials. No business logic, no audit trail, no idea what your chart of accounts even looks like. Not board-ready.

HOW CUBE FIXES THIS

The financial intelligence platform built for your office

THE ANALYST + THE STRATEGIST

Walk into every board meeting with answers, not apologies

Cube syncs actuals from your ERP, CRM, and HRIS into board-ready templates that update automatically. AI-generated variance commentary explains the "why" behind every number, so you can answer follow-up questions on the spot. See executive reporting →

THE PLANNER

Run scenarios in minutes, not days

Build forecasts and test assumptions directly in Excel or Google Sheets with Cube's patented bi-directional connectivity. The Planner agent powers smart forecasting so you can model best-case, worst-case, and everything in between. See scenario modeling →

THE DATA MANAGER

One set of numbers everyone trusts

Cube unifies financial data across every entity, currency, and system into a trusted layer with role-based access and full audit trails. When you present a number, you know it's the right number. So does your auditor. See data management →

See how Cube handles your next board package

Watch how CFOs go from scattered data to board-ready decks with live numbers in minutes.

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WHAT CUSTOMERS ARE SAYING

Real results from real finance teams

"Cube is not just a finance solution, it's how our business understands itself."

Tecovas

90%

Reduction in board prep time

500+

Organizations trust Cube

Days

To go live, not months

TRUSTED BY LEADING FINANCE TEAMS

Google P&G Wealthfront Cracker Barrel

Built by Christina Ross, a three-time CFO who designed the platform she wished she'd had. Our story →

Cube customers report spending over half their time on strategic analysis instead of data assembly, with board packages delivered in minutes instead of days.

Join 500+ finance teams who trust Cube

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The Finance Layer for AI

Your AI Needs a Finance Layer to Be Trustworthy

Generic AI can't do math, hold a data model, or enforce access controls. Cube gives AI the structure, accuracy, and controls it needs to deliver answers a CFO can stand behind. Learn more about Cube AI →

	AI + Raw Data	AI + Cube
Data Source	Raw, single-source	Consolidated across ERPs, CRM, HRIS
Business Logic	No hierarchy or rules	Semantic model with auditable calcs
Access Control	Anyone sees everything	Role-based for users and AI agents
Time Horizon	Backward-looking only	Actuals + budgets + forecasts + scenarios
Auditability	No trail or controls	Full audit trail, system of record
AI Capability	Generic, no finance knowledge	FP&Agents: analyst, planner, strategist

Cube MCP Server: Connect your trusted financial data to any AI assistant (Claude, ChatGPT, Copilot) in under two minutes via secure OAuth. Role-based permissions carry through, so AI only accesses data each user is authorized to see. Every AI-generated insight includes a full audit trail back to the source transaction. Learn more →

WHY CUBE IS DIFFERENT

Your Team Adopts It in Days. You Get Board-Ready Numbers Immediately.

Most FP&A platforms force your finance team into a proprietary interface, creating a new bottleneck between you and your numbers. Cube works inside the tools your team already uses (Excel, PowerPoint, Slack), which means adoption in days, not months, with no consultant dependency. And unlike generic AI that hallucinates financial data, Cube's AI agents understand your chart of accounts and business logic, so every answer is sourced, auditable, and trustworthy enough for the board.

Cube connects your ERP, CRM, and HRIS with no-code integrations your finance team manages independently. No IT dependency, no retraining, no rip-and-replace. Your existing Excel models, PowerPoint templates, and reporting workflows stay intact. See why finance teams choose Cube →

HOW IT WORKS

From fragmented to strategic in three steps

Connect your data

Sync your ERP, CRM, HRIS, and spreadsheets in hours. No IT project required. See integrations →

→

Plan and analyze

Build models in Excel or Sheets. Let FP&Agents handle forecasts, variances, and commentary.

→

Lead with confidence

Deliver board-ready reports with audit trails. Answer any question with drill-down detail.

FREQUENTLY ASKED QUESTIONS

What CFOs Ask About Cube

What does Cube do for CFOs?+

Cube is an AI-powered financial intelligence platform that gives CFOs trusted answers, instant scenario modeling, and board-ready packages from a single source of truth. It centralizes data from your ERP, CRM, and HRIS, then delivers it directly into Excel, PowerPoint, Slack, and AI assistants, so your finance team spends their time on strategy, not data assembly.

How does Cube handle multi-entity consolidation?+

Cube consolidates across entities, currencies, and chart of accounts structures automatically. Intercompany eliminations and currency conversions happen in real time, with full audit trails on every transaction. Connected sources (ERP, CRM, HRIS, billing) sync automatically, so your consolidation is always current. See data management →

Is Cube's AI trustworthy for board-level reporting?+

Yes. Unlike generic AI that hallucinates, Cube's FP&Agent Suite is purpose-built for finance. Every answer is grounded in your chart of accounts and business logic, with full audit trails and role-based access controls. AI-generated variance commentary and scenario analysis are sourced and traceable to the underlying data. See Cube AI →

How long does it take to implement Cube?+

Most finance teams go live with Cube in days, not months. No-code integrations connect your ERP, CRM, and HRIS in hours, and your team keeps working in Excel, Google Sheets, and PowerPoint with zero retraining. No IT dependency, no consultant-heavy implementation, no rip-and-replace.

Is Cube SOC 2 certified?+

Yes. Cube is SOC 2 Type II certified with enterprise-grade security, role-based permissions, full audit trails, and encryption at rest and in transit. Every number is traceable from the board deck back to the source transaction, and access controls ensure each user only sees the data they're authorized to view.

How is Cube different from Anaplan, Adaptive, or Vena?+

Most legacy FP&A platforms force your team into a proprietary interface that requires months of implementation and ongoing consultant dependency. Cube is workflow-native: it works inside Excel, Google Sheets, PowerPoint, Slack, and Teams. Your team adopts it in days because they never leave the tools they already know. And unlike those platforms, Cube's FP&Agent Suite provides purpose-built AI that understands your chart of accounts and business logic, not a generic chatbot. See why finance teams choose Cube →

Stop firefighting. Start leading.

See how Cube gives CFOs the trusted intelligence they need to drive strategy, not just report on it.

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SOC 2 Type II Certified · 500+ Organizations · Live in Days, Not Months · No Consultant Dependency

The Financial Intelligence Platform for Modern CFOs

You didn't become CFO to chase down numbers

Days Lost to Data Wrangling

Disconnected Systems, Inconsistent Answers

Generic AI You Can't Trust

The financial intelligence platform built for your office

Walk into every board meeting with answers, not apologies

Run scenarios in minutes, not days

One set of numbers everyone trusts

See how Cube handles your next board package

Real results from real finance teams

Join 500+ finance teams who trust Cube

Your AI Needs a Finance Layer to Be Trustworthy

Your Team Adopts It in Days. You Get Board-Ready Numbers Immediately.

From fragmented to strategic in three steps

Connect your data

Plan and analyze

Lead with confidence

What CFOs Ask About Cube

Stop firefighting. Start leading.

Schedule a Demo.