Cube is the AI-powered financial intelligence platform that gives controllers a single source of truth for close and consolidation.
Multi-entity roll-ups, intercompany eliminations, and audit-ready reporting happen automatically, with patented bi-directional sync directly into Excel and Google Sheets.
Trusted by 500+ organizations including The YMCA, Valvoline, and Wealthfront.
Close and consolidation software automates the month-end and quarter-end financial close process, including multi-entity roll-ups, intercompany eliminations, chart of accounts alignment, and reconciliation.
Cube is an AI-powered financial intelligence platform that handles close and consolidation directly in Excel and Google Sheets, with patented bi-directional sync, full audit trails, and SOC 2 Type II certification.
Unlike dedicated close-management tools that focus solely on task workflows and reconciliation, Cube combines close and consolidation with planning, forecasting, and AI-powered analysis in a single platform.
THE REALITY
You're pulling actuals from the ERP, chasing department leads, and reconciling sub-ledgers across entities. By the time numbers tie, a new close is starting.
Version control means naming files "FINAL_v3_REAL." When auditors ask how a number changed, you're scrolling through email threads.
Board packages pull from five different spreadsheets, each with its own logic. One late adjustment and the whole chain breaks. You catch it at 11 PM, not 11 AM.
HOW CUBE FIXES THIS
Cube automates the data assembly that consumes most of a controller's close cycle. It syncs actuals from ERPs like NetSuite and QuickBooks, aligns charts of accounts across entities, handles FX conversions and intercompany eliminations, and produces consolidated financial statements.
Every number is traceable from the board slide to the original transaction, with role-based access and SOC 2 Type II compliance.
Controllers work directly in Excel and Google Sheets through Cube's patented bi-directional sync, with no new interface to learn and no consultant dependency.
Cube syncs actuals from your ERP, CRM, and HRIS into one trusted platform. Multi-entity roll-ups, eliminations, and chart of accounts alignment happen automatically, with patented bi-directional spreadsheet connectivity.
Role-based access, full audit trails, and SOC 2 Type II certification. When auditors ask questions, drill from summary to transaction detail in a single click.
Cube's Analyst agent delivers instant variance analysis with root cause drill-downs. The Drilldown Agent digs through transaction data to explain what changed and why. Purpose-built for finance, not a generic chatbot.
SOC 2 Type II certified with full audit trail from consolidated statement to original transaction. See how Cube automates your close.
HOW IT WORKS
Two-way sync with your ERP, GL, and spreadsheets. Live in hours, not months.
Automated roll-ups, reconciliation, and AI-powered anomaly detection.
Board-ready packages synced to live data, with full audit trails built in.
WHAT CONTROLLERS ARE SAYING
"It’s changed our business and allowed us to plan for the future and be much more conscious of our spending in a way that simply didn't exist before"
BlueWind Medical
Built by Christina Ross, a three-time CFO who designed the platform she wished she'd had.
Spreadsheets got you through every close, but they can't scale. Version control is manual, audit trails live in email threads, and one late adjustment can break a consolidation chain you spent three days building. Dedicated close-management tools like BlackLine and FloQast add task tracking and reconciliation workflows, but they don't extend to planning, forecasting, or AI-powered analysis, and they come with months of implementation.
Cube gives controllers the structure of an enterprise close platform with the speed and flexibility of a spreadsheet-native tool.Multi-entity consolidation, intercompany eliminations, and automated roll-ups happen inside the Cube Finance Layer while controllers continue working in Excel and Google Sheets through patented bi-directional sync. Every number is traceable from the board slide to the original transaction, with SOC 2 Type II compliance, role-based access, and full audit trails that log every change, every user, and every reason.
And unlike generic AI that approximates financial answers, Cube's AI Analyst reads your chart of accounts, your entity hierarchy, and your business logic. The variance explanation it delivers is sourced, auditable, and drillable to the transaction level.
Your consolidated P&L updates in Excel the moment actuals sync from NetSuite. Board packages refresh in PowerPoint with live numbers and AI commentary. When the CFO asks "Why is T&E over budget?" in Slack, Cube's AI Analyst answers with a sourced variance explanation, not a guess. Every surface pulls from one trusted data layer with patented bi-directional sync, full audit trails, and SOC 2 Type II certification.
AI Assistants include: Claude · ChatGPT · Copilot via Cube MCP Server
AI Built for Finance
General-purpose AI can't reconcile a sub-ledger, explain why an account doesn't tie, or trace a variance to its source transaction. Cube's FP&Agent Suite is purpose-built for the work controllers actually do.
Explains budget-vs-actual variances with root-cause breakdowns and transaction-level drill-down. Ask "Why is T&E $47K over budget?" and get a sourced answer in seconds, not a manual investigation.
Maps, normalizes, and unifies data from every source system, including multiple ERPs and GLs, into one trusted layer. Chart of accounts alignment and intercompany eliminations happen automatically.
ERP, GL, sub-ledgers, spreadsheets
Normalizes, validates, and routes to the right FP&Agent
LLMs, Slack, Teams, Excel, Sheets, browser
Every AI-generated insight connects to your live data through the Cube MCP Server, which provides a secure, role-based gateway to any AI assistant your team uses, including Claude, ChatGPT, and Copilot. Answers are mathematically traceable, fully auditable, and governed by the same access controls that protect your financial statements.
Controllers evaluating close software typically choose between dedicated close-management platforms like BlackLine or FloQast and FP&A platforms with built-in close capabilities like Cube. Dedicated tools excel at task management and reconciliation workflows but don't extend to planning, forecasting, or AI-powered analysis.
Cube provides multi-entity consolidation, automated intercompany eliminations, and full audit trails alongside FP&A capabilities like scenario modeling, variance analysis, and AI agents that understand the company's chart of accounts. Because Cube works inside Excel and Google Sheets with no proprietary interface, implementations go live in days rather than the months required by enterprise close platforms.
Frequently Asked Questions
Cube gives controllers a single platform for close, consolidation, and financial reporting. It syncs actuals from ERPs and sub-ledgers, automates multi-entity roll-ups and intercompany eliminations, and produces audit-ready financial statements directly in Excel and Google Sheets. Cube's AI Analyst explains variances with root-cause drill-downs, and every number is traceable from the consolidated view to the original transaction with a full audit trail.
Cube consolidates financial data across multiple entities, currencies, and source systems into a single trusted layer. Chart of accounts alignment, FX conversion, and intercompany eliminations happen automatically within the platform. Controllers can drill from a consolidated total down to transaction-level detail in a single click, and every consolidation step is logged with a full audit trail.
Yes. Cube is SOC 2 Type II certified with enterprise-grade security including role-based access controls, full audit trails, data encryption, and version control. Every change to financial data is logged with the user, timestamp, previous value, and reason, so controllers can answer auditor questions immediately without searching through email threads or file versions.
Cube implementations go live in days, not months. The platform works inside existing Excel and Google Sheets workflows, so there is no migration to a new interface and no consultant dependency. Controllers connect their ERP and GL through no-code integrations, map their chart of accounts, and begin consolidating immediately.
Yes. Cube's AI Analyst identifies the root causes behind budget-vs-actual variances and delivers sourced explanations with transaction-level drill-down. For example, if T&E is $47K over budget, The Analyst breaks down the drivers and lets the controller drill into the underlying 142 transactions. Every AI-generated explanation is traceable to source data.
BlackLine and FloQast are dedicated close-management platforms focused on reconciliation workflows, task tracking, and compliance. Cube provides close and consolidation capabilities alongside planning, forecasting, scenario modeling, and AI-powered analysis in one platform. Because Cube works inside Excel and Google Sheets with patented bi-directional sync, controllers keep their existing workflows while gaining centralized data, automated consolidation, and AI agents that understand their chart of accounts. Implementations go live in days with no consultant dependency.
Cube customers report spending more than half their time on strategic work instead of data assembly.
See how Cube gives controllers the trusted data, audit trails, and AI-powered analysis to close with confidence.