Cube is an AI-powered FP&A platform connecting Excel, ERPs, and CRMs for budgeting, forecasting, and reporting. See features, pricing tiers, and pros & cons.
Cube is a financial planning and analysis (FP&A) platform built to give finance teams a single governed source of truth without forcing them out of the tools they already use. It connects to ERPs, CRMs, HRIS systems, data warehouses, and billing platforms, then syncs that data bi-directionally into Excel, Google Sheets, and PowerPoint, and delivers workflows into Slack, Microsoft Teams, and BI tools like Power BI, Looker, and Tableau. An AI 'FP&Agent' suite (analyst, planner, and audit agents) is designed to automate data pulls, reconciliation, and report assembly, and to answer natural-language financial questions with an audit trail back to the source transaction. Cube covers the core FP&A workflow set: planning and forecasting, budgeting, month-end close and consolidation, variance analysis, board and investor reporting, multi-entity consolidation, workforce planning, and scenario/what-if modeling. It also offers an MCP server for secure integration with LLM tools such as Claude and ChatGPT/Copilot. The platform is aimed at CFOs, FP&A teams, Controllers, and CEOs across industries including SaaS, healthcare, manufacturing, financial services, nonprofits, real estate, and retail, and it states SOC 2 Type II and HIPAA compliance.