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Cube

by Cube Software, Inc. · FP&A & Budgeting

AI-agent-driven FP&A platform for planning, forecasting and reporting inside Excel and Sheets.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with
NetSuiteSAPSage IntacctMicrosoft Dynamics 365 Business CentralQuickBooksXeroAcumatica
Deployment
Cloud
Company size
SMB, Mid-market
Pricing
Quote-based; fixed tiers withdrawn in 2026
Headquarters
New York City, United States

Overview

Cube is a financial planning and analysis (FP&A) platform, marketed as an agentic FP&A platform, that unifies data from ERPs, CRMs, HRIS systems, data warehouses and billing platforms into a governed data layer and layers AI agents on top to automate planning, forecasting, reporting and month-end close tasks. It is aimed at finance teams -- CFOs, FP&A analysts and controllers -- at high-growth and mid-market companies, and is built to work inside the spreadsheets teams already use rather than replace them.

The platform is organized around a central Cube Workspace (dashboards, an integration and governance hub, an FP&Agent suite of AI agents, and version-controlled collaboration) plus native add-ins for Excel, Google Sheets, PowerPoint, Slack and Microsoft Teams. A patented bi-directional connector lets users pull and push governed, multi-dimensional data directly in Excel or Sheets while preserving formulas and formatting. Cube also ships an MCP server that exposes governed, role-based-access data to Claude, ChatGPT, Copilot and Gemini for natural-language financial Q&A. Workflow coverage spans driver-based budgeting and forecasting, multi-entity consolidation with automated intercompany elimination and currency translation, workforce and headcount planning, variance analysis, and board and investor reporting with AI-generated commentary.

Cube is headquartered in New York City, with a hub in Toronto, and was founded by CEO Christina Ross, a former three-time CFO. The company has raised outside venture funding, including a 20 million dollar raise announced in 2026 that it said followed a Series B round and more than 400 percent top-line revenue growth. Cube reports serving hundreds of high-growth and mid-market companies including Miami Dolphins, Minnesota Wild, Cracker Barrel, Valvoline, Betterment and Crunchbase, and is SOC 2 Type II and HIPAA compliant.

Screenshots & demo

Screenshots sourced from Cube Software, Inc..

Modules & capabilities

Cube covers 36 of 54 capabilities we track in this category

67%
  • Annual budgeting workflowsTop-down, bottom-up or hybrid collaborative budgeting
    Supported
  • Rolling forecastsAI-assisted forecasting using historical patterns and seasonality
    Supported
  • Driver-based planning modelsDriver-based modeling for revenue, expenses and headcount
    Core strength
  • Top-down / bottom-up collaborative budgeting
    Core strength
  • Long-range / multi-year strategic planning
    Not evidenced
  • Cash flow forecasting
    Not evidenced
  • Profitability & margin analysis
    Not evidenced
  • Budget-vs-actual variance analysisBudget-vs-actuals variance with AI-generated root-cause commentary
    Core strength

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

Common use cases

  • Consolidating financials across multiple subsidiaries and currencies with automated intercompany elimination
  • Running driver-based revenue, expense and headcount forecasts inside Excel or Google Sheets rather than a standalone tool
  • Automating month-end close reconciliation, journal entries and consolidation
  • Producing board decks and investor updates with live data and AI-generated commentary in PowerPoint
  • Answering ad hoc finance questions and surfacing anomalies via Slack or Microsoft Teams
  • Explaining budget-vs-actuals variance with AI-generated root-cause analysis
  • Building headcount and compensation plans that link directly into the P&L

Strengths & considerations

Strengths

  • Works inside Excel and Google Sheets via a patented bi-directional connector rather than replacing spreadsheets with a standalone UI
  • MCP Server exposes governed, role-based-access financial data to Claude, ChatGPT, Copilot and Gemini for natural-language queries
  • Native connectors span traditional ERPs (SAP S/4HANA, NetSuite, Sage Intacct, Dynamics 365 Business Central) as well as newer AI-native ledgers such as Rillet and Campfire
  • FP&Agent suite of AI agents automates reconciliation, forecasting and report assembly on top of a single governed data layer
  • SOC 2 Type II and HIPAA compliant, hosted on AWS

Cube customer case studies

How companies use Cube alongside their ERP — pulled from Cube Software, Inc.'s published customer stories, with the ERP each customer runs where they state it.

Edge Fitness Clubs

Fitness · United States · SMB

Runs with Microsoft Dynamics GP2 weeks

Small team can now answer executive and board questions with greater detail and speed

Annual Savings
300000
Annual Savings
Hours Saved Weekly
10
Hours Saved Weekly
Time Saved Percentage
30-50%
Time Saved Percentage

Tecovas

Retail · United States · Mid-Market

All teams from stores to operations now own their numbers with finance oversight

Adoption Rate
100%
Adoption Rate
Time Saved Monthly
2-3 days
Time Saved Monthly

Outdoorsy

Technology · United States · Mid-Market

Runs with NetSuite

3-person team supports 3 growing entities with faster planning and deeper insight

Outlook Time Reduction
50%
Outlook Time Reduction
Planning Prep Reduction
50%
Planning Prep Reduction

Faherty Brand

Retail · United States · Mid-Market

Runs with NetSuite

All 80+ store P&Ls update in one click, can scale to 100 locations

Refresh Time Reduction
99%
Refresh Time Reduction
Data Check Time Reduction
67%
Data Check Time Reduction

Sky Ranch

Nonprofit · United States · Mid-Market

Runs with Sage Intacct

Nonprofit now reports accurately to 7 boards with confidence

Board Prep Reduction
95%
Board Prep Reduction
Hours Saved Annually
4000
Hours Saved Annually

Figment

Technology · SMB

Runs with NetSuite3 weeks

Tight forecasts within 2-3% of actuals with fast team onboarding

Training Time Reduction
95%
Training Time Reduction
Forecast Variance Reduction
85%
Forecast Variance Reduction

These customers also appear in ERP implementation stories

The same companies show up in our library of ERP implementation case studies — useful for seeing what the wider stack around this add-on looks like.

  • Tecovas · NetSuite ERP
  • Shelter Cymru · Sage 200 Professional

Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. See all 12 Cube case studies

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ERP integrations

Certified marketplace app
Reads from ERPDimensionsStatistical accountsActuals

Live listing on the Sage Intacct Marketplace. (Live on marketplace.intacct.com; validator's allowed Sage Intacct domain list does not include this live host, so recorded as prebuilt rather than certified.)

XeroCube
Certified marketplace app
Reads from ERPActualsFinancial data

Live listing on the Xero App Store, supporting one entity or many.

NetSuiteCube for NetSuite
Prebuilt connector
Reads from ERPChart of AccountsDimensionsCustom records/segments

Native connector via NetSuite API and saved searches; no SuiteApp Marketplace listing found.

SAPCube for SAP
Prebuilt connector
Reads from ERPGL dataFinancial rollups

Covers S/4HANA, Business One and ByDesign per vendor site; no SAP Store listing found.

Microsoft Dynamics 365Cube for Dynamics 365 Business Central
Prebuilt connector
Reads from ERPLedger dataDimensions

Vendor-documented native connector; no AppSource ERP-category listing found.

QuickBooksCube for QuickBooks Online
Prebuilt connector
Reads from ERPActuals from multiple QuickBooks Online files

Vendor-documented native connector; no QuickBooks App Store listing found.

AcumaticaCube for Acumatica
Prebuilt connector
Reads from ERPActuals

Vendor-documented prebuilt connector; no Acumatica Marketplace listing found.

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.

Pricing

Full Cube pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs

Model
Quote-based; fixed tiers withdrawn in 2026
Starting price
Reported from about $1,250/month
Free trial
No

Cube withdrew its published pricing tiers in 2026 and now quotes custom, with industry sources putting entry around $1,250 a month. It is Excel and Google Sheets native — finance keeps working in spreadsheets while Cube supplies the database, versioning and workflow behind them — placing it directly against Datarails at a comparable price point and well below Vena. Note that the product name collides with unrelated searches, so demand figures for 'Cube pricing' should not be taken at face value. Get an independent shortlist with pricing guidance below.

What does Cube cost?

Cube prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.

  • Named usersa per-seat subscription, so cost scales with how many people need access (10 of 15 vendors here).
  • Implementation & onboardinga one-off setup fee on top of the subscription, quoted against your scope (3 of 15 vendors here).

By submitting, you agree that ERP Research may share your details with matched ERP implementation partners, who may contact you about your enquiry. Privacy policy

4 of the 15 vendors we track in this category publish no list price at all.

Technical & security

Hosting
SaaS (multi-tenant, hosted on AWS)
Compliance
SOC 2 Type II, HIPAA

About the vendor

Headquarters
New York City, United States
Ownership
Private (venture-backed)

Alternatives to Cube in FP&A & Budgeting

Cube — frequently asked questions

Does Cube integrate with SAP?

Yes. Cube offers a native connector covering SAP S/4HANA, SAP Business One and SAP ByDesign, normalizing SAP data into finance-friendly rollups inside the platform.

Does Cube replace Excel or Google Sheets?

No. Cube is built to work inside the spreadsheets finance teams already use. Its patented bi-directional connector pulls and pushes governed, multi-dimensional data directly in Excel or Google Sheets while preserving existing formulas and formatting.

What AI capabilities does Cube offer?

Cube runs an FP&Agent suite of AI agents that automate data pulls, reconciliation and report assembly on a governed data layer. It also runs an MCP Server that connects that same governed, role-based-access data to Claude, ChatGPT, Copilot and Gemini for natural-language financial Q&A.

How is Cube priced?

Cube is priced across three tiers -- Bronze, Silver and Gold -- all requiring a sales quote rather than listing fixed prices. Every tier includes full platform access, custom roles, and unlimited dimensions, users and dashboards; higher tiers add collaboration integrations, workflow automation and premium support.

Is Cube SOC 2 and HIPAA compliant?

Yes. Cube has completed a SOC 2 Type II examination and states it is HIPAA compliant. The platform is hosted on AWS with encryption in transit and at rest, MFA, and SAML or Google SSO.

Compare Cube head-to-head

Free PDF · Vendor-neutral · No sales calls

The FP&A & Budgeting Buyer's Guide

Before you commit to Cube, see how it sits against the 15 FP&A & budgeting systems we track — on capability, ERP integration depth and what each one actually charges for.

FP&A & Budgeting Buyer's Guide

15 systems compared · 2026

ERP Research

  • Cube compared side-by-side with 14 alternatives
  • ERP integration checklist — what to verify before you shortlist
  • The pricing questions that change the quote
  • A Cube evaluation brief, included with the guide
Free Download

FP&A & Budgeting Buyer's Guide

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Cube publishes a list price, but the number you pay depends on volume, modules and integration scope. Tell us your setup and we'll come back with a realistic figure and the alternatives worth quoting against it.

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