Cube
VerifiedFinance · www.cubesoftware.com
Overview
Cube is a spreadsheet-native financial planning and analysis (FP&A) platform that lets finance teams build budgets, forecasts, and reports directly in Excel and Google Sheets via a patented bi-directional sync. It connects to ERP, HRIS, CRM, and data-warehouse sources to consolidate data and automate reporting, and has expanded into AI/agent-driven finance workflows. Founded in 2018 and based in New York, it serves finance teams from growing companies up to the enterprise.
The problem Cube solves
Finance teams at growing and enterprise companies lose days each month pulling actuals from ERP, HRIS, and CRM systems into disconnected spreadsheets to build budgets, forecasts, and board reports. Cube targets FP&A teams that want to keep the flexibility of Excel and Google Sheets rather than migrate to a rigid standalone planning tool, automating data consolidation and reporting while keeping the spreadsheet as the working surface.
Decision context
Use these points to test whether the product fits your operation, not just whether it has a long feature list.
- Published starting price: Free. Confirm user, usage, and feature limits for the plan you would actually buy.
- Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
- Verified integrations include Microsoft Excel, Google Sheets, NetSuite, QuickBooks, Xero, Sage Intacct. Validate sync direction and plan limits for the connections that matter.
- This record was last checked on 7/22/2026; pricing and features can change.
How to evaluate Cube
A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.
Workflow fit
The record describes it as a fit for Lean FP&A teams that want to keep working in Excel and Google Sheets, Growing companies consolidating data from multiple ERP/HRIS/CRM sources, Automating month-end reporting, budgeting, and forecasting. Check that this context matches the volume, roles, and processes your team needs it to support.
Pilot questions
- Can Cube complete the critical workflow without manual work outside the product?
- Do the recorded connections (Microsoft Excel, Google Sheets, NetSuite, QuickBooks) support the sync direction, permissions, and volume we need?
- What user, usage, storage, support, or security limits appear after the headline starting price?
Evidence and freshness
This record was checked on 7/22/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.
Best for
- Lean FP&A teams that want to keep working in Excel and Google Sheets
- Growing companies consolidating data from multiple ERP/HRIS/CRM sources
- Automating month-end reporting, budgeting, and forecasting
Not a fit if
- Teams needing BI-grade web dashboards on par with Power BI or Tableau
- Teams needing robust built-in headcount planning or a general ledger/accounting system
Why it’s listed
- Spreadsheet-native: bi-directional sync keeps planning in Excel and Google Sheets
- 50+ integrations across ERP, HRIS, CRM, and data warehouses for automated consolidation
- SOC 2 Type II with strong, consistent G2 and Capterra ratings
Pricing
Bronze
FreeEssential planning and reporting for growing finance teams getting started.
- Full platform access
- Custom roles
- Unlimited dimensions and users
- Unlimited dashboards
Silver
FreeCollaborative planning with integrations and AI power (most popular).
- Everything in Bronze
- Slack/Teams integration
- Workflow automation
- PowerPoint/Slides integration
- MCP integration
Gold
FreeFull-suite intelligence with premium support and custom modules.
- Everything in Silver
- Premium support
- All integrations and workflows
- Custom modules
- API access add-on
Features
Integrations
Security & compliance
Pros & cons
Pros
- Familiar spreadsheet workflow with native Excel and Google Sheets sync
- Fast implementation and low learning curve
- Responsive, knowledgeable customer support
- Consolidates data from many financial and operational sources into one view
Cons
- Web dashboarding is less sophisticated than Power BI or Tableau
- Limited native headcount planning capabilities
- Data imports can typically only be scheduled once per day
- Some connection difficulties with certain systems (e.g., NetSuite); Excel reports need heavy formatting
What we found
Reviewers praise the familiar spreadsheet-based workflow, quick implementation, and responsive support, while noting weaker native dashboards, limited headcount planning, and restrictive once-daily data refresh.
Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.
User reviews
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