Cube
Cube Planning, Inc. is a New York-based software company that sells a spreadsheet-native, AI-powered FP&A platform to enterprise and mid-market finance teams, syncing clean financial data into Excel, Google Sheets, Slack, and AI assistants via its patented bi-directional sync and MCP Server.
- Company typePrivate
- Founded2018
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Cube does
Cube Planning, Inc. (operating as Cube) is a New York-based software company that sells a cloud-based, spreadsheet-native Financial Planning and Analysis (FP&A) platform to enterprise and mid-market finance teams. The platform sits on top of a structured Cube Data Engine that harmonizes financial data from connected ERPs, BI tools, and general ledgers, and surfaces it through the Cube Workspace (a dashboard, variance, scenario, and cash-flow command center) with patented bi-directional sync into the tools finance teams already use — Excel, Google Sheets, PowerPoint, Slides, Slack, and Teams. In 2025 the company repositioned the product as the "Agentic Finance Layer for FP&A," introducing four teams of AI agents (Data Integrity, Analysts, Planners, Business Partners) and an enterprise-grade Cube MCP Server that exposes clean financial data to external AI assistants including Claude, ChatGPT, Microsoft Copilot, Cursor, and Lovable. The platform is SOC 2 Type 2 and HIPAA compliant, serves customers in nine vertical segments (SaaS/Software, Financial Services, Healthcare, Manufacturing, Nonprofits, Real Estate, Retail, Multi-Location, Business Services), and supports roles spanning CFOs, FP&A teams, Controllers, and CEOs.
The company generates revenue through recurring SaaS subscriptions sold primarily via a demo-led, sales-led enterprise motion with annual contracts at quote-based pricing (not publicly disclosed), supplemented by a product-led growth funnel of free Excel and Google Sheets templates (cash flow, SaaS revenue model, budget vs. actuals, OpEx, headcount, rolling 12-month forecast, 3-statement model, CapEx planning) that can be connected to live Cube data. Distribution combines direct sales, a self-serve customer portal with Okta/SAML SSO, and an emerging partner/reseller channel. Cube has raised $45 million in venture funding across three rounds (2020 seed of $5M led by Bonfire Ventures, 2021 Series A of $10M led by Mayfield Fund, 2022 Series B of $30M led by Battery Ventures) and employs 101-250 people. Named customers include Block, Betterment, Wiz, Cracker Barrel, Miami Dolphins, Minnesota Wild, Hard Rock Cafe, Valvoline, Docebo, Crunchbase, Unbounce, YMCA, and Goodwill, among 40+ public logos across industries. Strategic technology partners include Microsoft (regulatory compliance automation), Rillet (AI-powered GL data integration), AWS (cloud hosting), Okta (enterprise SSO), Google (analytics and SSO), and HubSpot (marketing stack).
Cube firmographics
Firmographics- Name
- Cube
- Legal name
- Cube Planning, Inc.
- Website
- https://cubesoftware.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Cube Planning, Inc. is a New York-based software company that sells a spreadsheet-native, AI-powered FP&A platform to enterprise and mid-market finance teams, syncing clean financial data into Excel, Google Sheets, Slack, and AI assistants via its patented bi-directional sync and MCP Server.
- Ownership category
- akta.pro rank
Cube industry classification
Industry- Product category
- Financial Planning & Analysis (FP&A) Software
- NAICS
- Software Publishers (5132), Custom Computer Programming Services (541511), Software Publishers (513210)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Data Platform (Unified Data & Analytics) Suites (HDAEABAD)
- akta.pro secondary industries
- Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH), B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
Keywords
Where Cube is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Cube business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- Subscription software (SaaS): Cube is sold as a cloud-based SaaS FP&A platform on recurring subscription contracts to enterprise and mid-market finance teams. A free demo and "GET A DEMO" sales motion, dedicated pricing page, and portal login (portal.cubesoftware.com) indicate tiered subscription plans. Pricing is not publicly disclosed.
- Free-to-paid template funnel: Free Excel/Google Sheets templates (cash flow, SaaS revenue model, budget vs. actuals, OpEx planning, headcount planning, etc.) capture leads and demonstrate value; users can upgrade to Cube by connecting templates to live Cube data.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Quote-based / Not publicly disclosed |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels11 records
Cube product offering
Product offeringCore offering
Cube sells a cloud-based, spreadsheet-native FP&A platform branded as the "Agentic Finance Layer," which bi-directionally syncs clean, decision-ready financial data into Excel, Google Sheets, PowerPoint, Slides, Slack, Teams and AI assistants. The platform combines a structured Data Engine, a Workspace command center, four teams of FP&A AI agents, and a Cube MCP Server that delivers trace-to-transaction financial intelligence to enterprise and mid-market finance teams.
Product overview
Cube Planning, Inc. sells a single unified product called the Cube Platform, branded as the "Agentic Finance Layer for FP&A." At its core sits the Cube Data Engine (structured, real-time planning), surfaced through the Cube Workspace (dashboards, variance, scenario and cash-flow views) and extended by the AI for FP&A layer of FP&A Agents — four teams of agents for Data Integrity, Reporting & Analysis, Planning & Modeling, and Strategic Communication. The Cube MCP Server connects that clean, traceable financial data to every AI assistant the customer uses (Claude, ChatGPT, Copilot, Cursor, Lovable), while Cube Integrations deliver bi-directional sync into Excel, Google Sheets, PowerPoint, Slides, Slack and Teams. Cube also exposes a public API via the Developer Center, ships role-based editions (Cube for CFOs, FP&A, Controllers, CEOs), and offers a free library of Excel templates (Cash Flow Statement, SaaS Revenue, Budget vs. Actuals, OpEx, Headcount, etc.) that work standalone or as live inputs into Cube.
Differentiator
Problem solved
Functional benefit
Products and services
- Cube Platform (Agentic Finance Layer)
- Cube Spreadsheet Templates
Companies that use Cube
Customer profileNamed customers45 records
Segments13 records
Ideal customer profiles2 records
Cube technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
AI capability12 records
Feature6 records
Cube partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and flagship.
- RilletcorePartnership announced 2025-12-04 to integrate Rillet's structured general ledger data into Cube's AI-driven financial analysis platform. The integration provides real-time, automated insights and forecasts for modern finance teams, streamlining financial planning and analysis processes.
- MicrosoftflagshipCUBE partnered with Microsoft for regulatory compliance automation, as reported in the WealthStack Roundup by WealthManagement.com. The integration positions Cube to automate compliance workflows within Microsoft-powered finance environments.
- Amazon Web Services (AWS)coreAWS serves as Cube's cloud hosting provider. Per the Privacy Policy, all of Cube's data and infrastructure items are hosted on U.S.-based servers with redundancy, monitored capacity planning, and end-to-end security/privacy features.
- Google (Google Analytics, Google Ads)coreGoogle provides analytics and advertising services to Cube: Google Analytics for site analytics, Google Ads remarketing and Google Display Network impression reporting for behavioral targeting and re-marketing.
- HubSpotcoreHubSpot provides tracking and analytics services that analyze how users interact with and use the Cube Site, compile relevant data, and generate reports on these activities. Also used for marketing/email communications.
- OktacoreOkta is integrated as an enterprise Single Sign-On (SSO) provider for the Cube Workspace portal. The customer login page surfaces "Sign in with Okta" and SAML SSO options to support enterprise authentication and identity management.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Cube competitors and assessment
Company assessmentDirect peers
- Vena Solutions: Vena is the most directly comparable spreadsheet-native FP&A platform, offering Excel- and Google Sheets-based planning, budgeting, and reporting for mid-market and enterprise finance teams. Like Cube, Vena bridges Excel workflows with structured planning data and targets CFOs and FP&A leaders with a templated, no-consultants model.
- Pigment: Pigment is a modern, AI-enabled FP&A and business planning platform targeting mid-market and enterprise finance teams with driver-based modeling, scenario planning, and integrated forecasting. It competes head-to-head with Cube for the same CFO/FP&A buyer and has raised significantly larger and more recent funding rounds.
- Planful: Planful (formerly Host Analytics) is a cloud FP&A platform offering budgeting, forecasting, close, and financial reporting for mid-market and enterprise finance teams. It targets the same CFO/FP&A buyer as Cube with continuous planning, scenario modeling, and an established enterprise install base.
- Datarails: Datarails is an FP&A platform purpose-built for finance teams that want to keep working in Excel while automating data consolidation, reporting, and analysis. It directly competes with Cube in the spreadsheet-native FP&A niche, particularly for SMB and mid-market buyers.
Broad incumbents
- Workday Adaptive Planning: Workday Adaptive Planning (formerly Adaptive Insights) is an enterprise FP&A and EPM offering integrated into the broader Workday finance and HR suite. It competes for the same CFO/FP&A buyer but is part of a much larger enterprise software portfolio rather than a workflow-native point solution.
- Anaplan: Anaplan is a connected planning platform offering enterprise-wide planning, modeling, and scenario analysis across finance, sales, and supply chain. It competes with Cube for the FP&A use case as part of a broader planning portfolio rather than a spreadsheet-native workflow.
- Jedox: Jedox is an enterprise performance management (EPM) platform offering planning, budgeting, and forecasting with Excel add-ins and OLAP-based modeling. It overlaps with Cube on the Excel-native FP&A workflow for enterprise and mid-market customers.
- Prophix: Prophix is a corporate performance management (CPM) vendor offering budgeting, forecasting, financial close, and reporting for mid-market finance teams. It competes with Cube for the mid-market FP&A buyer with a broader CPM scope.
Emerging players
- Drivetrain: Drivetrain is an AI-native FP&A and business planning platform targeting modern finance teams with driver-based planning, scenario analysis, and AI-driven insights. It competes with Cube for the same emerging AI-first FP&A buyer, particularly within SaaS and tech-forward mid-market customers.
- Numeric: Numeric is an AI-powered accounting and close automation platform that has expanded into adjacent FP&A workflows for venture-backed and growth-stage companies. It overlaps with Cube on the modern, AI-enabled FP&A workflow for tech-forward finance teams.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Cube social profiles
Digital presenceCube compliance and trust
Trust signalCompliance2 records
Cube financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cube leadership team
Management profileNumber of profiles
Profiles7 records
Cube funding detail
Funding detailFunding overview
Funding rounds3 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cube M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cube
What does Cube do?
Cube sells a cloud-based, spreadsheet-native FP&A platform branded as the "Agentic Finance Layer," which bi-directionally syncs clean, decision-ready financial data into Excel, Google Sheets, PowerPoint, Slides, Slack, Teams and AI assistants. The platform combines a structured Data Engine, a Workspace command center, four teams of FP&A AI agents, and a Cube MCP Server that delivers trace-to-transaction financial intelligence to enterprise and mid-market finance teams.
Is Cube a public or private company?
Cube is a private company. It is classified as venture growth investor backed and is currently operating.
When was Cube founded?
Cube was founded in 2018. It employs 101 to 250 people.
Where is Cube based?
Cube is headquartered in New York, United States, in the North America region.
How does Cube make money?
Two revenue lines are on record. Subscription software (SaaS) is the primary driver. The others are free-to-paid template funnel.
Who are Cube's main competitors?
Direct peers on record are Vena Solutions, Pigment, Planful and Datarails. Broad incumbents are Workday Adaptive Planning, Anaplan, Jedox and Prophix. Emerging players are Drivetrain and Numeric.
Does Cube have an API?
Yes. Public-facing API available via Cube's Developer Center that lets developers build and extend Cube's FP&A platform. Cube also offers the Cube MCP Server, an enterprise-grade, secure LLM integration that acts as the universal interface connecting clean financial data to every AI assistant an organization uses (Claude, ChatGPT, Copilot, Cursor, Lovable). Developer documentation is at www.cubesoftware.com/developer-center.
What industry is Cube in?
Cube's product category is Financial Planning & Analysis (FP&A) Software. Its primary akta.pro industry code is HDAEABAD, Data Platform (Unified Data & Analytics) Suites, with a secondary code of HDAEANAH, Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs). Its NAICS code is 5132 and its SIC code is 7370.