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A newsletter for finance pros—by finance pros. Get practical, strategic finance insights from those who’ve been there—straight to your inbox.
Built by Finance.
For Finance.
Fed up with reactive, error-prone processes and wonky finance tools, Christina Ross built Cube to give you the solution you deserve.
“I've been in your shoes—struggling with disconnected systems, manual processes, and endless reconciliation. Finance teams deserve tools that understand the complexity of the work and don’t add to their burden, but amplify strategic impact.”
Christina Ross
3 x CFO
Founder and CEO of Cube
Meet Charlie
Your AI Analyst that never sleeps.
Charlie lives everywhere you do, from your spreadsheet, to your Slack/Teams, and of course in the Cube App. Ask questions in natural language, get real answers grounded in your trusted data — accurate to the cell.
Natural Language to Financial Insight
Ask questions the way you think about them. Charlie translates intent to structured queries against your dimensional model.
Grounded in Governed Data
Every answer comes from your consolidated, reconciled source of truth — with full audit trail and role-based access.
Works Where You Work
Available in Excel, Google Sheets, Cube workspace, Slack, and Teams. Zero context-switching required.
FP&Agents
Meet your FP&A
dream team.
Four specialized AI agents working across your entire workflow — from forecasting to variance analysis to board reporting. They amplify human judgment without replacing it.
The Strategist
Guides forward-looking strategy anddecision-making
- ✓Scenario modeling & what-if analysis
- ✓Strategic recommendations
- ✓Board-ready narrative generation
- ✓Cross-functional decision support
The Planner
Powers smart forecasting and scenarioplanning
- ✓Driver-based AI forecasts
- ✓Seasonal pattern recognition
- ✓Assumption sensitivity analysis
- ✓Real-time plan adjustments
The Analyst
Delivers deep insights and powers smart analysis
- ✓Conversational data exploration
- ✓Smart variance explanations
- ✓AI narrative commentary
- ✓Works in spreadsheets & Slack
The Data Manager
Maps and unifies structured and messy data into one source of truth
- ✓Plain language data mapping
- ✓Automated data validation
- ✓Source system unification
- ✓No code or manual updates
AI-Powered Use Cases
From close to boardroom.
AI across your entire workflow.
Cube's AI doesn't just answer questions — it does real work across
every stage of FP&A.
Smart Variance Analysis
Instant budget vs. actuals comparison with AI-generated root cause explanations. Surface the "why"behind every variance.
AI Forecasting
Generate credible forecasts in seconds using historical patterns and seasonality. Model revenue, expenses, and headcount.
Scenario Planning
Run what-if and Monte Carlo simulations to stress-test plans. Adjust assumptions in real time and see impact instantly.
Board & Investor Reporting
Auto-generate board-ready presentations with live data, AI commentary, and polished visualizations. Numbers to narrative in minutes.
Anomaly Detection
Proactive alerts when something looks off — catch data issues, budget overruns, and outliers before they become problems.
Data Consolidation
Unify ERPs, CRMs, HRIS, and spreadsheets into one governed foundation. Map raw data into clean, dimensional formats.
MCP Server
Your financial intelligence, wherever you work.
You're already using AI — ChatGPT, Claude, Gemini. Now they can see your company's unified financial data. Cube's MCP Server makes it possible.
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1
Cube is where the data lives
All your ERPs, CRMs, HRIS, and spreadsheets — unified into one governed, real-time source of truth.
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2
MCP is how it travels
Connect your single source of truth to the tools your team already lives in — without context-switching or copy-paste.
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3
Real answers, real agents
Access actuals, forecasts, and variances live — anywhere, anytime. Your AI tools finally speak finance.
Why this matters
AI alone can't handle your
financial data.
Here's what most people miss: LLMs don't actually do math. They predict. Every financial answer is a probabilistic guess — and no amount of scale will change the underlying mechanism.
No Math Engine
Numbers are tokenized as text fragments, not values.87,439 becomes "8", "74", "39" — tokens, not math.Every calculation is a statistical guess.
No Data Model
Context windows are flat text — no hierarchies,formulas, relationships, or persistence betweensessions. No structure means no reliability.
No Governance
No audit trail, access control, version history, orapproval workflows. Zero accountability infrastructurefor regulated financial decisions.
