Overview
What is Cube?
Cube is a financial planning & analysis (FP&A) platform that aims to enable finance teams to be more strategic and positively contribute to company growth activities by spending less time on manual, repetitive task, from Cube Planning headquartered in New…
TrustRadius Insights
Cube was a win for FP&A and Reporting for our organization.
Great Financial Reporting Tool for Startups
Super Intuitive - an easy one source of truth for excel FP&A advocates
Easy implementation & perfect for our growing Finance function
Intuitive & Powerful - Helps support a scrappy FP&A team
A must have for all FP&A professionals growing their business
Great product at a reasonable price!
Easy implemtation & overall ease of use
Great product, Easy to use, Excel based!
Efficient and Effective FP&A Tool
Great product that has vastly improved our FP&A function!
Great at it's Core, Customer Service Needs Some Work
Super intuitive FP&A platform!
Cube: great product and excellent customer service
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Excel-based Reporting (49)9.494%
- Financial budgeting (51)9.191%
- Management reporting (51)8.484%
- Forecasting (49)7.676%
Reviewer Pros & Cons
Pricing
Cube Go
$1,500
Cube Pro
$2,800
Enterprise
Contact us
Entry-level set up fee?
- Setup fee required
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $1,500 per month
Features
BI Standard Reporting
Standard reporting means pre-built or canned reports available to users without having to create them.
- 8.7Pixel Perfect reports(6) Ratings
Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.
- 7.7Customizable dashboards(18) Ratings
Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.
- 8.1Report Formatting Templates(18) Ratings
Ad-hoc Reporting
Ad-Hoc Reports are reports built by the user to meet highly specific requirements.
- 9.6Drill-down analysis(46) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
- 8.6Formatting capabilities(35) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
- 7.8Integration with R or other statistical packages(6) Ratings
Integration with the open-source R predictive modeling environment.
- 9.7Report sharing and collaboration(28) Ratings
Report sharing and collaboration is the ability to easily share reports with others.
Report Output and Scheduling
Ability to schedule and manager report output.
- 8Publish to Web(11) Ratings
- 8.2Publish to PDF(11) Ratings
- 8.3Report Versioning(15) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
- 8.2Report Delivery Scheduling(8) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
Data Discovery and Visualization
Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.
- 7.5Pre-built visualization formats (heatmaps, scatter plots etc.)(11) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
- 8.7Location Analytics / Geographic Visualization(8) Ratings
Location analytics is the visualization of geographical or spatial data.
- 8.5Predictive Analytics(7) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.
- 8.7Pattern Recognition and Data Mining(4) Ratings
Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.
Access Control and Security
Access control means being able to determine who has access to which data.
- 9.3Multi-User Support (named login)(33) Ratings
Named model access means that users have access based on name and password.
- 9.6Role-Based Security Model(30) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
- 9.5Multiple Access Permission Levels (Create, Read, Delete)(31) Ratings
Multiple access permission levels means that different levels of users have different rights.
- 9Report-Level Access Control(9) Ratings
Report-level access control means that the type of report determines who has access to it.
- 9.7Single Sign-On (SSO)(25) Ratings
Allows users to use one set of login credentials to access multiple applications
Mobile Capabilities
Support for mobile devices like smartphones and tablets.
- 9.3Responsive Design for Web Access(9) Ratings
Web design aimed at producing easy-to-read sites across a range of different devices.
- 8.4Mobile Application(3) Ratings
A dedicated app for iOS and/or Android.
- 9.1Dashboard / Report / Visualization Interactivity on Mobile(4) Ratings
In-app dashboard reports and data visualization.
Budgeting, Planning, and Forecasting
These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning
- 7.3Long-term financial planning(45) Ratings
3-5 year financial plan with cashflow.
- 9.1Financial budgeting(51) Ratings
Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.
- 7.6Forecasting(49) Ratings
Combining actuals and budgets, rolling forecasts, driver-based models.
- 7.4Scenario modeling(44) Ratings
Financial or operational modeling of alternate future states and planning for each.
- 8.4Management reporting(51) Ratings
Budget vs. actual or forecast, P&L’s, performance over time, between products etc.
Consolidation and Close
Consolidation of data from multiple entities with currency management, reporting and audit trails.
- 9.1Financial data consolidation(44) Ratings
Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.
- 9.4Journal entries and reports(23) Ratings
Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.
- 7.2Multi-currency management(13) Ratings
Ability to handle foreign currency conversions during consolidation.
- 8.2Intercompany Eliminations(14) Ratings
Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.
- 7.1Minority Ownership(9) Ratings
Consolidate financials full or partial ownership of subsidiaries, equity pick-up.
- 10Local and consolidated reporting(20) Ratings
Ability to report against individual business entities and the consolidated umbrella entity.
- 8.6Detailed Audit Trails(32) Ratings
Tracing changes to data and processes that were run.
Financial Reporting and Compliance
Financial statements and regulatory filings
- 8.9Financial Statement Reporting(45) Ratings
Creation and production of balance sheets, income statements, cash flows, other schedules
- 8.3Management Reporting(48) Ratings
Tools facilitating creation of internal ad hoc or standard reports.
- 9.4Excel-based Reporting(49) Ratings
Ad hoc or formatted reports using MS Excel.
- 7.3Automated board and financial reporting(38) Ratings
Tools to help automate creation of regulatory reports such as SEC filings and board books.
- 9XBRL support for regulatory filing(5) Ratings
Support for the XBRL standard reporting format for exchanging financial data.
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
- 8.4Personalized dashboards(30) Ratings
Create custom dashboards and reports without the help of IT or administrators.
- 8.1Color-coded scorecards(15) Ratings
Track and analyze performances with interactive, color-coded balanced scorecards.
- 8.5KPIs(28) Ratings
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
- 8.7Cost and profitability analysis(28) Ratings
Cost and profitability analysis provides data for business decision making.
- 8.3Key Performance Indicator setting(22) Ratings
Ability to set key performance indicators for measuring progress towards goals.
- 9.1Benchmarking with external data(11) Ratings
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Integration
Ability to integrate with external applications.
- 9.1Flat file integration(35) Ratings
Integration of flat files like text documents and comma separated files
- 9.5Excel data integration(38) Ratings
Ability to integrate directly with Excel data.
- 8.7Direct links to 3rd-party data sources(38) Ratings
Integration with external applications like ERP, CRM, HCM
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Cube?
Cube Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(62)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Cube is a versatile financial planning and analysis software that offers a wide range of use cases for businesses. Users have found value in using Cube for budgeting, forecasting, and running reports and analytics. The software allows users to easily shift parameters, update reports, and run different scenarios, making it a valuable tool in financial decision-making. Cube extends its capabilities beyond budgets to include revenue and payroll, enabling users to go beyond budgeting and into forecasting and planning. This flexibility has been praised by customers as it allows them to gain deeper insights into their business performance.
Cube's integration with Excel is another key use case that users have found beneficial. The software easily integrates with Excel, making it simple for non-techy users to plug it into templates and roll it forward. This seamless integration streamlines processes and eliminates the need for complex formulas in Excel by aggregating and normalizing data. As a result, users can enjoy simplified reporting and flexible forecasting and budgeting within their familiar Excel environment.
The ease of implementation is another important use case of Cube that has been highlighted by users. Implementing Cube does not require external consultants, and the setup team is highly responsive, offering assistance throughout the process. Users have noted that the software is extremely easy to use and takes only a few hours to understand. With its clean and well-organized website portal, Cube provides a user-friendly interface that allows for quick onboarding and adoption.
Cube also enhances month-end close processes by providing quick access to P&L details, variance analysis, and data import/export. Users have reported that Cube improves efficiency and organization with its quick data fetching capabilities, model version control, and collaboration features. The software centralizes data, streamlining processes while allowing for prompt identification of issues and discrepancies.
Overall, Cube has proven to be a reliable FP&A tool that offers comprehensive solutions for financial planning, budgeting, performance analysis, reporting, and more. Its user-friendly interface, seamless integration with Excel, and quick implementation make it a preferred choice for businesses looking to optimize their financial processes and gain actionable insights.
Intuitive and Easy to Use: Many users have found the platform intuitive and easy to use, comparing it to familiar programs like Excel and Google Sheets. They appreciate that there is no need to learn a new programming language or complicated portals.
Excellent Customer Support: The support team has received praise from several users for their dedication and availability. Users mention having a dedicated representative always available for help. They also find the support articles genuinely useful and appreciate that the team is open to product feedback.
Flexible Platform with Customization Options: Users appreciate the flexibility of the platform, mentioning that they can easily create and adjust dimension hierarchies for accounts. They also like the ability to create custom reports on the fly and map financial information as needed.
Slow Data Loading: Some users have expressed frustration with the speed of data loading and fetching in the software, leading to a time-consuming process of updating and processing reports. While some acknowledge that this could be attributed to their company's structure, it remains a common complaint among users.
Limited Customization Options: Users have mentioned a desire for additional customization options on the dashboard, such as updating new data templates and improving the speed of data refreshes. They also noted that data uploads from their source ERP system sometimes timeout, requiring follow-up with customer support to reset settings.
Missing Features: Several users have mentioned the absence of certain features in the software, including the ability to suppress $0 on Fetch and schedule monthly uploads of new data from the source ERP system. These missing features have been a source of disappointment for these users.
Users of Cube have made several recommendations based on their experiences with the software. The most common recommendations include considering Cube for Financial Reporting or FP&A software, taking advantage of its excellent support and good price, and benefiting from its automation and simplification of budgeting and forecasting practices. These recommendations highlight Cube's suitability for financial reporting and planning needs, the value of its support services, and the benefits of its automation capabilities in streamlining budgeting and forecasting processes.
Reviews
(1-25 of 58)GodirectRock
- Excellent customer service
- direct connection should be working every single time seamlessly
Cube was a win for FP&A and Reporting for our organization.
- Report Building
- Budgeting
- Financial Analysis/Segments
- Implementation was rough at first
- Continued improvement capabilities with dashboards
I don't think Cube's price point is great for small business and I don't think it would be a user friendly if someone was not at least proficient in excel.
Great Financial Reporting Tool for Startups
- Lots of flexibility with creating new scenarios, accounts, or other dimensions
- Easy to manage data due to Excel and Google Sheets integrations
- Customer support is typically responsive and helpful
- Importing GL data is still not an automated process
- Lacking functionality for headcount planning
- Lacking functionality for forecasting within Cube
Cube is less appropriate for larger scale companies - we've run into issues with uploading large sets of transaction data and it does not have as robust planning or forecasting features that you'd find in other FP&A tool competitors.
- Publishing data for forecasts
- Intergrate with ERP for Actuals
- Customer Support
- Some formatting of how data is pulled should be able to be pre formatted
- Better dashboards (think PowerBI or Tableau)
- A project mgmt tool is essential for FP&A - eg. tracking progress of budgets etc
Not super easy to track changes or manage forecasting projects like budgets to see who has published and who needs chasing.
Easy implementation & perfect for our growing Finance function
- Easy & quick implementation with outstanding customer support
- Exceptional compatibility with Excel allows for much easier training and adoption by the business
- Built with the FP&A & Finance user in mind
- Additional flexibility in Excel reporting (although the product team regularly release new functionality)
- More data formatting options available in the add-in (e.g. retrieving data in thousands or as a %)
Intuitive & Powerful - Helps support a scrappy FP&A team
- Intuitive - it acts as an extension of programs you're already familiar with, Excel and Sheets. There's no programming language to learn, no complicated portals to work within. If you don't know BI, you don't need to learn it. You can "Cube-ify" your existing spreadsheets, or build from the ground up. The functionality is similar to the way pivot tables work, so it's intuitive to learn and use.
- Powerful - It wrangles all our different streams of data from different places and you're able to control it with a few clicks from an Excel sidebar
- A huge shout out to the support team as well. I always have a dedicated rep at hand for help (what's up Riley!); the support articles are genuinely useful, which is refreshing for finance software; & they're always looking for product feedback to help adapt the roadmap to what's actually needed.
- The only flaw that I find is something they've communicated that they're constantly working to improve, which is speed to load or fetch data. It can be time consuming to update and process a bunch of different reports. However, some important caveats: some of the lag is due to the way our company structure is set up; I have been able to re-design/architect my reports/sheets with speed in mind & to make things more efficient, and that's gone a long way; Cube has already improved the speed of fetching noticeably since I first got setup. I expect it will only continue to improve until it's no longer even noticeable.
2) We've begun using Cube to help analyze profitablity by sales job. We've never had such easy access to this type of info in the past, so this is a benefit I can directly attribute to Cube.
3) We're beginning now to use an integration with our payroll software to work on headcount planning and payroll analysis.
A must have for all FP&A professionals growing their business
- Data implementation
- P&L Reporting
- Easy of use
- More admin passes
- Alphabetical ordering of vendors/customers/etc on website
Great product at a reasonable price!
- Easy to use
- Simple interface
- Addons for gsheets and excel
- Import times
- Modeling functionality
Easy implemtation & overall ease of use
- Customer Service
- Ease of Use
- Ease of Integration
- Fetching "0s" instead of blank rows
- More robust dashboarding
- Scenario planning
Great product, Easy to use, Excel based!
- Integration was extremely simple
- Since Cube is excel based it was easy to "cubify" our existing budgets, forecasts, and models
- Easy to create custom reports on the fly
- Online dashboard could be more robust
- Would like the ability for department leaders to see budget vs actual on the online dashboard
Efficient and Effective FP&A Tool
- Automates recurring financial reporting
- Highly customizable
- Multiuse for reporting, planning, budgeting, analysis
- Integration with accounting system requires manual intervention periodically to restore accurate ledger data
Great product that has vastly improved our FP&A function!
- It quickly aggregates and slices data in the format we need. Even when that data is too large for excel or other tools.
- It has flexible hierarchies so that we can make a variety of reports using similar information.
- The support team is always quick help and resolve issues.
- Cube uploads data from set connection on a schedule you set allowing you to always up to date information.
- It could have better data visualization.
- It could import large data sets faster.
- It can more quickly update google sheets.
Great at it's Core, Customer Service Needs Some Work
- Excel integration with netsuite
- Ease of Use
- UX is very user friendly
- Customer Service
- Import connection to netsuite always breaks
Super intuitive FP&A platform!
- Intuitive platform
- Great customer success team when help is required
- Efficient at uploading and fetching data
- Improvement in the ability to refresh departments monthly at once instead of department by department
Cube: great product and excellent customer service
- Function within excel
- Budgeting version control
- general ledger organization
- quick refreshes of data templates
- importing data quickly
- drilldown of accounts
Great,flexible, easy tool
- Financial Reporting
- Budgeting
- adaptability
- customer support
- workforce planning
- daily refreshes
- load times
Cube - Ideal spreadsheet server for mid size companies
- Fetch huge amounts of data within seconds
- 'remove 0 rows from results' is a major plus in retrieving relevant data
- Easy to use and do not require technical training
- Limited to 8 top line dimensions. Although you can bring in as many attributes of data as you want, but I would really like Cube to increase top line dimensions to 10.
- The ability for cross level interaction within multiples cube would be a major plus once implemented.
- Monthly reporting
- Budgeting and forecasting
- Consolidation
- A more extensive library of templates
- Monthly webinars
Time Saver for FP&A work!
- Integrating various data sources to one point
- Custom Reporting
- Works great with Google Sheets and Excel
- While the custom reporting feature is amazing. It takes some time to wrap your brain around how to build the reporting and pull the data into your spreadsheet.
Cube - The absolute best FP&A Software on the market
- Customer Service
- Customization of Financial Reports
- Ease of Integration
- Ongoing updates
- Continuous system testing and upgrades
- Additional capabilities
- Additional customization on the dashboard
- Updating new data templates
- Speed of refresh
Great FP&A Excel Based Software
- Easy to create monthly P&L variance analysis
- Data import and export is smooth and efficient
- Monthly reporting and analysis and easy to pull and update
- Data refresh over multiple tabs could be improved
- Speed at which data is imported can be improved
It would be less appropriate for larger companies who expect advanced dashboards and automatic out of the box reporting. Definitely not suitable for executive level team members who have little to no understanding of excel and expect to see graphs and charts of company data created automatically for them.
The best!
- Intuitive
- Native Excel Integration
- Formulas
- User Friendly
- Drag & Drop
- Customization
- Very Few
- Company is Amazing
- Customer Service is top notch
- Provides flexibility with respect to how the reports / templates are organized
- It is easy to create and adjust the dimension hierarchy for accounts
- We can connect to multiple data sources
- Data uploads from our source ERP timeout sometimes - due to number of transactions - which can be frustrating, and requires follow up with Cube to reset a setting that turns off automatically during timeouts
- Certain features (like suppressing $0 on Fetch) do not exist - however, they are planning to implement those updates (at some point!)
- Would be helpful to be able to schedule monthly uploads of new data from the source ERP system, instead of having to do it manually
Cube- a helpful tool for month end reporting
- Easy comparison of monthly data to highlight variances
- Display data quickly for use in financial reporting
- Collaborative month end reporting
- The upload time from the accounting system to Cube can be slow
- Sometimes difficult to drill down on differences- needs to be used in conjunction with other information
Great FP&A Tool
- Flexibility
- Data management
- Cost
- Integration into large ERP