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Software vendor

Cube (Cube Planning, Inc.)

Cube, an FP&A software vendor whose FP&Agents analyze, forecast and draft board materials, with an MCP server for external AI tools.

1 offering in the directory Last verified

Function

Ownership
Not stated

Not stated in the sources read. EDGAR shows one 2019 Form D notice for Cube Planning Inc. and no periodic reports.

Headquarters
Not stated
SEC reporting
No
SourceSEC EDGAR entity search and submissions records for planning vendors (searched 2026-10-12)
Audit firm
No
Website
cubesoftware.com
SourceFP&Agents: Purpose-Built AI Agents for FP&A
Subprocessor list
Not stated
Contract terms
Not stated

Offering · Software

Cube FP&A platform with FP&Agents

Directory recordLast verified Compare with othersBuild questions for this vendor

Cube describes its FP&Agents as an autonomous AI workforce for finance: four agent teams for business partnering, planning, analysis and data management, orchestrated by a super agent called Charlie. SourceFP&Agents: Purpose-Built AI Agents for FP&A

Cube says the agents reconcile data, refresh forecasts, explain variances and draft board decks, and that they run on an Agentic Finance Layer so that every figure traces to the source transaction. SourceFP&Agents: Purpose-Built AI Agents for FP&A

It also says agents propose changes to mappings and models for the team to approve, follow the asking user's permissions, and record their activity in the audit trail. SourceFP&Agents: Purpose-Built AI Agents for FP&A

The Cube MCP Server gives external AI tools and customer-built agents read and write access through approvals and the audit trail. SourceFP&Agents: Purpose-Built AI Agents for FP&A

Where it fits

CoE analysis Spreadsheet-centered FP&A for teams that want agents to assemble analysis, forecasts and board materials.

Cube describes the agents both as autonomous and as proposing changes for approval. SourceFP&Agents: Purpose-Built AI Agents for FP&A

CoE analysis Buyers should establish which actions take effect without review.

What it does

Offering type
Software
SourceFP&Agents: Purpose-Built AI Agents for FP&A
Workflow areas
  • Planning and FP&A
  • Finance data and analytics
SourceFP&Agents: Purpose-Built AI Agents for FP&A
Customer size
Not stated

AI

Kind of AI
  • Built into the platform
  • Agents and automated actions
  • General-purpose assistant
SourceFP&Agents: Purpose-Built AI Agents for FP&A
Suggests or acts
Suggests and acts
SourceFP&Agents: Purpose-Built AI Agents for FP&A
Availability
Not stated

Presented as current, with no GA or preview labels. FP&Agents come with every plan; MCP access for outside AI assistants comes with Silver and Gold.

Models named
Not stated

Control

Who controls it
  • Vendor
  • Customer finance team
  • Individual user

Cube says the finance team reviews and approves agent-proposed changes to mappings and models, and agents follow the permissions of the person asking.

SourceFP&Agents: Purpose-Built AI Agents for FP&A

Commercial

Pricing model
Quote only
SourceCube pricing
Public price
Not stated

Evidence

Independent outcomes
None found in the sources read.
Sources read
  • Vendor-stated 10
  • Independent market evidence None read
  • Independently verified outcomes None read
  • Pricing 4
  • Known limitations None read
Coverage
Directory record
Last verified

Security and control

Single sign-on
Not covered in this record
User provisioning
Not covered in this record
Role-based access
Not covered in this record
Administrator controls for AI
Not covered in this record
Audit logs
Not covered in this record
Certifications
Not covered in this record
Data retention
Not covered in this record
Data residency
Not covered in this record
Training on customer data
Not covered in this record

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

  1. Charlie (super agent)

    Plans the work, routes it to the right agent team and returns one answer with sources attached.

    Kind
    Built into the platform, Agents and automated actions
    Suggests or acts
    Suggests and acts
    Who controls it
    Individual user
    Availability
    Not stated

    Control: Follows the asking user's permissions.

    SourcesFP&Agents: Purpose-Built AI Agents for FP&ACube pricing

  2. FP&Agents teams (Business Partner, Planner, Analyst, Data Manager)

    Take on whole jobs such as reconciling data, refreshing forecasts, explaining variances and drafting board decks; propose changes to mappings and models for approval.

    Kind
    Built into the platform, Agents and automated actions
    Suggests or acts
    Suggests and acts
    Who controls it
    Customer finance team, Individual user
    Availability
    Not stated

    Control: Finance team approves proposed mapping and model changes.

    SourcesFP&Agents: Purpose-Built AI Agents for FP&ACube pricing

  3. Cube MCP Server

    Connects external AI tools, which Cube names as Claude, ChatGPT, Copilot and Cursor, and customer-built agents with read and write access, publishing back through approvals and the audit trail.

    Kind
    General-purpose assistant
    Suggests or acts
    Suggests and acts
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    Scope: Claude (Anthropic) is an outside assistant that connects to the product; it is not the vendor's own model.

    SourcesFP&Agents: Purpose-Built AI Agents for FP&ACube pricing

Unclear or conflicting statements

Where the sources are unclear or disagree, both statements are shown with their links.

Agent autonomy versus review before changes land (unclear)

Statement A

FP&Agents take on whole jobs and carry them to a finished answer, pulling, reconciling, modeling and drafting autonomously, with read and write access.

cubesoftware.com/ai-agents
FP&Agents description; Charlie steps

Statement B

Agents propose changes to mappings and models, and the team reviews and approves before anything lands.

cubesoftware.com/ai-agents
AI your auditor can live with

The two statements can be read together (agents work autonomously; changes to mappings and models are proposed for approval). Which agent actions take effect without approval is unclear.

Unresolved · Both statements are published as found; CoE draws no inference about which governs.

SOC 1 report

Statement A

The site footer on the security page, which also appears on the pricing page, reads "SOC 1 & SOC 2 Type 2 Certified".

cubesoftware.com/security
Site footer

Statement B

The assurance section and FAQ of the same security page name a SOC 2 Type II examination by Dansa D'Arata Soucia and do not mention a SOC 1 report.

cubesoftware.com/security
Assurance section; FAQ Is Cube SOC 2 Type II certified?

The footer and the body of the security page read differently. Whether a SOC 1 report exists, and for what period, is not stated in the body.

Unresolved · Both statements are published as found; CoE draws no inference about which governs.

Questions to ask

For this offering

  • Which FP&Agents actions take effect without approval, and which require the finance team to approve before they land?
  • The pricing page lists the MCP Server for Silver and Gold: what can connected outside tools write back, and through which approvals?
  • Do you have a SOC 1 report, for what period, and do your SOC reports cover the FP&Agents?
  • Which model providers process our data for FP&Agents, and is our data used to train any model?
  • What does the audit trail record for agent queries, answers and publishes, and can we export it?

From the diligence question set

  1. DQ-06 Does each feature suggest or act? Can it create, post, approve or change records, and where is that limit enforced?
  2. DQ-07 Who can change each feature's configuration, prompts, thresholds, data connections or model: your company, our administrators or individual users? Can we restrict and log those changes?
  3. DQ-13 What does the system record for each AI output or action, and can we export and keep those records for as long as we need them?
  4. DQ-14 Does your service auditor's report cover the AI features we would use, for what period, and which controls does it expect us to operate?
  5. DQ-15 Can a reviewer see the sources behind each output, and can someone else re-perform or trace it?
  6. DQ-18 Can a feature reach data or take actions beyond the permissions of the user it works for, and how is it protected against instructions hidden in the documents or data it reads?
  7. DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?

Build questions for this vendor