Cube AI Suite Bridges Finance Teams Across Platforms With Real-Time Insights and Smart Forecasting
Cube’s AI suite connects finance tools like Excel and Slack, automating data tasks and streamlining workflows. CFOs gain faster insights while focusing on strategic decisions.
Cube AI Suite Streamlines Finance Platforms and Communication
Economic uncertainty continues to challenge CFOs and executives, with tariffs and global market shifts affecting daily operations. This environment demands constant, real-time planning rather than the traditional annual cycles.
Finance teams still rely heavily on Excel for planning—99% of the time—while marketing prefers Google Sheets and CEOs often use communication tools like Slack. This fragmentation creates inefficiencies in collaboration and data sharing.
Bridging Tools with AI
Cube, a provider of FP&A software, launched an AI suite designed to connect these disparate platforms. The suite enables teams to interact using natural language, query data, and aggregate information across tools they already use.
For example, an FP&A leader can generate reports in Excel and transform them into interactive dashboards shared with relevant stakeholders such as the Chief Revenue Officer. This process, once manual and time-consuming, is now simplified to a few clicks.
Streamlining the Finance Workflow
Finance workflows often require a central person to manage data, files, and calculations. Cube’s AI tools automate these steps, smoothing the planning process and allowing CFOs to focus on strategic decisions.
The finance function's priorities can be visualized as a pyramid: at the base is data, followed by reporting, then planning, with strategic finance at the top. AI assists especially with handling transactional data, a layer that traditionally burdens accounting teams.
With a shrinking pool of accountants, AI can reduce manual work and fill resource gaps by automating routine tasks.
AI Features Tailored for Finance
One key feature in Cube’s AI suite is smart forecasting. It analyzes historical data and seasonal patterns to predict future revenue and expenses, helping finance teams plan with more accuracy.
Other major tech companies like Salesforce and Microsoft have also introduced AI agents to ease finance tasks, reflecting a broader trend of integrating AI into finance functions.
Balancing AI With Human Expertise
Automation has shifted finance from purely transactional work to strategic leadership over the past two decades. However, automation alone can’t resolve issues with messy or ambiguous data.
AI helps by cleaning and interpreting complex data, but it doesn’t replace the need for experienced professionals. Cube’s AI apps act like an assistant sitting alongside finance teams, highlighting insights and enabling deeper analysis rather than taking over roles.
Maintaining data transparency and accuracy is critical. Cube’s “AI analyst” provides clear sourcing for its outputs, addressing common concerns around AI reliability. This transparency ensures finance leaders can trust and verify AI-driven insights.
Looking ahead, the finance function will likely require fewer routine roles but will still depend on experts who understand accounting principles and controls, overseeing AI-driven processes.
