Cube Product Guide
Thinking about purchasing Cube? Our product guide was crafted from our vetted user reviews to give you insights into how the product performs for its current customers. Find out where Cube excels and discover potential pitfalls before you buy.
Highlight the Right Reviews
Throughout the guide below, there are links directly to reviews. Select the reviewers most relevant to you, and those links will be highlighted in blue.
Table of Contents
Financial Planning and Analysis
Budgeting and Forecasting
Reviewers consistently praise Cube’s budgeting and forecasting capabilities. Users find Cube to be a valuable tool for creating budgets, forecasting financial outcomes, and analyzing variances between actuals and projections. The platform streamlines the budgeting process, allowing for detailed scenario planning and insightful variance analysis. While some users mention a slight learning curve, overall, Cube is commended for its effectiveness in facilitating budget vs. actual comparisons and enhancing financial planning activities. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Cube is well suited in helping in creating annual budgets and subsequent forecasts from these budgets as well as helping to compare against actual financial data. Cube is well suited for variance analysis both on an ad hoc and monthly basis allowing for key insights leveraging your financial data. All areas of finance can benefit from using Cube.” – Employee in Finance and Accounting, Civil Engineering, 201-500 employees
“Cube has given us the ability to create and monitor detailed department level budgeting and financial performance to budget. It is easy to drill down into GL level data in excel for review without having to go back into our ERP. Department level budgeting has enabled greater transparency and ownership by departments leaders.” – Director in Finance and Accounting, Medical Device, 51-200 employees
“Cube makes monthly reporting of financial information super easy and automatic!; Cube makes budgeting and planning across departments and teams seamless!; Cube makes performance analysis and budget vs. actual analysis useful.” – Analyst in Finance and Accounting, Computer Software, 51-200 employees
Financial Reporting
Reviewers consistently praise Cube’s financial reporting capabilities. Users highlight the ease of comparing monthly data, identifying variances, and generating detailed reports efficiently. Cube’s ability to streamline month-end reporting processes and provide accurate financial results has garnered positive feedback. Additionally, users appreciate Cube’s affordability and its effectiveness in automating manual reporting tasks, ultimately saving time and enhancing the quality of financial reporting. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Cube has helped simplify our monthly, quarterly, and annually FP&A work. With Cube we are able to bring together various data points from various sources and combine the data with ease. I love how much time Cube has saved us with our monthly BvA reporting. Our prior process use to be so manual now we have automated most of the manual work. Cube is also very affordable FP&A solution!” – Director in Finance and Accounting, Computer Software, 51-200 employees
“Cube is the absolute best FP&A software dollar for dollar out there. We looked at a few different vendors for our org and none of them came close to Cube when it came to the value that we get from them now. We really wanted about 3 different things for our organization: 1. Automated financial reporting 2. Ease of financial review 3. Assistance with budget and flux models Cube was the only software that really let a bunch of us non-techy people at our organization accomplish all of our goals without sacrificing anything.” – Analyst in Corporate, Legal Services, 51-200 employees
“Cube would work for your organization if you aren’t at the stage for Netsuite or something similar and went to get your standard reporting done. If your P&L is 300+ accounts and constantly changing – this product creates a lot of duplicative work because of all the dimension mapping.” – Manager in Finance and Accounting, Information Technology & Services, 51-200 employees
Financial Planning and Analysis (FP&A)
Reviewers consistently praise Cube’s financial planning and analysis (FP&A) capabilities. Users highlight Cube’s effectiveness in budgeting, forecasting, and reporting, emphasizing its user-friendly interface and ease of use. The tool’s ability to streamline FP&A processes, provide granular reporting, and facilitate sharing of financial and budget information is well-received by users. Cube’s affordability and efficiency in automating FP&A tasks like budgeting, variance analysis, and forecasting are frequently commended, particularly by smaller companies or those experiencing rapid growth. Additionally, Cube’s compatibility with Excel and Google Sheets is noted as a valuable feature for FP&A professionals. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Cube is well suited for any FP&A team to build up their financial reporting packages and maintaining a singular source of truth. The different scenario analysis within Cube is extremely beneficial in budgeting, forecast, and all other long term planning.” – Manager in Finance and Accounting, Building Materials, 51-200 employees
“Cube is extremely simple to setup and easy to learn. I’ve worked with many FP&A tools in the past (IMB TM1 and Biznet are examples), but Cube has been my favorite thus far.” – Manager in Finance and Accounting, Health, Wellness and Fitness, 1001-5000 employees
“Cube is well suited to help save time on financial reporting if you need to refresh the same templates each month. It is also great for building templates and pulling in data directly from Excel or Google Sheets.” – Manager in Finance and Accounting, Health, Wellness and Fitness, 51-200 employees
Data Management and Integration
Excel and Google Sheets Integration
Users consistently praise Cube’s excel and Google Sheets integration capabilities, highlighting the ease of managing data and creating custom reports. The flexibility to integrate various data sources into one point and the ability to pull multiple dimensions into Excel and Google Sheets are key strengths users appreciate. While some users mention minor issues like slower performance on Google Sheets compared to Excel, overall, the sentiment leans heavily towards positive experiences with Cube’s excel and Google Sheets integration features. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“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.” – Manager in Finance and Accounting, Health, Wellness and Fitness, 51-200 employees
“Cube is working very well in Google Sheets and this allows you to avoid manual work on updating and consolidating data.” – Employee in Finance and Accounting, Information Technology & Services, 501-1000 employees
“A bit slower on Google Sheets than Excel.” – Manager in Finance and Accounting, Non-profit Organization Management, 51-200 employees
Data Import and Consolidation
Users consistently highlight Cube’s data import and consolidation capabilities as key strengths of the platform. They appreciate the ease and efficiency with which data can be imported, refreshed, and consolidated for reporting and analysis purposes. Cube’s intuitive interface and smooth data fetching processes contribute to a positive user experience when handling financial data within the system. While some users mention minor issues with importing large datasets, overall, Cube’s data import and consolidation functionalities receive positive feedback for their effectiveness and user-friendly nature. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“WE use Cube for Budgeting, forecasting, and monthly and yearly reporting both standard and ad hoc. Cube creates a structured environment within excel allowing us to dig deep into our financial data and make meaningful decisions with the data. Cube streamlined our budget consolidation process and helped simplify our version control issues we had in the past.” – Employee in Finance and Accounting, Civil Engineering, 201-500 employees
“Cube is well-suited to help save time on financial reporting if you need to refresh the same templates each month. It is also great for building templates and pulling in data directly from Excel or Google Sheets.” – Manager in Finance and Accounting, Health, Wellness and Fitness, 51-200 employees
“It could have better data visualization.; It could import large data sets faster.; It can more quickly update google sheets.” – Analyst in Finance and Accounting, Retail, 201-500 employees
Data Sources and Integration
Reviewers generally praise Cube’s integration capabilities and data retrieval efficiency. Users appreciate the ease of pulling data from various sources, particularly ERP systems, and the quick turnaround in generating meaningful reports. However, some reviewers have highlighted occasional issues with manual intervention required for accurate data integration, especially with accounting systems. Despite these minor setbacks, Cube’s data integration features seem to be a strong suit for users seeking efficient data management solutions. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“The most impressive aspect of Cube is that it allows you to fetch huge amounts of data within seconds and the recent enhancements Cube implemented like ‘remove 0 rows from results’ is a major plus in retrieving relevant data.” – Analyst in Finance and Accounting, Food & Beverages, 51-200 employees
“Cube software has really helped to streamline our month-end close reporting process. It’s integration with Netsuite/Excel has allowed for quick and meaningful report generation that allows for total control with regards to displaying cuts and slices and dices of granular data.” – Employee in Finance and Accounting, Financial Services, 51-200 employees
“The so-called direct integration hasn’t really been working. It requires manual fix every time after I initiate an uploaded. The team hasn’t been able to troubleshoot the root cause until now.” – Manager in Finance and Accounting, Retail, 11-50 employees
Operational Efficiency
Accounting and ERP Integration
Reviewers consistently highlight Cube’s efficiency in integrating with accounting systems like Netsuite and QuickBooks. Users appreciate the ease of syncing data between Cube and these platforms, allowing for streamlined financial reporting and analysis. However, some users have raised concerns about occasional issues with manual intervention required for accurate ledger data restoration, indicating room for improvement in the integration process. Despite this, Cube’s accounting and erp integration capabilities are generally viewed positively by users, with a focus on enhancing operational efficiency and data accuracy. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Cube is really good at getting your financial data from Quickbooks (or any other journal software) into gsheets or excel. It’s not as good when it comes to complex modeling in my opinion.” – Director in Finance and Accounting, Information Technology & Services, 51-200 employees
“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.” – Employee in Finance and Accounting, Information Technology & Services, 501-1000 employees
“Cube Planning gave us a great amount of flexibility with how we could manipulate reporting from our ERP, Netsuite. It allowed us to leverage spreadsheets that incorporate easily into our modeling & budgeting, which was an advantage over some more rigid solutions.” – Employee in Finance and Accounting, Financial Services, 501-1000 employees
Month-End Close Process
User feedback on Cube’s month-end close process capabilities is generally positive, with many users highlighting its efficiency in streamlining the reporting process. The tool’s ability to facilitate quick data import and export, along with easy comparison of monthly data for variance analysis, has been well-received. Users appreciate Cube’s role in enhancing the quality of financial reporting by providing a clear overview of month-on-month data and aiding in the identification of variances for further investigation. Additionally, Cube has been credited for reducing reporting time significantly, allowing users to focus more on analyzing and interpreting the numbers rather than just reporting them. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8)
“Cube software has really helped to streamline our month-end close reporting process. It’s integration with Netsuite/Excel has allowed for quick and meaningful report generation that allows for total control with regards to displaying cuts and slices and dices of granular data.” – Employee in Finance and Accounting, Financial Services, 51-200 employees
“We primarily utilize Cube Planning to consolidate multiple instances of Quickbooks Online, which reduces our month-end close timeline and ensures accuracy in our financial reporting.” – Director in Finance and Accounting, Hospital & Health Care, 51-200 employees
“Since implementing Cube, we have cut down on 3 days worth of reporting time and it has also allowed us to deep dive and analyze the numbers rather than just report it.” – Manager in Finance and Accounting, Information Technology & Services, 501-1000 employees
KPIs and Performance Metrics
Users consistently highlight Cube’s KPIs and performance metrics as a key strength, emphasizing its ability to streamline reporting processes and provide valuable insights for decision-making. While some users have encountered technical issues that have impacted performance, overall, Cube’s KPIs and performance metrics functionality is regarded positively for its contribution to enhancing operational efficiency and facilitating data-driven analysis. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Cube has been helpful in automating our FP&A activities such as monthly actuals vs. budget reporting and creating easy-to-use Excel templates to track and monitor KPIs. The ability to pull data instantly from various data sources such as our ERP and consolidate financial results across multiple departments has saved our company significant hours of time.” – Manager in Finance and Accounting, Construction, 51-200 employees
“Cube helps our department summarize and report on financial and non-financial items across our organization. I specifically use cube most for reporting budget-vs-actual performance for balance sheet items and use cube to create streamlined and quick reports that are provided to executive leadership.” – Analyst in Finance and Accounting, Computer Software, 51-200 employees
“Cube makes monthly reporting of financial information super easy and automatic!; Cube makes budgeting and planning across departments and teams seamless!; Cube makes performance analysis and budget vs. actual analysis useful.” – Analyst in Finance and Accounting, Computer Software, 51-200 employees
Reporting and Analysis
Actuals vs. Budget Analysis
Users consistently praise Cube’s actuals vs. budget analysis capabilities, highlighting its efficiency in generating accurate reports for monthly comparisons. The platform’s ability to integrate with ERP systems for actuals data upload and its user-friendly Excel templates for tracking KPIs have been particularly lauded. Reviewers note that Cube’s actuals vs. budget analysis feature has significantly streamlined their financial reporting processes, saving valuable time and providing a reliable source for evaluating budget performance. Additionally, users appreciate Cube’s functionality in consolidating financial results across multiple departments, allowing for a comprehensive view of budget adherence and facilitating informed decision-making. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Has enabled us to create a more accurate actuals to budget reporting.” – Analyst in Finance and Accounting, Food & Beverages, 51-200 employees
“Easy to pull budget vs actuals or pull the budget once it’s in Cube by Department or GL code. Not much training is needed.” – Employee in Finance and Accounting, Medical Device, 51-200 employees
“Speed. It has streamlined our processes so much that now reporting budget vs actuals, or board slides are now done with a click of a button.” – Director in Finance and Accounting, Non-profit Organization Management, 51-200 employees
“For a smaller startup such as ours, Cube is a great tool that gives us a holistic view into our budget vs. actuals.” – Program Manager in Finance and Accounting, Information Technology & Services, 51-200 employees
Variance Analysis
User sentiment regarding Cube’s variance analysis capabilities is varied. While some users praise its ability to streamline the process of comparing actuals to budgets across departments, others express concerns about data syncing and staging database update speed. The ease of creating ad-hoc reports and analyzing data using various dimensions is highlighted as a positive aspect, but there are also mentions of areas for improvement such as better data visualization and faster data importing. Cube seems to offer a user-friendly experience for variance analysis, but there are ongoing efforts to enhance its performance in certain areas. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
“Saves hours on end when putting together actuals vs budget variance analyses across each department.” – Employee in Finance and Accounting, Transportation/Trucking/Railroad, 201-500 employees
“Cube is well suited in helping in creating annual budgets and subsequent forecasts from these budgets as well as helping to compare against actual financial data.” – Employee in Finance and Accounting, Civil Engineering, 201-500 employees
“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.” – Director in Finance and Accounting, Online Media, 51-200 employees
Custom Reporting and Dashboards
User feedback on Cube’s custom reporting and dashboard capabilities is generally positive, with many reviewers highlighting the ease of creating reports and dashboards tailored to their specific needs. While some users initially faced challenges with implementation, the overall consensus is that Cube’s reporting and dashboard functionalities have significantly improved their financial analysis processes. However, there are suggestions for continued enhancement, particularly in terms of more sophisticated dashboards and analytics features. Despite some areas for improvement, Cube’s custom reporting and dashboard tools are seen as valuable assets for streamlining reporting tasks and gaining deeper insights into financial data. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10)
“Cube was just what we needed to gain quick and easy access to financial analytics plus easier report building!” – Vice-President in Finance and Accounting, Medical Practice, 201-500 employees
“It is a bit challenging to have push-button reports that show all details down to the granular level since there are a lot of dimensions. It has decreased the amount of time it takes to build reports by days.” – Manager in Finance and Accounting, Non-profit Organization Management, 51-200 employees
“While these features are useful it is not a very sophisticated product and lacks dashboards, analytics, and other features found in the products of competitors.” – Manager in Finance and Accounting, Information Technology & Services, 51-200 employees
Strategic Planning
Scenario Planning
User feedback on Cube’s scenario planning functionality is varied. While some users find the scenario analysis capabilities to be a strong point, others express concerns about certain limitations. The ability to create multiple scenarios for budgeting, forecasting, and decision-making purposes is highlighted as a valuable feature by many users. However, there are mentions of challenges such as the manual process of transferring data between scenarios and the lack of certain advanced features like FX normalization. Despite these mixed opinions, Cube’s scenario planning tools are generally acknowledged for their contribution to enhancing financial planning processes within organizations. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
“Cube allows us to pull our financials from QuickBooks into our various models for monthly close and scenario analysis. We were able to customize our mapping and account hierarchy to fit the business use case.” – Director in Finance and Accounting, Information Technology & Services, 51-200 employees
“Cube Planning has vastly improved our ability to budget and compare budget versions to actual performance. It integrates nicely with Netsuite and allows us to continue to work in Google Sheets and Excel while eliminating the need for massive data imports.” – Employee in Finance and Accounting, Pharmaceuticals, 1001-5000 employees
“Cube is great for monthly reporting and company performance analysis, however, it can be slightly difficult to use when looking to do entire forecasting and scenario planning analysis. The integration process for our operating model has taken some manual effort and it has not been the most straightforward process.” – Analyst in Finance and Accounting, Computer Software, 51-200 employees
Financial Data Management
Users generally praise Cube for its robust financial data management capabilities. They appreciate the platform’s ability to integrate various data sources into a centralized pool, providing a single source of truth for financial actuals and forecasts. Cube’s feature of connecting to Google Sheets and Excel is highlighted as a significant advantage, allowing for custom reporting and streamlined budget consolidation processes. However, some users have expressed concerns about the platform’s data visualization capabilities and the speed of importing large datasets. Despite these minor drawbacks, Cube is widely regarded as a valuable tool for financial reporting, analyzing data, and managing key performance indicators effectively. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Cube as been beneficial in building the Financial Reporting and KPI scorecards for the business. The ability to bring data sets together from different sources has been terrific.” – Manager in Finance and Accounting, Information Technology & Services, 201-500 employees
“Cube streamlined our budget consolidation process and helped simplify our version control issues we had in the past. Cube is well suited in helping in creating annual budgets and subsequent forecasts from these budgets as well as helping to compare against actual financial data.” – Employee in Finance and Accounting, Civil Engineering, 201-500 employees
“CONS: It could have better data visualization.; It could import large data sets faster.; It can more quickly update google sheets.” – Analyst in Finance and Accounting, Retail, 201-500 employees
Planning and Reporting Flexibility
Users consistently appreciate Cube’s planning and reporting flexibility, noting its ability to quickly adapt to changing reporting requirements and streamline the generation of detailed financial reports. While some users suggest areas for improvement, such as faster data refresh rates and enhanced data visualization options, overall, Cube’s flexibility in creating and customizing reports remains a key strength for many users. The platform’s intuitive interface and responsive customer support further contribute to its positive reputation in the realm of planning and reporting flexibility. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Cube’s flexibility and the ability to quickly provide the ever-changing reporting requirements of the business. Building reporting capacities to drive business outputs and performance. Cutting down wasted Finance team time in excel to focus on more strategy objectives of the business.” – Manager in Finance and Accounting, Information Technology & Services, 201-500 employees
“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.” – Analyst in Finance and Accounting, Retail, 201-500 employees
“Improvement in the ability to refresh departments monthly at once instead of department by department.” – Employee in Finance and Accounting, Transportation/Trucking/Railroad, 201-500 employees
Support and Usability
Customer Support and Training
Users consistently praise Cube’s customer support and training capabilities, highlighting the responsiveness and helpfulness of the support team. While some users have encountered technical issues during setup and ongoing performance, they acknowledge the prompt assistance provided by the customer support team in resolving these challenges. The general sentiment is that Cube’s customer support and training services play a vital role in enhancing user experience and addressing any issues that may arise. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“The customer service and account manager are very helpful and responsive throughout the course.” – Manager in Finance and Accounting, Retail, 11-50 employees
“Cube immediately showed ROI with its quick implementation and continued excellent customer service integrated with Slack.” – Director in Finance and Accounting, Marketing & Advertising, 51-200 employees
“I think Cube definitely needs to sort out some of its customer service mishaps – they are friendly and helpful, but don’t always get the job done well for us, or in a timely manner.” – Employee in Finance and Accounting, Financial Services, 51-200 employees
Implementation and Ease of Use
Users consistently highlight Cube’s smooth implementation process and user-friendly interface, making it easy to navigate and integrate with existing systems like Excel and Google Sheets. The platform’s intuitive design and drag-and-drop functionality contribute to its ease of use, allowing for quick data retrieval and analysis. Additionally, the exceptional customer support provided by Cube further enhances the overall user experience, ensuring any implementation challenges are swiftly addressed. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Implementation was rough at first; Continued improvement capabilities with dashboards.” – Vice-President in Finance and Accounting, Medical Practice, 201-500 employees
“Cube is particularly well-suited to small to mid-size organisations who are relatively early in transforming their Finance function to make use of cloud-based technologies.” – Analyst in Finance and Accounting, Food & Beverages, 201-500 employees
“Cube is the absolute best FP&A software dollar for dollar out there. We looked at a few different vendors for our org and none of them came close to Cube when it came to the value that we get from them now.” – Analyst in Corporate, Legal Services, 51-200 employees
Reporting Templates and Tools
Users consistently praise Cube’s reporting templates and tools capabilities, highlighting the ease of creating and customizing templates for various financial reports. While some users mention minor drawbacks such as the need for more pre-built templates and faster syncing speeds, overall, Cube’s reporting tools are seen as valuable for streamlining financial reporting processes and enhancing data accuracy. The ability to connect to multiple data sources and the flexibility in organizing and adjusting report structures are particularly appreciated by users, contributing to a positive user experience with Cube’s reporting templates and tools. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“CONS: 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 %)” – Analyst in Finance and Accounting, Food & Beverages, 201-500 employees
“Cube is a useful tool for month end reporting. It allows easy comparison of month-on-month data. This makes viewing variances easy and allowing for them to be investigated promptly.” – Employee in Finance and Accounting, Information Technology & Services, 501-1000 employees
“Cube is well-suited to help save time on financial reporting if you need to refresh the same templates each month. It is also great for building templates and pulling in data directly from Excel or Google Sheets.” – Manager in Finance and Accounting, Health, Wellness and Fitness, 51-200 employees
