Find AI Tools
Cube Planning screenshot

What is Cube Planning?

Cube Planning is a financial planning and analysis platform that uses AI to help businesses build and manage their budgets, forecasts, and financial models. It's designed for finance teams, accountants, and business leaders who need to plan ahead without getting bogged down in spreadsheet work. The platform combines traditional FP&A functionality with AI assistance, allowing users to create financial plans more quickly and adjust them as circumstances change. Whether you're forecasting revenue, managing departmental budgets, or stress-testing scenarios, Cube aims to make the process faster and more collaborative than working in Excel.

Key Features

AI-assisted budget and forecast creation

Generate initial plans and projections with AI support rather than building from scratch

Financial modelling

Build and adjust multi-scenario financial models to understand different business outcomes

Collaborative planning

Work with team members in real time on budgets and forecasts rather than emailing spreadsheets

Integration with accounting systems

Connect to existing financial data sources to keep plans accurate

Variance analysis

Compare actual results against forecasts to identify where plans diverged

Pros & Cons

Advantages

  • Free to use, making it accessible for small businesses and startups that can't afford traditional FP&A software
  • AI assistance reduces the time spent on repetitive forecasting and model building
  • Cloud-based collaboration means multiple team members can work on plans simultaneously
  • Easier to maintain and update plans compared to managing complex Excel spreadsheets

Limitations

  • As a free tool, it may have limitations on the number of plans, users, or data volume compared to paid enterprise FP&A solutions
  • Organisations with very complex financial structures or highly specific reporting requirements may need additional customisation

Use Cases

Small business budgeting: Create annual budgets and monthly cash flow forecasts without extensive finance training

Startup financial planning: Quickly model different growth scenarios for investor presentations and internal planning

Departmental forecasting: Help individual teams forecast headcount, spending, or revenue for their area

Scenario planning: Test how changes in assumptions affect overall financial outcomes

Rolling forecasts: Update financial plans quarterly or monthly as actual results come in