Ask a finance team where they actually work, and the honest answer is rarely the shiny dashboard the vendor demoed last quarter. It is a spreadsheet. Cube Software has spent the better part of seven years betting that this fact is not going to change, and that the winning FP&A platform is the one that meets the analyst inside the cell.
The New York company, founded in 2018 by Christina Ross and Josh Holat, sells an AI-powered financial intelligence platform built for FP&A teams [Cube Software website]. The pitch is straightforward: connect a customer's ERP, CRM, HRIS, and data warehouse, then push and pull data directly from Microsoft Excel and Google Sheets [Cube Software website][f4.fund]. Cube's newer FP&Agent Suite layers agentic AI on top, letting users ask questions about the chart of accounts in Slack, Teams, or a browser [Cube Software website][CFO Dive].
The money behind the bet
Cube raised a $10 million Series A in 2021 [VentureBeat][AlleyWatch, 2021], and followed with a $30 million Series B in 2022 led by Battery Ventures [Crunchbase][PitchBook]. The cap table also includes Mayfield Fund, GTMfund, Clocktower Ventures, Bonfire Ventures, and Operator Collective.
| Metric | Value |
|---|---|
| Series A 2021 | $10M |
| Series B 2022 | $30M |
What Cube is actually shipping
The product surface has widened meaningfully. Beyond the core data integration layer, Cube now offers no-code apps that let finance teams build reports and templates inside spreadsheets and publish interactive versions to a Cube Workspace [Cube Software website]. The FP&Agent Suite is pitched as purpose-built AI for finance, giving teams faster answers [Cube Software website]. CFO Dive framed it as an attempt to ease the gap between finance platforms and the chat tools where decisions actually get made [CFO Dive].
Founders and the field
Christina Ross, Cube's co-founder and the public face of the company since the 2021 raise [AlleyWatch, 2021], has framed the company's thesis around finance leaders who want automation without abandoning the spreadsheet. Co-founder Josh Holat rounds out the founding team. The company is currently hiring a Recruiter and People Operations Generalist [AshbyHQ].
What bears say, what bulls answer
The bear case on Cube is the bear case on every spreadsheet-extension strategy: Microsoft and Google control the substrate. The bull answer, supported by Cube's product surface, is that the hard part is not the spreadsheet integration. It is the connectors into ERP, CRM, HRIS, and the data warehouse, plus the permissions, audit trail, and chart-of-accounts logic that finance teams require before they trust an answer [Cube Software website].
What to watch over the next twelve months
Three things will tell the story. First, customer disclosures: named logos beyond Figment and Growth Operators. Second, the maturation of FP&Agent: whether the agent moves from answering questions to executing workflows. Third, the next round. The Series B closed in 2022, which by 2025 standards puts Cube in the window where a Series C, an extension, or a strategic conversation becomes plausible.