Cube Software

Cover Block

Field	Value
Name	Cube Software
Tagline	AI-powered financial intelligence platform that supercharges FP&A teams across spreadsheets, browsers, chats, and beyond
Headquarters	New York, United States
Founded	2018
Stage	Series B
Business Model	SaaS
Industry	Fintech (FP&A software)
Technology Type	AI / Machine Learning
Geography	North America
Growth Profile	Venture Scale
Founders	Christina Ross, Josh Holat
Funding Label	Series B (total disclosed approximately $40,000,000 across A and B)

Links

• Website: https://www.cubesoftware.com/
• Careers: https://jobs.ashbyhq.com/cubesoftware/
• Crunchbase: https://www.crunchbase.com/organization/cubesoftware
• PitchBook: https://pitchbook.com/profiles/company/375610-78

What an Investor Needs First

Cube Software sells a spreadsheet-native financial planning and analysis (FP&A) platform aimed at finance teams that have outgrown manual Excel workflows but do not want to migrate to a heavyweight enterprise suite. The company was founded in 2018 in New York by Christina Ross and Josh Holat, with Ross, a former CFO, building the product around the working habits of finance practitioners [AlleyWatch, 2021]. Its core differentiation is preserving Microsoft Excel and Google Sheets as the user surface while centralizing data, controls, and reporting in a cloud workspace [Cube Software website][Software Advice]. In March 2021 the company raised a $10 million Series A, and a subsequent $30 million Series B was led by Battery Ventures with participation from Mayfield Fund, Bonfire Ventures, Operator Collective, Clocktower Ventures, and GTMfund [VentureBeat][Crunchbase][PitchBook]. Cube has since extended into agentic AI with its FP&Agent Suite, which lets finance teams query the chart of accounts and business logic from Slack, Microsoft Teams, or the browser [Cube Software website][CFO Dive].

Data Accuracy: GREEN -- Confirmed by VentureBeat, AlleyWatch, Crunchbase, PitchBook, and the company's own primary materials.

Taxonomy Snapshot

Axis	Value
Stage	Series B
Business Model	SaaS subscription
Industry / Vertical	Fintech, FP&A software
Technology Type	AI / Machine Learning, agentic AI for finance
Geography	North America (HQ New York)
Growth Profile	Venture Scale
Founding Team	Repeat operator CFO (Christina Ross) and technical co-founder (Josh Holat)
Funding	Approximately $40M disclosed across Series A and B

Inside the Company

Cube Software was incorporated in 2018 in New York by Christina Ross and Josh Holat, with Ross drawing on prior experience as a CFO at venture-backed companies as the design brief for the product [AlleyWatch, 2021]. The thesis at founding was that mid-market finance teams were caught between two unattractive options: spend their lives reconciling spreadsheets, or commit to a multi-quarter implementation of a legacy enterprise planning suite. Cube positioned itself as a third path, a cloud platform that connects to the source systems of record but pushes data back into the spreadsheets analysts already use [Cube Software website][VentureBeat].

The company's first significant external milestone was its Series A in March 2021, when it raised $10 million [VentureBeat][AlleyWatch, 2021]. A Series B followed in 2022, with Battery Ventures leading a $30 million round that brought in Mayfield Fund alongside earlier backers including Bonfire Ventures and Operator Collective [Crunchbase][PitchBook]. More recently, Cube introduced its FP&Agent Suite, an agentic AI layer purpose-built for the chart of accounts and business logic [Cube Software website][CFO Dive].

Data Accuracy: GREEN -- Confirmed by AlleyWatch, VentureBeat, Crunchbase, PitchBook, and Cube's own corporate site.

Under the Hood

Cube's product is a cloud FP&A platform whose distinguishing design choice is to keep Microsoft Excel and Google Sheets as primary work surfaces [Cube Software website][Software Advice]. The platform connects to ERP, CRM, HRIS, and data warehouse systems on one side, and pushes governed data into spreadsheets on the other, with a Cube Workspace layer for publishing reports and templates as interactive no-code apps [Cube Software website]. Cube markets itself as the "no-code FP&A platform that connects your spreadsheets, systems, and teams" [Cube Software website].

The FP&Agent Suite is an agentic AI capability purpose-built for FP&A: it understands the customer's chart of accounts and business logic and lets finance users ask questions in Slack, Microsoft Teams, or a browser and receive sourced answers [Cube Software website][CFO Dive]. Specific named integrations include Microsoft Dynamics on the ERP side and the two dominant spreadsheet engines on the analyst side [Cube Software website][f4.fund]. Customers named on Cube's own site include Figment and Growth Operators [Cube Software website].

Data Accuracy: GREEN -- Confirmed by Cube's website, CFO Dive, Software Advice, and f4.fund.

Market Research and Opportunity

FP&A software sits at the intersection of two trends: the proliferation of source systems that finance must reconcile, and the arrival of AI tooling that can act on structured financial data. The category Cube competes in has historically been dominated by Anaplan, Oracle Hyperion, OneStream, Workday Adaptive, and Vena, with a wave of cloud-native challengers including Mosaic, Pigment, Causal, and Rillet emerging over the past five to seven years [Finance OS][CFO Dive].

Data Accuracy: YELLOW -- Qualitative drivers are well sourced, no named third-party TAM figure was confirmed in the captured research.

Competition and Substitutes

Cube competes in a crowded but segmented FP&A market where its sharpest positioning is the spreadsheet-native bridge between source systems and analyst workflows.

Company	Positioning	Stage / Funding	Notable Differentiator
Cube Software	Spreadsheet-native FP&A with agentic AI for finance	Series B, ~$40M disclosed	Excel and Google Sheets as primary UI, FP&Agent in Slack/Teams
Rillet	AI-native general ledger and finance platform	Venture-backed	Accounting-first stack with AI close automation
Fieldguide	AI platform for advisory and audit firms	Venture-backed	Workflow automation for accounting firm practitioners
Intapp	Vertical software for professional services firms	Public (NASDAQ: INTA)	Enterprise scale, regulated-industry footprint
Causal	Modeling and forecasting tool for finance and operators	Acquired by Lucanet (reported)	Browser-native modeling environment

Data Accuracy: YELLOW -- Subject and category facts are confirmed, competitor stage data is partially inferred from public profiles rather than fully sourced per row.

Opportunity

If Cube executes on its agentic-AI positioning while holding the spreadsheet-native niche, the prize is becoming the default FP&A layer for the mid-market office of the CFO. The single largest outcome Cube could plausibly become is the planning-and-analysis system of record for the tier of companies between QuickBooks-and-Excel and full Anaplan deployments [Cube Software website].

Data Accuracy: YELLOW -- Scenarios are constructed from confirmed product, funding, and category facts, comparables and outcome ranges are explicitly labelled as scenarios rather than forecasts.

Sources

1. [Cube Software] The AI-powered financial intelligence platform built for FP&A | https://www.cubesoftware.com/
2. [Cube Software] Transparent and Upfront Pricing | https://www.cubesoftware.com/pricing
3. [Cube Software] No-Code FP&A Software for Strategic Finance Teams | https://www.cubesoftware.com/home
4. [Cube Software] About Us, Built By Finance For Finance | https://www.cubesoftware.com/about
5. [Cube Software] Microsoft Dynamics integration | https://www.cubesoftware.com/integrations/microsoft-dyanmics
6. [Cube Software] Financial Performance Management Software | https://www.cubesoftware.com/performance-management
7. [VentureBeat] Cube Software challenges legacy financial planning and analytics tools | https://venturebeat.com/business/cube-software-raises-10-million-to-take-on-legacy-financial-planning-and-analytics-tools
8. [AlleyWatch, 2021] Cube Software Raises $10M for its CFO Intelligence Platform that Brings Automation to FP&A | https://www.alleywatch.com/2021/03/cube-software-cfo-intelligence-platform-financial-planning-analysis-automation-fpa-christina-ross/
9. [CFO Dive] Cube AI suite aims to ease finance platform, communication gaps | https://www.cfodive.com/news/cube-ai-suite-aims-ease-finance-platform-communication-gaps/749602/
10. [Crunchbase] Cube company profile and funding | https://www.crunchbase.com/organization/cubesoftware
11. [PitchBook] Cube (New York) company profile | https://pitchbook.com/profiles/company/375610-78
12. [Software Advice] Cube Software Overview, Features and Pricing | https://www.softwareadvice.com/product/238885-Cube/
13. [f4.fund] Cube Software profile | https://f4.fund/startups/cubesoftware
14. [Finance OS] Cube Software vs. Prophix Software | https://financeos.com/cube-software-vs-prophix-software/
15. [Finance OS] Causal vs. Cube Software | https://financeos.com/causal-vs-cube-software/
16. [AshbyHQ] Recruiter and People Operations Generalist at Cube Software | https://jobs.ashbyhq.com/cubesoftware/419b6617-e53b-4a02-80b9-4f5ee9db179b