Cube

cubesoftware.com

HQ: New York, New York, United States

200

Business Products & Software Services

Company research

Public company, workplace, funding, and market signals

Updated Aug 16, 2026

Overview

Cube is a privately held New York fintech/software company that provides AI-powered financial intelligence and FP&A software. Its platform consolidates financial and operational data, automates planning and reporting workflows, and delivers governed insights in the tools finance teams already use.

Primary product

Cube: an AI-powered, spreadsheet-native FP&A and financial intelligence platform for planning, forecasting, reporting, analysis, data management, and AI-assisted finance workflows.

Founded

2018

Headquarters

New York City, New York, United States

Team size

101-200

Work style

Hybrid

Industry

Financial technology / enterprise software

Sub-industry

FP&A, corporate performance management, financial data management, and AI-enabled finance software

Offices

New York City, New York, United States (headquarters; Flatiron/447 Broadway locations reported)

Toronto, Ontario, Canada (collaboration/engineering hub reported)

Business model

B2B SaaS subscription

Enterprise software

Demo-led sales

Premium/add-on modules and integrations

Funding

Stage

Series B / venture-backed growth stage

Total raised

$65M

Latest round

Series B extension · Mar 2024

Latest amount

$20M

Series B extension

Mar 2024

$20M

Series B

Jun 2022 · Battery Ventures

$30M

Accelerator / incubator financing

Aug 2021 · Techstars

Series A

Mar 2021 · Mayfield

$10M

Seed

Apr 2020 · Bonfire Ventures

$3.8M

Pre-seed / seed

Sep 2019

$1.3M

People & investors

Leadership

Christina Ross

CEO & Founder

Josh Holat

Co-founder & CTO

Suresh Bala

Chief Product & Technology Officer

Shayan Ashtiani

Head of Product

Rob Dandorph

VP of Operations

Jim Bullis

Customer implementation and solutions leader; exact current title not publicly confirmed

Investors

Work & culture

Cube describes itself as human-centered, ownership-oriented, transparent, and collaborative. Engineering materials emphasize transparency, clear expectations, autonomy, low ego, and solving problems without excessive management direction. Public hiring materials also emphasize urgency, simplicity, attention to detail, accountability, growth, and winning together. The company uses New York as a collaboration hub while supporting employees across the U.S. and Canada; some current roles require office attendance Tuesday through Thursday.

Work style

Hybrid

Visa sponsorship

Compensation

Public job postings provide role-specific ranges, including approximately $110,000-$130,000 base for an FP&A Implementation Manager and $75,000-$85,000 for a Marketing & Advocacy Manager. Other publicly indexed compensation estimates include approximately $177,000 for a Senior Product Manager, $137,762 for a Senior QA Engineer, and $61,161 for an SDR, though the latter figures are third-party estimates. Equity is offered to full-time employees. Job postings state that immigration sponsorship is not available.

Benefits

Early-stage equity / stock options for full-time employees

401(k) program for U.S. employees

Medical, dental, and vision insurance; public job postings describe employee coverage as 100% employer-paid

FSA/HSA options

One Medical, Teladoc, and Talkspace memberships

Flexible paid vacation and sick/mental-health time

Company Flex Days

Paid parental leave; job postings describe up to 12 weeks, with some wording specific to the birthing parent

Learning budget for books, classes, or events

Remote flexibility across the United States and Canada

Product & market

Pricing

Custom-quote B2B SaaS pricing. Cube publicly describes multiple tiers, including Essential, Collaborative, and Enterprise-style plans, plus paid or configurable add-ons. No public list prices were found.

Differentiators

—Spreadsheet-native experience that lets finance teams continue working in Excel and Google Sheets rather than replacing them
—Patented bi-directional spreadsheet synchronization
—No-code integrations with ERP, CRM, HRIS, accounting, warehouse, BI, and other source systems
—Governed financial data layer with auditability and traceability to source transactions
—Finance-led implementation intended to go live in days or weeks rather than months
—AI and MCP capabilities connected to governed financial data rather than an unstructured chatbot layer
—Unlimited dimensions and support for multi-entity, multi-currency, and intercompany planning
—Workflow access through Excel, Google Sheets, PowerPoint/Slides, Slack, Teams, browser, and AI assistants

Technology

Excel integration and bi-directional spreadsheet synchronization

Google Sheets integration and bi-directional synchronization

PowerPoint / Google Slides integrations

Slack and Microsoft Teams integrations

MCP Server integrations for Claude, ChatGPT, Gemini, and other AI assistants

ERP, CRM, HRIS, accounting, warehouse, BI, SQL, and flat-file connectors

AWS cloud infrastructure

SOC 2 Type II, role-based access controls, audit trails, MFA, OAuth/SAML SSO

Publicly described product/engineering technologies include Rust, Apache Arrow, Apache DataFusion, Parquet, RocksDB, and Cube Store

Customers

Google

Procter & Gamble

Cracker Barrel

Wealthfront

Edge Fitness Clubs

Smart City Apartment

Hundreds of high-growth and mid-market companies across SaaS, services, retail, manufacturing, and supply-chain industries

Competitors

Anaplan

Pigment

Vena

Planful

Datarails

Workday Adaptive Planning

Oracle EPM / legacy EPM platforms

Scale & contact

Estimated revenue

$1 million-$10 million annually; one Exa-indexed company profile estimates approximately $2 million, but this is a third-party estimate and not company-reported.

Estimated monthly visits

100.7K

Traffic estimate as of Jun 2026

Signals & risks

Other

Nov 2022

Cube CEO Christina Ross was quoted in CFO Brew in an article about how companies should evaluate strategy and headcount during the 2022 downturn. The article is not evidence of a Cube layoff; no specific Cube layoff, acquisition, shutdown, or restructuring announcement was found in the researched sources.

Source

Latest news

Cube's product roadmap: What's new and what's next

Cube Software · Apr 2025

Cube described product investments in AI features, automated data mapping, reporting and spreadsheet improvements, collaboration, and forecasting.

Cube is building a semantic layer for company data

TechCrunch · Jun 2024

This article concerns a different San Francisco company, Cube, focused on universal semantic-layer and analytics infrastructure, not the New York FP&A company researched here. It is included as a disambiguation warning because search results frequently conflate the two companies; it should not be treated as a funding or operating source for Cube Software.

Cube raises $20M and appoints former Workday executive Suresh Bala as CPTO

CFO Dive · Mar 2024

Cube announced a $20 million financing and appointed Suresh Bala, formerly of Workday and Adaptive Insights, as its first Chief Product & Technology Officer. The funding was intended to advance product speed, usability, flexibility, and AI capabilities.

Cube closes $30M Series B led by Battery Ventures

PR Newswire / Cube Software · Jun 2022

Cube announced a $30 million Series B led by Battery Ventures, with Mayfield, Bonfire Ventures, Operator Collective, and GTMfund participating. The company said the round brought total funding to $45 million at the time.

Cube launches its AI-powered financial intelligence platform / new product direction

Cube Software

Cube's current product positioning emphasizes an agentic finance layer: governed data, automated workflows, FP&A agents, traceable analysis, and access through spreadsheets, browser, chat, and AI assistants.