Cube Workspace is a centralized environment designed for financial planning and analysis teams to manage reporting, planning, modeling, workflows, and collaboration within a unified system. It supports structured financial processes, enables consistent reporting across spreadsheets and the web, and provides tools for dashboards, templates, and workflow management. The workspace connects data, tasks, and models so finance teams can manage complex financial structures, maintain data accuracy, and streamline cross‑team activities. It also integrates with common spreadsheet tools, allowing teams to preserve their existing formats while gaining structured automation and governance.

Key Features

Workflow & Task Management Organizes and accelerates finance processes such as planning cycles and reporting.

• Structured task assignments with due dates
• Automated notifications and attachments

Live‑Synced Reports Creates spreadsheet‑native reports that remain synchronized across platforms.

• Consistent formatting preserved across Excel, Sheets, and web
• Filterable interactive reports with access control

FP&A Templates Library Provides ready‑made templates designed by FP&A professionals.

• Templates for headcount, balance sheets, forecasting
• Accessible through Excel, Sheets, or Workspace

Dashboards Visualizes financial metrics with configurable dashboards.

• KPI overviews and trend visualization
• Filtering, drilling, and multi‑visual dashboards

Dimensions & Modeling Tools Structures financial models with predefined and custom dimensions.

• Supports accounts, departments, scenarios, time
• Custom dimensions for products or vendors

Spreadsheet Integration Works directly with Excel and Google Sheets.

• Preserves spreadsheet workflows
• Syncs data while adding governance and automation

AI‑Supported Analysis Enhances forecasting and variance analysis.

• AI‑generated insights
• Available in Workspace and collaboration tools

Benefits

More Efficient Financial Processes Reduces time spent on manual consolidation and formatting.

• Automated tasks for planning and reporting
• Centralized workflows improving coordination

Improved Data Accuracy and Consistency Ensures teams work from a unified financial source.

• Synced reports across multiple platforms
• Centralized data structures for modeling

Enhanced Collaboration Across Teams Supports structured communication and shared access.

• Shared dashboards and reports
• Real‑time collaboration in spreadsheets and Workspace

Scalable for Complex Financial Models Handles multidimensional structures across business units.

• Supports unlimited dimensions with hierarchies
• Flexible modeling for varied financial scenarios