Skip to main content
Cube Help Center home page
  • Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. Cube
  2. Getting Started

Getting Started

Learn the basics of Cube and see how we can help you work more strategically.

Welcome to Cube

Learn what Cube does and how to get started quickly.
  • What is Cube?

  • What is Cube's data model?

  • Cube Workspace overview

  • Spreadsheet App overview

  • Cube glossary

Cube by Role

See how FP&A, Accounting, and other roles use Cube for planning and analysis.
  • Finance without jargon: Plain-English glossary for Cube collaborators

  • Setting your collaborators up for success with Cube

  • How to be a great Cube collaborator

  • Using Cube as an Executive or CEO

  • Using Cube as a Sales leader

  • Using Cube as a Budget Owner

See all 8 articles

Set up Cube's apps

Install and use Cube in Excel, Google Sheets, and more
  • Install the Cube Spreadsheet App for Excel or Google Sheets

  • Customize your Spreadsheet App settings

  • Add Cube to allowed Google Workspace apps

AI agents in Slack and Teams

Ask questions and build reports directly from Slack or Microsoft Teams.
  • Use AI Analyst in Slack or Teams

  • Get started with Cube for Slack

  • Get started with Cube for Teams

Cube-logo-white
  • Product

  • Platform Overview
  • Cube Workspace
  • Data Engine
  • AI for FP&A
  • Security
  • App Ecosystem
  • Integrations
  • How Cube Works
  • Pricing
  • Trust Center
  • Why Cube?
  • Solutions

  • Data Management
  • Reporting & Analysis
  • Planning & Modeling
  • Strategic Finance
  • CORE WORKFLOWS

  • 3-Statement Model
  • Ad-Hoc Reporting
  • Annual Planning
  • Cash Flow Reporting
  • Data Cleansing
  • Data Consolidation
  • Data Governance
  • Driver-Based Planning
  • Executive Reporting
  • Forecasting
  • Headcount Planning
  • Management Reporting
  • Performance Reporting
  • Scenario Planning
  • Variance Analysis
  • What-If Analysis
  • INDUSTRIES

  • Business Services
  • Financial Services
  • Healthcare
  • Manufacturing
  • Non-Profit
  • Real Estate
  • SaaS / Software
  • Capabilities

  • Business Budgeting Software
  • Finance Software
  • Financial Analysis Software
  • Financial Close Software
  • Financial Forecasting Software
  • Financial Management Software
  • Financial Statement Software
  • Performance Management Software
  • Variance Analysis Software
  • resources

  • Blog
  • Community
  • Content Library
  • Customer Stories
  • FP&A Assessment
  • FP&A Glossary
  • Help Center
  • Newsletter
  • Webinars & Videos
  • Workshops
  • templates

  • 12-Month Forecast
  • 3-Statement Model
  • CapEx Planning
  • Headcount Planning
  • OpEx Planning
  • P&L Planning (BvA)
  • SaaS Revenue Model
  • Statement of Cash Flow
  • company

  • About Cube
  • Careers
  • Contact Us
  • In The News
  • Platform Overview
  • Cube Workspace
  • Data Engine
  • AI for FP&A
  • Security
  • App Ecosystem
  • Integrations
  • How Cube Works
  • Pricing
  • Trust Center
  • Why Cube?
  • Data Management
  • Reporting & Analysis
  • Planning & Modeling
  • Strategic Finance
  • 3-Statement Model
  • Ad-Hoc Reporting
  • Annual Planning
  • Cash Flow Reporting
  • Data Cleansing
  • Data Consolidation
  • Data Governance
  • Driver-Based Planning
  • Executive Reporting
  • Forecasting
  • Headcount Planning
  • Management Reporting
  • Performance Reporting
  • Scenario Planning
  • Variance Analysis
  • What-If Analysis
  • Business Services
  • Financial Services
  • Healthcare
  • Manufacturing
  • Non-Profit
  • Real Estate
  • SaaS / Software
  • Business Budgeting Software
  • Finance Software
  • Financial Analysis Software
  • Financial Close Software
  • Financial Forecasting Software
  • Financial Management Software
  • Financial Statement Software
  • Performance Management Software
  • Variance Analysis Software
  • Blog
  • Community
  • Content Library
  • Customer Stories
  • FP&A Assessment
  • FP&A Glossary
  • Help Center
  • Newsletter
  • Webinars & Videos
  • Workshops
  • 12-Month Forecast
  • 3-Statement Model
  • CapEx Planning
  • Headcount Planning
  • OpEx Planning
  • P&L Planning (BvA)
  • SaaS Revenue Model
  • Statement of Cash Flow
  • About Cube
  • Careers
  • Contact Us
  • In The News
SOC Logo

Cube is SOC 2 Type 2 compliant

SOC Logo

Cube is HIPAA compliant

Privacy policy Terms of service Disclosure policy

© 2025 Cube Planning, Inc. All rights reserved.