Features
Automated transaction matching using AI
Audit-ready documentation with timestamps
Multi-source data ingestion (bank, ERP, invoices)
Real-time reconciliation dashboard
Custom rule engine for matching logic
Discrepancy flagging and resolution workflow
Exportable audit trails (PDF, CSV)
Role-based access control
Integrations with major accounting software
Scheduling and batch processing
Anomaly detection in transaction patterns
Approval workflow for matched transactions
Patented bi-directional sync with Excel and Google Sheets
FP&A Agents: Data Managers, Analysts, Planners, Business Partners
Cube MCP Server for secure AI assistant integration
Real-time dashboards, variance reports, and scenario comparisons
Trace to Truth: every number traced to the transaction
Driver-based planning and rolling forecasts
Automated consolidation and close management
Scenario modeling with on-the-fly assumption changes
Cash flow forecasting with rolling view
Self-serve ad hoc analysis for non-finance users
No-code, finance-owned configuration
Workflow-native: works in spreadsheets, decks, Slack, Teams
Data Engine for unified, decision-ready data
Real-time collaboration and alignment across teams
