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Financial planning · Available

Cube for Claude, ChatGPT and Copilot

Cube keeps finance in Excel or Google Sheets, but budget holders still have questions. They can ask Claude, ChatGPT or Copilot about actuals against a budget scenario, how two forecast scenarios differ, spend by department and account and what changed since the last publish. Each person reaches only their departments and scenarios. Cube is connected for your company in a guided pilot run by finance.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask Cube?

Questions from head of finance, marketing director, finance manager and others, answered from live Cube data and only for the people allowed to see them.

Records it works with

  • Scenarios
  • Accounts
  • Departments
  • Dimensions
  • Actuals
  • Reports
  • Head of finance

    “Compare the 2027 budget scenario with the current forecast scenario for total opex by department.”

  • Marketing director

    “How much of the paid acquisition budget did we use through September?”

  • Finance manager

    “Which accounts moved more than 10% between the last two published forecasts?”

  • Startup CFO

    “What does the downside scenario show for months of runway at the current burn rate?”

  • Engineering manager

    “Are we over budget on contractor spend for the platform team this quarter?”

  • Staff accountant

    “Do actuals in Cube for August match the trial balance totals from the ledger?”

Changes, governed

What the assistant can prepare in Cube

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to Cube under a named person.

  • Update a forecast value for one account and department

    Changes above $20,000 for the year need the head of finance.

  • Create a new scenario from the current forecast

    The person confirms; new scenarios stay draft until finance approves them.

  • Adjust a monthly spend assumption in a budget scenario

    Edits to the approved budget scenario are blocked unless the CFO approves.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for Cube

Cube sits between the ledger and the spreadsheets finance shares around the company, so a stray edit can reach many workbooks after the next fetch. Budget holders stay in their departments. The approved budget scenario is locked unless the CFO agrees, and new scenarios stay in draft until finance approves them.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the Cube records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How Cube gets connected

We connect Cube for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the Cube questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your Cube administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

Cube questions

Does this replace the Cube spreadsheet add-in?

No. Finance keeps building in Excel or Google Sheets with Cube. The assistant serves the people who ask questions about those numbers, such as budget holders, without needing a workbook.

Can it explain a variance against budget?

Yes. It compares actuals and the budget scenario by account and department, then names the lines that drove the difference, so a budget holder can answer finance before month-end review.

Which scenarios can people change?

You decide. Many teams allow changes only to forecast or what-if scenarios and keep the approved budget read-only, or require the CFO to approve any edit made to it by anyone.

Does mcpbizapps keep a copy of our Cube data?

No. When someone asks a question, mcpbizapps reads the answer live from Cube through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

Cube is a trademark of its owner. mcpbizapps is not affiliated with Cube; the name describes the connection only.

Related

Often connected alongside Cube

All Financial planning apps

Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.

Start

Bring Cube into your AI assistant

Tell us how your team uses Cube, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a Cube pilot

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