The Agentic Finance Playbook: AI across the FP&A workflow | Webinar

Most finance teams still spend the bulk of the month gathering and reconciling data instead of analyzing it. In this webinar, Jim Bullis, VP of Solutions at Cube, shows how AI plus a governed finance layer flips that ratio, with a live walkthrough that runs a real month-end workflow from data mapping through variance analysis, reporting, forecasting, board decks, and a balance sheet forecast. Built for FP&A teams and the CFOs who have to trust the numbers. In this video: Why ungoverned spreadsheets make AI hard to trust in finance: no spreadsheet awareness, probabilistic answers, and no audit trail How the mapping assistant suggests where new accounts and vendors belong so month-end setup moves faster Running actuals vs budget through the smart variance agent and stack-ranking variances down to GL account, market, and product Asking finance questions in plain language from Slack, Teams, the web workspace, or the Excel sidebar, then drilling to the source transaction Building a P&L with trailing-period time shortcuts and generating a dashboard widget from a single prompt Spinning up a statistically driven forecast, including a rolling forecast that runs well past year-end Using the Cube MCP with Claude to build board decks, interactive HTML dashboards, and a balance sheet forecast that ties Chapters: 0:00 Welcome and what this session covers 3:20 The AI inflection point for finance 7:00 How finance teams are using AI today 11:30 Why AI needs a governed finance layer 15:00 How Cube works as the agentic finance layer 18:20 Meet the FP&Agents 23:10 Demo: month-end mapping and top variances 30:00 Asking questions across Slack, Teams, and Excel 34:45 Reports, dashboards, and forecasting 41:30 Board decks and balance sheet planning with Claude 45:20 Live Q&A Cube is the Agentic FP&A Platform, built to make every company a finance-driven organization. It gives finance teams the operating intelligence to lead the business at the speed of AI, running a continuous loop of signal, understanding, decisioning, alignment, and action. Instead of just reporting on what happened, Cube helps finance determine what should change, align leaders around those choices, and drive execution. For CFOs, that means moving from static planning to a system that keeps pace with how fast the business actually moves. Learn more at cubesoftware.com.