Cube vs. Moneytree Comparison


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About Cube is an AI-powered financial intelligence platform designed to streamline strategic planning and decision-making for finance teams. It helps organizations move from fragmented data to clear, actionable insights with precision at the cell level. The platform integrates seamlessly with familiar tools like Excel, Google Sheets, Slack, and Microsoft Teams, allowing users to work without disrupting existing workflows. Cube’s FP&Ai Suite includes specialized AI agents that handle forecasting, variance analysis, and data integrity in real time. These agents transform both structured and unstructured financial data into meaningful insights that drive smarter planning. The platform supports a wide range of financial processes, including budgeting, scenario planning, and executive reporting. By automating repetitive tasks and improving data accuracy, Cube enables finance professionals to focus more on strategic initiatives.	About Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Finance teams, FP&A professionals, and enterprise organizations seeking AI-driven financial planning, forecasting, and reporting solutions	Audience Companies seeking a platform to create complete financial plans with flexible data entry and comprehensive reports
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing $1981 per year 2 packages available: Essential and Elite Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported
Company Information Cube United States www.cubesoftware.com	Company Information Moneytree Software Founded: 1981 United States www.moneytree.com
Alternatives Macabacus	Alternatives eMoney eMoney Advisor
OnPlan	Bloomberg Income Tax Planner Bloomberg Tax & Accounting
Vena Vena Solutions	Equisoft/plan Equisoft
Anaplan	Investment Metrics
Workday Adaptive Planning Workday View All	MoneyGuide Envestnet View All
Categories Budgeting Supported Cash Flow Forecasting Supported Financial Analytics Supported Financial Close Supported Financial Planning and Analysis (FP&A) Supported	Categories Budgeting Supported Financial Analytics Supported Reporting Supported Wealth Management Supported
	Budgeting Features "What If" Scenarios Supported Asset Planning Supported Balance Sheet Not Supported Capital Asset Planning Not Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Not Supported Income Statements Not Supported Multi-Company Supported Multi-Department / Project Not Supported Profit / Loss Statement Supported Project Budgeting Not Supported Run Rate Tracking Not Supported Version Control Not Supported Show More Features Reporting Features Customizable Dashboard Not Supported Data Source Connectors Not Supported Drag & Drop Not Supported Drill Down Not Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Not Supported OLAP Not Supported Report Export Not Supported Sales Reports Not Supported Scheduled / Automated Reports Not Supported
Integrations Charles Schwab Not Supported Cheetah Wealth Management Not Supported Holistiplan Not Supported MX Not Supported Redtail CRM Not Supported Riskalyze Not Supported Salesforce Not Supported Steep Supported Wealthbox Not Supported View All 1 Integration	Integrations Charles Schwab Supported Cheetah Wealth Management Supported Holistiplan Supported MX Supported Redtail CRM Supported Riskalyze Supported Salesforce Supported Steep Not Supported Wealthbox Supported View All 8 Integrations
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