Cubix is a flexible and powerful software to remove the limitations of Excel spreadsheets and elevates Excel to deliver the following solutions.
- Budgeting and Forecasting
- Management Reporting and Analysis
- Management and Financial Consolidations
- Corporate Performance Management
- Financial and Business Modelling
Cubix has a dynamic Excel user interface and a structured approach to financial and business models, allowing for rapid learning and solution development by non-technical users.
Some specific solution examples include:
- Multi-format Income Statements, Balance Sheet, Cash Flow, Company Performance Indicators at business unit and consolidated levels in multiple hierarchies and currencies.
- Budgeting and Rolling forecasts, comparison against multiple years’ data for analysis and trends on a daily, weekly, Monthly and/or quarterly basis
- Sales, Product, Services and customer profitability trends and analysis such as 3 months, 12 months moving averages, run rate etc.
- Combine Financial and Non-Financial data for analysis such as resource availability, utilisation, recoveries and profitability analysis
- Combine data from single or multiple ERP, GL systems, Payroll Systems, Databases, Excel workbooks etc.
- Build multiple ad-hoc Financial and Business models quickly for presentations at board meetings and what if scenarios such as expense reductions, capacity constraints, restructuring etc.
Starter
Business Modelling and Management Reporting for Small Businesses
- Includes licence to create and share one business model (maximum of two users)
- Reduces number of spreadsheets required by keeping data in a central model
- Full Excel integration for ease of use
- Robust inbuilt Calculation and Consolidation engine
- User defined calculation rule offering flexibility
- Structured designer for rapid model design
- Keep forecast, history and actual data in one place for quick access and comparison
- Quick analysis and reporting of results
- Designed for use without engaging IT resources
- Easy to learn and use
- Access to Self Service Portal and Support System
Standard
Business Modelling, Full Planning and Management Reporting
- Reporting, Budgeting and Forecasting functionality included as standard
- Dynamic Bi-Directional Integration with Excel
- Structured Model Designer for quick business model development
- Smart Calculation and Consolidation Logic for robust modelling
- Multi-dimensional database optimised for speed of access to information
- Quick ad-hoc data analysis tools with deep drill down / up /across
- Multiple users can access models with pre-defined access rights
- Standard data loading functionality from multiple sources
- One touch data browser to report conversions
- Build templates to collect data from remote users
- Access to Self Service Portal and Support System
Advanced
Financial Consolidation and Advanced Functionality for Complex Modelling
- All functionality in the Standard edition plus the following:
- Financial Consolidation functionality with year end controls
- Journals with built-in audit trail for tracking adjustments
- Automatic and Manual Inter-Company Balances and Elimination
- Additional Consolidation Hierarchies with multiple sub-consolidation levels
- Advanced Calculation Sets for more flexibility
- Add additional tables and dimensions for advanced model development
- Define new user access rights for better control
- Automatic calcualtion of foreign exhange gains/loses on consolidation
- Advanced data loading functionality with direct query to SQL data sources
- Support Level Agreement for rapid software support response time
Excel Integration
Microsoft Excel is the most widely used tool by finance and management teams to manage their Consolidation, Planning, reporting and business modelling requirements. However, Excel can lead to a loss of control and errors in information due to limitations of its use as a database, data integrity issues due to user access and inefficient handling of multiple data sources from linked spreadsheets and external sources.
With Centrixe products you can turn Excel into a powerful Consolidation, Planning, reporting and analysis solution without the limitations of using Excel for these solutions.
- Combine information from multiple sources without creating linked spread sheets
- Quickly create formatted/presentable Excel reports and dashboards to company standards without workbook linking, rekeying, copying and pasting or reconciling data
- Effortlessly view your business information from multiple perspectives for quick and in-depth analysis right from within your Excel environment
- Improve your data integrity and security with multiple users accessing information only relevant to their profile
- Keep multiple types of data, consolidated / calculated or input, financial or non-financial, actuals or forecasts over a number of years for instant availability when required without the need to keep multiple spreads sheets
Cubix seamlessly integrates into your Excel environment in a matter of minutes with you getting the full benefits of integration before your next reporting or planning cycle.
“Cubix is widely regarded by our various divisions for being very easy to maintain and providing quick handling. It takes away the fear many people have about working with incorrect or outdated information”
Installation requirements
Hardware pre-requisites:
| Processor: | Intel processor 2 Gigahertz (GHz) or faster 32-bit or 64-bit |
|---|---|
| RAM (Internal memory): | 4 Gigabyte (GB) or more |
| Hard disk space (Storage): | 10 Gigabyte (GB) or more (will depend on number and size of model) |
Software pre-requisites:
| Desktop Operating System (x86, x64): (For Standard and Advanced editions) | Windows 7 (32 or 64-bit) Professional, Enterprise, Ultimate; Windows 10 (32 or 64-bit) Professional, Enterprise |
|---|---|
| Server Operating System (IA-32, x86, x64): (For Enterprise edition) | Windows Server 2008 Standard, Enterprise; Windows Server 2008 R2 Standard, Enterprise; Windows Server 2012 Standard, Windows Server 2012 R2 Standard |
| Microsoft Excel (32-bit only): (For all editions) | Excel 2007, 2010, 2013 and 2016 Note: VBA feature must be selected when installing Excel. In other words Excel must be installed with all its features. |
| Microsoft .NET Framework version: (For all editions) | Both 3.5 and 4 or later |
| Other: (For all editions) | Microsoft Visual Studio 2010 Tools for Office Runtime both 32 or 64-bit |
Let’s talk
Please call us on +44 (0)1753 88 66 99 or contact us using the form below and we will get back in touch as soon as possible
