Case Study: Primer.ai achieves faster, more accurate FP&A with Cube Software

Primer.ai cuts board prep from 1 week to half a day with Cube Software

Primer.ai, an AI software company, faced significant challenges with its FP&A processes managed solely by CFO Edgar Ejercito. Using a complex 50-tab Excel model, board preparation took a week and variance analysis was unreliable and time-consuming. The existing setup could not scale, especially after an acquisition added a second entity, and other FP&A platforms like Planful required a dedicated admin, which was not an option for the one-person finance team. Primer.ai turned to Cube Software for a solution.

Cube implemented its agentic FP&A platform, which features a bi-directional sync to Excel and Google Sheets. This allowed Edgar to build and modify financial models in-house without an admin. The solution automated data flow from the ERP, eliminating manual copy-paste and ensuring data accuracy. As a result, Cube helped Primer.ai cut board prep from one week to half a day, reduce variance reporting from three days to two hours, and iterate on decks in under a minute instead of hours, all without hiring extra FP&A headcount.

Primer.ai