About
I build software organizations and products around good judgment.
I’m currently…
I’m currently…
Activity
1K followers
-
Josh Holat shared thisThis was a fun one to build. Cube now has an MCP server! We've spent the last few years building an extremely powerful underlying foundation for our FP&A technology to meet the needs of our customers. RBAC, calculation engine, multi-currency, etc. Now that secure and organized financial data layer can be exposed to any MCP enabled chat tool, giving users the ability to use the incredible powers of AI against their governed and secure financial data. Excited to see what people do with this!Josh Holat shared thisAI doesn't know your numbers? Now it does. Cube now connects directly to Claude, ChatGPT, and any AI tool that supports MCP. That means your AI can do a lot more than answer questions. Ask it to analyze your Q3 variance, build a board deck summary, draft a budget narrative, or model out a headcount scenario, and it's working from your real Cube data the whole time. Live. Calculated. Permissioned. No stale exports. No copy-pasting into ChatGPT or Claude. No "I don't have access to that." AI in finance is only as good as the data it's working from. Most AI tools don't know your account structure, your fiscal calendar, or your reporting logic. And they can't enforce who's allowed to see what. The Cube MCP Server fixes that: → Your business rules and formulas run before data reaches the AI. Cube calculates. The AI just has to think. → Your existing role-based permissions apply to every AI request. If someone can't see a department in Cube, neither can the AI. → It works inside the tools your team already uses. No new interface to adopt. This is what AI-powered FP&A actually looks like — not a chatbot bolted onto a spreadsheet, but your entire financial data layer working with the AI tools you already trust. Visit https://lnkd.in/eSfuphaE or reach out to your account manager to learn more. #FPandA #AI #FinancialPlanning #Cube
-
Josh Holat shared thisGiven all of the awesome advancements in LLMs and what they make possible, we've been cooking over at Cube and infusing AI functionality where it makes sense within our product. This was a big one, but it's just one step in a much broader plan to make Cube the hands down best FP&A tool in the AI landscape!Josh Holat shared thisCube's AI Analyst now works directly inside Excel and Google Sheets. Ask questions about your financial data in plain English, right from the spreadsheet you're already working in. Get narrative answers with department breakdowns, trend analysis, and transaction-level detail, all grounded in your real Cube data. Then do something no other tool lets you do: add the AI-generated results to your spreadsheet as live Cube ranges. Fetch, filter, drill down, and publish them, just like any range you'd build yourself. No tab switching. No copy-pasting. No static exports. AI Analyst is now available across Slack, Teams, the Cube Workspace, and your spreadsheet apps. Wherever your finance team works, Cube meets them there. Live now for all Cube customers.
-
Josh Holat shared thisMaking some cool AI agents over here Cube with some great feedback from customers! AI for finance is 10% model selection and 90% the quality of the data you have available (context is king!). You can’t automate financial intelligence if your "Single Source of Truth" is spread across five different systems and a dozen offline workbooks. Cube helps close that gap and making the data layer as smart as the model. It’s not magic; it’s just better finance infrastructure!Josh Holat shared thisFast, conversational access to the numbers that drive decisions. That is what our AI Analyst is built for. “When I need a quick answer from my data, I just chat with Cube’s AI Analyst.” That is how Jordan McGrew, VP of FP&A at PetSafe Brands, gets instant insights in Microsoft Teams. No digging through dashboards. No waiting on reports. Just ask a question and get the data you need. The future of finance is not more complexity. It is conversation. Ask. Get answers. Make decisions. #AI #FPandA #Cube #FinancialIntelligence
-
Josh Holat shared thisVery excited about the AI functionality we've been working on! Most AI Analysts lack the ground truth of the business. They can summarize a spreadsheet, but they can't tell you why your T&E spend spiked in Q3. To be useful for finance, we had to solve the "last mile" problem: - Transaction-Level Intelligence: Aggregated data is easy. High-granularity is hard. Our AI can now parse individual line items to find the specific "why" behind a budget overrun. - Custom Context: We added Workspace-Level Custom Context. Admins can now bake company-specific logic and reporting cycles directly into the model’s grounding. Building AI for finance isn't about the flashiest LLM. It’s about building the data pipeline and context that allows the model to see the real "why". #ProductUpdate #FPandA #FinOps #AIJosh Holat shared thisBig news for the office of finance: The AI Analyst just got a major speed and intelligence boost. We’ve rolled out a series of enhancements to the AI Analyst designed to move you from question to insight faster than ever before. Here is what is new: 50% Faster Responses in Slack and Teams - FP&A moves fast, and your tools should too. We have optimized our Slack and Teams Apps to deliver near-instantaneous answers, whether you prefer those apps, are in a meeting, or on the go. True Transaction-Level Intelligence - Our AI Analyst can now drill into the individual line items behind the numbers. Need to know exactly which receipts or trips caused a travel budget overrun? Just ask. The AI Analyst will dig through the attributes to find the "why" behind the "what." Workspace-Level Custom Context - You can ground the AI Analyst in your company's unique shorthand and logic. Administrators can set company-wide "Default Preferences" that ensure the AI understands your specific reporting cycles and business rules from the jump, providing more accurate, tailored responses for every user in your organization. Cube customers: Start a conversation with the AI Analyst in your Workspace today. Cube curious? Request a demo through the button on our profile page. #Cube #100releases100days #ProductUpdate #FPandA #ProductVideo #poweredbycube
-
Josh Holat shared thisVery excited to have you, Steven Nardini! It's been fun digging in with you already on how our Product and Engineering org works with our GTM team.Josh Holat shared thisSome decisions you overthink. This wasn’t one of them... I’m proud to share that I’ve joined Cube as VP of Sales. After six years remote, I knew my next move had to be different: the right team, the right product, the right moment. Cube checked every box. I’ve been in the seat for a month, and a few things are already clear: 1: The formula never changes. Preparation, effort, and accountability win. The stakes get higher, but the recipe stays the same. 2: Sales is a contact sport. I was hesitant about returning to the office after years remote, but there’s nothing like being in the room late nights, end of quarter, pushing deals across the line. That energy is electric. 3: When opportunity knocks, you answer it. Working alongside leaders like Benjamin Pitman , who raise the standard for everyone around them, made the decision easy. Surround yourself with people who elevate you. 4: People and product actually matter here. Christina Ross built Cube out of first hand pain as a CFO. That foundation shows up in how the product evolves and how strongly customers respond. Something special is happening here, and we’re just getting started. I’m excited to help scale this team and build something durable. We’re hiring across sales and beyond. If you’re high energy and competitive, let’s talk.
-
Josh Holat reposted thisJosh Holat reposted thisFor years in FP&A, many of us, including myself, have primarily worked in tools like Adaptive and Hyperion. While powerful, they often feel more legacy in design and overall experience. When I had the opportunity at here TaxBit to select and implement the companies first FP&A system, I wanted something that felt modern and truly AI enabled, not just AI labeled. I chose Cube, and I have been genuinely impressed so far. Their AI Analyst has delivered meaningful speed and accuracy in analysis, and it is already changing how quickly we can get to insights. Curious to hear from others in finance, what tools are you using that are meaningfully leveraging AI to accelerate the FP&A function? #FPandA #FinanceTransformation #AIinFinance
-
Josh Holat reposted thisJosh Holat reposted thisCube x Rillet: real-time, AI-powered financial intelligence for modern finance teams We’re excited to share that Cube is expanding our ecosystem through a new partnership integration with Rillet, the AI-native ERP built for speed and scale—helping finance teams turn raw accounting data into FP&A insight even faster. By connecting Rillet’s clean, structured general ledger directly into Cube’s AI-driven planning and analysis engine, finance teams get a single, real-time view of their numbers—and the ability to query, forecast, and analyze them in seconds. With the new Rillet × Cube integration, joint customers can: ✅ Sync actuals from Rillet into Cube in real time ✅ Drill into transactions and metadata without leaving the planning environment ✅ Generate forecasts using AI ✅ Run automated variance analysis ✅ Ask natural-language questions about performance and get instant answers ✅ Maintain a single governed, audit-ready source of truth across systems Rillet provides the real-time, AI-ready GL. Cube unlocks the strategic finance intelligence on top of it—so FP&A teams can move faster, stay in the tools they love, and focus on higher-impact work instead of busywork. The integration is available starting today for all joint customers.
-
Josh Holat reposted thisJosh Holat reposted thisNow hiring: NYC-based SDRs, AEs, and AMs We’re building a world-class GTM team, and we’re hiring across key roles to fuel our next stage of growth. Whether you're an outbound prospecting pro, a full-cycle closer, or a strategic relationship builder, we’d love to meet you. Cube has been named one of Inc. Magazine’s Best Workplaces and Forbes’ Best Startup Employers, and our GTM org is scaling with the same high standards. Open roles: 🚀 SDRs: Open doors, book meetings, spark momentum 🚀 AEs: Run the deal, close the win, make impact 🚀 AMs: Grow accounts, deepen trust, drive value If you’re passionate about helping finance teams do their best work, reach out. 👇 Explore all roles in comments. ______________ #NYChiring #salesjobs #SaaSsales #SDRjobs #AEjobs #accountmanagement #gtm #startupjobs #StrategicFinance #FPandA
-
Josh Holat reposted thisJosh Holat reposted thisNow hiring: NYC-based Recruiter & People Ops Generalist We’re proud to be recognized as one of Inc. Magazine’s Best Workplaces and Forbes’ Best Startup Employers, and we’re looking for a smart, people-obsessed recruiting pro to help us find great talent and build an even better workplace. What you’ll do: ✅ Lead hiring across sales, eng, and more ✅ Support onboarding, benefits, and projects for our people team ✅ Boost our in-office culture and employee experience Sound like you? Let’s talk! 👇 Link in comments. Let’s build the future of finance and the future of Cube together. ______ #Hiring #PeopleOps #RecruitingJobs #NYCStartups #JoinCube #IncBestWorkplaces #ForbesBestStartupEmployers
-
Josh Holat liked thisClaude is mind blowing. But letting er rip across your finance org without having a defined ontology layer for your financials that is validated, always calculates math correctly, and ensures proper data rbac (should everyone know what everyone else makes) is the fastest way to luddite land. Get cube and become the chef you want to be cooking across all things finance. Congrats Shayan Ashtiani Josh Holat Christina RossJosh Holat liked thisAI doesn't know your numbers? Now it does. Cube now connects directly to Claude, ChatGPT, and any AI tool that supports MCP. That means your AI can do a lot more than answer questions. Ask it to analyze your Q3 variance, build a board deck summary, draft a budget narrative, or model out a headcount scenario, and it's working from your real Cube data the whole time. Live. Calculated. Permissioned. No stale exports. No copy-pasting into ChatGPT or Claude. No "I don't have access to that." AI in finance is only as good as the data it's working from. Most AI tools don't know your account structure, your fiscal calendar, or your reporting logic. And they can't enforce who's allowed to see what. The Cube MCP Server fixes that: → Your business rules and formulas run before data reaches the AI. Cube calculates. The AI just has to think. → Your existing role-based permissions apply to every AI request. If someone can't see a department in Cube, neither can the AI. → It works inside the tools your team already uses. No new interface to adopt. This is what AI-powered FP&A actually looks like — not a chatbot bolted onto a spreadsheet, but your entire financial data layer working with the AI tools you already trust. Visit https://lnkd.in/eSfuphaE or reach out to your account manager to learn more. #FPandA #AI #FinancialPlanning #Cube
-
Josh Holat liked thisJosh Holat liked thisAI is 80% right. In finance, 80% right is how you end up in a deposition. The pace of AI in the office of the CFO is staggering. Claude lives in Excel. Agents are building workflows. The question isn't whether AI will reach your data — it's already there. But AI lacks the three things a CFO needs to sleep at night: 1) Logic (It can't do complex math) 2) Governance (It doesn't know who should see what) 3) Auditability (It can't prove where a number came from) At Cube, we’ve been building for this moment. That's why we're pioneering the financial intelligence layer across all of your workflows. We don't compete with AI. We make it trustworthy. Today, we’re shipping the Cube MCP Server. It’s the financial intelligence layer that sits between your financial data and your AI. It puts your live, permissioned Cube data directly inside Claude, ChatGPT, and any MCP client. What that looks like: → "Summarize Q3 performance." (Using real actuals, not guesses.) → "Why did travel spend spike?" (Drill-down to the line item instantly.) → "Model 3 revenue scenarios." (Built on your actual driver-logic.) → "Build me a board deck for last quarter." (Based on insights and data.) No stale exports. No copy-pasting. No hallucinations. If a user can't see the data in Cube, the AI can't see it either. The future of finance isn't about the flashiest AI feature. It’s about the data layer that makes AI actually work for the board room. The Cube MCP Server is live now. Setup takes <2 minutes. Link in the comments below. **How is your finance team using AI - and what would they need to trust it with more?**
-
Josh Holat liked thisJosh Holat liked thisIf I were starting a new CFO role today, my first 90 days would look completely different. Week 1-2: I'd feed every board deck, investor memo, and strategic plan into AI to understand the company's financial narrative in days, not weeks. Week 3-4: I'd map every manual process my team touches. Not to "fix" anything yet, but to know exactly where the bodies are buried before I start making changes. Month 2: I'd use AI to audit every recurring report my team produces — who reads it, what decisions it drives, and whether it actually matters. Most new CFOs inherit 30+ reports. Half of them are zombie reports nobody acts on. Month 3: I'd present the board with something no new CFO has ever delivered that fast - forward-looking financial intelligence that tells leadership where we're going, not just where we've been. The old playbook was: listen, learn, then slowly build credibility over 6-12 months. The new playbook is: use AI to compress the learning curve so you can start driving strategy from month one. The CFOs who figure this out will earn a seat at the table faster than any generation before them. The ones who don't will spend their first year catching up. **If you were starting a brand new CFO role tomorrow, what's the first thing you'd use AI for?**
-
Josh Holat liked thisJosh Holat liked thisI’m happy to share that I’m starting a new role as an Account Manager at Cube! This is such an exciting opportunity and I can’t wait to work in the FP&A space with some great people. Special thanks to Lexie (Alexa) Kardos and Matthew Kaegi for a great and welcoming interview process!
-
Josh Holat liked thisJosh Holat liked thisAI doesn't know your numbers? Now it does. Cube now connects directly to Claude, ChatGPT, and any AI tool that supports MCP. That means your AI can do a lot more than answer questions. Ask it to analyze your Q3 variance, build a board deck summary, draft a budget narrative, or model out a headcount scenario, and it's working from your real Cube data the whole time. Live. Calculated. Permissioned. No stale exports. No copy-pasting into ChatGPT or Claude. No "I don't have access to that." AI in finance is only as good as the data it's working from. Most AI tools don't know your account structure, your fiscal calendar, or your reporting logic. And they can't enforce who's allowed to see what. The Cube MCP Server fixes that: → Your business rules and formulas run before data reaches the AI. Cube calculates. The AI just has to think. → Your existing role-based permissions apply to every AI request. If someone can't see a department in Cube, neither can the AI. → It works inside the tools your team already uses. No new interface to adopt. This is what AI-powered FP&A actually looks like — not a chatbot bolted onto a spreadsheet, but your entire financial data layer working with the AI tools you already trust. Visit https://lnkd.in/eSfuphaE or reach out to your account manager to learn more. #FPandA #AI #FinancialPlanning #Cube
-
Josh Holat liked thisJosh Holat liked thisWhat a day! We're excited to announce that we’ve reached an agreement for Uber to acquire SpotHero. In 2011 we launched with a single spot in an alleyway in Chicago right by Wrigley Field. Hoping not to get more parking tickets and imagining a future of making life easier for parkers, SpotHero was born. Over the years we expanded from that single parking spot in an alleyway to over 13,000 locations across 400 cities in North America. Not without many bumps along the way; with a nod to just one, rising from the depths of COVID, the resilience of the SpotHero team is undeniably unmatched! And now we're going to take what we've built and put it on the uber platform to supercharge our mission of making parking easier for more. Expect to see parking in the Uber app, and in time, Uber One members can also expect to see parking benefits as part of their membership. On a personal note, I’ve always envisioned that SpotHero would become something truly cherished by parkers. A way to take the stress out of parking so the destination matters more than the journey. Something where people can focus on the moments that matter, whether it's the game they want to see, getting to work on time, or catching that flight to make holidays with the family. We’ve achieved that vision for our users, and we continue to raise that bar every day. In doing so, we’ve also become a trusted partner across the parking industry and an increasingly important player in the broader mobility ecosystem. We’re looking forward to working on even more exciting things with our parking partners to come. There are so many people to thank for being a part of the SpotHero journey after almost 15 years. From the people who park with us everyday, SpotHero team, our parking partners, investors, family, friends, our board, and our bankers J.P. Morgan and counsel Sullivan & Cromwell LLP. My thanks does not mean the SpotHero journey is now over. Rather, the SpotHero journey will continue on to an even greater level with Uber, a new beginning. I’m looking forward to the next phase of continuing to make parking easier and executing our vision we set out to do all those years ago!
Experience & Education
-
Cube (cubesoftware.com)
View Josh’s full experience
See their title, tenure and more.
or
Courses
-
Data Structures
CS225
-
Discrete Math
CS173
Projects
-
StageBloc iOS App
- Present
Other creators -
Test Scores
-
ACT
Score: 32
Languages
-
English
Native or bilingual proficiency
-
Spanish
Limited working proficiency
Organizations
-
Young Entrepreneur Council
Member
- Present
Recommendations received
2 people have recommended Josh
Join now to viewOther similar profiles
Explore more posts
Explore top content on LinkedIn
Find curated posts and insights for relevant topics all in one place.
View top content