Cube’s agentic AI: A new way to ask, analyze, and act

Cube's agentic AI

This new capability gives FP&A teams a faster, more natural way to get the answers they need. Just type a question in plain English, like:

“What’s driving margin decline in Q1?”
“How did revenue change compared to the last forecast?”

... and Cube delivers a clear, accurate answer right where you’re already working.

 What you can do with Cube’s AI

• Ask financial questions in natural language:  Skip the report-building or dashboard filters. Simply ask your question and get an answer in seconds based on your financial and operational data.
• Drill into performance drivers: Quickly investigate budget variances, track forecast changes, or explain business shifts without leaving Slack or Teams.
• Share answers with your team instantly: Tag colleagues, post to channels, and keep everyone aligned using native collaboration tools you already rely on.
• Work where you already work: Ask and act inside Slack, Teams, and soon, across the entire Cube platform.

Why Cube’s AI approach is different

There’s no room for shortcuts or chasing hype in finance. At Cube, we take a principled approach to AI, built for the real needs of finance teams and anchored in three core principles: context, accuracy, and control. Because when it comes to your numbers, trust is non-negotiable.

• Context: Finance teams are strategic partners. You bring the judgment, nuance, and story. Cube’s AI supports that work by surfacing patterns, highlighting shifts, and accelerating access to answers without removing the human layer that makes finance impactful.
• Accuracy: Every AI output in Cube is grounded in structured, governed, up-to-date financial and operational data. Because we connect directly to source systems and existing models, what you get is always based on your real numbers, not estimates or approximations.
• Control: With Cube, you decide what’s shared, when, and how. Every response is traceable and transparent—no hidden logic, no black boxes. Speed doesn’t come at the expense of trust.

Built for how finance works, and where it’s going

Conversational AI is the natural next step in Cube’s strategy.

From the beginning, we’ve designed Cube to support how finance teams work—fast-moving, spreadsheet-driven, and deeply collaborative. This new capability builds directly on that foundation.

• No-code and natural language first: Just like how we changed your relationship with spreadsheets, you shouldn’t need to learn SQL or a proprietary tool just to analyze your data. With Cube, if you can ask a question, you can get an answer. No filters or formulas needed.
• Embedded in the flow of work: Finance conversations happen in Slack, in Teams, and in spreadsheets, not in static dashboards. That’s why we built Cube’s agentic AI for the tools finance already uses to collaborate and make decisions.
• Grounded in what matters most—context, accuracy, and control: Every interaction with Cube’s AI reflects these principles. It works the way finance thinks, delivers results you can trust, and ensures you control every insight, so your team can move faster without compromising confidence.

What’s already live

Over the past year, we’ve introduced several AI-powered features that are already making an impact:

• Smart Analysis: Automatic variance breakdowns that surface what changed and where to focus
• AI Forecasting: Accelerating baseline forecasts using historicals and trends
• Conversational mapping: Translating plain-English commands into mapping rules 

Each of these features reflects the same principles: context, accuracy, and control, applied inside real FP&A workflows. Learn more here.

What’s next

Conversational AI opens the door to a new kind of interaction with data that puts more power in the hands of finance teams to explore, understand, and lead.

You're not just getting faster answers. You're able to ask more advanced questions.

As we expand what’s possible with Cube’s AI, we’re excited to learn from the teams who are using it every day, who will challenge the product, push the boundaries, and shape what comes next.

We’re excited to see what you’ll build with it.

To learn more about Cube's AI, check out my fireside chat with Cube's Taylor Josephs. Together, we explore how our AI features are already making an impact and what the future holds.