Your AI finance assistant. In Slack and Teams.
Cube is the Agentic Finance Layer that puts a finance-trained AI Analyst inside Slack and Microsoft Teams. Ask a question in the channel and get an answer from your single source of truth, with permissions enforced and every figure traceable to the GL transaction behind it.
Where did we land on revenue vs plan this quarter?
The problem
Every finance question in Slack costs an analyst twenty minutes.
Every finance leader knows the feeling: the question lands at 4:50, the real work stops, and the answer you send starts aging the moment it leaves.
The 4:50pm ping
“Hey, what did we spend on travel?” costs an analyst twenty minutes of exports, filters, and screenshots.
Answers become shadow data
Numbers pasted into DMs live on with no source and no permissions, and nobody can trace who saw what.
Finance becomes the human API
The same five questions arrive from ten stakeholders every week, and your team assembles answers instead of analyzing them.
One brain, every surface
How Cube's AI finance assistant works in Slack and Teams.
Connect hundreds of source systems once and Cube maps them into a single source of truth. The AI Analyst answers from that model, decision-ready everywhere work happens.
ONE AI ANALYST
Answering from a single source of truth, whoever asks.
- Trusted answersEvery answer passes your security settings first
- Permissions follow the askerThe CFO sees everything, a VP sees their cost center
- Threads hold contextFollow-ups drill in without re-explaining
- Trace to the sourceEvery figure opens to the GL transactions behind it
Why teams switch it on
One AI Analyst, the same answer for whoever asks.
Answers on demand, for everyone
Execs and team members ask Cube directly and get the trusted answer the moment they need it, in the channel they already have open.
One brain across every surface
The same AI Analyst answers in Slack, Teams, Excel, Google Sheets, and Cube Workspace, so numbers never fork.
Answers pass your security settings first
Permissions follow the person asking, and every figure traces to the source.
Setup
Choose Connect Slack or Connect Microsoft inside Cube Workspace and authorize with OAuth. Your Slack Workspace Owner may need to approve the app, and each connection serves one Cube company at a time.
Secure connect
Authorized from the Workspace nav, with nothing to install on your data side.
Finance-led setup
Configured by your team, guided by ours.
of sources
Hundreds of source systems feed the model your answers come from.
Rip-and-replace
Chat sits alongside every other Cube surface you already run.
The AI Analyst in chat
What your team will ask the AI Analyst in week one.
Your CRO doesn't open Excel. They live in Slack or Teams. Cube meets them there, and the same trusted model answers whoever asks.
Revenue vs plan
Ask where the quarter landed and get the figure, the delta, and the source.
Budget overruns
See which departments are over and by how much, scoped to what the asker may see.
Cash runway
Ask how many months of runway remain and get the answer from live actuals.
Hiring scenarios
Ask what pulling five hires forward does to the P&L before you commit.
Threaded follow-ups
Each question starts a thread that holds its context, so drill-ins need no re-explaining.
Source-linked answers
Every figure arrives with lineage you can open, down to the GL transaction.
The payoff
Stakeholders self-serve finance answers in the channel.
Finance stops forwarding screenshots. The question, the answer, and the source live in the channel where the decision happens. Prefer Claude or ChatGPT? The Cube MCP Server meets your team there too.
The CEO
Board-week questions get trusted answers in the thread, ready for the deck.
The CRO
Revenue vs plan, answered where the pipeline conversation already lives.
Department heads
Budget vs actual for their own cost center, scoped by their permissions.
See it in your channels.
We connect a sandbox workspace, invite the AI Analyst, and take the questions your exec team asks most.
Security & trust
Permissions checked on every answer, down to the cell.
The CFO sees everything. A VP sees their cost center. An external auditor sees read-only with exec comp redacted. Same source, different access, enforced at the cell level.
Trust checks before delivery
Every AI answer passes your security settings before anyone sees it.
Permissions follow the asker
A department head asking in Slack sees their cost center and nothing else.
Cell-level security
Access enforced at the data layer, on every surface the model reaches.
Full audit trail
Every change to the model is logged with before and after values, filterable.
SSO your IT team knows
Okta, Microsoft Entra, and Google, with SAML support documented.
OAuth-secured connections
Slack and Teams connect through OAuth from the Workspace nav.
Controls, certifications, and the full story live at cubesoftware.ai/security.
Trace to the source
Every AI answer traces to the source transaction.
The number your CRO forwards to the CEO has to hold up. In Cube, it opens to the accounts and the transactions behind it.
| Sep 04 | Meridian Health | implementation | NetSuite | $120K |
| Sep 12 | Bright & Co | onboarding | NetSuite | $85K |
| Sep 25 | Harbor Logistics | services invoice | NetSuite | $64K |
| + 14 more transactions · $141K | ||||
Proof
What finance teams say on G2.
“All 180 locations report from the same numbers, and ad-hoc questions get answered the same weekend the data loads rather than waiting on IT. It sits on top of our existing spreadsheets and our database setup, so we didn't have to throw out the tools we already knew.”
Verified G2 review · 5 stars · read on G2More customer stories at cubesoftware.ai/customers.
Give them the answer where they asked.
See the AI Analyst take your stakeholders' real questions in Slack or Teams, answered from a single source of truth you can trace.
Book a demoPersonalized to your stack and the questions your team actually gets.
