About AI at Cube – Cube

Cube’s AI features are currently available for all Cube customers, but usage limits may apply.

AI features today

Best practices when using AI tools

When it comes to building and launching AI, we want to be transparent about our approach and how this impacts you.

Here are some important things to keep in mind when using any AI-powered tool:

How Cube's AI works with your data

Cube's AI features do not guess at your numbers. They read them.

Your AI Analyst reads your real financial data

When you ask the AI Analyst a question, it queries the financial data already in your Cube. It decides which slices of data it needs to answer the question you asked, fetches them, and builds its response from what it retrieves. Answers reflect the actuals, budgets, forecasts, and scenarios in your Cube as they stand at the moment you ask.

The AI Analyst can also reach transaction-level detail from your connected source systems, so it can move from a summary figure to the underlying line items behind it.

Your numbers stay your numbers

The AI Analyst reads through the same governed layer as the rest of Cube. That means the figures it works from already have your business logic applied:

Your formulas and calculated members
Your account, department, and entity hierarchies
Your currency conversions, normalized to your reporting currency

It does not recalculate your financials or apply logic of its own. It reads what Cube already holds.

Every answer traces to the source

Because the AI Analyst reads from your Cube rather than from an external copy of your data, you can follow any figure it returns back through Cube to the source records behind it. Open the report the AI Analyst generates, then filter, drill down, and fetch the detail exactly as you would with any other Cube report.

Access follows your existing permissions

The AI Analyst is available only to Cube users, and every request runs inside the requesting user's Data Access Scope. It can see what that user can see in Cube, and nothing beyond it. If a user cannot open a scenario, entity, or dimension in Cube, the AI Analyst cannot read it on their behalf either. Your security roles and dimension-level restrictions apply without any separate configuration.

For more on how access is configured, see [security roles in Cube].

Give the AI Analyst your business context

The AI Analyst works best when it understands how your organization reports. Admin users can set permanent Custom Context through AI Default Preferences, which guides how the AI interprets your data and formats its responses so results line up with your reporting standards and hierarchy.

Review what you get

Grounding responses in your governed data improves them, but it does not make them final. Cube does not warrant the accuracy or completeness of AI-generated output, and every AI surface in Cube carries a reminder to check results before you use them. Treat AI-generated analysis as a starting point that a person reviews, the same way you would review any analysis before it goes to a stakeholder.

Accuracy

Cube’s AI features leverage algorithms to identify patterns and relationships from large amounts of data. As powerful as this can be, it’s important to remember that the accuracy and reliability of AI-generated results may vary. There is always a possibility of inaccuracies, omissions, or misleading outcomes due to the complexities and limitations of these technologies.

In other words, the information provided by Cube’s AI should be regarded as a general reference rather than an absolute fact or a substitute for expert advice or your research.

Update your Custom Context

The AI Analyst is most effective when it understands the specific nuances of your business. By setting AI Default Preferences, admin users can provide permanent Custom Context that guides how the AI interprets data and formats responses. This ensures the AI Analyst consistently aligns with your organization's reporting standards and hierarchy.

Your responsibilities

Use your judgment: Validate all AI-generated suggestions or recommendations before making critical decisions.
Be transparent with your team: Let team members or other stakeholders know when an AI feature has generated content.

Who can use Cube AI?

Cube’s AI features are available to all Cube customers. Individual users may have restricted data and/or feature permissions based on their organizations security settings. Learn more about security roles in Cube here.

Learn more about how we handle data from our trust center.