Start a conversation with Cube's AI Analyst to get quick answers about your forecasts, budgets, and variances directly from your financial data. Generate summaries, explore insights, and dig into the details in seconds.
Cube's agentic AI Analyst for Workspace is only available to Cube customers with an active contract, and usage limits may apply.
Cube's AI Analyst leverages AI to extract key data points from your analyses and to generate a summary based on the extracted information. AI can make mistakes. You should review any generated content before use.
Learn more about AI at Cube.
Get Started with AI Analyst in Workspace
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Click AI Analyst sidebar icon in the top nav to open the chat sidebar.
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You can also launch directly into full-screen mode by choosing AI Analyst from the side navigation.
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Ask questions or start planning tasks—just like you would in Slack or Teams.
Choose to minimize, expand to full screen, or start a new chat as needed.
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When the AI Analyst generates a Web Report, click it to:
View in full screen
Filter, drilldown, and refresh
Copy and share the link
Your full chat history is saved and editable, so you can always pick up where you left off.
Try asking questions like:
- How much of my marketing budget have I spent this quarter, and where are the biggest cost overruns?
- What’s our current cash runway, and how does it compare to last quarter?
- I need to exceed my budget for events by $200K, are there areas I am under plan I could pull from?
- How do different hiring scenarios affect the overall company P&L?
You can switch context by starting a new chat. Historical context is cleared from Cube's AI Analyst every Monday, but all messages will remain in the Workspace.
Data access & security
Cube's AI Analyst is only available to Cube users. Users can only access the data and dimensions through the AI Analyst as allowed by their permissions in Cube.
Learn more about inviting a new user to Cube or granting data access for a Cube user.