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2026 Product Updates

  • Updated

Q3 2026

See and manage your AI usage on the new Usage page

Cube now shows exactly how your team uses AI. Open Usage in the Workspace side navigation to see your company's AI credit balance, how it splits across Charlie, building, and MCP, and a breakdown by user. Admins can top up credits right from the page and choose who gets an email as usage reaches 50%, 75%, 90%, and 100%, so you hear about it well before credits run out. Everyone with AI access can see their own usage on My Usage.

How AI Credits Work

Refreshable Drilldowns

A drilldown in Excel or Google Sheets is now saved as a range. Select it in the range selector, change its filters, and fetch current transaction data without drilling in again. You can also build a drilldown from scratch using the new Dimensions / Transactions toggle in + New. 

Then select Create Pivot Table to turn any drilldown into a native Excel or Google Sheets pivot table on a new sheet, ready to group and summarize by any dimension or attribute. 

Build and Refetch a Drilldown Range 

Create a Pivot Table from a Drilldown

One home for every Cube AI agent: the AI Hub

Cube's AI now has a front door. Open AI Hub in the new AI section of the side navigation and ask Charlie a question in your own words: "Why is G&A over budget in March?" Charlie reads the financial data already in your Cube and routes the question to the right agent team, so you do not have to name a scenario, a report, or an agent first. Below the ask bar, Explore Agents holds Cube's catalog of ready-made FP&A prompts grouped into four agent teams: Analysts for variance, close, and SaaS metrics, Planners for budgeting and scenario modeling, Business Partners for board and investor materials, and Data Managers for data quality audits. Preview any prompt, edit it to your own periods and departments, then run it in Charlie or in the Planner. History reopens any session you started earlier.

The AI Analyst is now Charlie: same agent, new name, still reachable from the sparkles icon in the top navigation, Slack, and Teams. Planner and Smart Variance moved into the new AI section, directly below Home. Access is one permission, Use Charlie, available to Business, Finance, and Admin users by default; Planners prompts require Use AI Planner, and some Data Managers prompts require an additional permission such as Manage Dimensions. Every request runs inside your own Data Access Scope, so if you cannot open a scenario, entity, or dimension in Cube, Charlie cannot read it on your behalf either.

Get Started with the AI Hub
Chat with Charlie - Cube's AI Analyst
Setting AI Default Preferences

Create scenarios with plain language using the Planner Agent

Describe the scenario you want to model, and Cube builds it. Open the Planner in the
Workspace, anchor to a scenario you already have, and say what you want to change:
"Start from our 2026 Budget and add 5 new hires across Engineering, Sales, Product, and
CS starting in July." The Planner pulls the relevant data, does the math, and saves the
result as a real Cube scenario. The conversation sits on the left and a four-tab dashboard
on the right: headline numbers and assumptions (Overview), the underlying Cube data behind
each one (Analysis), every value that changed against your baseline (Updates), and charts
built to fit the plan (Impact). You can compare several scenarios against one baseline in
a single session, and reopen any past session from History.

The output stays traceable and governed. Assumptions are tagged User or AI so a reviewer
knows which numbers to double check, the Analysis tab traces any figure back to the data
it came from, and the Updates tab opens straight into Builder, already configured, so you
can interrogate the same lines against live data. The Planner never modifies your Budget, Forecast, or Actuals: everything it creates is a new scenario under a Planner Scenarios parent with AI Write Protection. Access is one permission, Use AI Planner, granted by an Admin.

Planning with the Planner Agent

Build ad-hoc reports and charts on the fly, right in the web

The build experience you know from the spreadsheet is now available right in the Cube web workspace. Open Builder, drag dimensions into rows, columns, and filters, pick a table or a chart, and drill straight into the transactions behind any number. Save it to your Library under Builds, or drop it onto a board as a widget. Edit Data, Style, and Format Details match Boards, and everything respects your permissions and data access.

Explore Data and Build Reports/Charts with the Builder

Multi-Select Filters

A filter in Cube now holds as many dimension members as you want. Check the members you need, then click Fetch Data; Cube aggregates them at query time. Combining Sales and Marketing, or stitching February, March, and November into a single view, no longer requires a one-off tag or an artificial parent in your dimension hierarchy. It is the same picker already used in Rows and Columns, now in every filter across the Spreadsheet App, Web Reports, Boards, and Cube Decks. Time filters also gain relative dates and shortcuts (Last 3 Months, T12M, YTD) for the first time.

Filters return one combined value rather than a breakdown, so use Rows or Columns to see each member on its own line. Publishing writes to a single target, so Publish is disabled while a filter holds more than one member.

Build new reports + plans from scratch

Formula Enhancements

The Formulas drawer is easier to write in. It autocompletes as you type, suggesting dimensions, members, tags, tables, columns, and functions filtered to your access, and color-codes syntax so a long formula is readable at a glance. Insert Functions and Insert Dimension pickers drop in a function or a dimension member without you typing exact names, Cleanup Formula normalizes spacing and parentheses in one click, and Expand widens the drawer for complex formulas. The same editor appears in the Dimensions drawer, and existing formulas need no migration.

Formulas can also now read directly from Tables. TABLE_LOOKUP matches on a column and returns a value, so pricing tables, rate cards, and assumption drivers stay in the Table where they are maintained instead of being imported as dimension members. Cube validates table, column, and scenario references before saving, and editing a Table recalculates dependent formulas in the background.

Reference Table data in a formula

Tables in the Workspace

Tables are now available directly in the Cube Workspace under a new Tables section in the side navigation, not just in the spreadsheet apps. Every object-based plan runs on a table, so headcount rosters, pipeline, capex, and project lists can now be maintained in the browser by the people who own the data. Create a table, associate it with scenarios, and edit rows in an inline grid using six column types, including Dimension-linked dropdowns and Calculation columns that support arithmetic and IF/THEN formulas. Edits sync both ways with Excel and Google Sheets.

Three sharing levels control visibility: Table Owners Only, Specific Team Members, and All Users. Business Users always see a table in read-only mode, and dimension-level access applies to Dimension-linked columns.

Q2 2026

Cube Decks

Your board deck no longer goes stale the moment you build it. Cube Decks puts refreshable Cube visuals directly into PowerPoint and Google Slides: insert a Board widget you have already built, or describe the chart you want and let Cube's AI build it on your deck's theme. When the numbers change, you change a filter, click Refresh, and the whole deck updates. 

A 40-slide monthly business review that used to take hours to rebuild is current in a few clicks. Change Scenario from Base Case to Downside in a live board meeting and walk the room through it on the spot.

Writeback via Cube MCP

Your AI tools can now do the work in Cube, not just read from it. Where MCP previously let Claude, ChatGPT, and other MCP-compatible tools query your governed data, they can now write updated figures back into a scenario, create and duplicate scenarios, build and update Boards, and create tags. Ask an AI to update your Q3 reforecast with the latest actuals and your revised assumptions, and the numbers land in the scenario.

Nothing is written without your say-so. Write access is a separate permission an admin grants, and an AI can only write to a scenario it created itself or one you have explicitly opened for AI write-back. Existing scenarios stay yours by default. Every write is attributed to you, flagged as AI-originated in your audit trail, and checked against your Data Access Scope on every call.

Library Enhancements

Finding shared content no longer means guessing which page it lives on. The Library brings reports, files, URLs, and folders into a single list under Planning in the side navigation, with Reports and Files as sub-items that pre-filter by type. Filter by Type or Owner, search by name in real time across your whole folder rather than just the current page, and sort by any column. Folders hold any mix of content, so a single folder can contain reports, files, URLs, and sub-folders together. A green Web Input badge marks reports that accept data input, so you can spot publishable reports without opening them.

Your existing Reports and Files permissions carry over unchanged, and you only ever see content you have access to. Old /reports bookmarks redirect automatically.

Task Reminders, Notifications, and Import Watchers

Cube now keeps workflow task assignees on track automatically and gives teams better visibility into scheduled imports. Assignees receive one consolidated summary email when a batch of tasks is assigned or updated, rather than one email per task. Automated reminders go out 2 days before a task is due and every 3 days while it remains overdue. Workflow owners can also use Remind Now to send immediate reminders for all open, overdue, or due-in-X-days tasks. 

Separately, any user can now be added as a watcher on an integration connection, so multiple people stay informed about the status of each scheduled run instead of just one.

Comments in Cube

Comments let finance and business partners collaborate directly inside Cube — on any web report, board widget, or workflow task — instead of taking questions to screenshots, email, or Slack. Users open the Comments drawer, type a message, and use @ to tag a colleague, who then gets an email with a deep link straight to that comment; users can edit or delete their own comments, and admins can moderate anyone's. The @mention dropdown only surfaces users who already have access to that asset, so there's no directory exposure risk.

Boards

Boards brings AI-powered, customizable dashboards to Cube, built around speed, intuitiveness, and flexibility. It includes the Visualization Agent for building widgets with AI, time shortcuts and relative dates, multi-currency filtering at the board level, and drilldown from any widget. It also supports tags, custom calculated columns, custom row aggregations, waterfall enhancements, trendlines, and trend widgets.

Campfire ERP Integration

The Campfire ERP integration allows customers who run their business on Campfire to connect it directly to Cube and pull data in natively — no manual exports or spreadsheet wrangling required. Customers authenticate with their Campfire instance and sync data directly through a native connector in the Integrations tab.

Multi-Range Publish

Multi-range Publish lets customers publish every range in their workbook in a single click, on both Excel and Google Sheets. Users multi-select ranges from the existing range dropdown, click Publish, and the batch runs in the background — with one change message, one grouped audit trail entry, and one summary email per batch. Per-range validation ensures a single failure never blocks the rest of the batch, making it especially useful for teams running distributed planning across regions, functions, or business units.

Rename Custom Dimensions

Rename Dimension lets Admins rename any custom dimension directly from the Dimensions page, with changes propagating automatically across scheduled imports, Cube BI, reports, Boards, and Dashboards — no support ticket required. Admins select Rename Dimension from the More menu, choose the dimension, enter a new name, and save; dimension members don't rename automatically, so Admins are prompted to review them afterward. This gives Admins direct structural control, especially useful for accounts that have reorganized or launched with placeholder dimension names.

Delete Custom Dimensions

Delete Dimension lets Admins permanently remove a custom dimension directly from the Dimensions page, giving them a guided, self-serve path to clean up unused dimensions. Note that Cube BI reporting on that dimension will no longer be available post-deletion, so customers should migrate to Boards for dashboarding.

Q1 2026

AI Analyst

Cube’s AI Analyst isn't just a chatbot: it is a transaction-aware engine. While other tools stop at the summary level, Cube allows you to drill into the specific receipts and line items causing budget variances, all while responding 50% faster in Slack and Teams.  

AI Analyst for Excel and Google Sheets

You can ask your financial data a question in plain English, right from Excel or Google Sheets, and Cube will give you a full analysis with department breakdowns, trend insights, and even transaction-level detail. Then you can drop that data into your spreadsheet as a live range and keep working. No exports, no tab switching, no copy-paste. 

MCP Server

The Cube MCP Server is now available to all customers, connecting Cube's governed data layer directly to Claude, ChatGPT, and any MCP-compatible AI tool via a secure OAuth connection. Set up in under two minutes, with no exports or developer resources required — every query enforces Cube's business logic, formulas, and role-based access controls, so your AI gets governed data, not raw exports. 

Workflow Enhancements 

Workflow enhancements are now available for all customers, unifying the "Add" and "Edit" flows into a single experience for managing complex finance processes at scale. Finance Managers can now bulk-add or edit tasks and attachments, use conversational prompts to reassign owners or shift dates across hundreds of tasks at once, and control launch timing with a new explicit Activation flow that lets workflows be perfected in draft before notifying the organization. The update also adds the top-requested ability to permanently delete outdated workflows, keeping teams focused on active cycles. 

Boards + Spreadsheets + Reports: Time Enhancements

Relative Dates and Time Shortcuts are now available in Boards widgets, Web reports, and the Spreadsheet App. Here's a quick rundown of what's new:

  • Relative Dates: Select Last, Current, or Next for any time period (Month, Quarter, Year), and widgets and ranges auto-refresh based on the current date — no more manually swapping out time members every month.
  • Time Shortcuts: YTD, QTD, T3M, LTD, ROY, and more are now selectable from a menu directly in the time dimension tree — the same shortcuts customers already know, with no syntax to memorize.
  • "Include this period" toggle: Shift rolling ranges forward to include the current month, quarter, or year.
  • Use Relative Dates for Time in Cube

Undo Publish

Undo Publish lets customers reverse any publish they made themselves, as long as the data hasn't since been changed by a more recent publish, import, or system event. The undo icon is available in the Spreadsheet App's Mini Audit Trail, the Web Workspace's main Audit Trail page, and the Web Reports toolbar (for the most recent publish from that report). When triggered, the revert runs as a background task — the user gets an "Unpublish Started" toast and can keep working, then receives an email once the revert succeeds or fails, with the event logged to the Audit Trail. Note that only a user's own publishes are undoable, and write-protected scenarios block undo, following the same rules as publish.

 

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