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Conversational analytics for finance

Move from a financial variance to its possible drivers in one conversation

Rumbleo helps finance and controlling teams compare periods, business units, and components without waiting for a new report version for every follow-up question

Request a demo What is conversational BI

Gross profit falls from 35,000 to 30,000 euros. Online accounts for 4,000 euros of the decline and stores for 1,000. — Example using fictional data. Online accounts for 80% of the €5,000 decline in gross profit.

Shared definitions for revenue, cost, and margin

Comparisons by period, business unit, and scenario

Clear answers without exposing technical details

Revenue is flat, profit is down: investigating margin with AI

A worked example of investigating a margin decline, comparing channels and checking missing evidence before attributing a cause.

RumbleoExample using fictional data

Revenue is flat. Why has our margin fallen?

Revenue is unchanged at €100,000. Gross margin fell from 35% to 30%. The decline is concentrated in the online store.

Revenue and gross margin by channel
Channel	Revenue	Previous	Current
Online store	€50,000	40%	32%
Stores	€50,000	30%	28%
Total	€100,000	35%	30%

Gross margin = (net revenue − product cost) / net revenue. Like-for-like comparison periods.

How much does each channel contribute to the decline?

Of the €5,000 in lost gross profit, €4,000 comes from the online store. That is where the investigation would start.

Gross profit decline by channel
Channel	Gross profit lost	Share of decline
Online store	-€4,000	80%
Stores	-€1,000	20%
Total	-€5,000	100%

Online accounts for 80% of the decline; stores for 20%. Revenue in each channel is unchanged at €50,000.

Decisions it can support

The goal is not to automate financial judgment, but to prepare the evidence needed for review and decisions sooner

Explain variances versus budget or a prior period
Find units, products, or customers driving profitability
Prepare closes and reviews with follow-up questions

Required data and definitions

The model should reflect the financial logic already used by the organization and separate actuals, plans, and scenarios

Revenue, cost, margin, and budget
Fiscal calendar, business units, and cost centers
Currency, adjustments, and consolidation rules where relevant

How control is preserved

The agent can apply the function's analytical criteria, but it cannot change permissions or receive database credentials

User and company from sign-in
Checked, read-only queries
Limits and usage monitoring

Questions conversational analytics for finance teams can explore

Each example starts with a real question and uses the metrics and dimensions the company has already defined

Controlling

“What explains the margin variance against plan?”

Compare price, volume, mix, and cost when those metrics are available

Finance leadership

“Which units concentrate the decline this quarter?”

Rank contributions and investigate by product, market, or customer

Planning

“Where did the forecast change most since the previous close?”

Compare versions and surface differences that require review

Explore the rest of the experience

Conversational BI AI data analyst All use cases How it works

Frequently asked questions

What data does a conversational analytics for finance agent need?

It needs read access to the data and clear definitions for the team's metrics. If a fact or definition is missing, Rumbleo does not present it as known

Can the agent adapt its criteria to the function?

Yes. Each function can have its own analytical instructions without changing company-wide permissions or shared definitions

Does the answer replace professional review?

No. Rumbleo helps investigate and prepare a data-based readout, but important decisions remain the responsibility of people

A demo built around a decision

Bring a question from your next close

We will prepare the demo around the metrics, dimensions, and comparisons your finance team uses

We will start with a real question from your team