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

Shared definitions for revenue, cost, and margin

Comparisons by period, business unit, and scenario

Traceable analysis without exposing SQL to end users

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 does not change permissions or access the analytical connector directly.

Identity and tenant from the session
Validated, read-only queries
Limits, audit, and usage controls

Questions conversational analytics for finance teams can explore

Each example starts with a business question and requires the corresponding metrics and dimensions to exist in the semantic model.

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 an authorized analytical connection and a semantic model describing the relevant metrics, dimensions, and relationships. Rumbleo does not create facts that are not present in the available data.

Can the agent adapt its criteria to the function?

Yes. It can be configured with function-specific instructions and criteria while preserving the organization's shared policies, permissions, semantics, and limits.

Does the answer replace professional review?

No. Rumbleo helps explore and prepare a data-grounded readout. Material decisions still require the judgment and accountability of the appropriate 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