See the whole picture.
Shape what comes next.

The AI-native workspace for finance teams. Connect your data and models, investigate changes, and plan together.

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Skip to the product workspace

See Oculon at work.

Ask why Q4 is below plan. Try a recovery scenario and see the model update.

Meet Oculon Agent

Oculon finance workspace: revenue planning model beside Oculon Agent explaining why Q4 is below plan.

Oculon works across
your finance workflows.

Follow a revenue question from explanation to scenario, recommendation, and team review.

The change.
And the reason behind it.

Your Agent uses connected data, definitions and model context to explain the forecast gap. Keep the answer and its evidence together.

Revenue model Forecast v3Plan $6.00M

ExplanationScenarioRecommendationTeam review

Why is Q4 revenue below plan?

OCULON AGENT

Two drivers explain the gap.

Pipeline timing moves $300K out of Q4. Expansion adds $100K back.

Pipeline timing−$300K

Expansion+$100K

Current forecastAgainst a $6.00M plan$5.80M

View the source assumptions

Plan v1: $6.00M. Revenue schedule REV-042 uses the recognized revenue definition (USD). Pipeline timing: −$300K. Account expansion: +$100K. These illustrative inputs reconcile to a $5.80M forecast.

A different assumption.
A clearer possibility.

Investigate an alternative with the same revenue model. Adjust the timing assumption and compare the result with the unchanged plan.

Revenue model Forecast v3Plan $6.00M

ExplanationScenarioRecommendationTeam review

PROPOSED SCENARIO

What if the timing changes?

$5.95M$50K below plan

Approved plan$6.00M

Current forecast$5.80M

Proposed scenario$5.95M

Recover 50% of the $300K timing impact. Expansion stays unchanged.

A recommendation.
With the reasoning intact.

Bring the impact, assumptions and remaining risk into a recommendation. Make the next move with a clear basis for the decision.

Revenue model Forecast v3Plan $6.00M

ExplanationScenarioRecommendationTeam review

DECISION BRIEF

A considered recovery case.

Use the 50% recovery case as a planning proposal. Confirm the recognition dates with the revenue team before changing the forecast.

Current$5.80M

Proposed$5.95M

Timing recovered$150K

Timing assumption50% recovered

Against the plan$50K below plan

Official planUnchanged

Sources and assumptions included.Remaining risk: recovery depends on confirmed recognition dates.

Proposed scenario · not applied

One financial picture.
The whole team involved.

Bring the recommendation into a shared board. Review the timing assumption with its owners, with the model and Agent context still in view.

Revenue model Forecast v3Plan $6.00M

ExplanationScenarioRecommendationTeam review

SHARED REVIEW BOARDFLROOP

The next move, together.

Why is Q4 revenue below plan?

Recovery case for review$5.95M$50K below plan

50% timing recovery · expansion unchanged

Revenue modelRecovery caseSource assumptions

Finance lead Recommendation

Review the 50% recovery case with the revenue owner. Keep the original plan alongside it.

Revenue owner Assumption review

I’ll confirm which recognition dates can move back into Q4 before we update the forecast.

Shared for review · plan unchanged

APPLICATIONS

Start with the work
in front of you.

Oculon financial performance board showing revenue, expenses and operating profit with Agent analysis.

Connect the operating plan.

Bring revenue, people, and spend into the same financial picture. Keep the relationships behind the numbers visible.

Explore the next move.

Change an assumption and compare scenarios against a shared baseline. Give each possibility room to take shape.

Bring the team with you.

Keep the model, commentary, and monthly review together, so everyone can work from the same context.

FP&A Revenue Cash & runway Headcount Reporting

Browse apps & templates

THE PLATFORM

Built for finance.Designed for agents.

Bring ERP, CRM, HR and spreadsheet data together. The same records feed your models, your team and your agents.

Definitions, drivers and relationships give every number meaning. Agents work with the logic behind a forecast, alongside its data.

Oculon Agent investigates changes and explores next steps. Custom agents and plugins extend that work, using the same business context.

Bring analysis into connected boards. Your team can question an assumption, review a scenario and keep the reasoning with the decision.

Permissions define access. Approvals keep people in the loop. Lineage and audit history make the numbers and changes traceable.

WORK YOUR WAY

One foundation.
Your familiar tools.

Stay close to the tools you know. The same financial data, model logic and context travel with your work.

Your Oculon workspace.

Models, custom agents, projects and feeds. One connected place for your financial work.

Your familiar spreadsheets.

Keep working in Excel or Google Sheets, with Oculon’s data and models connected behind the work.

Your familiar AI tools.

Explore ideas, research a question or shape a presentation with the AI tools you know.

SECURITY & GOVERNANCE

Your financial data.Your control.

Keep financial data private, give people the right access, and make changes traceable.

Protect your data.

Keep financial information encrypted in transit and at rest, wherever your models and decisions take shape.

Control who has access.

Manage access with SAML single sign-on and granular permissions for workspaces, models and sheets.

Trace every change.

See who changed a number or assumption, and when, with audit history that stays connected to the work.

Compliant with global standards

SOC 2 Type II
ISO 27001
GDPR

See the whole picture.Shape what comes next.

AI needs more than your data. It needs to understand your business. Oculon connects your financial data, model logic, and team decisions in one workspace.

See Oculon at work.

Oculon works acrossyour finance workflows.

The change.And the reason behind it.

Two drivers explain the gap.

A different assumption.A clearer possibility.

What if the timing changes?

A recommendation.With the reasoning intact.

A considered recovery case.

One financial picture.The whole team involved.

The next move, together.

Start with the workin front of you.

Connect the operating plan.

Explore the next move.

Bring the team with you.

Follow the revenue drivers.

Make assumptions explicit.

Compare paths to growth.

Watch cash against the plan.

See what drives burn.

Compare paths to runway.

Plan with each team.

See the full cost.

Compare hiring choices.

Bring performance together.

Keep the story attached.

Review with context.

Built for finance.Designed for agents.

One foundation.Your familiar tools.

Your Oculon workspace.

Your familiar spreadsheets.

Your familiar AI tools.

Your financial data.Your control.

Protect your data.

Control who has access.

Trace every change.

Your next chapter.In full context.

See the whole picture.
Shape what comes next.

Oculon works across
your finance workflows.

The change.
And the reason behind it.

A different assumption.
A clearer possibility.

A recommendation.
With the reasoning intact.

One financial picture.
The whole team involved.

Start with the work
in front of you.

One foundation.
Your familiar tools.

Your next chapter.
In full context.