Your AI-Native Finance Team.
Expert finance operators powered by Oculon's AI agents handle your books, dashboards, cash planning and investor reporting.
You build product - we handle the numbers.
You build product - we handle the numbers.
Finance shouldn't slow you down.
The best finance teams aren't generic. Oculon matches you with experts who fit and gives them an AI workspace to answer every question fast.
Emily Lawson
People Operations, BrightPath
What's the best way to handle owner compensation?
Henry Ortiz
Revenue Operations, Nimbus
How much revenue have we generated so far this year?
Michael Foster
Finance Manager, Crest
When will this month's books be closed?
Isabella Perez
Executiv, VentureSpring Capital
Can you tell me what this notice is about?
Brian Patel
VP Finance, Atlas Robotics
What's our gross margin this quarter?
Emily Lawson
People Operations, BrightPath
What's the best way to handle owner compensation?
Henry Ortiz
Revenue Operations, Nimbus
How much revenue have we generated so far this year?
Michael Foster
Finance Manager, Crest
When will this month's books be closed?
Isabella Perez
Executiv, VentureSpring Capital
Can you tell me what this notice is about?
Brian Patel
VP Finance, Atlas Robotics
What's our gross margin this quarter?
Daniel Kim
Controller, Meridian Ventures
Are our financials GAAP compliant?
James Quinn
Head of Engineering, NovaCloud
Can we afford to hire two engineers next quarter?
Sarah Chen
CFO, Northstar Health
How can I optimize our cash flow?
Grace Nguyen
Operations Director, GreenFork
What were our food costs last month?
Laura Simmons
Board Advisor, Summit Ventures
Are we on track to hit our board targets?
Daniel Kim
Controller, Meridian Ventures
Are our financials GAAP compliant?
James Quinn
Head of Engineering, NovaCloud
Can we afford to hire two engineers next quarter?
Sarah Chen
CFO, Northstar Health
How can I optimize our cash flow?
Grace Nguyen
Operations Director, GreenFork
What were our food costs last month?
Laura Simmons
Board Advisor, Summit Ventures
Are we on track to hit our board targets?
Jennifer Ross
Founder, Harbor Logistics
Should we restructure our entity to reduce our tax burden?
Kevin Reed
Founder, Lumina AI
What does our 18-month runway look like?
Olivia Brooks
FP&A Manager, Apex Biotech
Which departments are overspending against budget this quarter?
Ethan Walker
Chief Operating Officer, Vertex
What operational changes would improve our EBITDA the fastest?
Priya Nair
Accounts Payable Manager, Horizon
Which vendor invoices are due, and where can we optimize payment timing?
Jennifer Ross
Founder, Harbor Logistics
Should we restructure our entity to reduce our tax burden?
Kevin Reed
Founder, Lumina AI
What does our 18-month runway look like?
Olivia Brooks
FP&A Manager, Apex Biotech
Which departments are overspending against budget this quarter?
Ethan Walker
Chief Operating Officer, Vertex
What operational changes would improve our EBITDA the fastest?
Priya Nair
Accounts Payable Manager, Horizon
Which vendor invoices are due, and where can we optimize payment timing?
Finance shouldn't slow you down.
The best finance teams aren't generic. Oculon matches you with experts who fit and gives them an AI workspace to answer every question fast.
Emily Lawson
People Operations, BrightPath
What's the best way to handle owner compensation?
Henry Ortiz
Revenue Operations, Nimbus
How much revenue have we generated so far this year?
Michael Foster
Finance Manager, Crest
When will this month's books be closed?
Isabella Perez
Executiv, VentureSpring Capital
Can you tell me what this notice is about?
Brian Patel
VP Finance, Atlas Robotics
What's our gross margin this quarter?
Emily Lawson
People Operations, BrightPath
What's the best way to handle owner compensation?
Henry Ortiz
Revenue Operations, Nimbus
How much revenue have we generated so far this year?
Michael Foster
Finance Manager, Crest
When will this month's books be closed?
Isabella Perez
Executiv, VentureSpring Capital
Can you tell me what this notice is about?
Brian Patel
VP Finance, Atlas Robotics
What's our gross margin this quarter?
Daniel Kim
Controller, Meridian Ventures
Are our financials GAAP compliant?
James Quinn
Head of Engineering, NovaCloud
Can we afford to hire two engineers next quarter?
Sarah Chen
CFO, Northstar Health
How can I optimize our cash flow?
Grace Nguyen
Operations Director, GreenFork
What were our food costs last month?
Laura Simmons
Board Advisor, Summit Ventures
Are we on track to hit our board targets?
Daniel Kim
Controller, Meridian Ventures
Are our financials GAAP compliant?
James Quinn
Head of Engineering, NovaCloud
Can we afford to hire two engineers next quarter?
Sarah Chen
CFO, Northstar Health
How can I optimize our cash flow?
Grace Nguyen
Operations Director, GreenFork
What were our food costs last month?
Laura Simmons
Board Advisor, Summit Ventures
Are we on track to hit our board targets?
Jennifer Ross
Founder, Harbor Logistics
Should we restructure our entity to reduce our tax burden?
Kevin Reed
Founder, Lumina AI
What does our 18-month runway look like?
Olivia Brooks
FP&A Manager, Apex Biotech
Which departments are overspending against budget this quarter?
Ethan Walker
Chief Operating Officer, Vertex
What operational changes would improve our EBITDA the fastest?
Priya Nair
Accounts Payable Manager, Horizon
Which vendor invoices are due, and where can we optimize payment timing?
Jennifer Ross
Founder, Harbor Logistics
Should we restructure our entity to reduce our tax burden?
Kevin Reed
Founder, Lumina AI
What does our 18-month runway look like?
Olivia Brooks
FP&A Manager, Apex Biotech
Which departments are overspending against budget this quarter?
Ethan Walker
Chief Operating Officer, Vertex
What operational changes would improve our EBITDA the fastest?
Priya Nair
Accounts Payable Manager, Horizon
Which vendor invoices are due, and where can we optimize payment timing?
Finance shouldn't slow you down.
The best finance teams aren't generic. Oculon matches you with experts who fit and gives them an AI workspace to answer every question fast.
Emily Lawson
People Operations, BrightPath
What's the best way to handle owner compensation?
Henry Ortiz
Revenue Operations, Nimbus
How much revenue have we generated so far this year?
Michael Foster
Finance Manager, Crest
When will this month's books be closed?
Isabella Perez
Executiv, VentureSpring Capital
Can you tell me what this notice is about?
Brian Patel
VP Finance, Atlas Robotics
What's our gross margin this quarter?
Emily Lawson
People Operations, BrightPath
What's the best way to handle owner compensation?
Henry Ortiz
Revenue Operations, Nimbus
How much revenue have we generated so far this year?
Michael Foster
Finance Manager, Crest
When will this month's books be closed?
Isabella Perez
Executiv, VentureSpring Capital
Can you tell me what this notice is about?
Brian Patel
VP Finance, Atlas Robotics
What's our gross margin this quarter?
Daniel Kim
Controller, Meridian Ventures
Are our financials GAAP compliant?
James Quinn
Head of Engineering, NovaCloud
Can we afford to hire two engineers next quarter?
Sarah Chen
CFO, Northstar Health
How can I optimize our cash flow?
Grace Nguyen
Operations Director, GreenFork
What were our food costs last month?
Laura Simmons
Board Advisor, Summit Ventures
Are we on track to hit our board targets?
Daniel Kim
Controller, Meridian Ventures
Are our financials GAAP compliant?
James Quinn
Head of Engineering, NovaCloud
Can we afford to hire two engineers next quarter?
Sarah Chen
CFO, Northstar Health
How can I optimize our cash flow?
Grace Nguyen
Operations Director, GreenFork
What were our food costs last month?
Laura Simmons
Board Advisor, Summit Ventures
Are we on track to hit our board targets?
Jennifer Ross
Founder, Harbor Logistics
Should we restructure our entity to reduce our tax burden?
Kevin Reed
Founder, Lumina AI
What does our 18-month runway look like?
Olivia Brooks
FP&A Manager, Apex Biotech
Which departments are overspending against budget this quarter?
Ethan Walker
Chief Operating Officer, Vertex
What operational changes would improve our EBITDA the fastest?
Priya Nair
Accounts Payable Manager, Horizon
Which vendor invoices are due, and where can we optimize payment timing?
Jennifer Ross
Founder, Harbor Logistics
Should we restructure our entity to reduce our tax burden?
Kevin Reed
Founder, Lumina AI
What does our 18-month runway look like?
Olivia Brooks
FP&A Manager, Apex Biotech
Which departments are overspending against budget this quarter?
Ethan Walker
Chief Operating Officer, Vertex
What operational changes would improve our EBITDA the fastest?
Priya Nair
Accounts Payable Manager, Horizon
Which vendor invoices are due, and where can we optimize payment timing?
A complete finance function, delivered.
Five disciplines, one accountable team. Each engagement pairs you with senior operators backed by the Oculon AI workspace — so the recurring work moves on its own and you only hear from us for decisions.
Senior Accountant
Accounting and Bookkeeping
A dedicated accountant who closes your books cleanly, every month.
GAAP‑ready monthly close
Bank & card reconciliations
AP / AR management
Fractional CFO
Fractional CFO
CFO‑level judgment without the full‑time hire. Fundraise‑ready, always.
Fundraising support
Board & investor reporting
Strategic planning sessions
Tax Specialist
Taxes & Compliance
Stay filed and credit‑maximized through partner CPA firms.
Federal & state tax filings
R&D credits & deductions
Local compliance via partners
FP&A Analyst
FP&A & Cash Planning
Models, scenarios and cash runway that match how you actually operate.
Budget vs actuals tracking
Forecast & scenario models
Cash runway analysis
Payroll Lead
Payroll & Equity
Payroll, equity grants and vesting — run without the spreadsheet anxiety.
Payroll runs & filings
Cap table management
Vesting schedules
Stock Admin
Stock Administration
Accurate cap tables, grant management, and shareholder records as your company grows.
Cap table management
Equity grant administration
Vesting & ownership tracking
A complete finance function, delivered.
Five disciplines, one accountable team. Each engagement pairs you with senior operators backed by the Oculon AI workspace — so the recurring work moves on its own and you only hear from us for decisions.
Senior Accountant
Accounting and Bookkeeping
A dedicated accountant who closes your books cleanly, every month.
GAAP‑ready monthly close
Bank & card reconciliations
AP / AR management
Tax Specialist
Taxes & Compliance
Stay filed and credit‑maximized through partner CPA firms.
Federal & state tax filings
R&D credits & deductions
Local compliance via partners
Payroll Lead
Payroll & Equity
Payroll, equity grants and vesting — run without the spreadsheet anxiety.
Payroll runs & filings
Cap table management
Vesting schedules
Fractional CFO
Fractional CFO
CFO‑level judgment without the full‑time hire. Fundraise‑ready, always.
Fundraising support
Board & investor reporting
Strategic planning sessions
FP&A Analyst
FP&A & Cash Planning
Models, scenarios and cash runway that match how you actually operate.
Budget vs actuals tracking
Forecast & scenario models
Cash runway analysis
Stock Admin
Stock Administration
Accurate cap tables, grant management, and shareholder records as your company grows.
Cap table management
Equity grant administration
Vesting & ownership tracking
A complete finance function, delivered.
Five disciplines, one accountable team. Each engagement pairs you with senior operators backed by the Oculon AI workspace — so the recurring work moves on its own and you only hear from us for decisions.
Senior Accountant
Accounting and Bookkeeping
A dedicated accountant who closes your books cleanly, every month.
GAAP‑ready monthly close
Bank & card reconciliations
AP / AR management
Payroll Lead
Payroll & Equity
Payroll, equity grants and vesting — run without the spreadsheet anxiety.
Payroll runs & filings
Cap table management
Vesting schedules
FP&A Analyst
FP&A & Cash Planning
Models, scenarios and cash runway that match how you actually operate.
Budget vs actuals tracking
Forecast & scenario models
Cash runway analysis
Tax Specialist
Taxes & Compliance
Stay filed and credit‑maximized through partner CPA firms.
Federal & state tax filings
R&D credits & deductions
Local compliance via partners
Fractional CFO
Fractional CFO
CFO‑level judgment without the full‑time hire. Fundraise‑ready, always.
Fundraising support
Board & investor reporting
Strategic planning sessions
Stock Admin
Stock Administration
Accurate cap tables, grant management, and shareholder records as your company grows.
Cap table management
Equity grant administration
Vesting & ownership tracking
Numbers you can trust, in one place.
Every engagement includes a full suite of deliverables — not just books. Your Oculon workspace surfaces them all in real time.
Monthly close package
P&L, balance sheet and cash flow - delivered on day 5 of every month, without you chasing.
P&L Statement
Balance Sheet
Cash flow
Reconciliations
Journal Entries
Monthly close package
P&L, balance sheet and cash flow - delivered on day 5 of every month, without you chasing.
P&L Statement
Balance Sheet
Cash flow
Reconciliations
Journal Entries
Monthly close package
P&L, balance sheet and cash flow - delivered on day 5 of every month, without you chasing.
P&L Statement
Balance Sheet
Cash flow
Reconciliations
Journal Entries
Live dashboards & models
Real‑time KPIs, budget vs. actuals and cash runway — live inside your Oculon workspace.
Budget vs. Actuals
Cash Runway
KPI Tracking
Scenario Planning
Burn Analysis
Live dashboards & models
Real‑time KPIs, budget vs. actuals and cash runway — live inside your Oculon workspace.
Budget vs. Actuals
Cash Runway
KPI Tracking
Scenario Planning
Burn Analysis
Live dashboards & models
Real‑time KPIs, budget vs. actuals and cash runway — live inside your Oculon workspace.
Budget vs. Actuals
Cash Runway
KPI Tracking
Scenario Planning
Burn Analysis
Strategic support
Monthly finance review calls and on‑call FP&A insights from a team that's seen it before.
Board Reporting
Fundraising Support
Monthly Reviews
FP&A Insights
Investor Updates
Strategic support
Monthly finance review calls and on‑call FP&A insights from a team that's seen it before.
Board Reporting
Fundraising Support
Monthly Reviews
FP&A Insights
Investor Updates
Strategic support
Monthly finance review calls and on‑call FP&A insights from a team that's seen it before.
Board Reporting
Fundraising Support
Monthly Reviews
FP&A Insights
Investor Updates
Full Oculon platform access
Ask questions, update models and collaborate with your team through AI‑native chat — connected to every tool you use.
AI Chat
Model Editor
Collaboation
Custom Dashboards
50+ Integrations
Full Oculon platform access
Ask questions, update models and collaborate with your team through AI‑native chat — connected to every tool you use.
AI Chat
Model Editor
Collaboation
Custom Dashboards
50+ Integrations
Full Oculon platform access
Ask questions, update models and collaborate with your team through AI‑native chat — connected to every tool you use.
AI Chat
Model Editor
Collaboation
Custom Dashboards
50+ Integrations
Start journey with
Oculon
Start journey with
Oculon
Start journey with
Oculon