Bring your context
Bring the inputs and assumptions that reflect how your business works.
Agent workflow· By Oculon
AI variance analyst
An agent workflow for investigating variances and drafting a review.
Agent template
AI variance analyst
An agent workflow for investigating variances and drafting a review.
The responsibility
An agent workflow for investigating variances and drafting a review.
- When it runs
- Choose a schedule or run it on request. · configurable
- What it works from
- Choose the relevant financial models and supporting sources.
- What comes back
- An agent workflow for investigating variances and drafting a review.
- Your review
- Review the findings and approve material changes before applying them.
Illustrative setup · Connect your own sources and confirm the scope before activating an agent.
A starting point.
Made for your business.
An agent workflow for investigating variances and drafting a review.
Finance teams exploring AI-assisted analysis with human review.
A thoughtful starting point.
- 01Variance review prompt framework
- 02Connected model references
- 03Root-cause analysis outline
- 04Review checklist and follow-up actions
Agent workflow, in context.
A starting structure to shape around your workflow.
Start here.
Build from your context.
Make it your own
Adapt the starting structure, dimensions, and views to your team.
Build a shared view
Bring the model and its context into your team’s planning conversations.
Good questions.
Who is this template for?
Finance teams exploring AI-assisted analysis with human review.
Can it be adapted to our business?
Yes. This is a starting structure for your workflow. Explore the template with our team to review your inputs, dimensions, and the changes your business needs.
How do we get started?
Choose “Explore this template” to speak with the Oculon team. These pages show template concepts with illustrative data; availability and setup are confirmed during your walkthrough.
