Introducing Oculon: Building Finance Apps with No Code & AI Agents

“Finance apps with a few clicks, AI agents to run them, and unified data that ties it all together.”

Oculon is our leap toward a simpler world for finance teams—one where you can model your core data, create interactive boards for stakeholders, leverage a built-in database, and unify your integrations seamlessly. Then, let AI agents handle the heavy lifting of running the apps you build.

We spent years watching businesses stitch together spreadsheets, patch data from multiple sources, and chase consistency in the numbers. It shouldn’t be this hard. Oculon offers a no-code solution that’s both flexible and AI-assisted. Let’s break it down:

1. Modeling: Define Once, Reuse Everywhere

Sick of rewriting “MRR” formulas or duplicating tabs to handle advanced forecasting?

In Oculon, you define your financial or operational models in a visual, no-code environment:

• Drag & Drop Components: Link your revenue drivers, expense lines, churn assumptions, or any custom KPI—no complicated scripts.

• Real-Time Sync: Once you update a driver (say, raising your sales target or adjusting discount rates), your entire model refreshes.

• AI-Assisted: Let an Oculon agent propose scenario tweaks or highlight anomalies in your model—like forecasting a potential runway risk if churn creeps above 5%.

Bottom line: you craft the structure of your finances once, and trust that it stays in sync across your organization.

2. Boards: Interactive Views for Your Teams

We know finance data matters to everyone in the company—CFO, team leads, and even the CEO who just wants a quick read on runway. Our Boards feature:

• Collaboration: Finance, HR, and sales can all see the same live data. No more emailing 20 versions of a spreadsheet or re-exporting slides.

• Widgets & Drills: Drop in charts, pivot tables, scenario toggles—drag them around for a custom layout. Hover for deeper detail or click to drill down into root causes.

• Commenting & Permissions: Control who can view vs. edit, tag a colleague to discuss a variance, or embed these boards in Slack or Notion for easy access.

We see Boards as the “command center” for your entire finance story.

3. Database: Storing & Accessing Data Without the Headaches

Traditional finance apps often rely on complex IT pipelines or multiple CSV uploads. Oculon says: “No more.”

• Integrated, No-Code Database: Oculon seamlessly stores your transaction data, subscription events, budgets, or any custom table you define—no DBA required.

• Live Feeds & Snapshots: Our AI agents can automatically pull new data daily, or even hourly, from your billing platform, ERP, or CRM, so your “actuals” stay fresh.

• Built-In Security & Governance: Role-based permissions ensure that confidential data is protected. Meanwhile, logs keep track of changes for easy auditing.

Think of it as the foundation of your finance stack—no separate database to maintain or integrate. Just one coherent, accessible location.

4. Unified Data Models: Making Integrations a Breeze

We believe your finance platform should connect to every source you rely on—without you learning APIs or microservices. So Oculon stands on unified data models:

• Easy Onboarding: Connect to popular billing systems, CRMs, or HR tools. Our no-code wizard configures the fields—you just map them once.

• Automatic Normalization: If you track “ARR” or “MRR” differently, unify them with a single definition. No re-creating the same formula for each data source.

• Extendable: If you have a proprietary system or unusual data structure, wrap it in Oculon’s model so you can still join, filter, and group it easily.

In short: we handle the messy bits of cross-platform data, so you can focus on building better finance apps—like advanced forecasting or ROI analysis—without being a data engineer.

AI Agents: The Real Game-Changer

Once you’ve built a finance app in Oculon, our AI agents stand ready to run it for you:

• Continuous Monitoring: Agents watch for changes in your data feed (maybe your marketing funnel suddenly spikes or an expense line grows faster than planned) and can alert your team or update your board.

• Scenario Exploration: Agents can automatically test different growth or cost assumptions. “What if the new region’s churn is 2x higher?” The agent models it and shares a recommended approach.

• Maintenance & Housekeeping: No more manual refreshing or endless spreadsheet macros. Agents keep everything in sync—and nudge you when they see something you might want to investigate.

This synergy of no-code building blocks + AI-driven automation is how Oculon aims to transform finance operations.

Why We’re Doing This

We’ve watched too many finance teams burn hours fighting systems—digging up contradictory data, rewriting the same formulas, or manually emailing massive spreadsheets. Meanwhile, data teams are swamped with ad hoc requests for pipeline updates or churn analysis they’ve done a dozen times already.

With Oculon:

• Business Users gain the power to build (and iterate) finance apps themselves—without coding or re-inventing the wheel.

• Data Teams can focus on advanced analysis or deeper product insights, no longer forced to handle every minor integration or metrics fix.

• Decision-Makers see real-time metrics that are consistent, cohesive, and alive with scenario possibilities.

Sign up for early access: Explore the platform’s building blocks and see how quick it is to spin up a custom finance tool.

We believe in a future where finance is a creative, iterative discipline—enabled by no-code building blocks, AI-driven automations, and a frictionless user experience. Welcome to Oculon.

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Manav J,

CEO Oculon AI