A clearer close-to-plan handoff
Compare the latest actuals with your operating plan without rebuilding the reporting structure.
Accounting & ERPAvailable
Acumatica
meets Oculon.
Financial actuals for budgets, forecasts, and reporting.
Request Demo CONNECTED CONTEXTWORKSPACE / FINANCE
AcumaticaAccounting & ERP
Business contextTHE NEXT DECISIONEvery source.
One clearer plan.
ActualsForecastScenario
SOURCE → CONTEXT → PLANGeneral ledger and account balances
Illustrative workflow
Give every plan a grounded starting point.
Bring financial actuals into the same conversation as your next forecast. Align accounts, entities, and periods so your team can follow a variance back to the numbers behind it.
The detail behind a variance
Carry account and entity context into your analysis, so the team can investigate what moved.
One view across the business
Use a consistent financial structure for team budgets and consolidated reporting.
Start with what matters.
Agree on the data scope, field mapping, and refresh requirements for your workflow with the Oculon team.
- General ledger and account balances
- Entities, currencies, and departments
- Invoices, expenses, and reporting periods
From your stack to your plan.
- Share your workflow.
Tell us which Acumatica data you work with and the decisions it should support.
- Agree on the connection.
Review the access, data scope, mappings, and refresh requirements together.
- Build with context.
Bring the agreed inputs into your models and review the first planning workflow with your team.
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