Modeling
Bring live data, AI forecasting, and collaboration into a single modeling workspace so your team spends less time fixing spreadsheets and more time shaping the plan.
Modeling
Bring live data, AI forecasting, and collaboration into a single modeling workspace so your team spends less time fixing spreadsheets and more time shaping the plan.
Modeling
Bring live data, AI forecasting, and collaboration into a single modeling workspace so your team spends less time fixing spreadsheets and more time shaping the plan.
Always-on sync from every system
Connect ERP, CRM, billing, HRIS, and other tools, then let Oculon keep every model up to date with real-time sync and detailed audit logs for every change.
Prebuilt metrics and reusable logic
Start planning in minutes using 100+ prebuilt metrics, reusable components, and model patterns instead of rebuilding the basics from scratch.
Multi-dimensional, no-code modeling
Model by product, region, channel, or any custom dimension using a drag-and-drop, formula-light interface that still supports complex structures when you need them.
See every what‑if in one place
Create and compare scenarios, switch between daily, monthly, and yearly views, and apply AI-powered forecasting to explore best, base, and worst cases side by side.
Let agents build with you
Ask AI agents to generate new models, link data sources, update drivers, and surface insights so finance teams focus on decisions instead of manual setup.
Plan together, stay in control
Work with stakeholders in real time with comments, notifications, approvals, and version history, including rollbacks when you need to revert a change.
Always-on sync from every system
Connect ERP, CRM, billing, HRIS, and other tools, then let Oculon keep every model up to date with real-time sync and detailed audit logs for every change.
Prebuilt metrics and reusable logic
Start planning in minutes using 100+ prebuilt metrics, reusable components, and model patterns instead of rebuilding the basics from scratch.
Multi-dimensional, no-code modeling
Model by product, region, channel, or any custom dimension using a drag-and-drop, formula-light interface that still supports complex structures when you need them.
See every what‑if in one place
Create and compare scenarios, switch between daily, monthly, and yearly views, and apply AI-powered forecasting to explore best, base, and worst cases side by side.
Let agents build with you
Ask AI agents to generate new models, link data sources, update drivers, and surface insights so finance teams focus on decisions instead of manual setup.
Plan together, stay in control
Work with stakeholders in real time with comments, notifications, approvals, and version history, including rollbacks when you need to revert a change.
Always-on sync from every system
Connect ERP, CRM, billing, HRIS, and other tools, then let Oculon keep every model up to date with real-time sync and detailed audit logs for every change.
Prebuilt metrics and reusable logic
Start planning in minutes using 100+ prebuilt metrics, reusable components, and model patterns instead of rebuilding the basics from scratch.
Multi-dimensional, no-code modeling
Model by product, region, channel, or any custom dimension using a drag-and-drop, formula-light interface that still supports complex structures when you need them.
See every what‑if in one place
Create and compare scenarios, switch between daily, monthly, and yearly views, and apply AI-powered forecasting to explore best, base, and worst cases side by side.
Let agents build with you
Ask AI agents to generate new models, link data sources, update drivers, and surface insights so finance teams focus on decisions instead of manual setup.
Plan together, stay in control
Work with stakeholders in real time with comments, notifications, approvals, and version history, including rollbacks when you need to revert a change.
Use Cases
Use Oculon Modeling across your entire planning workflow, from revenue to runway.
01
ARR Planning
Forecast recurring revenue, track churn and expansion, and model growth scenarios so GTM and finance stay aligned on targets.
02
Cash Flow Forecasting
Build real-time cash flow views that combine revenue timing, expenses, and collections to reveal your true liquidity picture.
03
Headcount Planning
Plan hiring by function, level, and location, layering in costs and timelines to see how headcount impacts runway and margins.
04
Capacity Planning
Integrate operational and financial data to understand capacity constraints, model utilization, and decide when to add resources.
05
Runway Forecasting
Project runway under different growth and spend scenarios so you know exactly how plans affect your next raise or profitability date.
06
Expense Management
Analyze expenses by team and vendor, flag overspend, and test cost-saving ideas before you commit to changes in the real world.
Use Cases
Use Oculon Modeling across your entire planning workflow, from revenue to runway.
01
ARR Planning
Forecast recurring revenue, track churn and expansion, and model growth scenarios so GTM and finance stay aligned on targets.
02
Cash Flow Forecasting
Build real-time cash flow views that combine revenue timing, expenses, and collections to reveal your true liquidity picture.
03
Headcount Planning
Plan hiring by function, level, and location, layering in costs and timelines to see how headcount impacts runway and margins.
04
Capacity Planning
Integrate operational and financial data to understand capacity constraints, model utilization, and decide when to add resources.
05
Runway Forecasting
Project runway under different growth and spend scenarios so you know exactly how plans affect your next raise or profitability date.
06
Expense Management
Analyze expenses by team and vendor, flag overspend, and test cost-saving ideas before you commit to changes in the real world.
Use Cases
Use Oculon Modeling across your entire planning workflow, from revenue to runway.
01
ARR Planning
Forecast recurring revenue, track churn and expansion, and model growth scenarios so GTM and finance stay aligned on targets.
02
Cash Flow Forecasting
Build real-time cash flow views that combine revenue timing, expenses, and collections to reveal your true liquidity picture.
03
Headcount Planning
Plan hiring by function, level, and location, layering in costs and timelines to see how headcount impacts runway and margins.
04
Capacity Planning
Integrate operational and financial data to understand capacity constraints, model utilization, and decide when to add resources.
05
Runway Forecasting
Project runway under different growth and spend scenarios so you know exactly how plans affect your next raise or profitability date.
06
Expense Management
Analyze expenses by team and vendor, flag overspend, and test cost-saving ideas before you commit to changes in the real world.
Frequently asked questions about modeling in Oculon.
How does Oculon help me build financial models faster?
Oculon combines live data sync, prebuilt metrics, and reusable components in a modeling canvas built for finance, so you skip manual data prep and boilerplate formulas.
How do I track changes or version my models in Oculon?
Every change is stored as a version with metadata on who changed what and when, so you can label key checkpoints, compare versions, and roll back if something goes wrong.
Does Oculon provide prebuilt model templates or frameworks?
Yes—Oculon includes ready-made structures for common workflows like ARR planning, cash flow, and headcount, which you can adapt to your own dimensions and drivers.
How does Oculon ensure data privacy and security during the model-building process?
Data is handled using modern security practices, with controlled access, audit trails, and role-based permissions so only the right people can view or edit sensitive models.
How do I share models with my team or external partners?
You can invite collaborators with the appropriate access level, share specific models or views, and keep everyone aligned through comments, notifications, and approvals.
Can I write custom formulas in Oculon like I do in spreadsheets?
Oculon supports flexible, human-readable formulas so you can encode your unique business logic while still benefiting from AI assistance and reusable components.
Frequently asked questions about modeling in Oculon.
How does Oculon help me build financial models faster?
Oculon combines live data sync, prebuilt metrics, and reusable components in a modeling canvas built for finance, so you skip manual data prep and boilerplate formulas.
How do I track changes or version my models in Oculon?
Every change is stored as a version with metadata on who changed what and when, so you can label key checkpoints, compare versions, and roll back if something goes wrong.
Does Oculon provide prebuilt model templates or frameworks?
Yes—Oculon includes ready-made structures for common workflows like ARR planning, cash flow, and headcount, which you can adapt to your own dimensions and drivers.
How does Oculon ensure data privacy and security during the model-building process?
Data is handled using modern security practices, with controlled access, audit trails, and role-based permissions so only the right people can view or edit sensitive models.
How do I share models with my team or external partners?
You can invite collaborators with the appropriate access level, share specific models or views, and keep everyone aligned through comments, notifications, and approvals.
Can I write custom formulas in Oculon like I do in spreadsheets?
Oculon supports flexible, human-readable formulas so you can encode your unique business logic while still benefiting from AI assistance and reusable components.
Frequently asked questions about modeling in Oculon.
How does Oculon help me build financial models faster?
Oculon combines live data sync, prebuilt metrics, and reusable components in a modeling canvas built for finance, so you skip manual data prep and boilerplate formulas.
How do I track changes or version my models in Oculon?
Every change is stored as a version with metadata on who changed what and when, so you can label key checkpoints, compare versions, and roll back if something goes wrong.
Does Oculon provide prebuilt model templates or frameworks?
Yes—Oculon includes ready-made structures for common workflows like ARR planning, cash flow, and headcount, which you can adapt to your own dimensions and drivers.
How does Oculon ensure data privacy and security during the model-building process?
Data is handled using modern security practices, with controlled access, audit trails, and role-based permissions so only the right people can view or edit sensitive models.
How do I share models with my team or external partners?
You can invite collaborators with the appropriate access level, share specific models or views, and keep everyone aligned through comments, notifications, and approvals.
Can I write custom formulas in Oculon like I do in spreadsheets?
Oculon supports flexible, human-readable formulas so you can encode your unique business logic while still benefiting from AI assistance and reusable components.
Start journey with
Oculon
Start journey with
Oculon
Start journey with
Oculon