Know who changed the plan, when and why.

From an edited forecast assumption to an approved agent action, inspect the record of what happened without piecing together old files and messages.

Trust comes from the record: who changed what, when, and why it was approved.

SSettings/Audit trail · FY26 ForecastEdited just nowShare
SearchFilterView
WhenWhoWhat changedBeforeAfter
Today 09:14MayaWin rate22%19%
Today 08:02Oculon agentEMEA scenario created—Sandbox
YesterdayCFOApproved forecast v13PendingApproved
MonDevHosting mappingCC 410CC 420
MonSamEngineering hires · H186
FriPriyaPublished board packDraftLive
FriOculon agentVariance memo drafted—Draft

A complete record of who changed what, connected to the decision it belonged to.

HOW IT WORKS

A complete record
of every change.

The record should help you reconstruct a decision, not just tell you that a field was edited.

01 / Record

Every edit
With its actor and time

See which person or agent changed a forecast assumption, which model it belonged to and when the edit took effect.

02 / Before & after

Before and after
The actual values

Open an edit to see the previous value, the new value and the exact dimension and period it affected.

03 / Human & AI

Agents included
In the same record

Review what an agent read, suggested or changed alongside actions taken by the finance team.

04 / Decisions

Linked to decisions
From proposal to merge

Follow a scenario merge back to its proposal and approval, so the shared forecast has an understandable history.

05 / Search

Search the history
Down to a single edit

Filter by model, actor or period to narrow a long change history to the handful of edits that matter.

06 / Export

Export the evidence
For any review

Export the relevant activity when finance, leadership or auditors need a record of how a planning decision evolved.

07 / Restore

Back to any state
Straight from the record

Move from an audit event to the corresponding version or model state, rather than trying to recreate that view by hand.

IN PRACTICE
SSettings/Audit trail · searchEdited just nowShare
SearchFilterView
WhenWhoObjectChangeApproved
12 Mar 16:12MarcoQ4 revenue assumption$48.0M → $43.0MCFO · 12 Mar
12 Mar 15:58Oculon agentDownside refreshProposed—
11 Mar 10:20PriyaFY26 ForecastPublished v9—
For Controllers · Answer the auditor in one search · Who changed the Q4 revenue assumption, why, and who approved it.Illustrative example · sample data

FAQs

What does Oculon record?

Who acted, what changed, when, and where.

Can I see exactly what changed?

Yes. Version comparison can show changed values, formulas, assumptions, and the person who made the change.

Are AI actions included?

AI actions are designed to move through the same governed workflow and audit history as other changes.

Can I search and export audit history?

Yes. Search and filter the history by actor, object, change or date, and export it when a review needs to happen outside Oculon.

Can I restore a previous state after investigating a change?

Yes. Oculon supports returning to a prior model state.

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