A LOOK INSIDE OCULON

Custom Agents

Your new finance team for the work that keeps coming back. Build agents to monitor performance, explain changes and prepare the next step, with your models and rules as their context.

Give recurring finance work a capable owner. Keep the context and judgment with your team.

The Oculon Custom Agents workspace, with the supplied colorful agent characters and an entry point to explore workflows.

The Custom Agents workspace in Oculon. Give a recurring job a place in your finance team.

HOW IT WORKS

Automating recurring
finance work.

An agent becomes useful when it knows the job, the financial context and where its output needs to go.

01 / Describe it

Describe the job
The agent builds the workflow

For example: every Monday at 8 AM, check whether revenue missed plan by more than 10%, post the alert to Feeds with an analysis and give Finance a task to follow up.

  • Plain language or a manual build
  • Bound to real variables, dimensions and scenarios
  • Start from any metric with /automate
02 / It does the work

Runs in the background
Every step visible

The agent reads the relevant model, compares periods, investigates drivers and prepares a result while you continue working elsewhere.

  • Runs on a schedule or a trigger
  • Creates tasks, approvals and notifications
  • Results delivered to Feeds, Slack or email
03 / Your context

Grounded in your definitions
Built around your business

A variance review uses your revenue formula, customer dimensions and active scenario, not a generic definition pulled from a prompt.

  • Your metric definitions and formulas
  • Your models, dimensions and scenarios
  • Plugins for focused capabilities
04 / In control

Approval before action
Nothing reaches Main unreviewed

Let the agent prepare a downside scenario, then check its assumptions and approve any changes before they reach Main.

  • An agent you can read and edit
  • Approval before material changes
  • Run timeline and a full audit log
AGENT TEMPLATES

A starting point
for your finance team.

Give each agent a clear responsibility. Start with a template, then choose the financial context, cadence and review rules that fit your team.

View more agents
3 of 3 agent templates · Shape them around your business.View more agents

FAQs

Can I use Custom Agents today?

Yes. Custom Agents are available in Oculon. Open your workspace to get started, or request a demo to discuss the finance work you want to automate.

What can a custom agent do?

Monitor metrics, explain variances, draft memos and reports, create tasks and approvals, and send notifications in Oculon, Slack or email.

Can an agent change our model?

Only with approval. Agents propose material changes and a person on your team approves them before anything is merged.

How do we see what an agent did?

Every agent has a run timeline and audit log showing each run, what it read, what it produced and who approved any changes.

Your next chapter.
In full context.

Oculon in dark mode: a financial overview board and an Agent reviewing revenue performance in the same workspace.
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