A LOOK INSIDE OCULON

Connect the systems behind your financial model.

Bring ERP, CRM, billing and people data into Oculon so planning starts from source records rather than an endless round of exports and reconciliations.

A forecast is only as useful as the records behind it. Bring the sources into the model before you start explaining the result.

The Oculon integration library with HubSpot, Google Sheets, QuickBooks, BambooHR, Workday, Greenhouse, Pandle, Xero and Salesforce.

Add an account from the integration library: accounting, payroll, spreadsheets, CRM and BI sources in one place.

HOW IT WORKS

Connecting the systems
behind your plan.

A connector is only the first step. Finance also needs fields it recognizes, reliable refreshes and a clear path back to the original record.

01 / Connect anything

Connect your systems
ERP, CRM, billing and HR

Link CRM opportunities, billing invoices and ledger actuals to the planning workspace and see when each source last refreshed.

  • Templates build common pipelines in seconds
  • Connectors generated for any API
  • Syncs on the schedule you set
02 / Mapped for you

Map the fields
Into finance logic

Match a CRM close date or billing customer ID to the right dimension and variable before it becomes part of the forecast.

  • Dates, dimensions and values classified
  • Mappings proposed for your approval
  • Matching records reconciled across systems
03 / Always connected

Catch source changes
Before they reach a report

When a source field changes, make the failed mapping or stale sync visible so finance can investigate instead of trusting a silent mismatch.

  • Schema changes detected
  • Fixes proposed, applied with approval
  • Every number traceable to its record
IN PRACTICE

Built for the work
that matters.

RRevenue/Revenue · All SourcesEdited just nowShare

Revenue story · Q4

Three systems, one view · every number links to its record

Actuals · NetSuite$4.20M
Billing · Stripe$1.16M
Weighted pipeline · Salesforce$2.31M
Revenue by source ($M)JulAugSepOctNovDecNetSuite actualsStripe billing
Traceable to source
FigureSourceSynced
Q4 actualsNetSuite GL 400006:00
BillingStripe invoices06:00
PipelineSalesforce opps06:05
FXECB rates05:30

Actuals, billing and weighted pipeline sit side by side, and each figure opens the record it came from. No exports.

For Revenue and FP&A teams · See revenue from every system at once · Actuals, contracted billing and weighted pipeline in one view, each traceable to its source.Illustrative example · sample data

FAQs

Which systems can we connect?

Over 1,000 applications, including NetSuite, QuickBooks, Xero, Salesforce, HubSpot, HRIS platforms and data warehouses. For anything else with an API, Oculon can generate a connector.

Do we need to write SQL or map fields by hand?

No. Templates build common pipelines, such as an income statement, in seconds. For everything else Oculon proposes the field mapping for you to review.

What happens when a source system changes?

Oculon detects schema changes, diagnoses the failed sync and proposes a fix, which you can approve.

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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