A LOOK INSIDE OCULON

Give finance agents the tools their work needs.

Give each agent the tools its job needs, from chart building to FX rates, and see exactly which ones it used.

A board-pack agent and a variance agent need different tools. Give each one exactly what its job requires.

AAgents/Board Reporting · RunEdited just nowShare
SearchCompareView
VariableTrendFormulaSepOctNov
FX conversion skill
$EMEA revenue · USD€ Revenue×# Rate$4.21M$4.36M$4.51M
$APAC revenue · USD¥ Revenue×# Rate$0.62M$0.64M$0.67M
Variance commentary skill
#Material movements# Rule > 5%796
#Lines drafted# Commentary796
Board formatting skill
#Slides built# Template121212

Agents get the skills the job needs, and the output stays traceable to your numbers.

HOW IT WORKS

Giving agents
the right tools.

A variance investigation and a board-pack draft don’t require the same actions, even when they use the same financial model.

01 / Extend the capability

Choose the tools
For each job

A board-prep workflow may need chart creation and document output; a variance investigation may need source inspection and model calculations.

  • Charts and documents for board prep
  • Source inspection for variance work
  • Model calculations when the task needs them
02 / Combine the pieces

Tools with context
Currency, period and variable

An FX calculation is useful when the agent knows which currency, period and revenue variable it should affect.

  • Currency, period and variable set by the task
  • The same model context as the agent
  • Results returned to the original question
03 / Work with intent

Work within scope
Sensitive actions need approval

Add the capabilities a workflow calls for while keeping sensitive actions reviewable and each result tied to the original request.

  • Capabilities chosen for each workflow
  • Sensitive actions held for review
  • Each result tied to its request
IN PRACTICE

Built for the work
that matters.

AAgents/Reporting Agent · SkillsEdited just nowShare

Monthly reporting

Reporting agent · 4 skills enabled

Skills4
RunsMonthly · day 2
Last runOct · 2m 14s

FX conversion converts EMEA results at month-end ECB rates.

Board formatting lays the numbers into the board template.

Variance commentary drafts one line per material movement.

Reporting support · Bring a focused capability into a recurring reporting workflow.Illustrative example · sample data

FAQs

What is a plugin in Oculon?

A plugin extends an agent with a focused skill or capability for a particular workflow.

How are plugins different from integrations?

Integrations bring business data into the workspace. Plugins extend what an agent can do with the context available to it.

How do I choose the right plugins?

Start with the task and expected output, then add the capabilities that support that purpose. Ask the team about the available plugins for your workflow.

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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