Projects
Plan finance work, not just tasks.
Manage planning cycles, model updates, and recurring finance work.
Planned
Product roadmap
What we're building at Oculon
A transparent look at what's shipped, what's in progress, and what's coming next.
- Shipped (5)
- In progress (13)
- Planned (12)
We're building Oculon because finance teams deserve a better way to plan, track, and explain the business.
We're in early access building closely with founders, finance leads, and operators, shipping quickly, and learning from every planning workflow we see.
01 AI ANALYST
An AI finance analyst built into your workspace.
Web search in chat
Bring the web into conversation.
Research markets, competitors, and news directly from AI chat.
Shipped
Automations & workflows
Automate repetitive finance work.
Schedule reports, refreshes, and recurring finance workflows.
In progress
Custom Agents
Create AI specialists for finance.
Build teammates for planning, reporting, forecasting, and close.
In progress
Live Feeds
Always stay up to date.
Monitor changes across actuals, forecasts, and connected systems.
Planned
Ask & Analyze
Ask questions. Get answers.
Explain variances, compare scenarios, and uncover business drivers.
Planned
AI artifacts
Generate finance deliverables.
Create reports, board decks, summaries, and dashboards instantly.
Planned
Agent skills
Teach AI your finance playbook.
Equip agents with reusable finance workflows and expertise.
In progress
Agent Collaboration
Multiple agents. One team.
Coordinate specialists that review and improve each other's work.
In progress
02 MODEL
From spreadsheet models to structured planning
Flexible time ranges
Plan on your timeline.
Model monthly, quarterly, annual, or custom planning periods.
Shipped
Time granularity
See the right level of detail.
Switch between monthly, quarterly, and annual views.
In progress
Spreadsheet mode
Work like you're already familiar.
Use familiar spreadsheet interactions within structured financial models.
In progress
Dimensions
Analyze every business driver.
Slice models by customer, product, region, project, or custom dimensions.
Shipped
Currency and conversion
Model globally with confidence.
Plan and report across multiple currencies with automatic conversion.
Planned
Version history
Know what changed and why.
Review edits before accepting changes to models and dashboards.
In progress
Real-time Collaboration
Model together without conflicts.
Collaborate on financial models in real time with your team.
Planned
Formula drill-ins
Follow every calculation.
Trace formulas and dependencies to understand how values are derived.
Planned
Roles and permissions
Share models with confidence.
Control who can view, edit, approve, and manage your workspace.
In progress
03 DATABASE
Actuals and business data, in one place
Connectors & Query Editor
Bring every data source together.
Connect source systems and transform data into planning-ready models.
Shipped
Custom Columns
Extend data without engineering.
Add formulas, owners, currencies, and custom business attributes.
In progress
Database Detail Pages
Understand records instantly.
View relationships, history, and complete context behind each record.
In progress
Data Imports
Import data from anywhere.
Connect spreadsheets, warehouses, exports, and additional file formats.
Planned
Tags
Organize everything consistently.
Categorize models, data, dashboards, and workflows with flexible tags.
Planned
Oculon MCP
Bring finance context everywhere.
Connect Oculon with AI tools using your financial context and data.
Planned
04 REPORTING
Reporting that updates itself
Goals & Benchmarks
Measure what matters most.
Track performance against goals, targets, and business benchmarks.
In progress
Sharing & Embeds
Share insights anywhere.
Publish dashboards securely with links and embedded reports.
Planned
Saved Views
Build reports for every audience.
Create tailored views for finance teams, operators, and investors.
In progress
Board templates
Start from proven reporting.
Use templates for board packs, reviews, investor updates, and more.
Planned
Metric Cards
Surface most important metrics.
Track revenue, burn, runway, margins, headcount, and other KPIs.
In progress
Dashboard Filters
See exactly what matters.
Filter dashboards by scenario, time period, or any other dimension.
Shipped
