One Platform For All Your Business Planning Needs

Simplify finance with integrated data management, planning, forecasting, reporting and AI driven insights - all in one app

Modelling

Modelling

Modelling

All Your Tasks, Organized Effortlessly

All Your Tasks, Organized Effortlessly

All Your Tasks, Organized Effortlessly

Dynamic Scenarios

Compare multiple scenarios instantly and make decisions with confidence.

Collaborative Modelling

Work together in real-time to build, edit, and refine models seamlessly.

Live data sync

Keep your models updated with real-time data from all your sources.

Simplified Formulae

Write human-readable formulas that are easy to create, edit, and understand.

Share to

Reporting

Reporting

Reporting

Your Data, Your Story, Simplified

Your Data, Your Story, Simplified

Your Data, Your Story, Simplified

Effortlessly manage tasks, collaborate with teams, and meet deadlines with precision and clarity.

Effortlessly manage tasks, collaborate with teams, and meet deadlines with precision and clarity.

Effortlessly manage tasks, collaborate with teams, and meet deadlines with precision and clarity.

Interactive Dashboards - Build visual-rich dashboards to track, organize, and share key metrics effortlessly.

Interactive Dashboards - Build visual-rich dashboards to track, organize, and share key metrics effortlessly.

Interactive Dashboards - Build visual-rich dashboards to track, organize, and share key metrics effortlessly.

Always Live - Stay up-to-date with live data syncing that ensures reports never go stale.

Always Live - Stay up-to-date with live data syncing that ensures reports never go stale.

Always Live - Stay up-to-date with live data syncing that ensures reports never go stale.

Self-Serve Reports - Empower teams to generate, customize, and access reports independently.

Self-Serve Reports - Empower teams to generate, customize, and access reports independently.

Self-Serve Reports - Empower teams to generate, customize, and access reports independently.

Actionable Insights - Automatically drill down into data to reveal trends and actionable opportunities.

Actionable Insights - Automatically drill down into data to reveal trends and actionable opportunities.

Actionable Insights - Automatically drill down into data to reveal trends and actionable opportunities.

Database

Database

Database

Manage Data Seamlessly,
All in One Place

Manage Data Seamlessly,
All in One Place

Manage Data Seamlessly,
All in One Place

Live Connections

Sync real-time data from all your tools directly into Oculon databases.

Custom Views

Organize your data with flexible views tailored to your needs.

Dynamic Grouping

Segment and analyze data effortlessly with dynamic grouping.

Role-Based Access

Control who can view, edit, and share your databases.

AI Finance Agent

Meet Your AI Finance Agent

Revolutionize your financial workflows with Oculon’s AI-powered agents—designed to handle data, models, reports, and forecasts effortlessly.

Dashboard Image
Dashboard Image
Dashboard Image

AI Data Agent

AI Data Agent

Automatically map, clean, and integrate data from all your sources.

Automatically map, clean, and integrate data from all your sources.

AI Modelling Agent

AI Modelling Agent

Build flexible financial models and create dynamic scenarios effortlessly.

Build flexible financial models and create dynamic scenarios effortlessly.

AI Reporting Agent

AI Reporting Agent

Generate insightful, interactive reports for clear decision-making.

Generate insightful, interactive reports for clear decision-making.

AI Forecasting Agent

AI Forecasting Agent

Deliver actionable insights to guide all your future decisions.

Deliver actionable insights to guide all your future decisions.

Your AI Companion

  • Edit Narratives

  • Share Reports

  • Custom Alerts

  • Explain Metrics

  • Dynamic Mapping

  • Update Databases

  • Write Formulas

  • Create Scenarios

Break free from

30+

Hours Saved

8x

Faster Modelling

90%

Lesser Formulae

100+

Successful Integrations

Unique Features

Unique Features

Unique Features

Unlock Possibilities with Pre-Built Templates

Accelerate your workflows with expert-designed templates for every business need, helping you save time and focus on decisions that matter.

Metrics Dashboard

Turn Data into Insights

Visualize KPIs across functions in one consolidated view. Customize charts, tables, and graphs to monitor progress, track trends, and identify opportunities at a glance

Sales Pipeline Management

Maximize Sales Opportunities

Track deals, manage leads, and forecast revenue growth effortlessly. Stay proactive with a clear view of your sales funnel and optimize your team’s performance.

Profit & Loss (P&L) Statement

Track Financial Health Seamlessly

Monitor revenues, expenses, and profitability with real-time updates. This template makes managing P&L intuitive, ensuring you stay on top of your company’s financial performance.

Metrics Dashboard

Turn Data into Insights

Visualize KPIs across functions in one consolidated view. Customize charts, tables, and graphs to monitor progress, track trends, and identify opportunities at a glance

Sales Pipeline Management

Maximize Sales Opportunities

Track deals, manage leads, and forecast revenue growth effortlessly. Stay proactive with a clear view of your sales funnel and optimize your team’s performance.

Profit & Loss (P&L) Statement

Track Financial Health Seamlessly

Monitor revenues, expenses, and profitability with real-time updates. This template makes managing P&L intuitive, ensuring you stay on top of your company’s financial performance.

  • Sales Pipeline Management

    Maximize Sales Opportunities

    Track deals, manage leads, and forecast revenue growth effortlessly. Stay proactive with a clear view of your sales funnel and optimize your team’s performance.

  • Metrics Dashboard

    Turn Data into Insights

    Visualize KPIs across functions in one consolidated view. Customize charts, tables, and graphs to monitor progress, track trends, and identify opportunities at a glance

  • Profit & Loss (P&L) Statement

    Track Financial Health Seamlessly

    Monitor revenues, expenses, and profitability with real-time updates. This template makes managing P&L intuitive, ensuring you stay on top of your company’s financial performance.

Abstract

Use Cases

Use Cases

Use Cases

Empower Every Function with Tailored Insights

Finance

Sales

Operations

Marketing

Product (SaaS)

Streamline Financial Planning

Join the waitlist

70% Increase in Engagement

Automate budget allocations for marketing, product development, or inventory restocking.

50% Higher ROI

Track profitability by segment (e.g., subscription plans or product categories) in real time.

Finance

Sales

Operations

Marketing

Product (SaaS)

Streamline Financial Planning

Join the waitlist

70% Increase in Engagement

Automate budget allocations for marketing, product development, or inventory restocking.

50% Higher ROI

Track profitability by segment (e.g., subscription plans or product categories) in real time.

Finance

Sales

Operations

Marketing

Product (SaaS)

Streamline Financial Planning

Join the waitlist

70% Increase in Engagement

Automate budget allocations for marketing, product development, or inventory restocking.

50% Higher ROI

Track profitability by segment (e.g., subscription plans or product categories) in real time.

Self-Serve

Self-Serve

Self-Serve

Data Security

Data Security

Data Security

Intelligent Alerts

Intelligent Alerts

Intelligent Alerts

Unlimited Users

Unlimited Users

Unlimited Users

Abstract

Versatile Integrations

Elevate your workflow by seamlessly integrating our machine learning platform with your existing tools. We understand the importance of collaboration and compatibility, which is why our platform supports a wide array of integrations.

  • Xero

    Data Warehouse

  • Salesforce

    CRM

  • Stripe

    Financial services

  • Bob (Hibob)

    HRIS

  • Bob (Hibob)

    HRIS

  • Bob (Hibob)

    HRIS

  • Bob (Hibob)

    HRIS

  • Bob (Hibob)

    HRIS

  • Google sheet

    Spreadsheet

  • Google sheet

    Spreadsheet