Plan at the
speed of thought.
Plan at the
speed of thought.
The AI-native workspace for finance teams.
The AI-native workspace for finance teams.





Oculon unifies your finance data.
Connect your stack once. Oculon keeps everything mapped, reconciled, and traceable—so the model stays trustworthy.



Connect your stack
ERP, CRM, billing, HR, and ops data flow into one governed finance model—definitions included.
Auto-map & reconcile
Agents map fields to your CoA + dimensions, flag mismatches, and keep definitions consistent.
Trace every number
Drill from KPI → line item → source, with lineage and refresh history built in.
Oculon unifies your finance data.
Connect your stack once. Oculon keeps everything mapped, reconciled, and traceable—so the model stays trustworthy.



Connect your stack
ERP, CRM, billing, HR, and ops data flow into one governed finance model—definitions included.
Auto-map & reconcile
Agents map fields to your CoA + dimensions, flag mismatches, and keep definitions consistent.
Trace every number
Drill from KPI → line item → source, with lineage and refresh history built in.
Oculon unifies your finance data.
Connect your stack once. Oculon keeps everything mapped, reconciled, and traceable—so the model stays trustworthy.



Connect your stack
ERP, CRM, billing, HR, and ops data flow into one governed finance model—definitions included.



Auto-map & reconcile
Agents map fields to your CoA + dimensions, flag mismatches, and keep definitions consistent.



Trace every number
Drill from KPI → line item → source, with lineage and refresh history built in.
Oculon builds and maintains your model.
Your always-on analyst. Agents keep assumptions current, draft scenarios, and show impact before you apply.



Build the model
Turn drivers into a working plan for revenue, headcount, and spend.
Try changes safely
Draft updates in a sandbox. Review the impact. Merge only what you approve.
Explain the numbers
See what moved, why it moved, and which drivers caused it.
Oculon builds and maintains your model.
Your always-on analyst. Agents keep assumptions current, draft scenarios, and show impact before you apply.



Build the model
Turn drivers into a working plan for revenue, headcount, and spend.
Try changes safely
Draft updates in a sandbox. Review the impact. Merge only what you approve.
Explain the numbers
See what moved, why it moved, and which drivers caused it.
Oculon builds and maintains your model.
Your always-on analyst. Agents keep assumptions current, draft scenarios, and show impact before you apply.



Build the model
Turn drivers into a working plan for revenue, headcount, and spend.



Try changes safely
Draft updates in a sandbox. Review the impact. Merge only what you approve.



Explain the numbers
See what moved, why it moved, and which drivers caused it.
Oculon helps you drive better business decisions
Always-current reporting, plain-English explanations, and actions that route themselves to the right owners.



Always up to date.
Dashboards and KPIs stay linked to the live model, no exports, no “latest version” confusion.
Explain what changed
Agents generate variance narratives, highlight risks, and point to the exact drivers behind the change.
Turn insight into action
The agent proposes the next steps and the expected impact, so you can assign ownership and move.
Oculon helps you drive better business decisions
Always-current reporting, plain-English explanations, and actions that route themselves to the right owners.



Always up to date.
Dashboards and KPIs stay linked to the live model, no exports, no “latest version” confusion.
Explain what changed
Agents generate variance narratives, highlight risks, and point to the exact drivers behind the change.
Turn insight into action
The agent proposes the next steps and the expected impact, so you can assign ownership and move.
Oculon helps you drive better business decisions
Always-current reporting, plain-English explanations, and actions that route themselves to the right owners.



Always up to date.
Dashboards and KPIs stay linked to the live model, no exports, no “latest version” confusion.



Explain what changed
Agents generate variance narratives, highlight risks, and point to the exact drivers behind the change.



Turn insight into action
The agent proposes the next steps and the expected impact, so you can assign ownership and move.
Finance native agent.
Unlimited superpowers.
Finance native agent.
Unlimited superpowers.
Finance native agent.
Unlimited superpowers.
Auto
Oculon MCP
Typed, auditable actions to ERP/CRM/HR/Data sources.

Oculon MCP
Typed, auditable actions to ERP/CRM/HR/Data sources.

Oculon MCP
Typed, auditable actions to ERP/CRM/HR/Data sources.

Scenario Sandbox
Compare and apply deltas.

Scenario Sandbox
Compare and apply deltas.

Scenario Sandbox
Compare and apply deltas.

Checkpoints
Auto-execute low-risk steps.

Checkpoints
Auto-execute low-risk steps.

Checkpoints
Auto-execute low-risk steps.

Plan Mode
Continuous scans for GM, DSO, churn, burn.

Plan Mode
Continuous scans for GM, DSO, churn, burn.

Plan Mode
Continuous scans for GM, DSO, churn, burn.

/skills
/forecast, /explain, /scenario with preview.

/skills
/forecast, /explain, /scenario with preview.

/skills
/forecast, /explain, /scenario with preview.

Model Lint
Detects broken links, circular refs, dimensional drift; one-click fixes.

Model Lint
Detects broken links, circular refs, dimensional drift; one-click fixes.

Model Lint
Detects broken links, circular refs, dimensional drift; one-click fixes.

Agent memory
Learns your CoA, drivers, naming, and policies; reuses context everywhere.

Agent memory
Learns your CoA, drivers, naming, and policies; reuses context everywhere.

Agent memory
Learns your CoA, drivers, naming, and policies; reuses context everywhere.


Plus all that you need
Replace fragile spreadsheets with Oculon, the only platform that helps you run
Finance at the speed of business.
Automated Forecasting
Generate baseline forecasts instantly based on historical trends and seasonality.
Scenario Modeling
Spin up infinite best/worst case scenarios without breaking your core model.
Consolidations & FX
Automated roll-ups across entities with real- time currency conversion.
Deep Drill-down
Click any metric to see the underlying transactions and source records.
Audit & Lineage
Full history of every change, tailored for enterprise compliance.
Role-Based Access
Granular permission controls down to the row and field level.
Collaborative Planning
Tag owners, assign tasks, and discuss assumptions in context.
Board Reporting
Export boardroom-ready decks that stay linked to live data.

Plus all that you need
Replace fragile spreadsheets with Oculon, the only platform that helps you run
Finance at the speed of business.
Automated Forecasting
Generate baseline forecasts instantly based on historical trends and seasonality.
Scenario Modeling
Spin up infinite best/worst case scenarios without breaking your core model.
Consolidations & FX
Automated roll-ups across entities with real- time currency conversion.
Deep Drill-down
Click any metric to see the underlying transactions and source records.
Audit & Lineage
Full history of every change, tailored for enterprise compliance.
Role-Based Access
Granular permission controls down to the row and field level.
Collaborative Planning
Tag owners, assign tasks, and discuss assumptions in context.
Board Reporting
Export boardroom-ready decks that stay linked to live data.

Plus all that you need
Replace fragile spreadsheets with Oculon, the only platform that helps you run
Finance at the speed of business.
Automated Forecasting
Generate baseline forecasts instantly based on historical trends and seasonality.
Scenario Modeling
Spin up infinite best/worst case scenarios without breaking your core model.
Consolidations & FX
Automated roll-ups across entities with real- time currency conversion.
Deep Drill-down
Click any metric to see the underlying transactions and source records.
Audit & Lineage
Full history of every change, tailored for enterprise compliance.
Role-Based Access
Granular permission controls down to the row and field level.
Collaborative Planning
Tag owners, assign tasks, and discuss assumptions in context.
Board Reporting
Export boardroom-ready decks that stay linked to live data.
Built for every planning need.
One platform to unify planning across your entire organization.
FP&A
Streamline financial planning, budgeting, and forecasting with AI precision.
Sales Planning
Workforce plan
Marketing Plan
Supply Chain
IT Planning






Built for every planning need.
One platform to unify planning across your entire organization.
FP&A
Streamline financial planning, budgeting, and forecasting with AI precision.
Sales Planning
Workforce plan
Marketing Plan
Supply Chain
IT Planning






Built for every planning need.
One platform to unify planning across your entire organization.
FP&A
Streamline financial planning, budgeting, and forecasting with AI precision.






Connect your entire stack.
Sync in real-time.

NetSuite

QuickBooks Online

Xero

Zoho Books

Zoho CRM

Salesforce

HubSpot

Stripe

Chargebee

Workday

Gusto

Rippling

BambooHR

Sage

Snowflake

Big Query

Google Sheets

Excel
150+ pre-built connectors and custom API support
Enterprise-Grade Data Pipeline
Connect your entire stack.
Sync in real-time.

NetSuite

QuickBooks Online

Xero

Zoho Books

Zoho CRM

Salesforce

HubSpot

Stripe

Chargebee

Workday

Gusto

Rippling

BambooHR

Sage

Snowflake

Big Query

Google Sheets

Excel
150+ pre-built connectors and custom API support
Enterprise-Grade Data Pipeline
Connect your entire stack.
Sync in real-time.

NetSuite

QuickBooks

Xero

Zoho Books

Zoho CRM

Salesforce

HubSpot

Stripe

Chargebee

Workday

Gusto

Rippling

BambooHR

Sage

Snowflake

Big Query

Google Sheets

Excel
150+ pre-built connectors and custom API support
Enterprise-Grade Data Pipeline
Enterprise-level security.
Keep your data private.

AI & data privacy
Your financial data stays your own. We don’t train shared models on your data and give you control over which AI providers you use.

Granular permissions
Role-based access down to workspace, model and sheet. Lock down sensitive views like comp, M&A or board packs.

Audit trails
Every change to assumptions, numbers and approvals is logged. See exactly who changed what and when.

AI & data privacy
Your financial data stays your own. We don’t train shared models on your data and give you control over which AI providers you use.

Granular permissions
Role-based access down to workspace, model and sheet. Lock down sensitive views like comp, M&A or board packs.

Audit trails
Every change to assumptions, numbers and approvals is logged. See exactly who changed what and when.
Enterprise-level security.
Keep your data private.

AI & data privacy
Your financial data stays your own. We don’t train shared models on your data and give you control over which AI providers you use.

Granular permissions
Role-based access down to workspace, model and sheet. Lock down sensitive views like comp, M&A or board packs.

Audit trails
Every change to assumptions, numbers and approvals is logged. See exactly who changed what and when.

AI & data privacy
Your financial data stays your own. We don’t train shared models on your data and give you control over which AI providers you use.

Granular permissions
Role-based access down to workspace, model and sheet. Lock down sensitive views like comp, M&A or board packs.

Audit trails
Every change to assumptions, numbers and approvals is logged. See exactly who changed what and when.
Enterprise-level security.
Keep your data private.

AI & data privacy
Your financial data stays your own. We don’t train shared models on your data and give you control over which AI providers you use.

Granular permissions
Role-based access down to workspace, model and sheet. Lock down sensitive views like comp, M&A or board packs.

Audit trails
Every change to assumptions, numbers and approvals is logged. See exactly who changed what and when.

AI & data privacy
Your financial data stays your own. We don’t train shared models on your data and give you control over which AI providers you use.

Granular permissions
Role-based access down to workspace, model and sheet. Lock down sensitive views like comp, M&A or board packs.

Audit trails
Every change to assumptions, numbers and approvals is logged. See exactly who changed what and when.
Start journey with
Oculon

Start journey with
Oculon

Start journey with
Oculon
