Now Available: AI-Powered Oracle EPM Assistant

Transform Oracle EPM Planning with
AI-Powered Intelligence

EPM Agent empowers finance teams to query data, automate workflows, and fix issues through natural language conversations—no coding required.

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80%
Faster Data Retrieval
24/7
AI Availability
100%
EPM Native
Live Product EPM Agent chat interface showing AI querying EPM data with intelligent tool selection

Why Finance Teams Choose EPM Agent

Purpose-built AI for Oracle EPM Planning that learns your organization

Natural Language Interface

Ask questions in plain English. No need to memorize MDX queries or complex dimension syntax. Get instant, accurate answers.

  • Conversational query interface
  • Context-aware responses
  • Multi-turn conversations
Explore all features →

Intelligent Knowledge Base

AI that learns your EPM patterns, business rules, and organizational context. Improves accuracy and relevance over time.

  • Pattern recognition & learning
  • Custom context mappings
  • Organization-specific intelligence
See how it works →

Automated Issue Detection

Proactively identifies data inconsistencies and workflow issues. Suggests fixes before problems impact financial decisions.

  • Real-time error detection
  • Intelligent fix recommendations
  • Knowledge base auto-updates
View use cases →

Enterprise-Grade Security

Built for financial data with role-based access control, comprehensive audit trails, and data encryption at rest and in transit.

  • Secure data encryption
  • Role-based permissions
  • Complete audit trails
Learn about security →

See the Platform in Action

Real screenshots from the live product — not mockups

Live Data EPM Agent Balance Sheet form with live data grid, POV bar, and dimension selectors

Live EPM Data & Planning Forms

Interactive data grids connected directly to your Oracle EPM Cloud. View Balance Sheets, P&L statements, and any planning form with real-time data — then push changes back to EPM.

  • POV bar, page selectors, and dimension filtering
  • Edit cells and Smart Push back to EPM Cloud
  • Auto-resolves cubes, dimensions, and members
  • Supports BSO, ASO, and Hybrid cubes
Explore data capabilities →
AI Generated EPM Agent AI-generated North America P&L Summary document with sections, data tables, and comments

AI-Powered Document Generation

Generate board-ready variance reports, P&L summaries, and financial commentary in minutes. AI researches your EPM data, creates structured content, and learns from your edits.

  • 3-phase pipeline: Research, Generate, Review
  • Live data bindings to EPM — always current
  • Export to Word, Excel, PowerPoint, and PDF
  • Section-level comments and version history
See document capabilities →

Workflow Automation & Approval Workflows

Build visual automation pipelines and manage the full EPM planning unit approval cycle — approve, reject, and promote directly from the platform or via email.

Visual Workflow Builder

Automation EPM Agent visual workflow builder showing Board Package automation pipeline with connected nodes

Planning Unit Approvals

EPM Native EPM Agent Planning Unit Approvals page showing entities, scenarios, statuses, and action buttons

Multi-Agent Intelligence

12+ specialized AI agents collaborate seamlessly — your question is automatically routed to the right expert

Configurable EPM Agent admin panel showing 12+ configurable AI agents including Data Analyst, Document Specialist, and Metadata Navigator

Data Analyst

Reads & writes EPM data. Auto-resolves dimensions, validates members, and formats results.

Document Specialist

Generates reports, board decks, and financial commentary with live data bindings.

Metadata Navigator

Explores artifacts, business rules, calc scripts, and dimension hierarchies.

Planning Analyst

Forecasting, scenario planning, what-if analysis, and variance exploration.

Knowledge Explorer & AI Insights

Browse your EPM environment and monitor AI performance in one place

Lifecycle Management Explorer

EPM Native EPM Agent Lifecycle Management explorer showing dimension members, hierarchies, and artifact browsing

AI Insights Dashboard

Analytics EPM Agent AI Insights dashboard showing interaction analytics, model performance, and learning patterns

Artifact Browser

Browse forms, rules, calc scripts, and dimension hierarchies from the LCM repository.

Member Exploration

Search and navigate dimension members with hierarchy views, aliases, and properties.

Interaction Analytics

Track AI usage, feedback, learning patterns, and model performance metrics.

Institutional Memory

AI learns from corrections and feedback. Knowledge persists across sessions.

How EPM Agent Works

Three simple steps to transform your EPM workflow

1

Connect Your EPM System

Secure integration with your Oracle EPM Planning environment. One-time setup, no disruption to existing workflows.

2

Train on Your Context

EPM Agent learns your dimensions, business rules, and organizational patterns. Builds a custom knowledge base for your team.

3

Start Asking Questions

Natural language queries, instant answers, automated workflows. Your team becomes instantly more productive.

Learn more about how EPM Agent works →

The EPM Agent Advantage

⚡

10x Faster Data Access

Reduce data retrieval from hours to seconds

🎯

Higher Accuracy

AI-powered validation catches errors before they matter

💰

Lower TCO

Reduce dependency on expensive consultants. Calculate your ROI

🚀

Faster Onboarding

New team members productive from day one

Ready to Transform Your EPM Workflow?

Join forward-thinking finance teams using AI to work smarter

Request a Demo View Pricing

14-day free trial • No credit card required • Enterprise support included