Built by Oracle EPM practitioners, for Oracle EPM practitioners.
Finance teams spend too much time navigating complex EPM interfaces, writing MDX queries, and pulling data manually. Every hour spent on data retrieval is an hour not spent on analysis, strategy, and decision-making.
EPM Agent was born from a simple idea: what if you could just ask your EPM system a question and get an instant, accurate answer? No complex queries. No dimension syntax. No waiting for the analytics team.
We're building the AI layer that Oracle EPM has been missing — one that understands your dimensions, your hierarchies, your business terminology, and gets smarter with every interaction.
EPM Agent isn't a generic chatbot bolted onto a planning tool
We don't treat EPM as just another data source. EPM Agent understands dimensions, hierarchies, shared members, consolidation rules, and planning concepts at a fundamental level. It speaks EPM natively.
Financial data demands the highest level of protection. Every client gets a completely isolated server instance — separate database, separate cache, separate everything. Your data never touches another client's infrastructure.
Our team has years of hands-on experience implementing and managing Oracle EPM environments. We've lived the pain points — the late-night data pulls, the MDX debugging sessions, the endless support tickets. We built EPM Agent to solve our own problems first.
EPM Agent builds a knowledge base specific to your organization. Custom context mappings, learned patterns, and business terminology — it gets more accurate and more useful over time, not less.
EPM Agent is powered by Anthropic's Claude AI — chosen for its exceptional reasoning capabilities, accuracy with financial data, and built-in safety features. Combined with our proprietary EPM knowledge engine, it delivers responses that are both intelligent and precise.
Our metadata indexing system achieves 100-200x faster query performance compared to standard EPM API calls, because we store and index your dimension structures locally. When you ask a question, the AI already knows your member names, hierarchies, and aliases — it doesn't need to call the API to figure them out.
The result: natural language queries that resolve to precise EPM operations in seconds, not minutes.
See how EPM Agent can transform your team's EPM experience