AI-Powered Intelligence for Oracle EPM

Transform how your finance team interacts with Oracle EPM Planning through natural language conversations and intelligent automation.

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Product Capabilities

Everything you need to work smarter with Oracle EPM — see the real product

Live Product EPM Agent conversational AI interface with intelligent tool selection and real-time EPM data queries

Natural Language Queries

Ask questions in plain English instead of writing complex MDX queries. EPM Agent understands your intent, selects the right AI tools, and returns precise results from your EPM environment.

  • Conversational interface for all EPM operations
  • Multi-turn conversations with context retention
  • Intelligent dimension and member resolution
  • AI selects the right tools automatically
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Live Data EPM Agent Balance Sheet planning form with live data grid, POV bar, and dimension selectors

Live EPM Data & Planning Forms

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

  • 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
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AI Generated EPM Agent AI-generated North America P&L Summary with sections, data tables, comments, and version history

AI-Powered Document Generation

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

  • 3-phase pipeline: Research, Generate, Review
  • Live data bindings — documents auto-update
  • Export to Word, Excel, PowerPoint, and PDF
  • Section-level comments and version history
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Workflow Automation & Approvals

Build visual automation pipelines for close processes and board packages. Manage the full EPM planning unit approval cycle — approve, reject, and promote directly or via email.

Visual Workflow Builder

Automation Visual workflow builder showing Board Package automation pipeline with connected processing nodes

Planning Unit Approvals

EPM Native Planning Unit Approvals page with entities, scenarios, versions, statuses, and approval actions

Knowledge Explorer & AI Insights

Browse your EPM artifacts, dimension hierarchies, and member metadata. Monitor AI usage, feedback patterns, and model performance.

Lifecycle Management Explorer

EPM Native Lifecycle Management explorer showing Account dimension members with hierarchy, aliases, and properties

AI Insights Dashboard

Analytics AI Insights dashboard showing interaction count, feedback, learning patterns, and model performance

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 with profiles, skills, and model assignments

Oracle EPM Integration

Native REST API integration with Planning, Interop, and LCM. Multi-application and multi-cube support.

Model Agnostic AI

Run Claude, GPT-4, Llama, DeepSeek, or fully self-hosted models. Zero vendor lock-in with 6+ providers.

Enterprise Security

Role-based access, JWT auth with encrypted tokens, complete audit trails, and human-in-the-loop approval gates.

Flexible Deployment

Cloud SaaS, self-hosted, hybrid, or air-gapped. Runs on infrastructure as small as a $5/mo VPS.

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