How Finance Teams Use EPM Agent

From C-suite to analysts — see how EPM Agent transforms every role's Oracle EPM experience

Use Cases by Role

Every member of your finance team benefits from AI-powered EPM

CFO / VP Finance

Strategic Insights on Demand

Stop waiting hours for your team to compile board-ready data. EPM Agent gives you instant access to the metrics that matter, in plain English. Ask strategic questions and get answers backed by real-time EPM data — no intermediaries required.

Before EPM Agent

Hours spent gathering data across multiple reports for board meetings. Relying on analysts to pull numbers and build presentations manually.

After EPM Agent

Instant access to any financial metric through natural conversation. Ask questions and get data-backed answers in seconds, not hours.

What's our revenue variance vs budget for all regions this quarter?
Here's the Q4 revenue variance by region:

North America: $12.4M (+3.2% vs budget)
EMEA: $8.7M (-1.1% vs budget)
APAC: $5.2M (+6.8% vs budget)

Total consolidated revenue is $26.3M, which is 2.4% above the full-year budget target.
FP&A Analyst

Faster Budgeting and Forecasting

Spend less time wrestling with complex query interfaces and more time on analysis. EPM Agent translates your natural language questions into precise EPM operations, handling member resolution, dimension mapping, and data formatting automatically.

Before EPM Agent

Writing complex MDX queries and navigating multiple Smart View templates. Manual data exports and hours of reformatting in Excel.

After EPM Agent

Natural language questions return formatted data instantly. Multi-turn conversations let you drill down without rebuilding queries.

Show me headcount costs for Engineering, broken down by month
Engineering headcount costs for FY25:

Jan: $2.1M | Feb: $2.1M | Mar: $2.3M
Apr: $2.3M | May: $2.4M | Jun: $2.4M
Jul: $2.5M | Aug: $2.5M | Sep: $2.6M

YTD Total: $21.2M (4.2% above plan, driven by Q3 hiring)
EPM Administrator

Fewer Support Tickets, Happier Teams

Reduce the constant stream of data pull requests and member lookup questions. EPM Agent empowers your team to self-serve, freeing you to focus on system optimization, metadata management, and strategic initiatives.

Before EPM Agent

Constant requests from business users for data pulls, member lookups, and hierarchy explanations. Hours spent on repetitive support tasks.

After EPM Agent

Team self-serves through AI for metadata questions, hierarchy browsing, and data queries. Admin focuses on high-value work.

What are the child members under North America in the Entity dimension?
The Entity dimension shows these children under North America:

- United States (US)
- Canada (CA)
- Mexico (MX)

United States has 5 sub-entities: US_East, US_West, US_Central, US_South, US_Corporate. Canada has 2: CA_East, CA_West.
Controller / Accounting

Accelerate the Close Cycle

Speed up month-end and year-end close processes with AI-powered data validation. EPM Agent can check intercompany balances, verify elimination entries, and flag discrepancies before they become problems in your consolidation.

Before EPM Agent

Manual validation of intercompany entries across dozens of entities. Tedious reconciliation processes that extend the close timeline.

After EPM Agent

AI-powered data validation catches imbalances instantly. Conversational interface makes close tasks faster and more reliable.

Check if all intercompany eliminations balance for December close
Intercompany elimination check for December 2025:

15 of 16 entity pairs are balanced.

Imbalance detected: US_East to CA_West has a $45,200 discrepancy on Account 4510 (IC Revenue). The offsetting entry in CA_West shows $0. This may need a manual journal entry.

Which use case is yours?

EPM Functions We Support

EPM Agent works across all core Oracle EPM Cloud modules

Budgeting & Planning

Query budget data, compare plan versions, and analyze variances across any dimension with natural language.

Financial Consolidation

Validate intercompany eliminations, check consolidation status, and review close progress across entities.

Forecasting

Compare forecast scenarios, analyze trends, and identify variance drivers across periods and dimensions.

Reporting & Analytics

Generate ad-hoc reports, drill into data hierarchies, and get AI-summarized insights from your EPM data.

Workforce Planning

Query headcount data, analyze compensation costs, and compare workforce scenarios across departments.

Ready to Transform Your EPM Workflow?

Join forward-thinking finance teams using AI to work smarter