80% of the signal your finance team needs lives outside the ERP — in emails, decks, Teams threads, contracts, and the heads of budget owners.
Octopus AI is the context layer that turns that mess into autonomous workers your CFO org can trust.
Meet us at the Gartner Finance Symposium/Xpo™ — this year's theme: Autonomous Finance. We're already building it.
Find us at the VIP Lounge at the InterContinental London — The O2. Group CFOs, Finance Directors, and Heads of FP&A only. Bring a redacted board pack or forecast workbook — we'll show you what an autonomous worker would do with it.
Theme: AUTONOMOUS FINANCE
Every CFO has the same uncomfortable truth: the data that actually drives the forecast — the why behind the variance, the context behind the accrual, the rationale behind the spend — doesn't live in a system of record. It lives in the conversation around it. And finance teams pay the cost in weeks.
The Octopus context engine is the missing layer between your enterprise's lived knowledge and the decisions your CFO org needs to make. Numbers from the ERP. Reasoning from the inbox. Strategy from the deck. All normalized, citation-tracked, and made queryable by autonomous finance workers.
We don't replace your ERP, your data warehouse, or your BI tool. Octopus sits agnostically across them — turning the unstructured edges of your enterprise into structured, citable, defensible inputs for autonomous workers.
Diagram of the Octopus pipeline. Unstructured inputs (Email, Microsoft Teams, Decks, PDFs, Notion) and structured systems (ERP, Data Warehouse and BI, Planning, HRIS) flow into the central Octopus context engine, which resolves entities, accounts, and intent. The engine then powers autonomous finance workers (FP and A, Accruals, Cash, Foreign Exchange, Budget versus Actuals) that produce decisions with full citation lineage.
Each module is a fully-formed AI worker — fast, communicative, comprehensive, auditable, and accurate. Start with one (most CFOs lead with FP&A). Expand when the proof is undeniable.
Generates BvA analysis and forecast edits within 12–24 hours of month close. Engages budget owners directly via Microsoft Teams to confirm variances.
Compresses the close. Reconciles ledgers against operational signals, flags missing accruals, drafts journal entries with full audit lineage.
Daily cash position across entities. Forward-looking liquidity scenarios with sensitivity bands instead of point estimates that age badly.
Continuous monitoring of multi-entity FX exposure. Triggers hedging conversations before quarter close, not after the variance hits the P&L.
Drafts the narrative around the variance — not just the number. Pulls in operational context so the commentary stands up in board prep.
Compose your own digital worker for vendor reconciliation, transfer pricing, statutory packs — any workflow with a fixed cadence and messy inputs.
Every Octopus worker runs the same loop — and every output is defensible to a controls team. The difference vs. a chat-based copilot: the worker initiates the work, owns the artifact, and cites the unstructured source for every claim it makes.
Structured pulls from ERP, DW/BI, planning. Unstructured pulls from Microsoft Teams, email, decks, contracts, docs — all normalized into the context layer.
The context engine resolves entities, accounts, and intent across sources. The renewal clause in the PDF binds to the revenue line in the GL. The Teams message binds to the variance.
Workers initiate the process: generate the forecast, draft the variance commentary, surface the FX risk. They reach out to budget owners directly when they need a missing piece.
Every figure traces back to a source. Every commentary cites the email, the deck slide, the GL line. Human edits compound into the worker's intelligence. Audit-ready by default.
Octopus is in production with enterprise finance teams across North America and Europe. Below: results from a strategic enterprise pilot — the moment one team's tribal knowledge stopped being a single-point-of-failure and started compounding inside an autonomous worker.
Now we can deliver accurate rolling forecasts in minutes. Our teams trust the numbers and can act with confidence.
Before Octopus, forecasting was a periodic and highly manual process. Since implementing Octopus, we've moved to continuous forecasting with significantly faster cycles and far greater visibility into business drivers. Most importantly, our forecast accuracy improved by nearly 33%, enabling finance to operate much more proactively alongside the business.
Healthcare labor management is one of the most complex and costly operational challenges for any hospital. With Octopus, we were able to optimize workforce planning across departments, improve operational efficiency, and ultimately increase hospital profitability by 3%.
No keynote. No pitch deck. Pick the format that matches where you are — bring a redacted board pack, a forecast workbook, or the one finance question your team didn't have time to answer. We'll show you how an autonomous worker would handle it.
Bring a sanitized BvA or rolling forecast workbook. We'll show you how an Octopus FP&A worker would have produced the same answer in hours, not weeks — and what new questions it would have asked your team along the way.
VIP Lounge · Lena Levin (CEO) →A small dinner for 12 senior finance leaders, hosted at a quiet restaurant a short walk from the conference. Chatham House rules. The topic on the table: what does a finance team look like in 2028, and which jobs are already AI-shaped?
RSVP via the form below →Bring your last board pack and one strategic question your finance org didn't have time to answer. We'll co-build a working business case for an AI digital worker — ROI math, implementation plan, change management risks, all on a single page.
VIP Lounge · Nessy & team →Drop in. We'll have espresso, the team, and a whiteboard. Bring the question you'd ask your CIO before signing off on this — the integration question, the SOC2 question, the "what about our existing BI investment" question. We have answers.
ur existing BI investment" question. We have answers. VIP Lounge · walk-in →When you book a slot at Symposium, you're not getting an SDR. You're sitting with the people building Octopus — founders, finance practitioners, and engineers who've shipped enterprise software for decades.
We're holding 18 slots across the two days of Gartner Symposium. They go quickly — and we hand-vet attendees so each session is genuinely useful to the CFO across the table.
We'll confirm by email within 24 hours and send a calendar invite with the suite location.