AI Accounting Vendors

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Oracle EPM

Oracle Fusion Cloud EPM is Oracle's cloud suite for planning, consolidation and close, account reconciliation, narrative reporting, profitability and tax reporting. Its AI includes predictive forecasting and IPM Insights for trends and anomalies, a Reporting Agent that answers questions about report data, generated narratives, predicted transaction matches for review, and agent skills that prepare administrative actions as proposals. Oracle offers it to customers moving off its on-premises Hyperion products.

Vendor site: oracle.comCompare with another toolEmbed this tool’s facts

Trains on customer data
No
Human review
Human review
Pricing
Quote only
Ledgers
NetSuite

What the AI does

  • Planning Agent and Reporting Agent answer plain-language questions about trends, variances and report data, grounded in the current report and point of view
  • Predictive Planning, Auto Predict and Advanced Predictions forecast from historical data and drivers; IPM Insights flags trends, anomalies and forecast bias for planners to review
  • Transaction Matching Assistance predicts matches from a customer's past manual matches, with a confidence score, for users to confirm or discard
  • Generative AI narratives for management reports, notes summarization and summaries of completed consolidation jobs
  • EPM Agent Skills let an AI agent answer questions and prepare supported administrative actions as proposals for review; EPM Assistants connect Cloud EPM to Oracle's AI Agent Studio

Summarized from docs.oracle.com.

Facts, checked against the source

Category
FP&A, Close & reconciliationSource: docs.oracle.com
Built for
Unconfirmed
Ledger integrations
NetSuiteAlso documents: Microsoft Excel (Smart View), Oracle AI Agent Studio (EPM Assistants), External AI tools through published EPM REST APIs.Source: docs.oracle.com
Pricing
Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan
UnconfirmedPricing is not public or does not say.
SOC 2
UnconfirmedWe could not find an official statement either way.
Trains on customer data
NoOracle's EPM page answers "Is my EPM data shared with other model providers or used to train AI models?" with "No," saying Cloud EPM uses Oracle GenAI hosted in Oracle Cloud Infrastructure and that data, context and outputs are never shared with external model providers for training or retention. Some predictive features, such as transaction matching, learn from the customer's own historical data in its environment.Source: oracle.com
Human review
Human reviewOracle's EPM AI guide says agent-skill requests to prepare an action produce a proposal for review and don't approve execution, and predicted transaction matches are confirmed or discarded by users; its EPM page says the agents support decisions that require human judgment.Source: docs.oracle.com
Company
A Oracle product; Oracle is publicly traded (NYSE: ORCL)Source: oracle.com
  • Checked against the linked official source on the date shown.
  • Unconfirmed: we could not find an official statement.
Editor’s note

Oracle sells the product as Oracle Fusion Cloud EPM. Oracle's EPM security documentation says independent auditors issue SOC 1 and SOC 2 reports for Cloud EPM, available in the Oracle Cloud Console, but doesn't state the report type, so SOC 2 shows as unconfirmed. Oracle's on-premises EPM products carry the Hyperion name; this listing covers the cloud service.

Sources

Official pages read for this listing on November 5, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

  1. www.oracle.com/erp/performance-management/
  2. docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/epmai/about_this_guide.html
  3. docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/epmai/ai_features_for_planning.html
  4. docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/epmai/ai_features_for_financial_consolidation_and_close.html
  5. docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/epmai/ai_features_for_account_reconciliation.html
  6. docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/epmai/ai_features_for_narrative_reporting.html
  7. docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/epmai/epm_skills.html
  8. docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/diepm/integrations_netsuite_intro_100xbda13a64.html
  9. docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/cgsad/3_info_security_epm_cloud_security_review.html
  10. www.oracle.com/webfolder/s/assets/ebook/hyperion-to-epm-cloud/index.html
  11. www.oracle.com/corporate/

1 logged change to this listing, most recently November 5, 2026. See the changelog.

Oracle EPM questions

Does Oracle EPM train AI on customer data?
Oracle EPM's published policy says customer data is not used to train AI models. Oracle's EPM page answers "Is my EPM data shared with other model providers or used to train AI models?" with "No," saying Cloud EPM uses Oracle GenAI hosted in Oracle Cloud Infrastructure and that data, context and outputs are never shared with external model providers for training or retention. Some predictive features, such as transaction matching, learn from the customer's own historical data in its environment.
Does Oracle EPM have SOC 2?
We could not find an official Oracle EPM statement about a SOC 2 report.
Which accounting systems does Oracle EPM integrate with?
Oracle EPM documents integrations with NetSuite.
How much does Oracle EPM cost?
Oracle EPM does not publish prices; pricing is by quote.
What are alternatives to Oracle EPM?
Other FP&A tools in this directory include Anaplan, cfo.ai, Cube, Datarails and Drivetrain.