๐Ÿ“š User Library

User Library Cheat Sheet

Complete demonstration suite โ€” Finance intelligence, integrations, and training resources.

<aside>

What's New ๐Ÿš€ โ€” Added FAQ section with partial matching query tips! ๐Ÿ’ก Can't find a department, cost center, or vendor? Use queries like "Show me all vendors starting with C" or "Show me all departments containing 'People'" to discover exact naming conventions in your system. โฌ‡๏ธ See FAQ below

</aside>


<aside> ๐ŸŽฅ

Platform Demo

5-minute walkthrough โ€” See how Octopus AI transforms FP&A workflows

Screenshot 2025-12-04 at 16.27.41.png

Your AI workforce in action

Emily drives variance analysis and budget insights. Mike maintains rolling forecasts with 87% accuracy, adapting to every transaction in real-time.

https://www.loom.com/share/dd0ad29c6508447184427aab7141bbbb

What you'll see:

</aside>

Strengthen Corporate Relationships With Shared Spaces

New capabilities enable Fp&A, Budget Owners, accountants and their cross-functional partners to collaborate without compromising confidentiality or process integrity.

https://s3.us-east-1.amazonaws.com/remotionlambda-production/renders/slkt38ecvb/out.mp4?v=e48f29c92471b6e5f82938ba3ada9131



๐Ÿš€ Quick Start

New to the platform? Begin here for the fastest path to value.

Quick Start

Scope: Finance ยท Integrations ยท Training

Audience: FP&A ยท Tech Leads ยท Admins

๐Ÿ’ฐ ROI Calculator

Quantify the impact with custom scenario modeling.

ROI Calculator Interactive Model

Model your time savings, accuracy gains, and cost reduction across departments.


๐Ÿ’ก Financial Intelligence Demos

Real-world scenarios from LLA implementation โ€” See how Octopus AI transforms day-to-day finance operations.

Budget Planning & Forecasting

Core Questions for 2026 Budget Planning