Financial processes are inherently collaborative. CFOs coordinate with the CEO, VPs, and cross-functional teams to move decisions forward. As work becomes more complex and fast-paced, teams need ways to collaborate that match the speed and sophistication of the modern enterprise without sacrificing confidentiality or control.
Octopus AI makes this possible now with Shared Spaces. Finance teams, business partners, and cross-functional teams can collaborate in secure, AI-powered spaces built for financial work, accelerating the time from initial request to high-quality analysis while deepening relationships and driving better outcomes on both sides.
The era of "black box" FP&A is over. To truly trust autonomous agents with critical workflows, we need more than just results—we need visibility and collaboration.
Real-Time Collaboration Built for Finance Work
CFO office can turn its expertise into collaborative enterprise experiences with Shared Spaces and provide a secure place to work alongside with budget owners on key insights — or to self-serve answers generated by digital workers powered by Octopus AI. Emily - AI BVA Analyst analyzes data at scale, extracting anomalies and insights and surfacing insights in minutes, so both sides stay aligned and move faster.
Financial teams can also share purpose-built workflows to deliver automation without losing human judgment or insight. These workflows enable enterprises to generate forecasts for review, cutting down on back and forth.
For too long, integrating AI into financial or operational workflows has felt like a hand-off. You give the AI a task, it goes away into a hidden server, and comes back with a number. But what if you need to adjust an assumption? What if you want to see the logic unfold?
The Sync Advantage: All outputs — forecasts' drafts, comments, review tables, discussions, and more — can be shared within a channel, keeping everyone in sync and accelerating forecast review cycles.
The result: a modern, AI-powered enterprise experience that deepens relationships, differentiates your business, and delivers financial work faster and more accurate.
Extend Collaboration with Guest Access
Shared Spaces will also support guest accounts, enabling finance teams to collaborate with business partners who aren't Octopus AI customers yet. This positions the CFO office as the driver of the organization's AI journey while creating ongoing engagement. Partners can return to the finance team's branded Space for quick insights and answers, strengthening relationships and creating new touchpoints.
Enterprise-Grade Security & Privacy
Like the rest of the Octopus AI platform, Shared Spaces and collaboration capabilities were built with enterprise-grade security and privacy controls. Cross-organization collaboration can be configured to require admin approval, with granular, object-level permissions (e.g., view, comment, run, edit) to protect proprietary knowledge while keeping work moving. Audit trails provide transparency and accountability.
"The insights, discussions, work products, and reports you build remain private to the authorised teams that create them. You are in full control with regard to how and what you decide to share. Octopus AI does not access, view, or share your artifacts. They can only be shared by you and are governed by strict access controls and enterprise-grade security policies."
Rolling Forecast: From First Draft to Closing
Corporate forecasting demands speed and accuracy at every stage. Octopus AI enables finance teams to work side-by-side with leadership and budget owners across the entire forecasting lifecycle.
Forecast execution accelerates as Emily and Mike—digital financial workers—run standardized workflows that generate comprehensive insight lists and first-draft forecasts aligned to your internal standards. These digital workers can run forecasts independently, eliminating initial wait time. A first statistical forecast is produced, along with detected anomalies and key drivers.
Budget owners, accountants, FP&A analysts, and other relevant stakeholders then analyze these insights simultaneously in a shared channel. Emily, the AI BVA Analyst, continuously surfaces risks and extracts signals across thousands of accounts, enabling teams to review issues and make decisions together as patterns emerge.
Insights and feedback are embedded directly into the forecast, allowing budget owners to propose redlines or generate revised drafts for review—streamlining each iteration. Throughout the close, progress is tracked in the same workspace, where all parties can monitor status, capture decisions, and resolve issues in real time.
The result: enterprises deliver deeper analysis faster, VPs make informed decisions sooner, and forecasts close with all stakeholders strategically aligned.
Enter Shared Spaces
Shared Spaces is a new collaborative canvas from Octopus AI. It breaks down the silos between teams. Instead of disparate dashboards and email threads, Shared Spaces offers a unified context where humans and AI agents act on the same data simultaneously.
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Real-time Synchronization Watch digital workers update forecasts instantly as risky insights are addressed in shared channels.
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Total Transparency Inspect the "thought process" of your organisation. See every source, every calculation, and every decision point.