Reinvent planning and forecasting with PBCS Copilot!

PBCS Copilot brings conversational AI directly into Oracle Planning & Budgeting Cloud Service, changing how finance teams interact with plans, forecasts, and models. Instead of navigating menus, forms, and reports, users simply ask questions to run analyses, generate insights, and take action right inside PBCS.

By combining natural language with direct access to over 25 PBCS capabilities, PBCS Copilot enables teams to move from data entry to decision-making faster than ever before.

What You’ll Experience in This Session:

• Instant Answers from Your Planning System: Interact with PBCS as if you’re having a conversation. Ask about budgets, forecasts, assumptions, or drivers and receive precise, controlled responses without building reports or writing calculations.
• Smarter Analysis, Faster Planning Cycles: Automatically surface explanations for variances, trend shifts, and scenario changes. Reduce time spent analyzing numbers and increase confidence in planning decisions.
• On-the-Fly Dashboards and Planning Views: Create tailored dashboards and planning views in seconds by describing what you need. No technical setup, no Smart View expertise, no manual design effort.
• Advanced Capability Without Technical Barriers: Leverage sophisticated models, scenarios, and calculations without needing deep PBCS or admin-level knowledge. Business users gain power while IT stays focused on governance.
• Rapid Adoption with Minimal Training: Users learn how to use PBCS naturally by asking questions and getting contextual guidance. This removes training friction, increases adoption, and reduces ongoing reliance on IT.