Payments
Invoice snapshot
Collected this month
$48,920
78% of invoices paid
INV-1048
Paid
$8,400
INV-1049
Due today
$5,250
AnnouncementWe raised $3.5M to put AI agents to work inside accounting firms.Read the announcement →
An AI workforce for accounting firms.
Simple, flexible and powerful software to run and grow your accounting firm.
More time for client work
OCTA handles the repeatable work underneath.
OCTA
Today
Your firm at a glance
Active clients
64
Tasks done
128
Month-end review
12 checks completed. Two are ready for your review.
Everything is up to date
The platform
One platform. Everything your firm runs.
Client Management
Invoices
Client Portal
Agreements
Payments
Reporting
AI and Automation
CRM
Marketing
Built to grow with you
Built for accounting firms at every stage.
Independent
Run a focused practice without carrying a large operations team.
Boutique firm
Give a small specialist team more room to serve clients well.
Growth firm
Add clients and capacity without adding the same amount of admin.
Established firm
Connect partners, teams, and client work in one place.
Built for capacity
More room to grow. Less work to repeat.
Illustrative figures
40+
hours saved per accountant each week
2x
more clients per accountant
40%
faster month-end close
Here when you need us
Committed to your success.
Every business has its own needs, and we have got you covered with a range of professional services
Customer success manager
Get dedicated help to maximize your potential on OCTA
24/7 priority support
Talk with our customer care team anytime. We're here to help.
Expert consultation
Get direct access to product experts for guidance on all things OCTA
Security and compliance
Built for trust.
ISO 27001
SOC 2
PCI DSS
GDPR
Questions accounting firms ask
What is OCTA?+
OCTA is the AI workforce for accounting firms. Its agents run repeatable client work across books, reconciliations, filings, billing, payments, and advisory. Your team reviews the evidence, applies judgment, and approves the final output.
How do OCTA's six features work together?+
AI Workspace runs the work. Clients keeps every engagement visible. Payments handles invoicing, collection, and reconciliation. Skills gives agents proven accounting procedures. Routines automates recurring workflows. Marketing helps your firm win new clients and grow revenue.
How does revenue-share pricing work?+
Each OCTA plan combines a monthly fee with a share of revenue from clients OCTA helps bring to your firm. Higher monthly plans reduce OCTA's share, so your firm keeps more as it grows.
How quickly can our firm go live?+
Most firms can connect their core tools and start one client workflow within a day. Begin with real work, confirm review points, then expand across clients, skills, and routines.
How is client data secured?+
OCTA uses encrypted connections, permissioned access, and visible review trails. Its safeguards align with ISO 27001, PCI DSS, SOC 2, and GDPR requirements.
Which tools does OCTA integrate with?+
OCTA connects with the tools accounting firms already use, including QuickBooks, Xero, Zoho, Wafeq, Google Sheets, Gmail, Slack, and WhatsApp Business.
What are you waiting for?
Partner with OCTA and start growing your firm today.