Work with client files
Use spreadsheets, PDFs, statements, and supporting documents in the same session.
AI workspace for accounting teams
Turn accounting files into review-ready work
Upload client documents, select the accounting task, and work with an AI workspace built to analyze evidence, surface findings, and produce structured deliverables, while keeping your team in control.
Revenue recognition review
Work session 14
Evidence
contracts.pdf
18 pages
revenue.xlsx
4 sheets
bank.csv
2,814 rows
SELECTED SKILL
Revenue recognition
Processing evidence
Cut-off exception found
92% confidenceInvoice 1084 was recognized before the service period began.
Source: revenue.xlsx, row 218
Review workpaper.xlsx
12 findings with source links
Connects with
What it is
Meet OCTA AI Workspace.
General-purpose AI was not designed around accounting work. Teams need to know which files were used, how conclusions were reached, and what to review next.
OCTA pairs deterministic processing for calculations and validation with AI for analysis and reasoning. Findings carry evidence and recommended actions. Your firm reviews and approves.
Key capabilities
Everything the work needs.
Apply accounting Skills
Select a maintained procedure built for the accounting task at hand.
See work as it happens
Follow processing, validation, and analysis instead of waiting on a black box.
Review evidence-backed findings
See source references, confidence, and recommended actions for each finding.
Receive usable deliverables
Create structured summaries and Excel workpapers ready for team review.
Continue with context
Ask follow-up questions without starting again from a blank chat.
How it works
From request to result.
Describe the work
State the accounting task and the outcome you need.
Add the evidence
Upload the client files and supporting documents.
Select a Skill
Choose the accounting procedure that fits the work.
Review the work
Inspect progress, evidence, confidence, and recommended actions.
Use the output
Approve the result and take the structured deliverable forward.
In the product
AI Workspace, ready for real work.
Revenue recognition review
Work session 14
Evidence
contracts.pdf
18 pages
revenue.xlsx
4 sheets
bank.csv
2,814 rows
SELECTED SKILL
Revenue recognition
Processing evidence
Cut-off exception found
92% confidenceInvoice 1084 was recognized before the service period began.
Source: revenue.xlsx, row 218
Review workpaper.xlsx
12 findings with source links
Approve workpaper
Security and compliance
Client data stays protected.
Controls built for sensitive financial work, from the first connection to the final review.
ISO 27001
Information security controls
SOC 2
Operational security controls
PCI DSS
Payment data protection
GDPR
Privacy and data rights
Access stays permissioned, logged, and ready for review.
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