Start from a clear trigger
Begin from a date, deadline, client event, or completed step.
Repeatable accounting workflows
Make recurring work run the same way every time
Build repeatable Routines that start work, organize steps, apply accounting Skills, and track each run, so important processes no longer depend on memory and manual follow-up.
Monthly close routine
Active on the last working day
Trigger
Month-end date
Select
Active clients
Skill
Close review
Review
Manager approval
Notify
Send follow-up
Complete
Run recorded
Run 24 is waiting for manager review
5 of 6 stages completeConnects with
What it is
Meet OCTA Routines.
Recurring work should not require recurring setup. Month-end checks, deadlines, document requests, and follow-ups repeat with the same structure, yet teams rebuild them each time.
Skills define how accounting work is performed. Routines define when work starts and how each step moves forward.
Key capabilities
Everything the work needs.
Combine steps into one workflow
Keep requests, work, review, and follow-up in sequence.
Use Skills inside Routines
Apply a defined accounting method at the right point in the process.
Preserve human review
Pause at approval points before work or communication continues.
Monitor every run
See active, waiting, completed, and failed workflow runs.
Reuse successful processes
Turn a proven workflow into a repeatable firm standard.
How it works
From request to result.
Choose what starts it
Set the event, deadline, or schedule that begins the Routine.
Add the steps
Define the sequence from preparation through follow-up.
Insert Skills and review points
Place accounting methods and human approvals where they belong.
Activate
Review the Routine and make it available to run.
Monitor each run
Track progress, exceptions, approvals, and completion.
In the product
Routines, ready for real work.
Monthly close routine
Active on the last working day
Trigger
Month-end date
Select
Active clients
Skill
Close review
Review
Manager approval
Notify
Send follow-up
Complete
Run recorded
Run 24 is waiting for manager review
5 of 6 stages completeSecurity 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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