Start with a defined procedure
Give each task a clear purpose, required inputs, method, and expected output.
Reusable accounting intelligence
Turn your firm's best accounting methods into repeatable Skills
Use accounting-specific procedures for reconciliations, reviews, calculations, and compliance work, so every run starts with defined methodology instead of a blank prompt.
Skill library
Reusable accounting procedures
Search Skills
Bank reconciliation
Journal entry review
Working capital review
Reconciliation · Audit · Tax · Reporting
Bank reconciliation
Match ledger activity to bank evidence
Required inputs
Bank statement, ledger
Expected output
Reconciliation workpaper
Procedure
Match, test, investigate
Review criteria
Exceptions supported
Purpose and methodology included
Use in AI WorkspaceConnects with
What it is
Meet OCTA Skills.
A prompt is not a process. When every employee writes their own instructions, results vary and review steps get missed.
Curated categories include Reconciliation, Audit and review, Tax and compliance, Financial reporting, and Working-capital review. Explore the full library for the complete set of maintained procedures.
Key capabilities
Everything the work needs.
Standardize firm execution
Run the same approved method across people, clients, and periods.
Support professional review
Build review criteria and evidence expectations into the procedure.
Produce consistent outputs
Generate findings, calculations, summaries, and structured workpapers.
Reuse firm knowledge
Turn proven internal methods into repeatable accounting intelligence.
Apply Skills in AI Workspace
Start a work session with methodology already defined.
How it works
From request to result.
Choose a Skill
Find the procedure that matches the accounting task.
Review its requirements
Confirm the inputs, method, outputs, and review criteria.
Use it in AI Workspace
Add the Skill to a session with the client evidence.
Let OCTA perform the procedure
Follow the defined method through analysis and validation.
Review and continue
Approve the result or continue with the evidence in context.
In the product
Skills, ready for real work.
Skill library
Reusable accounting procedures
Search Skills
Bank reconciliation
Journal entry review
Working capital review
Reconciliation · Audit · Tax · Reporting
Bank reconciliation
Match ledger activity to bank evidence
Required inputs
Bank statement, ledger
Expected output
Reconciliation workpaper
Procedure
Match, test, investigate
Review criteria
Exceptions supported
Purpose and methodology included
Use in AI WorkspaceSecurity 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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