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    Company announcement

    We raised $3.5 million to build AI agents for accounting firms

    A new seed round led by MEVP, and the launch of OCTA Flow: AI agents that do repeatable client work with accountants reviewing and approving before anything ships.

    OCTA co-founders Jon Santillan and Nupur Mittal
    OCTA co-founders Jon Santillan and Nupur Mittal

    Today we're sharing two things at once.

    We've raised a $3.5 million seed round led by Middle East Venture Partners (MEVP), which brings our total funding to $5.7 million. And we're launching OCTA Flow, a set of AI agents that carry out the repeatable client work accounting firms do every month.

    Joining the round are Wa'ed Ventures, Plug and Play, and A-typical Ventures, alongside our existing investors Sukna Ventures and Sadu Capital. We're grateful to have partners who understand what we're building and why it matters now.

    What OCTA Flow does

    OCTA Flow runs reconciliations, bookkeeping, and month-end close as agentic workflows. The agents produce the work. Your accountants review it, make the judgment calls, and approve it before anything reaches a client. Nothing goes out the door without a human standing behind it.

    It's already working. In six weeks since launch, more than 520 firms have signed up for access, and new cohorts are onboarding now.

    172,000

    transactions processed by OCTA Flow in August 2026

    $75,000+

    in billable capacity returned to firms in one month

    Why we're building this

    Accounting firms already have the one thing most software companies spend fortunes trying to buy: trust. Firms sit close to the business owner, they know the books, and they stay accountable when the work calls for professional judgment.

    Our bet is simple. AI doesn't remove the firm from that relationship. It gives the firm far more leverage inside it.

    For a long time, firms grew in a straight line. More clients meant more people, and more people meant higher costs, more to manage, and thinner margins. Meanwhile the underlying work stayed manual: processing invoices, chasing collections, coordinating approvals, reconciling numbers, and preparing accounts. OCTA Flow takes on that production work so your team can spend its time on review, judgment, and the client relationship.

    “The accountant is still the protagonist. They own the client relationship, they understand the context, and they're accountable for the work. What changes is how much of that work they have to produce by hand.”

    Jon Santillan, co-founder and CEO

    We started with accounts receivable and accounts payable, two workflows that sit close to cash and still carry a heavy manual load. Rather than just logging that an invoice went out or a payment is late, OCTA is built to understand what needs to happen next and move the work forward, bringing a person in wherever approval, context, or professional judgment is required. OCTA Flow extends that same approach across the rest of the monthly cycle.

    “For years, software was something a firm used to get the work done. Now the software can produce the work itself. But someone still has to review it, make the call, and stand behind the outcome.”

    Nupur Mittal, co-founder and COO

    Built for firms everywhere

    We work with accounting firms and the businesses they serve across the United States and the Gulf. The reasons firms come to us differ by region. In some markets, new tax and e-invoicing rules are raising the amount of financial work businesses have to get done. In others, firms are short on people and under margin pressure, and need to serve more clients without adding headcount at the same pace.

    The underlying question is the same everywhere: how do you do significantly more work with the people you already have?

    That question points to a market bigger than traditional finance software. Businesses don't only pay for accounting apps. They pay far more for the people and services that actually perform the accounting, bookkeeping, collections, tax, reporting, and compliance. As AI takes on more of that work, part of that budget comes into reach for software too.

    What's next

    We'll use this funding to deepen our AI and engineering work, automate more of the monthly cycle, and reach more firms. We're building OCTA as a global company from day one, and the United States sits at the center of that plan.

    Accounting and finance are crowded with AI startups right now, all attacking pieces of the stack. We think the bigger shift happens underneath all of it, in the economics of how financial work gets produced. The firm stays at the center. Our job is to change how much that firm can do.

    See OCTA Flow in action

    If you run an accounting firm, see how AI agents can take on repeatable monthly work while your team stays in control.

    Book a demo