The AI workforce accounting firms use to win more clients
690+ firms grow with OCTA. OCTA brings you the clients and runs the work behind them, from books and reconciliations to billing and close. You grow the firm without adding headcount.
Real firms. Real numbers.
- 7 hrs to 40 min reconciliation, Gregory Trautman, Trautman Advisory
- 40% less manual bookkeeping, Trautman Advisory
- 6x faster payroll reconciliation, Kranthi Paleti, ProVise Partners
- 2x capacity with the same team, ProVise Partners
- 2 weeks to 2 days onboarding, Oshin Agrawal, Nextera Global
- 25% more clients per team member, Nextera Global
- 7 days saved every close, Roopali Agrawal
- 5 hrs to 15 min reconciliation per file, Agrawal Roopali & Associates
- 25% revenue growth, AGAR & Associates
- 35% of bookkeeping automated, AGAR & Associates
- 1.4x clients per employee, Monily
One platform. Everything your firm runs.
- Client Management
- Invoices
- Client Portal
- Agreements
- Payments
- Reporting
- AI and Automation
- CRM
- Marketing
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
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
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
- ISO 27001
- SOC 2
- PCI DSS
- GDPR
What are you waiting for?
Partner with OCTA and start growing your firm today. Book a demo or try OCTA free.
Frequently Asked Questions
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.