An AI Workforce for Accounting Firms. | OCTA
OCTA's AI agents run the client work, from books and reconciliations to filings, billing and advisory. Your team reviews, approves and grows the firm.
The OCTA growth cycle
- Close clients
- Client management
- Payments
- Automations
- Marketing
- Expand books
One workspace. Every part of the firm.
- AI Workspace: hand it the workpapers and watch the work run itself
- Marketing: win more clients and grow revenue
- Clients: see every client and engagement in one live view
- Payments: invoice, get paid, and reconcile on autopilot
- Skills: run 120+ accounting procedures maintained by OCTA
- Routines: describe a workflow in plain English and let OCTA automate it
Your brand. More clients. Shared upside.
OCTA helps your firm win new clients and grow revenue on a revenue-share basis. You keep your brand, your clients, and most of the revenue. See partnership pricing.
Client data stays protected.
- ISO 27001 information security controls
- SOC 2 operational security controls
- PCI DSS payment data protection
- GDPR privacy and data rights
- Encryption in transit and at rest
- Data residency by region
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
See OCTA on your books.
Bring one workflow. See what agents complete, what your team reviews, and how quickly the firm can move. Book a demo.
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.