Jon Edward Santillan
Co-Founder & CEO, OCTA
About Jon Edward Santillan
Jon co-founded OCTA to give finance teams and accounting firms an AI operating system they can actually trust. He writes about agentic finance automation, the economics of running a modern practice, and what it takes to move work from manual checklists to reviewed, auditable output.
Blog posts
AI & Automation
- AI Accounting Agent
- AI Accounting Copilot
- AI Accounting Workflow Automation
- AI Accounting Workspace
- AI Agents for Accounting: Agentic Execution, Not Another Chatbot
- AI for Accounting Firms: An Owner's Guide to Capacity and Margin
- AI for Accounting Practices
- AI for Bookkeeping Firms
- AI for CPAs: What It Means for the Reviewer's Seat
- AI Tools for CPA Firms
Automation Guides
Comparisons
- Docyt vs Botkeeper: The Comparison After the Shutdown
- OCTA Flow vs Basis: A Self-Serve Workspace vs Enterprise Agents
- OCTA Flow vs Botkeeper: A Live Workspace vs a Discontinued Service
- OCTA Flow vs Dext: End-to-End Execution vs Data Capture
- OCTA Flow vs Digits: Procedure Execution vs an AI-Native Ledger
- OCTA Flow vs Docyt: Agentic Engagements vs Continuous Books
- OCTA Flow vs Pilot: Own the Workflow or Outsource It
- OCTA Flow vs Puzzle: Firm-Grade Controls vs a Startup Ledger
- OCTA Flow vs Truewind: Firm Workspace vs Startup Close Platform
- OCTA Flow vs Zeni: A Firm Workspace vs a Startup Finance Service
- Pilot vs Bench: Outsourced Bookkeeping, Compared Honestly
- Truewind vs Docyt: Which AI Bookkeeping Tool Fits Your Firm?
- Zeni vs Pilot: Startup Finance Services, Compared
Alternatives
- Bench Alternatives: An AI Workspace You Run vs an Outsourced Service
- Booke AI Alternatives: Beyond QBO/Xero Categorization
- Botkeeper Alternatives: Where Accounting Firms Are Moving After the Shutdown
- Dext Alternatives: Beyond Pre-Accounting Data Capture
- Digits Alternatives: What Accounting Firms Are Choosing in 2026
- Docyt Alternatives: A Firm Workspace vs a Real-Time-Books Tool
- Fondo Alternatives: Software You Run vs an Outsourced Service
- Keeper Alternatives (Now Double): Options for Accounting Firms in 2026
- Pilot Alternatives: Own the Workflow Instead of Outsourcing It
- Puzzle Alternatives: Firm-Grade Options Beyond a Startup GL
- The Botkeeper Shutdown Migration Playbook for Accounting Firms
- Truewind Alternatives for Accounting Firms Serving More Than Startups
- Zeni Alternatives: Software Your Firm Operates, Not a Concierge Service
Best Tools
Blog
- AI Tools for Accountants: The Honest 2026 Roundup
- Bookkeeping Pricing: A Guide to Pricing for Profit
- Client Accounting Services: A Guide for Firms
- How to Get Bookkeeping Clients
- How to Scale an Accounting Firm Without Hiring
- How to Start an Accounting Firm
- The Subscription Bookkeeping Business Model
- Will AI Replace CPAs?