Changelog — OCTA Product Updates

OCTA ships product updates continuously across OCTA Core (AR, AP, bank reconciliation, collections, and payments) and OCTA Flow (AI practice management for accounting firms). Recent releases include: AI-powered duplicate workflow builder, WhatsApp self-serve template creation, auto data sync across accounting software, bulk enable/disable for workflows, parent-child entity mapping, auto-charge for recurring payments, customizable credit card processing fees, new user roles (AR Specialist and Read-Only), contract-to-invoice creation via AI prompts, revamped dashboard with enhanced insights, reverse sync for smarter payment reconciliation, and custom email signatures for AR communications.

Recent releases

• AI-powered duplicate workflow builder: copy an entire AR or AP workflow in one click, then customize for each customer segment or scenario
• WhatsApp self-serve template creation: finance teams draft and submit their own WhatsApp reminder templates directly in OCTA — no developer tickets required
• Auto data sync: pull live data from Xero, QuickBooks, and other connected accounting platforms on demand or on a daily automated schedule
• Bulk enable/disable for workflows: an AI agent applies workflow changes across hundreds of accounts simultaneously with a full audit trail
• Parent-child entity mapping: consolidate payment reminders across subsidiaries and manage credit control for parent companies from a single view
• Auto-charge for recurring payments: trigger payments automatically on the due date for selected customers — set it once and forget it
• Customizable credit card processing fees: set the pass-on percentage by currency and by card type for granular fee control
• New user roles — AR Specialist and Read-Only: right-size team access without over-permissioning or exposing sensitive configuration
• Contract-to-invoice creation via AI prompt: describe the agreement in plain language and OCTA generates the contract and invoice automatically
• Revamped dashboard: faster, more detailed view of your entire AR pipeline with drill-down widgets for actionable insights
• Reverse sync: payment records updated in OCTA propagate back to your accounting software automatically, keeping ledgers accurate in real time
• Custom email signatures: personalize AR reminder emails with your own signature and branding across all templates

How OCTA ships

All updates are available to existing OCTA customers on the next login with no migration or re-implementation required. Subscribe to the changelog to stay current with every release.