AI Chat & Finance Assistant — Ask, Act, Automate

Ask OCTA anything about your finances in plain language and get instant answers. Send reminders, approve payments, pull reports — all from a single AI-powered conversation connected to your live workspace data. No dashboards to dig through, no manual exports. Just ask.

Ask anything about your finances

The AI assistant is connected to your live workspace data, so you can ask about overdue invoices, payment history, revenue by customer, upcoming bills, cash flow status, approval queues, and bank balances — and get an instant, accurate answer drawn from your actual numbers, not a sample dataset.

Act, don't just answer

• Send payment reminders directly from the conversation — choose the customer, the template, and the channel
• Approve or reject payments and schedule disbursements without leaving the chat
• Generate and pull financial reports on demand — DSO, aging, cash position, overdue amounts by entity
• Initiate AR workflows, escalate overdue accounts, or pause reminders for a customer in a single message
• Context-aware of your entities, customer and vendor relationships, approval policies, and team patterns

How it works

The OCTA AI assistant is powered by large language models connected to your workspace via a secure, read-write API. Every action taken through the chat — a reminder sent, a payment approved, a report generated — is logged in the audit trail and visible to your entire team. The assistant respects your role-based permissions, so an AR Specialist can only trigger actions their role allows.