Question 1

How does invoice capture work?

Accepted Answer

OCTA pulls invoices directly from your email (Gmail, Outlook), accepts uploads from vendors through the supplier portal, and syncs with your accounting system - all automatically.

Question 2

What is 3-way matching?

Accepted Answer

OCTA compares purchase orders, receipts, and invoices to verify accuracy. Mismatches are flagged instantly, while perfect matches route straight to payment.

Question 3

Can I customize approval workflows?

Accepted Answer

Yes. Build approval chains visually based on invoice amount, vendor, entity, category, or any custom rule. Route exceptions automatically.

Question 4

How does batch approval work?

Accepted Answer

Review and approve hundreds of invoices in one click. OCTA groups similar invoices and applies your approval logic across batches - no repetitive clicking.

Question 5

What payment methods are supported?

Accepted Answer

ACH, wire transfer, card payments, and checks. You can auto-schedule recurring payments or hold high-value transactions for manual release.

Question 6

Does OCTA handle reconciliation?

Accepted Answer

Yes. As payments clear your bank, OCTA automatically matches them to invoices, handles partials and overpayments, and syncs balances back to your accounting system.

Accounts Payable Automation – Process Invoices 60% Faster