Book a Demo — See AI Finance Automation in Action
Book a personalized 30-minute demo of OCTA's AI-powered finance automation platform. See how AR collections, AP invoice processing, bank reconciliation, and payment workflows run on autopilot for your business. No commitment required.
What you will see in the demo
- AR automation: AI-powered follow-ups across email, WhatsApp, and AI voice calls that reduce DSO by up to 40%
- AP automation: invoice capture, 3-way matching, approval routing, and payment scheduling in one connected workflow
- Bank reconciliation: real-time transaction matching with a 95% auto-match rate across all accounts, entities, and currencies
- AI chat and reporting: ask anything about your finances — overdue invoices, cash position, upcoming bills — and get instant answers
- Integrations: live two-way sync with Xero, QuickBooks, Oracle, NetSuite, Salesforce, and 30+ more tools
Who should book a demo
OCTA demos are tailored for CFOs, finance managers, controllers, and accounting firm partners. Whether you run AR for a growing business or manage multiple client portfolios at an accounting firm, the demo is built around your workflows — not a generic product tour.
How to book
Fill in the short form and an OCTA expert will confirm a 30-minute slot within one business day. Sessions run over video call and are customized to your industry, team size, and the specific finance workflows you want to automate first.
Frequently Asked Questions
What happens during a demo?
You'll get a personalized walkthrough of OCTA's platform tailored to your business needs. Our team will show you how OCTA can automate your specific finance workflows and answer any questions.
How long is a typical demo?
Most demos take 30-45 minutes. We'll cover your key use cases and show you relevant features without wasting your time.
Is there a free trial?
Yes. After the demo, you can start a free trial to experience OCTA with your own data before committing.
Do I need to prepare anything?
No preparation needed. Just bring your questions. It helps if you know which accounting software you currently use, but it's not required.
Can I invite my team to the demo?
Absolutely. We encourage you to invite anyone involved in your finance operations - CFOs, controllers, AR/AP managers, and accounting team leads.