See How OCTA Can Help Your Accounting Firm Grow
Book a personalized 30-minute demo to see how OCTA helps accounting firms win and serve more clients. Explore an AI workforce for delivery and a growth operation built around your firm's services, geography, and available capacity.
What we will cover in the demo
- Your firm: the services you deliver, the geographies you serve, and the number of new customers you can support
- Your AI workforce: how OCTA helps manage clients, perform accounting work, collect payment, and run repeatable workflows
- Your growth model: how OCTA can bring qualified opportunities while your firm controls scope, pricing, compliance, and delivery
- Your next step: whether a product trial, a partnership conversation, or neither is the right fit
Who should book a demo
OCTA demos are for accounting firm owners and operators who want to grow without building separate technology, sales, marketing, and support departments. The conversation is tailored to your firm, 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.