OCTA Flow Pricing — Plans for Accounting Firms
Simple, transparent pricing for OCTA Flow, the AI-powered procedure execution engine for accounting firms. Three plans: Starter ($450/mo or $4,500/year), Practice ($990/mo or $9,900/year), and Firm ($2,500/mo or $25,000/year). Every plan includes unlimited engagements and a 30-day free trial.
Plans
- Starter: $450/mo or $4,500/year — 120 tasks/month, core AI procedures, unlimited engagements, email support, up to 10 users
- Practice: $990/mo or $9,900/year — 300 tasks/month, all AI procedures, unlimited engagements, team collaboration, priority support, up to 15 users
- Firm: $2,500/mo or $25,000/year — 800 tasks/month, all AI procedures, unlimited engagements, advanced analytics, dedicated support, up to 30 users
Free trial
Every new signup includes a 30-day free trial with full access to OCTA Flow's feature set. Card details are collected upfront to activate the trial, but you are not charged during the 30 days. Cancel any time before day 30 to avoid being charged; otherwise the card is charged for the selected plan. You can upgrade or change your plan any time from account settings.
Frequently Asked Questions
Is there a free trial?
Yes — every new OCTA Flow signup includes a 30-day free trial with full access. Card details are collected upfront, but you are not charged during the trial. Cancel any time before day 30 to avoid being charged.
Which plan should I choose?
Starter ($450/mo) fits solo practitioners and small teams. Practice ($990/mo) is built for growing teams that need all AI procedures, collaboration, and priority support. Firm ($2,500/mo) suits larger teams needing more tasks, advanced analytics, and dedicated support. You can upgrade later.
Can I switch plans later?
Yes — you can upgrade or change your plan any time from your account settings. There's no need to start over.
What counts as a task?
A task is a procedure execution — for example a bank reconciliation, an AR aging analysis, or a financial statement compilation run by OCTA Flow's AI on your files. Your plan includes a monthly task allowance that resets each billing cycle.
How does signing up work?
Signup takes four quick steps: Firm (your firm name and mobile number), Plan (pick the plan that fits your team — free trial included), Team (invite colleagues, or continue solo), and Client (add your first client, or skip for now).