New in OCTA: Duplicate Your Entire Workflow — Faster, Smarter, Easier

Need to set up the same finance workflow again… but slightly different? We've got your back. Now you can duplicate entire workflows with one click.

Need to set up the same finance workflow again… but slightly different? We've got your back. With OCTA's latest update, you can now duplicate entire workflows, including every reminder, escalation, and follow-up. It's fast, flexible, and designed to help finance teams stay focused on what matters — getting paid on time.

With One Click

• Copy an entire workflow with all reminders and settings included
• Make quick tweaks for specific customers or scenarios
• Keep your processes consistent — without starting over every time

OCTA is built to help you automate accounts receivable, without adding more to your team's plate.