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.

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.

Let’s face it: if you manage multiple customers or recurring processes, chances are your AR workflows look pretty similar. But rebuilding them step by step? That’s tedious, time-consuming, and prone to errors.

Now, with one click, you can:

• 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. With features like workflow duplication, you stay in control — while we handle the heavy lifting behind the scenes.

No more busywork. No more repetitive setups. Just faster, simpler AR processes that scale with your business.

Ready to simplify your finance ops? Let’s talk.