Customer Stories | How Teams Cut DSO & Save Hours | OCTA

See how Careem, Lean Technologies, and Moneyhash cut DSO by up to 40% and automated collections with OCTA across complex finance operations.

• How a Reputed Boutique Accounting Firm in Florida Turned Unmeasured Ad Spend Into a 4x Lead Engine

  A five-person Florida firm serving restaurant and hospitality owners rebuilt its marketing around the clients it wanted. In two months on OCTA it generated 22 high-intent leads and reached 4x more target prospects.

• How a Solo CPA in Texas Signed 3 New Clients in 10 Days Without Adding a Single Hour to His Week

  After ten years on referrals, a solo Texas CPA had no online presence and no spare hours. With OCTA he built 12 high-intent leads in 30 days, signed 3 new clients in 10 days, and closed 35% of qualified leads.

• How Trautman Advisory Cut Reconciliation Time and Automated 40% of Bookkeeping Processes

  Trautman Advisory provides financial modeling and C-suite advisory for small to midsize companies. With OCTA running reconciliations and recurring bookkeeping, founder Gregory Trautman cut reconciliation from seven hours to under 40 minutes and automated 40% of his bookkeeping, reclaiming time for advisory work.

• How ProVise Partners Cut Payroll Reconciliation From ~1 Hour to ~10 Minutes

  ProVise Partners provides dedicated, CPA-led accounting teams to firms across the US. With a custom OCTA skill built around its own reconciliation logic, ProVise cut payroll reconciliation from about an hour to under 10 minutes and doubled its processing capacity without adding headcount.

• How Nextera Global Solutions Turned Weeks-Long Client Onboarding Into a Day

  Nextera Global Solutions supports CPA and accounting firms with outsourced bookkeeping, financial statements, audit support and payroll processing. With OCTA handling onboarding and reusable reconciliation skills, Nextera cut setup from two weeks to two days, increased clients per team member by 25%, and freed about two hours daily per engagement.

• How Agrawal Roopali & Associates Closed Month End Faster and Unlocked Real Capacity for More Clients

  Agrawal Roopali & Associates handles taxation, compliance, project finance and accounting automation for businesses across India. By moving reconciliation, trial balance, TDS and financial statements onto OCTA skills, the firm saves seven days during every month-end close and cut reconciliation from five hours to 15 minutes per file.

• How AGAR AND ASSOCIATES Turned Manual Bottlenecks Into a 25% Revenue Growth Story

  AGAR AND ASSOCIATES provides taxation, auditing, accounting and bookkeeping services to companies and individuals. By configuring financial statements, cash flow forecasting and recurring bookkeeping as OCTA skills, the firm automated 35% of bookkeeping processes and grew revenue by 25% without expanding the delivery team.

• How ZenHR automated the entire Contract-to-Cash process using OCTA

  ZenHR is a leading cloud-based HRMS built for the MENA region. With OCTA, they saved 110+ hours monthly, improved DSO by 35%, and shifted 53% of payments to online gateways.

• How Localyser Unlocked Growth with OCTA's Embedded Financing

  Localyser is a leading online reputation management platform for multi-location businesses. With OCTA, they bridged cash flow gaps with flexible invoice financing and AI-powered workflows.

• How Ratio Streamlined Accounts Receivable and Boosted Operational Efficiency with OCTA

  Ratio Accounting & Financial Advisory is a boutique firm providing services to SMBs and HNWIs. With OCTA, they achieved 6x ROI, 31% DSO reduction, and saved 100+ hours monthly.

• How Alpha Partners Reduced Delivery Time and Scaled Without New Hires

  Alpha Pro Partners is a modern accounting and advisory firm helping startups and SMEs streamline their finances. With OCTA Flow, they saved 2 hours per day per team member, achieved 25% higher billable utilization, and reduced finance operations time by 42%.

• How Monily Broke Its Capacity Ceiling, Taking On More Clients Without Adding Headcount

  Monily provides outsourced accounting, bookkeeping, and CFO services for SMBs and startups. With OCTA Flow's AI accounting agents running bookkeeping, reconciliation, and close prep, Monily grew its book of business while holding its team flat and shortened client turnaround at the same time.

• How Moneyhash Cut DSO by 28% and Scaled Efficiently with OCTA

  Moneyhash is a leading payment infrastructure platform helping businesses streamline payment operations. With OCTA, they automated invoicing and shifted 55% of customers to auto-charge.

• How Mimojo Streamlined Finance Operations and Brought Structure to High-Volume Cashback Workflows with OCTA

  Mimojo is a UAE-based card-linked cashback platform that automatically rewards users for everyday spending. With OCTA, they saved 70+ hours monthly, scaled without new hires, and reduced DSO by 27%.

• How Lean Technologies Saved 70+ Finance Hours & Cuts DSO by 30%

  Lean Technologies operates as an Open Banking Platform serving Banks and Fintechs across MENA. With OCTA, they reduced DSO by 30% and saved 70+ hours monthly.

• How Careem Cut DSO by 24% and Streamlined AR with OCTA

  Careem is a leading ride-hailing and super app in the MENA region, operating in over 100 cities across 14 countries. With OCTA, they reduced DSO by 24% and saved 110+ hours monthly.