How Localyser Unlocked Growth with OCTA’s Embedded Financing
About Localyser
Founded in 2016, Localyser is a leading online reputation management and customer experience platform designed for multi-location businesses. The company enables brands to monitor, manage, and enhance their online presence by consolidating reviews and customer feedback from various platforms into a single, intuitive dashboard. With offices in Montreal and Dubai, Localyser serves a diverse clientele across industries such as hospitality, retail, healthcare, and automotive, helping them transform customer interactions into opportunities for growth.
Challenges Before OCTA
Every renewal season, Localyser found itself in a familiar pinch: delayed payments from customers impacted their ability to reinvest in growth initiatives. Collections were time-consuming, manual, and heavily reliant on internal bandwidth. And with revenue spikes concentrated around renewal cycles, even short-term delays made it harder to allocate cash where it was needed most — like product development and hiring.
“The delays in collections didn’t just slow down cash flow — they limited how quickly we could make decisions, reinvest in the business, and respond to new opportunities. It was a drag on our agility at exactly the moments we needed to move fast.”
TTarik, CEO, Localyser
OCTA Optimizes Localyser’s AR Process to Overcome Key Challenges
After a comprehensive internal review, Localyser confidently determined that OCTA was the ideal solution to meet their unique requirements.
“OCTA completely transformed how we manage receivables. What used to take hours of chasing and stress is now streamlined, and with financing built in, we finally have the flexibility to grow on our terms.”
TTarik, CEO, Localyser
AI-Powered, Custom Workflows for Seamless, Scalable Follow-Ups
Localyser adopted OCTA to streamline and scale its accounts receivable operations—and the impact was immediate. With fully customizable workflows powered by advanced AI, the finance team now manages follow-ups across email, WhatsApp, and voice calls—without the manual lift.
OCTA’s intelligent features—like intent-based auto-pauses, contextual auto-replies, and smart reminder sequencing—ensure every follow-up is timely, relevant, and effective. This has reduced repetitive work and helped the team stay ahead of collections, even during peak renewal periods.
“OCTA has taken a huge load off our team by automating follow-ups and helping us stay in control of collections,” says Tarik from Localyser. “It’s made us more efficient and freed us up to focus on higher-impact work.”
With OCTA, Localyser has built an agile, data-driven AR engine that accelerates payments and drives sustainable growth—without adding operational complexity.
A/R Analytics and Reporting: Unlocking Insights for Strategic Collections
With OCTA’s robust A/R analytics and customer scoring, Localyser gained valuable insights into its accounts receivable performance. The platform’s ability to generate real-time, custom reports has been a game-changer, allowing the team to prioritize collections based on customer behavior.
This data-driven approach—backed by tailored reporting and forecasting—has empowered Localyser to streamline collections and focus on accounts that matter most, reducing overdue payments and improving overall AR efficiency.
Bridging Cash Flow Gaps with Flexible Invoice Financing
Like many SaaS businesses with annual contracts, Localyser often faced cash flow bottlenecks during renewal season—when delayed customer payments could slow down growth plans. OCTA stepped in with flexible invoice financing, giving Localyser access to upfront capital against their outstanding invoices.
What made the biggest difference? OCTA didn’t just react—it anticipated. Based on Localyser’s AR data and renewal trends, OCTA’s AI predicted a potential shortfall ahead of time and reached out with a personalized financing offer. The entire process—from offer to disbursal—was completed within 48 hours, giving the team immediate access to working capital right when they needed it.
"OCTA’s financing options have been a lifesaver during our renewal peaks. What impressed me most was how proactive they were. They reached out with a tailored financing offer just as we were heading into a tight cash cycle—and disbursed within two days. Instead of waiting weeks for payments, we get the cash we need right when we need it—so we can focus on growing the business, not chasing collections.”
TTarik, CEO, Localyser
By bridging short-term cash gaps, OCTA’s financing solution gave Localyser the stability and agility it needed to scale without compromise.
Wafeq x OCTA: Instant Integration, Always in Sync
For Localyser, integrating OCTA with Wafeq was fast, seamless, and required zero technical hassle. “The setup was incredibly smooth—we were up and running in minutes,” says Tarik from Localyser. This quick deployment meant the team could immediately begin streamlining their AR process with OCTA’s advanced automation and AI tools.
One of the biggest wins from the integration has been OCTA’s daily auto-sync feature. Invoices, payments, and follow-up actions are automatically updated between OCTA and Wafeq—no manual input needed. “Our data is always up to date without lifting a finger,” Tarik explains. “This real-time sync eliminates human error and gives us full confidence that our finance systems are aligned.”
With OCTA and Wafeq working together, Localyser has built a connected, efficient AR engine that saves time and ensures accuracy at every step.
"OCTA has transformed the way we manage receivables. From automated, intelligent follow-ups to real-time insights and integrated financing, it’s given us full control over our AR process without adding operational complexity. We’re collecting faster, spending less time chasing payments, and making smarter decisions with better data. It’s a game-changer for our finance team."
TTarik, CEO, Localyser