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.

Key Results

• ROI: 6x — Return on investment
• DSO Reduction: 31% — Reduction in Days Sales Outstanding
• Hours Saved: 100+ — Monthly hours saved

About Ratio

Ratio Accounting & Financial Advisory is a boutique firm established in 2017 and based in Abu Dhabi, United Arab Emirates. They specialize in providing accounting and financial advisory services to small and medium-sized businesses, government and non-profit organizations, and high-net-worth individuals. Their mission is to serve as trusted accountants, advisors, and partners, delivering personalized services with the highest ethical standards.

Challenges Before OCTA

• Resource Drain: Managing accounts receivable manually was resource-intensive and required significant manual effort
• High DSO and Cash Flow Delays: The absence of automation resulted in delayed collections
• Lack of Multi-Entity Visibility: Managing AR across various client accounts was fragmented
• Integration Barriers: Clients using different accounting platforms required custom-built integrations

How OCTA Transformed Ratio's AR Operations

Effortless Automation for Streamlined Follow-Ups

OCTA's easy-to-implement automation enabled Ratio to quickly set up customizable AR workflows for its clients. Features like AI-powered reminders, smart escalation rules, and multi-channel communication ensured consistent and prompt follow-ups.

Real-Time Multi-Entity Dashboard for Better Visibility

OCTA provided Ratio with a centralized dashboard, allowing the finance team to track AR across multiple client accounts with ease. This gave them real-time visibility into each client's receivables.

Data-Driven Insights for Strategic Decision-Making

OCTA's advanced AR analytics and customer scoring features provided Ratio with deeper insights into clients' payment behaviors. This allowed them to prioritize collections, reduce DSO, and improve cash flow forecasting.

Seamless Global Expansion with Localized Payment Solutions

OCTA's integration with regional payment providers like Paymob, Tap Payments, Mamopay, and Stripe gave Ratio's clients flexibility to offer various payment options, both locally and globally.