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

About ZenHR

ZenHR is a leading cloud-based Human Resources Management System (HRMS) built specifically for the MENA region, with headquarters in Saudi Arabia and operations across the GCC and Jordan. Designed to cater to local labor laws, payroll regulations, and bilingual needs (English and Arabic), ZenHR empowers thousands of companies to manage their entire employee lifecycle. Trusted by over 5,000 businesses, ZenHR continues to scale rapidly, supporting over 100,000 users.

Key Results

• 110+ Hours Saved — Monthly hours saved
• 35% DSO Improvement — Faster collections
• 53% Online Payments — Shift from wire transfers

Manual invoicing and fragmented collections were creating inefficiencies

• Contract-to-invoice complexity: With contracts stored in Planhat and invoicing managed manually in QuickBooks, the finance team spent hours each cycle reviewing data
• Limited automation for follow-ups: Chasing overdue payments required manual reminders and tracking
• Fragmented payment methods: Reliance on manual wire transfers led to delayed settlements and reconciliation bottlenecks
• Expansion billing inefficiencies: Adding seats or services was complicated and slowed down revenue realization from upsells

Every billing cycle meant hours of manual work, delayed cash flow, and a backlog of expansion requests waiting on bank confirmations. It slowed down ZenHR's ability to scale revenue efficiently.

OCTA Helps ZenHR Automate AR and Unlock Faster Growth

Smarter Contract-to-Invoice Automation

With OCTA's intelligent rules, contract data now flows seamlessly into automated invoice creation and approval workflows. Invoices are generated instantly, synced to QuickBooks without errors, saving the team over 110 hours of manual effort every month.

Accelerated Collections and Improved Cash Flow

OCTA introduced automated reminders and online payment links through HyperPay and Paymob, allowing customers to settle invoices instantly. This shifted 55% of payments from manual transfers to online gateways and improved ZenHR's DSO by 35%.

Unlocking Expansion Revenue in Real Time

OCTA's API-driven workflow now generates expansion invoices instantly, enables online payments, and activates additional seats immediately after payment confirmation. What used to take days now takes minutes.

Better AR Insights and Team Collaboration

With OCTA, ZenHR now has a real-time view of all outstanding receivables, automated reconciliation between QuickBooks and payment gateways, and detailed MRR and aging reports.

OCTA x QuickBooks x Planhat: A Seamless Contract-to-Invoice Flow

With OCTA bridging Planhat and QuickBooks, all contract data including seat counts, pricing, payment terms, and customer details is automatically fetched from Planhat. Invoices are generated instantly in OCTA, reviewed through a custom approval flow, and then synced directly into QuickBooks without errors or delays. ZenHR also leverages OCTA's API to automate expansion billing.

What ZenHR Says

Managing invoicing and collections was a constant struggle before OCTA. We were juggling contract data in one system, manually creating invoices in another, and relying on wire transfers that took days to reconcile. OCTA has streamlined the entire process.

— Finance Lead, ZenHR

OCTA has given us control and visibility we never had before. Our AR process is no longer reactive—it's efficient and proactive.

— Finance Lead, ZenHR