AI Skills Demo Library: Watch OCTA Flow in Action
12 demo videos of OCTA Flow automating real accounting workflows: reconciliations, AR & AP reviews, month-end close, and controls, each in minutes.
All 12 demo videos
- Accounts Payable Review, Fully Automated (AR & AP): OCTA Flow runs a complete accounts payable review: flagging duplicate invoices, payment term mismatches, and late payments, with aging analysis, without manual invoice-by-invoice checking. Details: https://weareocta.com/resources/ai-skills-demo-library/accounts-payable-review Watch: https://www.youtube.com/watch?v=4Dq4-N2fYBc
- AR Review for Accounting Firms, Fully Automated (AR & AP): OCTA Flow runs a complete accounts receivable review: aging analysis, collection status, bad debt assessment, and recommended next actions, without manual customer-by-customer checking. Details: https://weareocta.com/resources/ai-skills-demo-library/ar-review-accounting-firms Watch: https://www.youtube.com/watch?v=am5qxOD6uQw
- Reconciling Customer & Vendor in One Entity, Automated (Reconciliation): OCTA Flow reconciles a two-way case where one counterparty is both customer and vendor, across separate ledgers, multi-currency bank statements, Stripe payments, and email agreements. Details: https://weareocta.com/resources/ai-skills-demo-library/customer-vendor-reconciliation Watch: https://www.youtube.com/watch?v=CobASRo0_Gc
- Review Your Trial Balance With Just One Skill (Reconciliation): OCTA Flow turns trial balance review into a simple three-step workflow with no manual checking, account classification, or hunting for anomalies. Details: https://weareocta.com/resources/ai-skills-demo-library/trial-balance-review Watch: https://www.youtube.com/watch?v=vuXzV1QbBvU
- Payroll Reconciliation in One Click (Reconciliation): OCTA Flow turns payroll reconciliation into a simple three-step workflow, eliminating manual matching, spreadsheet cross-checking, and chasing discrepancies. Details: https://weareocta.com/resources/ai-skills-demo-library/payroll-reconciliation Watch: https://www.youtube.com/watch?v=kVRN2NoOhSo
- Aggregator Reconciliation for Restaurants (Reconciliation): OCTA Flow automates aggregator reconciliation for restaurants with multiple branches and delivery partners, cutting down monthly manual recon work for finance teams. Details: https://weareocta.com/resources/ai-skills-demo-library/aggregator-reconciliation-restaurants Watch: https://www.youtube.com/watch?v=WINIy9YgOS0
- Automate Revenue Recognition End-to-End (Close & Reporting): OCTA Flow runs a complete revenue recognition exercise using deferred revenue schedules, GL revenue details, unbilled revenue schedules, and sample contracts, without manual calculation. Details: https://weareocta.com/resources/ai-skills-demo-library/revenue-recognition Watch: https://www.youtube.com/watch?v=-cf_3f-qSZQ
- Financial Statements Prepared in 4 Simple Steps (Close & Reporting): OCTA Flow prepares a complete financial statement: balance sheet, income statement, changes in equity, cash flows, and findings, without manual compilation. Details: https://weareocta.com/resources/ai-skills-demo-library/financial-statements Watch: https://www.youtube.com/watch?v=TajEwwBubos
- Create a Month-End Report in 3 Steps (Close & Reporting): OCTA Flow turns month-end close into a simple three-step workflow, eliminating manual pulling, formatting, and cross-checking. Details: https://weareocta.com/resources/ai-skills-demo-library/month-end-report Watch: https://www.youtube.com/watch?v=kcG1x3dDQ88
- Catch Fraud Before It Hides in Your Journal Entries (Controls & Onboarding): OCTA Flow scans every journal entry for red flags such as timing, amounts, and approval authority, then builds a targeted sample so teams focus only on entries that matter. Details: https://weareocta.com/resources/ai-skills-demo-library/journal-entry-fraud-detection Watch: https://www.youtube.com/watch?v=nbplrUjBiKw
- Execute Your Exception Review in Minutes, Not Hours (Controls & Onboarding): OCTA Flow consolidates exception logs from a multi-person year-end audit into one account-tagged review, without manual cross-checking against thresholds. Details: https://weareocta.com/resources/ai-skills-demo-library/exception-review Watch: https://www.youtube.com/watch?v=SOY0etZyZn4
- Turn Proposal-to-Onboarding Into One Workflow (Controls & Onboarding): An automation that takes a firm from accepted proposal to client onboarding: automatically notifying the team, sending the onboarding checklist, and requesting documents. Details: https://weareocta.com/resources/ai-skills-demo-library/proposal-to-onboarding Watch: https://www.youtube.com/watch?v=3Y1mafGUZnA
What's in the library
- Reconciliation: customer & vendor, trial balance, payroll, restaurant aggregators
- AR & AP: automated accounts receivable and accounts payable reviews
- Close & Reporting: revenue recognition, financial statements, month-end reports
- Controls & Onboarding: journal entry fraud detection, exception review, proposal-to-onboarding
Try the skills yourself
Every skill shown in the demo library is ready to use in OCTA Flow, with no setup projects and no code. Start free at flow.weareocta.com.