Prepare Financial Statements in 4 Steps

OCTA Flow prepares a complete financial statement: balance sheet, income statement, changes in equity, cash flows, and findings, without manual compilation.

Watch the demo

Watch on YouTube: https://www.youtube.com/watch?v=TajEwwBubos

Who this skill is for

For accounting firms preparing statements for clients, and for controllers who compile monthly or annual financials in-house. If producing a balance sheet, income statement, statement of changes in equity, and cash flow statement still means copying trial balance numbers into templates and re-checking that everything ties, this skill produces the full set from the source data in one run.

How it works

• Upload the trial balance and supporting schedules for the period.
• OCTA Flow maps accounts to statement lines and compiles all four statements together.
• It cross-checks that the statements tie to each other and to the underlying numbers.
• Findings and observations are produced alongside the statements, ready for partner review.

The impact of this skill

• All four statements are compiled together and tie back to the same underlying numbers.
• Findings and observations are produced alongside the statements, not as a separate exercise.
• Statement preparation becomes a four-step workflow instead of days of manual compilation.

Customer story

See how Monily broke its capacity ceiling with OCTA Flow: https://weareocta.com/resource/customer-stories/monily

Try it yourself

This skill is ready to use in OCTA Flow, with no setup projects and no code. Start free at flow.weareocta.com.