Review Your Trial Balance With One Skill

OCTA Flow turns trial balance review into a simple three-step workflow with no manual checking, account classification, or hunting for anomalies.

Watch the demo

Watch on YouTube: https://www.youtube.com/watch?v=vuXzV1QbBvU

Who this skill is for

For controllers, senior accountants, and audit teams who review trial balances at month-end, at year-end, or at the start of an engagement. If your review still means scanning hundreds of account lines for wrong signs, misclassifications, and balances that moved for no obvious reason, this skill does the scanning for you and leaves the judgment calls to your team.

How it works

• Upload the trial balance export from your accounting system.
• OCTA Flow classifies every account and checks balances against expected signs and prior periods.
• Anomalies, unusual movements, and misclassified accounts are flagged with an explanation of why they were caught.

The impact of this skill

• Accounts are classified automatically, so the review starts from a clean, organized trial balance.
• Anomalies and unusual balances are surfaced for you instead of being hunted line by line.
• A full trial balance review becomes a repeatable three-step workflow anyone on the team can run.

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.