Start Your Own Accounting Firm with OCTA Flow

OCTA Flow is the business built for accounting firm founders. It handles your operations, billing, payments, and marketing from day one — so you can focus on clients, not admin. Book a free onboarding call and get your first client live the same day.

What OCTA Flow sets up for you

• Operations platform: client onboarding, document collection, and workflow automation built in
• Billing and payments: automated invoicing, payment links, and cash application out of the box
• Marketing tools: lead generation and client acquisition workflows so you grow from day one
• AI agents execute reconciliations, AR follow-ups, and month-end tasks while you review and approve
• Add your first client immediately — no weeks-long implementation, no kickoff calls required

Why founders choose OCTA Flow

• Start with a complete operating system, not a blank-slate tool you have to configure from scratch
• Native integrations with QuickBooks, Xero, Sage Intacct, and 200+ banks
• Free onboarding call with an OCTA expert to get your firm live fast
• Flat, predictable pricing that scales as your client base grows

Book your free onboarding call

Ready to start your accounting firm? Book a free call with the OCTA team and we will walk you through the platform, answer your questions, and have your first client set up before the call ends. Visit /demo or /try to get started.