OCTA Help Center — Support, FAQ & Documentation

Answers to every OCTA question — signing up, engagements, AR workflows, AP invoice processing, bank reconciliation, skills, uploading files, findings, teams, automations, integrations, security, and troubleshooting. This help center covers both OCTA Core (finance automation for businesses) and OCTA Flow (practice management for accounting firms).

Getting started

• Before you start: what OCTA Core and OCTA Flow are, who they are for, and what you need to get going
• Your first week: onboarding, the product layout, and completing your first workflow or engagement
• Understanding engagements (Flow): engagement types, stages, and how client work is organized in OCTA Flow
• Understanding workflows (Core): how AR and AP workflows are configured, triggered, and monitored in OCTA Core
• Ask, Plan, and Agent modes: three ways to work with the AI assistant and when to use each

Working in OCTA

• Skills and procedures: how to run, customize, and schedule AI-powered accounting procedures
• Uploading files and reviewing AI output, findings, and generated documents
• Managing clients and managing your team across roles and permissions
• AI quality, accuracy controls, and manual review steps
• Automations: setting up recurring tasks, reminders, and scheduled report delivery
• Integrations: connecting Xero, QuickBooks, Oracle, NetSuite, Salesforce, and 30+ other tools

Security and troubleshooting

Dedicated help sections cover security and data privacy (SOC 2, GDPR, PDPL), power-user features, and step-by-step troubleshooting so you can resolve issues quickly without waiting for support. For issues not covered in the help center, email the OCTA support team at founders@weareocta.com.