# OCTA, An AI Workforce for Accounting Firms

> OCTA is an AI workforce for accounting firms. AI agents run client work while the firm's team reviews, approves, manages relationships, and grows the firm.

Website: https://weareocta.com

## Product

OCTA is one product for accounting firms. It connects client management, accounting work, billing, repeatable procedures, workflow automation, and firm growth in one system.

OCTA does not replace professional judgment. AI agents execute structured work and surface results for review and approval by the firm's team.

## Core Features

### AI Workspace

Analyze client files, apply accounting-specific procedures, inspect supporting evidence, review findings, and create structured workpapers.

https://weareocta.com/features/ai-workspace

### Clients

Manage client onboarding, files, proposals, accounting work, invoices, integrations, communications, and activity in one client workspace.

https://weareocta.com/features/clients

### Payments

Create invoices, manage customers, track payment status, and keep billing connected to client work.

https://weareocta.com/features/payments

### Skills

Apply reusable accounting procedures for reconciliations, reviews, calculations, compliance checks, findings, and structured workpapers.

https://weareocta.com/features/skills

### Routines

Build repeatable workflows with triggers, structured steps, AI Skills, review checkpoints, and visible run history.

https://weareocta.com/features/routines

### Marketing

Build a firm website, capture enquiries, connect social channels, and win new clients while keeping growth connected to delivery.

https://weareocta.com/features/marketing

## Revenue-Share Growth Model

OCTA offers an accounting firm partnership model that helps firms win more clients and grow revenue. The accounting firm keeps its brand, its client relationships, and the majority of client revenue. Monthly plans are Starter at $800 with a 25% OCTA share, Practice at $1,200 with a 15% OCTA share, and Firm at $2,500 with a 10% OCTA share.

Partnership details:
https://weareocta.com/go/accounting-firm-partnership

Pricing:
https://weareocta.com/pricing

## Key Pages

- Homepage: https://weareocta.com/
- AI Workspace: https://weareocta.com/features/ai-workspace
- Clients: https://weareocta.com/features/clients
- Payments: https://weareocta.com/features/payments
- Skills: https://weareocta.com/features/skills
- Routines: https://weareocta.com/features/routines
- Marketing: https://weareocta.com/features/marketing
- Pricing: https://weareocta.com/pricing
- Accounting firm partnership: https://weareocta.com/go/accounting-firm-partnership
- Book a demo: https://weareocta.com/demo
- Try OCTA: https://weareocta.com/try
- Security: https://weareocta.com/security
- Integrations: https://weareocta.com/integrations
- Resources: https://weareocta.com/resources/
- Sitemap: https://weareocta.com/sitemap.xml

## Integrations

OCTA supports accounting and business tools including QuickBooks, Xero, Wafeq, Zoho Books, and Google Sheets. See the current integration directory for the complete list.

https://weareocta.com/integrations

## Security

OCTA publishes information about its security and compliance program on the security page.

https://weareocta.com/security

## Contact

- Demo: https://weareocta.com/demo
- Website: https://weareocta.com