Octa platform transforms manual contract-to-cash process
Many SMEs and service businesses struggle with manual accounts-receivable processes including contract signing, invoicing, follow-ups, payment collection, and reconciliation. This creates significant operational challenges:
Companies needed a unified, efficient contract-to-cash flow without juggling multiple tools or manual interventions.
Octa provides an end-to-end accounts receivable automation platform that transforms the entire contract-to-cash workflow with intelligent automation and seamless integrations.
Digital contract signing eliminates paper-based delays. AI-powered data extraction automatically reads contract details and prepares for invoicing.
Once contracts are signed, the system auto-generates invoices based on extracted contract data, eliminating manual invoice creation and reducing errors.
Automated payment reminders and follow-up sequences reduce manual chasing. Flexible scheduling ensures customers receive timely, professional payment requests.
Multiple payment methods including cards, bank transfers, and BNPL (Buy Now Pay Later) make it easy for customers to pay. Auto-charge capability shifts payments from "push" to "pull" for predictability.
Live visibility into contracts, invoicing, payments, and cash flow. Track ARR, MRR, recovery rates, and reconciliation status. Integrates with existing accounting software.
"With automation handling invoicing, payments, and reconciliation, we can serve more customers without adding headcount. Shifting 55% of customers from manual bank transfers to auto-charge changed our cash flow from unpredictable to reliable."
Finance Director, Professional Services Firm
Octa is designed for businesses that want to scale their AR operations efficiently:
Service contracts with recurring billing cycles
Project-based billing with milestone payments
B2B services requiring systematic invoicing
Businesses scaling without expanding finance teams
Reduced DSO means faster cash collection, improving working capital management and financial flexibility.
Automation eliminates repetitive AR tasks, allowing finance teams to focus on advisory, analytics, and strategic work.
As your client base grows, collections infrastructure scales without becoming a bottleneck or requiring additional headcount.
Automated workflows eliminate manual data entry errors, missed invoices, and reconciliation delays for better financial control.
Works with existing accounting systems, avoiding heavy migration costs and operational disruption.
Learn how Ratio integrates with Octa to provide complete financial management alongside automated accounts receivable.