Octayne is the first PSA operating system that doesn’t just analyze your business — it runs it. It ingests your historical financials and workforce patterns to build a dynamic operational model that drives insights, workflow automation, and an active AI layer that answers questions about your organization on demand.
Ask anything about your business. Get Instant, actionable intelligence powered by your live operational data.
Octavious
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FULL PSA PLATFORM
Everything You Need to Run Your Organization
A complete Professional Services Automation platform — built from the ground up for services firms.
Time Tracking
Capture every billable hour automatically
Expense Management
Track, approve, and allocate project costs
Resource Management
Staff, allocate, and forecast capacity
Utilization
Real-time team capacity & workload
Pre Sales
Develop project plans & SOWs for new work
Project Management
Plan, staff, and deliver with precision
Team Management
Roles, rates, and availabilty in one place
Billing & Invoicing
Generate invoices from tracked work
System Intelligence
Dashboards, reports, & data driven insights
ROI CALCULATOR
How Much Is Revenue Leakage Costing You?
Enter your firm's numbers to see the impact — and what Octayne recovers.
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GETTING STARTED
Sync Your Systems
Connect your financials, timesheet history, and CRM. Then, set up your automations for a fully self driving PSA.
01 Financials
02 People
03 CRM
STEP 01
Connect Financials
Connect QuickBooks and Octayne automatically builds your entire client + project hierarchy and financial history.
WHAT YOU GET
Historical Intelligence
Revenue Mapping
Client Profitability
Collection Insights
Project Profitability
Margin Intelligence
AI AGENT AUTOMATIONS
Auto‑routes T&E
Predicts Underbilling
Flags Fee Risk
Pricing Corrections
"Connecting QuickBooks gave us profitability insights we'd never been able to calculate before." — Managing Partner, 25‑person consulting firm
QUICKBOOKS
OCTAYNE
Environment Built Automatically
Clients Mapped
Projects Matched
Invoices Routed
Expenses Synced
Financial Performance by Project
Auto-Routed from QuickBooks
Meridian Corp12 invoices · 4 expenses$284,600
Atlas Group8 invoices · 2 expenses$156,200
Vantage Inc6 invoices · 3 expenses$98,400
Project ApexMargin: 32%Below target
AI Agent — Invoice Workflow
Invoice ready — Meridian Corp $24,800
Time & expenses auto-compiled from last billing cycle. Line items matched to SOW phases. AI agent will submit, send to client, and log in QuickBooks.
STEP 02
Connect People
Your workforce becomes a self‑updating model.
Upload a simple Excel or QuickBooks Time export, and Octayne instantly builds structured employee profiles while mapping people → projects → hours to reconstruct your firm’s true delivery patterns.
WHAT YOU GET
People Diagnostics
Staffing Intelligence
Capacity Baselines
Utilization History
AI AGENT AUTOMATIONS
Predicts Conflicts
Flags Burnout
Spots Hiring Needs
Suggests Allocations
Autonomous Staffing
"Uploading our team file took five minutes. Octayne instantly built clean profiles with roles, rates, and availability." — COO, 40‑person engineering firm
QBO TIME
RESOURCE ENGINE
Timesheet Intelligence
Team Imported
Utilization
Role Breakdown
Availability
AI-Analyzed Utilization
Utilization by Role & Department
Engineering12 people78% utilized
Design4 people85% utilized
Strategy6 people62% utilized
Project Mgmt3 people91% utilized
AI Agent — Smart Staffing
New project needs staffing — Atlas Phase 2
AI recommends 2 engineers (available wk 34) and 1 designer based on utilization, skill match, and current workload. Strategy team under-utilized — consider adding advisory hours.
STEP 03
Connect CRM
Your pipeline becomes a self‑generating project engine.
Octayne turns your HubSpot deals into structured projects — budgets, scope, leads, and expected hours.
WHAT YOU GET
SOW Generation
Project Planning
Phase Scoping
Delivery Timelines
AI AGENT AUTOMATIONS
Predicts Underpricing
Flags Risk
SOWs Approval Flows
Project Creation
"Octayne turned our HubSpot deals into structured projects with budgets and scope summaries." — VP of Delivery, 30‑person software services firm
HUBSPOT
SOW ENGINE
Auto-Generated SOW
SOW Document
Phase Scoping
Role Mapping
Pricing Model
SOW Breakdown
Phases, Roles & Pricing
Phase 1 — Discovery2 roles$42,000
Phase 2 — Build4 roles$128,000
Phase 3 — Launch3 roles$64,000
Total SOW6 unique roles$234,000
AI Agent — SOW → Project
SOW signed — ready to create project
AI will scaffold the project with 3 phases, 6 roles, budget allocations, and Gantt timeline based on the signed SOW. Team recommendations ready.
STEP 04
Activate Time Automation
Your workday becomes your timesheet.
Connect Microsoft 365 to automate time from meetings, emails, files, and Teams activity — no manual entry required.
WHAT YOU GET
Automated Time Entry
AI Descriptions
Time Patterns
Workload Signals
AI AGENT AUTOMATIONS
Predicts Burn Rate
Flags Anomalies
Detects Rework
Role Assignments
"Time automation was the game‑changer. Our team stopped entering time manually." — Founder, 15‑person design firm
MS 365
TIME ENGINE
Time Capture Intelligence
Auto Time Entries
AI Descriptions
Deliverable Tagging
Project Mapping
AI-Analyzed Activity
Time Patterns by Source
MeetingsCalendar sync12.5 hrs/wk
Deep WorkFocus blocks18.0 hrs/wk
UnloggedGap detected4.2 hrs/wk
AdminEmail + chat6.8 hrs/wk
AI Agent — Time Anomaly Detection
Budget burn alert — Project Helios at 87%
AI detected 4.2 hrs/wk unlogged across 3 team members. Rework pattern identified on deliverable D-04. Recommend scope review before milestone billing.
INTEGRATIONS
Connects to the Tools You Already Use
Octayne plugs directly into your existing stack — no migration, no IT tickets, no disruption.
PLATFORM + MODULES
Build Your Firm's Operating System
Stand up your firm for free and unlock full‑organizational intelligence
SMALL ORGS
Starter
Experience Octayne with a limited dataset. Connect your systems, preview diagnostics, and see how the platform transforms your operations before rolling it out to your full team.
Unlock your full organization. Octayne ingests your entire team, project portfolio, financial history, and time history to power real‑time diagnostics across your firm. Start a free trial beofre making a full committment.
QuickBooks
QBO Time
HubSpot
MS 365
