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.
QuickBooks
QBO Time
HubSpot
MS 365
Self-Driving OS
A complete Professional Services Automation platform — built from the ground up for services firms.
Capture every billable hour automatically
Track, approve, and allocate project costs
Staff, allocate, and
forecast capacity
Real-time team capacity & workload
Plan, staff, and deliver with precision
Roles, rates, and availabilty in one place
Generate invoices from tracked work
Dashboards, reports, & data driven insights
Connect QuickBooks and Octayne automatically builds your entire client + project hierarchy and financial history.
"Connecting QuickBooks gave us profitability insights we'd never been able to calculate before."
— Managing Partner, 25‑person consulting firm
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.
"Uploading our team file took five minutes. Octayne instantly built clean profiles with roles, rates, and availability."
— COO, 40‑person engineering firm
Your pipeline becomes a self‑generating project engine.
Octayne turns your HubSpot deals into structured projects — budgets, scope, leads, and expected hours.
"Octayne turned our HubSpot deals into structured projects with budgets and scope summaries."
— VP of Delivery, 30‑person software services firm
Your workday becomes your timesheet.
Connect Microsoft 365 to automate time from meetings, emails, files, and Teams activity — no manual entry required.
"Time automation was the game‑changer. Our team stopped entering time manually."
— Founder, 15‑person design firm
Octayne plugs directly into your existing stack — no migration, no IT tickets, no disruption.
Stand up your firm for free, unlock full‑org intelligence for $20/user, and add automation modules as your needs evolve.
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.
