THE PSA BUILT FOR HOW CONSULTING FIRMS ACTUALLY WORK

The Operating Layer
for Boutique Consulting.

Built alongside consulting firms, not retrofitted from a generic PSA. See what your team is working on, know which projects are making money, and run your firm on one system — not five.

TALK TO US
QuickBooksQuickBooks
QBO TimeQBO Time
HubSpotHubSpot
MS 365MS 365
Octayne
Operating Layer
Financials
Resources
Pre-Sales
Time
BUILT ALONGSIDE CONSULTING FIRMS

We Build with Consulting Operators.
Not at Them.

Weekly customer-development calls. Feature requests shipped the same week. What’s on this page was built alongside consulting firms actually using the product — which is why it fits the way your firm runs, not the way a generic PSA vendor thinks you should.

5 / 5
Average Capterra rating
Weekly
Release cadence with customers
$0
Implementation Fee
~6 hrs / wk
Returned to operators’ weeks
“Working with Octayne is one of the highlights of my week/month/year. The value of providing visibility into data that used to span countless spreadsheets and several systems is enormous.”
Debbie R.
Chief of Staff & Director of Operations
Management consulting · 50 employees
Verified review on Capterra
“Very little instruction needed to be up and running. Any questions or issues were answered timely. The dashboard, utilization, and reporting features will be beneficial. The transition has been a pleasant experience.”
Karen L.
Project Manager
Management consulting ·–20 employees
Verified review on Capterra
“I used to keep complicated spreadsheets with formulas and pivot tables to track my time with confidence. Now I just keep Octayne open in a browser tab. The Outlook integration makes it even easier. Top notch!”
Rachel L.
Director
Management consulting · 50 to 200 employees
Verified review on Capterra‍
WHAT YOU GET TODAY

Real visibility. Real profitability. One system.

The three things most boutique consulting firms are missing — and what changes when you run on Octayne.

01 · VISIBILITY

See what your team is working on.

Real-time utilization by person, role, practice area, and partner. No more emailing the COO to ask “what is Sarah working on this week.” Already on the screen.

02 · PROFITABILITY

Know which projects are producing.

Rates × hours on the revenue side. Payout costs and Ramp-pulled vendor expenses on the cost side. No more Friday-afternoon spreadsheet reconciliation.

03 · ONE SYSTEM

Run your firm on one system.

Time, utilization, project profitability, pre-sales approvals, reporting. Pulls from QuickBooks read-only — your accounting team’s environment doesn’t change.

ASK OCTAYNE

Get answers from your live firm data.

Who’s over-utilized this week. Which projects are slipping budget. What did each consultant work on yesterday. Ask in plain language; get answers from your firm’s real data — shipped today for operational questions. Financial Q&A ships alongside our revenue forecast module.

Octayne
Octayne AI
##INLINE1##CONNECTED TO YOUR FIRM
OCTAYNE
Hi — I’m connected to your firm’s live operational data. Tap one of the suggestions below and I’ll pull a real answer.
Ask about your firm…
WITHOUT OCTAYNE

Export → paste → hope.

Your team exports timesheets, utilization reports, and QuickBooks data. Pastes them into ChatGPT. Asks a question. The answer only reflects what they pasted — and by the time the next question comes up, the data is stale.

WITH OCTAYNE

Live data → model → real answer.

Octayne connects OpenAI directly to your firm’s real-time operational data. Ask “who’s over-utilized this week” and get a real answer — sourced from the current state of your firm, not yesterday’s snapshot.

Powered by OpenAI’s enterprise API — not the consumer ChatGPT your team is pasting into today.

FEATURES

Everything a consulting firm needs to run on one system.

Time, utilization, profitability, pre-sales, and billing — built for how partner-led consulting firms actually work. No retrofits.

Sell & Plan
Deliver & Capture
Know & Bill
Pre-Sales feature icon — Octayne PSA

Pre-Sales

Opportunities, SOWs, and margin-gated approvals.

Time Tracking feature icon — Octayne PSA

Time Tracking

AI-reviewed at entry. No more lumped hours or vague narratives.

Utilization feature icon — Octayne PSA

Utilization

Real time tracking by person, week and practice area.

Resource Management feature icon — Octayne PSA

Resource Management

Staff with rates, availability, and role fit — full audit trail.

Expense Management feature icon — Octayne PSA

Expense Management

Track, approve, and attribute to projects automatically.

System Intelligence feature icon — Octayne PSA

Reports & Dashboards

Today, Forecast, and Plan views. Every report surfaces a signal.

Project Management feature icon — Octayne PSA

Project Management

Phases, burndown, and live actuals against plan.

Team Management feature icon — Octayne PSA

Team Management

Roles, rates, and availability. SSO and role-based permissions.

Billing & Invoicing feature icon — Octayne PSA

Billing & Invoicing

Invoices from approved time. Read-only QuickBooks integration.

INTEGRATIONS

Connects to the Tools You Already Use

Octayne plugs directly into your existing stack — no migration, no IT tickets, no disruption.

PRICING

Simple pricing. Founder-led onboarding.

No implementation fee. Full feature access on every tier. Most firms start with a 3-month paid pilot.

RISK-FREE PILOT

Pilot

3-month pilot with money-back guarantee. Full refund if Octayne isn't working by month 3.

Risk-Free

month to month
START PILOT
Money-back guarantee
3 months, no auto-renew
5-user minimum
Full feature access
Onboarding included
STANDARD

Professional

Full feature access with white-glove onboarding. Year-one price lock.

$25

/ user / month
TALK TO US
Full feature access
Year-one price lock
Weekly customer-dev calls
White-glove onboarding
SSO included (Okta, Azure AD)
Octayne Technologies

The PSA operating system for professional services firms. Real-time visibility into time, utilization, project health, and billing — in one place.

Octayne Technologies, Inc.
Texas, United States
© 2026 Octayne Technologies, Inc. All rights reserved.
Professional Services Automation built for services firms.