SELF-DRIVING OS FOR PROFESSIONAL SERVICES

Fully Self‑Driving Operating System

Octayne is the first operating system that doesn’t just analyze your business — it runs it.

Each integration activates an AI agent that learns from your historical data and then autonomously manages time, staffing, forecasting, and billing.

SET UP YOUR SELF-DRIVING OS -->
STEP 01

Activate Financial Management

Stand up your firm — instantly.

Connect QuickBooks and Octayne automatically builds your entire client + project hierarchy and financial history.

WHAT YOU GET
Time entry
Invoicing & billing
Time & Expense Approvals
Expense Management
Financial structure automation
HISTORICAL INTELLIGENCE
Client profitability
Revenue mapping
Revenue mapping
DSO's
AI AGENT AUTOMATIONS
Auto‑routes time & expenses
Predicts underbilling
Flags fixed‑fee risk
Recommends pricing corrections
Detects billing anomalies
"Connecting QuickBooks gave us profitability insights we'd never been able to calculate before."
— Managing Partner, 25‑person consulting firm
STEP 02

Activate Resource Management

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
Project planner
Gantt forecasting
Staffing intelligence
Team Management
Utilization dashboards
HISTORICAL INTELLIGENCE
Role mix
Capacity baselines
People‑level diagnostics
AI AGENT AUTOMATIONS
Predicts staffing conflicts
Flags burnout
Spots hiring needs
Suggests allocations
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
STEP 03

Activate Pre‑Sales

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
Staffing recommendations
HISTORICAL INTELLIGENCE
Scope patterns
Budget baselines
Delivery timelines
AI AGENT AUTOMATIONS
Predicts underpriced deals
Flags risky proposals
Monitors for signed SOWs
Triggers project kickoff
Assigns roles based on skills
"Octayne turned our HubSpot deals into structured projects with budgets and scope summaries."
— VP of Delivery, 30‑person software services firm
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 entries
AI descriptions
Deliverable tagging
Real‑time project mapping
HISTORICAL INTELLIGENCE
Time patterns
Workload signals
Client behavior
AI AGENT AUTOMATIONS
Predicts budget burn
Flags anomalies
Detects rework
Updates project health continuously
Assigns roles based on skills
"Time automation was the game‑changer. Our team stopped entering time manually."
— Founder, 15‑person design firm
INTEGRATIONS

Connects to the Tools You Already Use

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

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PLATFORM + MODULES

Build Your Firm's Operating System

Stand up your firm for free, unlock full‑org intelligence for $20/user, and add automation modules as your needs evolve.

STARTER

Free

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.

$0

/ forever
GET STARTED FREE
Up to 5 employees
1 project
Up to 30 days of time + financials
Time entry
Expense Management
T&E Approvals
Invoicing & Billing
Financial Automation
CORE PLATFORM

Core Platform

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.

$25

/ user / month
SET UP YOUR SELF-DRIVING OS -->
Full team ingestion
Full client + project ingestion
12‑month financial history
12‑month time history
Full diagnostics
Full project health
Full staffing intelligence
Full team ingestion
Full HubSpot → project sync
Microsoft 365 automation

© Octayne Technologies, Inc. 2026