Octayne PSA gives fractional CFO, accounting, and finance services firms a single operational view of retainer delivery, capacity, and utilization — so your numbers match your reality.
Even firms that live by clean numbers lose real dollars to time that never gets logged on the billable side.
Month-end closes quietly burn past the retainer cap, and by the time you notice, the margin is already gone.
Approvals drag, invoices slip, and your own AR stretches into the next quarter — ironic, given what you do.
Who can take that next engagement? Nobody can answer that without nine Slack messages and a gut check.
“You'll get clean operational data without chasing your team.”
Finance services firms live by clean data, but their own operations often run on email threads, spreadsheets, and timesheet chasing. Octayne closes that gap with one real-time view of capacity, utilization, and retainer delivery — without adding work to the partner side.
A 30-minute demo, walked through on an ICP demo org that looks exactly like yours — retainers, utilization, and all.
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The PSA operating system for professional services firms. Real-time visibility into time, utilization, project health, and billing — in one place.