Description
Octayne is an AI operating layer and professional services automation platform built for consulting firms, agencies, and MSPs. It reads every engagement's vital signs—margin, delivery, team, and collections—and flags which projects are healthy and which are quietly bleeding, before the month closes, giving partners, delivery leads, and finance the same real-time view of the business.
Read More
The platform combines live margin tracking and forecasting, budget-versus-actuals monitoring, team utilization tracking, collections and accounts-receivable management, ambient time tracking from Outlook and calendars, and QuickBooks integration. Octayne rolls each project's four vitals—margin, delivery, collections, and team—into a single 0–100 health score, so a firm can scan a portfolio of engagements and instantly know which few to worry about, then drill into the red vital to see the line items driving it. A natural-language command bar lets users ask questions in plain English and get answers from live organization data.
Octayne plugs directly into QuickBooks with two-way sync so revenue, costs, and margin live in one place without double entry, and its cost management module captures labor, vendor bills, reimbursables, and direct purchases. Time is captured as work happens, flows through timesheet and expense review, and becomes invoice-ready with the right rates and project context attached. Octayne offers a free Starter tier plus Team, Scale, and enterprise plans with custom AI workflows, SSO, and an open API.
- CategoryWorkflow Automation
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
Octayne's Core Features
Live margin tracking and forecasting per engagement
AI project health scoring across four vitals (0–100)
Ambient time tracking from Outlook and calendars
Budget vs. actuals and workstream monitoring
Team utilization and resource management
Collections and accounts-receivable management
Two-way QuickBooks integration with no double entry
Natural-language command bar over live business data
How to use Octayne?
Start free: Sign up and drop in your first project to see its margin, delivery, and collections the same day.
Connect QuickBooks: Sync invoices and project costs so revenue and margin live in one place.
Track time: Capture billable hours ambiently and review timesheets and expenses.
Monitor health: Watch each engagement's four vitals roll up into a single health score.
Ask and act: Use the command bar to query live data and address projects that are bleeding margin.
Octayne's Use Cases
- Project profitability
- Portfolio health monitoring
- Time and expense tracking
- Utilization and staffing
- Billing and collections
