Octayne PSA

Octayne PSA is a Productivity & Business tool that provides an operating layer for consulting firms. It offers real-time visibility into time, utilization, project health, and billing in one system.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Mixed

About

What is Octayne PSA?

Octayne PSA is an AI-powered professional services automation platform specifically designed for consulting firms. It unifies time tracking, utilization, project profitability, pre-sales, and billing into a single system, eliminating the need for multiple tools. The platform offers real-time insights into team activities and project financial health, leveraging AI to answer operational questions from live firm data. Key features include automated time entry, resource management, expense tracking, and intelligent SOW generation, all built to integrate seamlessly with existing tools like QuickBooks, Microsoft 365, and HubSpot. Octayne aims to return hours to operators' weeks by streamlining complex processes.

Best used for

Ideal for consulting firms who need to centralize project management, track team utilization, and ensure project profitability. Especially valuable for those looking to automate time entry, streamline invoicing, and gain real-time operational insights without retrofitting generic PSA solutions.

Common actions

manage projects

track time

monitor profitability

automate billing

optimize resource allocation

Capabilities

Key features

Time tracking
Utilization tracking
Project profitability
Pre-sales management
Billing & invoicing
Resource management
AI agent automations

Target Audience

small business ownerstartup founder

Integrations

quickbooksmicrosoft-365ramphubspot

Pricing & Plans

Paid

Not publicly disclosed. Check octayne.ai for current pricing.

FAQs

What is the pricing model for Octayne PSA?

Octayne offers a Professional plan at $25 per user per month, which includes full feature access and white-glove onboarding. They also provide a risk-free 3-month pilot with a money-back guarantee, requiring a minimum of 5 users to start.

How does Octayne PSA integrate with existing tools?

Octayne integrates with QuickBooks to build client hierarchies and financial history, Microsoft 365 for automated time entry, and HubSpot to turn deals into structured projects. It also connects with Ramp and other tools to streamline operations without disruption.

What kind of AI capabilities does Octayne PSA offer?

Octayne leverages AI to provide real-time answers from your firm's live data, such as identifying over-utilized team members or projects at risk of going over budget. It also powers automations for T&E routing, underbilling prediction, and smart staffing recommendations.

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Subcategories trending in Productivity & Business

Workflow Automation Strategy & Planning HR & Recruiting Document Management Legal & Compliance Team Collaboration

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Finance › Invoice & Billing

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