Octayne

Octayne is presented as a complete PSA system of record for professional services firms, with AI agents layered on top to run engagement administration. The page describes five agents (Time Agent, Review Agent, Billing Agent, Scoping Agent, and Analyst) that act on live firm data and hand humans only exceptions. It states that the platform reads data from existing tools such as SharePoint, Outlook, Jira, Salesforce, QuickBooks, Ramp and HubSpot, and that agents act only within the organization's data under role-based permissions, with actions logged and reversible and data not used to train models. A second product, Octayne Rx, is described for Chapter 11 restructuring professionals, covering time drafting, fee applications and pre-filing examiner review. A demo can be requested.

Key features

• Time Agent: ambient time capture across calendar, mail, desktop and browser, drafting timesheet entries
• Review Agent: reads timesheet entries against engagement rules, rate cards and narrative standards and escalates exceptions
• Billing Agent: assembles invoices from approved time and cost and reconciles them to the contract
• Scoping Agent: turns a scoping conversation into a staffed plan, rate-loaded budget and statement of work
• Analyst: answers questions in plain language from live firm data and composes dashboards, models and decks
• Platform modules for projects and delivery, time and cost, revenue and cash, resource and utilization, pre-sales and scoping, reporting and intelligence, and workflows
• Integrations with SharePoint, Outlook, Jira, Salesforce, QuickBooks, Ramp and HubSpot as stated on the page
• Role-based permissions, logged and attributable actions, and reversible actions
• Octayne Rx for Chapter 11 time capture, fee applications and pre-filing examiner review

Best suited for

• Consulting firms (management, strategy and technology consulting)
• Advisory and restructuring firms (turnaround, restructuring and financial advisory)
• Professional services firms managing time, billing and project delivery
• Chapter 11 restructuring professionals (Octayne Rx)

Pricing

Not stated on the website