OCTA Flow is an AI agent workspace that lets accounting and CPA firms automate execution of client work — close, reconciliations, and workpapers — with built-in review controls and compliance. Agents take close work off firm teams (Collect → Build → Run → Review → Sign off). A human reviewer still posts and signs off; nothing reaches the ledger unattended. Live Connect: QuickBooks Online, Xero, Zoho Books, Wafeq, HubSpot CRM.
