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Description

Description

Built by global software provider TCG Process, OCTO is a secure, open platform for enterprise process automation. It gives organizations the ease of no-code design while preserving the level of control needed to manage complex, business-critical operations. OCTO is designed for processes that rely on information spread across documents, emails, media files, business systems, and other unstructured sources. By bringing AI, applications, and people into a connected automation environment, the platform helps organizations scale automation beyond isolated tasks and turn ideas into dependable production workflows. Its core capabilities include OCTOai for governed enterprise AI adoption, OCTOidp for intelligent document and media processing, and OCTOagent for centrally coordinating tasks across people, systems, and services. Whether deployed in the cloud, on premises, or in a hybrid environment, OCTO helps organizations improve efficiency, lower operating costs, strengthen compliance and oversight, and deliver customer experiences with greater speed and consistency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Gemini Yes 
Google Docs Yes 
Google Maps Yes 
Google Translate Yes 
HighQ Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Kira Yes 
Microsoft Copilot Yes 
Microsoft Entra ID Yes 
Microsoft Power BI Yes 
NetDocuments Yes 
OneSpan Sign Yes 
Salesforce Yes 
Stripe Yes 
TextRazor Yes 
Xakia Yes 
greenID Yes 
iManage Yes 

Integrations

Adobe Acrobat Sign No 
Gemini No 
Google Docs No 
Google Maps No 
Google Translate No 
HighQ No 
HubSpot CRM No 
HubSpot Customer Platform No 
Kira No 
Microsoft Copilot No 
Microsoft Entra ID No 
Microsoft Power BI No 
NetDocuments No 
OneSpan Sign No 
Salesforce No 
Stripe No 
TextRazor No 
Xakia No 
greenID No 
iManage No 

Pricing Details

Standard 3-Year SaaS Subscription Agreement. Tiered Pricing Structure Facilitates Reduced TCO & Increased ROI.
Free Trial No 
Free Version No 

Pricing Details

Pricing is customized based on your organization’s needs. Request a demo to receive a tailored quote.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Neota

Founded

2010

Country

United States

Website

www.neota.com

Vendor Details

Company Name

TCG Process

Founded

1994

Country

Switzerland

Website

www.tcgprocess.com/en-en/

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Data Management

Customer Data Yes 
Data Analysis Yes 
Data Capture Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control No 
Data Security Yes 
Information Governance Yes 
Master Data Management Yes 
Match & Merge No 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Robotic Process Automation (RPA)

Analytics No 
Attended Automation No 
Code-free Development Yes 
Image Recognition No 
Optical Character Recognition No 
Process Builder No 
Third Party Application Integration No 
Unattended Automation No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Robotic Process Automation (RPA)

Analytics No 
Attended Automation No 
Code-free Development No 
Image Recognition No 
Optical Character Recognition No 
Process Builder No 
Third Party Application Integration No 
Unattended Automation No 

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