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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Octayne PSA is a comprehensive platform that automates time and expense data collection, approvals, and invoicing, designed specifically for professional services organizations. Integrating with widely used tools like Microsoft Outlook, Google Calendar, and Jira, it automatically captures scheduled meetings and tasks to create accurate time records without manual input. The platform leverages AI to convert project notes into detailed time entries, speeding up billing and ensuring accuracy. Octayne PSA also provides real-time analytics through digital dashboards and exportable reports to monitor project performance and financial health. It serves a range of professional sectors including technology service providers, management consultants, marketing agencies, IT teams, accounting firms, and law offices. By unifying time tracking, expense management, and billing, Octayne PSA eliminates tool sprawl and reduces manual workload. Its AI-driven features help accelerate invoice cycles and improve compliance. This enables organizations to increase efficiency, reduce administrative burdens, and focus on client delivery.

Description

ShieldPSA is a Professional Services Automation (PSA) solution tailored for Managed Service Providers (MSPs) and IT service teams, unifying crucial service management and business operations within a single interface. This platform streamlines the handling of customer inquiries, support tickets, service level agreements (SLAs), project management, contract oversight, time logging, billing processes, and comprehensive reporting. By offering tools that cover the entire service lifecycle—from the initial intake and prioritization of service requests to their resolution, alongside time tracking, contract handling, and invoicing—ShieldPSA ensures a seamless experience. Furthermore, it features automation of workflows, service catalogs, management of customer and contact details, insightful reporting, a client portal, and various integrations to enhance daily operations for MSPs. With a focus on helping MSPs consolidate their service functions, the platform enhances visibility into both technician and customer interactions, standardizes workflows, and optimizes the management of recurring services for greater efficiency. Additionally, ShieldPSA is available as a free PSA platform, with optional professional services designed to support advanced needs and further enhance productivity. This combination of features makes it an invaluable tool for teams striving to improve operational effectiveness and customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Jira Yes 
Microsoft Outlook Yes 

Integrations

Google Calendar No 
Jira No 
Microsoft Outlook No 

Pricing Details

$5.99/user/month
Free Trial Yes 
Free Version No 

Pricing Details

$0
Free Trial No 
Free Version Yes 

Deployment

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

Deployment

Web-Based Yes 
On-Premises No 
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 No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Octayne Technologies, Inc.

Founded

2025

Country

United States

Website

octayne.ai/

Vendor Details

Company Name

Vembu Technologies

Country

United States

Website

www.bdrshield.com

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking Yes 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

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