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Average Ratings 0 Ratings

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ease
features
design
support

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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

Enhance your operational efficiency and boost your profits with the Unit4 PSA Suite. Tailored specifically for your sector, this advanced Professional Services Automation solution is designed to oversee every aspect of your business, from initial client interactions to invoicing and cash flow management, all built upon the robust Microsoft Dynamics 365 platform. Safeguard your organization with risk and compliance management facilitated by integration with WWFT/BSA/ASM, while accurately logging your hours on the appropriate project through the Mobile App equipped with a timer. Streamline revenue recognition and track Work-In-Progress seamlessly within a single solution to eliminate the hassle of tedious time and expense reporting. Additionally, optimize the scheduling of your outsourced resources using the Gantt chart feature that provides an overview of availability and utilization, ensuring that your projects run smoothly and efficiently. By implementing these innovative tools, you can transform the way your business operates, driving greater success and satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Calendar
Jira
Microsoft Dynamics 365
Microsoft Outlook

Integrations

Google Calendar
Jira
Microsoft Dynamics 365
Microsoft Outlook

Pricing Details

$5.99/user/month
Free Trial
Free Version

Pricing Details

$25 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Octayne Technologies, Inc.

Founded

2025

Country

United States

Website

octayne.ai/

Vendor Details

Company Name

Unit4

Founded

1990

Country

Netherlands

Website

www.unit4.com/industries/professional-services-software

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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