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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

Evergreen is a next-generation cloud platform that supports a wide range of professional services, including AEC, accounting and marketing, legal, and consulting. Evergreen is built on Microsoft Dynamics 365 and Microsoft 365 and Microsoft Azure. It serves as a processing engine and transactional engine for core professional service functions such as project management, time billing, scheduling, onboarding, and billing. The solution provides more functionality than legacy ERP or Professional Services Automation (PSA) solutions. It helps to increase productivity and profitability by ensuring efficient project, accounting, financial and resource management. Evergreen is a true cloud. This means that you can control your cloud, your data, and the costs associated with it. You can also customize it and configure it to integrate with other services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this is packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Jira Yes 
Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft Outlook Yes 

Integrations

Google Calendar No 
Jira No 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook No 

Pricing Details

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

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Octayne Technologies, Inc.

Founded

2025

Country

United States

Website

octayne.ai/

Vendor Details

Company Name

sa.global

Founded

1990

Country

United States

Website

sa.global/int/business-solutions/microsoft-dynamics-365/industry-solutions/evergreen.html

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

Professional Services Automation

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

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