The AI operating layer for consulting

The AI operating layer for firms that refuse to leak margin.

Octayne reads every engagement's vital signs — margin, delivery, team, and collections — and its AI flags which projects are healthy and which are quietly bleeding, before the month closes.

Built for the partners who own the P&L — and the ops leads who run the work.
The Project Summary — one engagement's four vitals, scored live
octayne · Projects / Gridline Advisory P1 / Summary
SummaryBudget to ActualsTeamExpenses Updated 2m ago
Gridline Advisory P1
Gridline Energy
Watch
62
Health
Margin22 / 40
Delivery19 / 30
Collections12 / 20
Team9 / 10
Project facts
Complete68%
Time elapsed74%
Budget used81%
Fees billed59%
Project insights ✦ Brief
Project needs attention. Margin and delivery are dragging the composite down.
Realized GP% below 45% target38%
Budget burn ahead of hrs burn81% / 68%
DSO over terms52d
Margin Health22 / 40 pts
38% ▼ 4.0 vs last wk Below target
At completion
41%
forecast margin
GP realized
$125K
hours worked
Revenue
$328K
billed + WIP
Revenue Gross profit Forecast to completion 45% target
Delivery Health19 / 30 pts
+12%Over plan
Budget burn81%
Hrs burn68%
Workstreams7 total · 2 over
Data migration112%
Integration build96%
Change management84%
+4 more
Collections Health12 / 20 pts
74%Watch
Collections pipeline · $520K engagement value
Collected$250K48%
Partial$94K18%
Outstanding AR$114K22%
Unbilled WIP$62K12%
DSO 52 days · terms net 45
Team Health9 / 10 pts
8/8Balanced
86%
Avg utilization · target ≤100%
0 of 8
Over target
97%
Maya running hottest
Utilization by person · dashed line = 100% target
Team within target · 8 of 8
What can I help you with today?

You're flying blind on margin.

You see profit margin only when it's too late to change it. Keep scrolling — watch where this project actually lands.

Octayne holds the line to protect your margin.

You see a true live picture of Margin at Completion — because every input that moves your margin is already counted.

Profit margin · project lifecycle$250K margin on a $500K fee
Target margin · 50%
Day one
100%
Budget stood up in Excel
a different format on every project
Day one
100%
Budget set in Octayne
tracked across the project lifecycle
≈ What you see · today
≈52%
Still above target, so you keep spending — blind to where it's headed.
≈ Live margin · today
≈52%
Accurate the whole way — every cost is already counted, so you can steer.
⊘ What you don't see · yet
Costs still accruing
not yet booked — pulling margin below target
Delayed timesheets
Vendor invoices
Subcontractor costs
Scope creep
Margin at completion
25%
25 points below your 50% target — the miss you never saw coming.
Margin at completion
50%
On target — held to your 50% goal all the way to delivery.
KickoffTodayProject end
How we hold the line

Four live feeds. One protected margin.

Time, ambiently

Hours flow in from where work already happens — Outlook, calendars, tickets — so labor cost never lags the work.
Microsoft 365
→ true cost today, not at month-end
Update Entry ×
Project Plant Scheduling Modernization
Entry dateMay 20, 12:30 PM
Time0.50
Time description ✦ Ask AICall with B. Heath (Acuris) — meeting
Synced from Microsoft Outlook

Bills & collections

Invoices, vendor bills, and card spend sync as they hit — so costs are reflected in real time, not at reconciliation.
QuickBooks Ramp
→ costs never lag, margin never lies
Learn More
Total billings
$77,080
Outstanding
$44,320
Collected
$32,760
$25.0K $44.3K $32.8K
Invoice lifecycle · Unbilled WIP → Billed (4 invoices) → Paid (3)
Synced from QuickBooks — as they post

Budget vs. actuals

Live WIP tracked against plan in Octayne — so you know delivery is on track before the budget is gone, not after.
Native in Octayne
→ steer the project while you still can
Contract value
$530,000
Fees earned
$214,500
GP% at compl.
49%
Weekly budget vs. actuals · fees earned against plan

Milestone completion

Revenue is earned from real project progress — so the margin you see reflects what's actually been delivered.
Native in Octayne
→ margin at completion you can trust
Workstream schedulehrs burn · status
Data & Analytics BuildDone
Financial Advisory & Analysis99%
Strategy & Advisory97%
Testing & Quality Assurance80%
Bar = planned window · fill = % of budgeted hours used
The Octayne approach

Every engagement has four vital signs.

Octayne reads them together and rolls them into one health score — weighted by what actually moves profit.

Margin

Weight · 40 pts
Below target
Realized GP% against your target line — with a live forecast at completion, so a below-target finish never arrives as a surprise.
Realized GP% Forecast 45% target

Delivery

Weight · 30 pts
Over plan
Budget burn measured against hours burned, workstream by workstream — so you see which part of the work is eating the budget.
Budget burn81%
Hrs burn68%
Data migration112%
Change management84%

Collections

Weight · 20 pts
Watch
The full cash lifecycle behind the work — collected, partial, outstanding AR, and the unbilled WIP that hasn't even become an invoice yet.
Collected$250K
Partial$94K
Outstanding AR$114K
Unbilled WIP$62K

Team

Weight · 10 pts
Balanced
Utilization against target per person — who's overloaded, who has slack, and whether you're quietly burning your best people.
Within target Over 100% Util target
Margin is the heartbeat. The other three are why it speeds up — or stops. Delivery slips → margin. Team overloaded → margin. Collections stall → realized margin. Octayne scores all four as one 0–100 health read.
The Project Summary

One score. One glance. Every engagement.

Each project rolls its four vitals into a single 0–100 health read. Scan a portfolio of forty engagements and instantly know the three to worry about — then click into the vital that's red and see the line items driving it.

Health rolls up ↑
Portfolio view tells you where to look.
Cause rolls down ↓
Project view tells you why it's red.
Store Operations Redesign
On trackNon-billable
89
Gross profit
$235,480.00 77.9%
Revenue / Budget$302K / $268K
Hours / Budget888.00 / 1,490.00
Dec 2025 → Jul 2026
Warehouse Labor Optimization
On trackFixed fee
100
Gross profit
$147,440.00 72.4%
Revenue / Budget$204K / $495K
Hours / Budget872.00 / 2,660.00
Dec 2025 → Jul 2026
Ask Octayne

Ask anything. It knows your whole business.

The command bar lives at the bottom of every screen. Ask in plain English — Octayne answers from your organization's live data, not a report someone built last quarter.

✦ Latest reply · scroll history in the windowOpen window ↗
You asked:
What can I help you with today?
What's my outstanding A/R? Who is under-utilized right now? Summarize project health this week
Grounded in your projects, timesheets, invoices, and budgets — the same data the dashboards run on.
The AI operating layer for consulting

See your portfolio's vitals.

Bring Octayne your engagements. We'll show you which ones are healthy, which are bleeding, and exactly where the margin is going.