Platform

You connect your data.
We take it from there.

Octayne behaves less like software than like a delivery lead who reads everything — every hour, cost and commitment across the systems you already run on — and who knows what a margin problem looks like in your industry before it reaches the close. A complete PSA underneath. Agents on top.

One engagement record Gridline Advisory — Phase I

Live · week 6 of 22

Connected SharePoint ✓ Outlook ✓ Jira ✓ Salesforce ✓ QuickBooks ✓

Pre-Sales & Scoping

Won: 12 Mar
Contract value: $500,000
Priced at: 50% margin

Projects & Delivery

Progress: Week 6 of 22
Workstreams: 7 · 2 over plan
Budget consumed: $405,100

Time & Cost

Captured: 1,613h
Vendor committed: $31,800
Not yet invoiced: to us

Resource & Utilization

On the engagement: 6 people
Utilization: 86%
Over-allocated: 1

Revenue & Cash

Recognized: $328,400
Outstanding AR: $114,000
Unbilled WIP: $62,000

Reporting & Intelligence

Margin at completion: 31.2% 25.4%
Against target: 50.0%
Moved: −5.8 pts

Just now Trellis Data — $31,800 of vendor work authorized on this engagement. No invoice has been raised to the firm.

✦ Agent

Counted against margin on the day it was committed rather than the day it is invoiced. Forecast at completion has crossed the 50% target — escalated to Robert Marks with the workstream and the number.

Watch the vendor commitment land. The forecast moves in week 6, not at the close.

Connects QuickBooks · Microsoft 365 · Ramp

Captures from Desktop · Outlook · Browser

Access SAML SSO · role-based permissions

Seven modules

Everything an engagement touches.

The platform half. Complete enough to replace what you run today, which is the only reason the agents above it have anything to act on.

Projects & Delivery

Know the margin while you can still change it.

Engagements, workstreams and tasks
Jira, SharePoint and QuickBooks provisioned with the project
Resource planner and bookings
+5 more

Time & Cost

Ambient time tracking, and every other cost as it lands.

Time capture and timesheets
Expense management
Vendor and subcontractor cost
+2 more

Revenue & Cash

From approved work to collected cash, without the ten-day gap.

Billing and invoicing
Collections and AR
WIP and unbilled revenue
+2 more

Resource & Utilization

See who is over and who is idle, while both are still fixable.

Resource allocation and bookings
Utilization against target, per person
Bench and availability
+3 more

Pre-Sales & Scoping

Price it, staff it, and see the margin before anyone signs.

Pipeline and opportunities
Resource and margin modeling
Rate cards and contingency
+3 more

Reporting & Intelligence

One number a partner can act on, and every level beneath it.

Executive cockpit
Client and practice-area rollups
Custom dashboards
+2 more

Workflows

The admin nobody owns, running without anyone owning it.

Event, schedule and manual triggers
Conditions on any field
Deterministic and agentic steps
+4 more

The agentic layer

Adaptive, reactive and intelligent in every layer.

Five agents doing the administration of an engagement — capture, review, billing, scoping and analysis — on the record above rather than alongside it. Each one reads continuously, acts inside your permissions, and brings a person the judgement calls.