Take your accounting service
to
the next level
with Octopus AI
AI made for accountants, by accountants
Ashley
15:27
I counted that my profit for January is -$4500, is it right?
Eric
10:08
Show me PnL for the last month
Integrated with Xero & QBO
{Are you ready} to implement Octopus into your daily work?
Octopus AI does not require registration.
To log in, just use your Xero or QuickBooks account details.
To log in, just use your Xero or QuickBooks account details.
What can Octopus AI help with
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What can Octopus AI help with
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What can Octopus AI help with
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What can Octopus AI help with
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What can Octopus AI help with
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What can Octopus AI help with
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What can Octopus AI help with
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What can Octopus AI help with
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What can Octopus AI help with
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What can Octopus AI help with
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Automate answers to common questions, so you
free more time for you
Consider how much time you spend reading a client’s letter, locating their required information, crafting a response, and reminding them about pending payment slips. You can delegate all these tasks to Octopus AI, optimizing your time to engage potential clients.
calculations and reporting due to
the integration
to AI with accounting software
Fast and accurate
Octopus AI does not replace your job. Octopus AI integrates with your ERP to provide instant, accurate answers to client questions and reduce errors. It’s the best assistant you’ve never had until now.
The virtual assistant Octopus AI is available 24/7
Instantly analyzes data and gives an answer
A neural network used for content generation. We trained it to accurately understand indicators, compute them, analyze data, and make forecasts.
GPT-technology
Integrated with Xero & QBO
Automatically generates and sends recurring reports to clients
Our unique AI financial strategy buider
{Be more} than an accountant!
Provide your clients with financial strategy, effortlessly and swiftly, using AI
Provide your clients with financial strategy, effortlessly and swiftly, using AI
Businesses are looking for a low-cost way to handle their accounting. But they are ready to pay a lot for services that help with both accounting and smart growth strategies.
The company's space in the Octopus AI system
Instant answers to customer questions 24/7
Strategy and tracking of key metrics
How have accountants
increased
their income using Octopus AI
In 2023
The clients became more engaged and increased their interaction by 60%, without requiring extra time from the accountants.
increased it’s profits by 26.5%
The company has improved its efficiency within the strategic financial planning framework, detailed analysis, and KPI calculations provided by Octopus AI.
Octopus AI conducted a real-time analysis of the company's financial, providing a clearer understanding of what is relevant to the clients.
Learn more
about Aleph Accounting case
an accounting firm from Israel, in 3 months
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How does it works
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How does it works
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How does it works
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How does it works
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How does it works
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How does it works
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How does it works
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How does it works
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How does it works
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How does it works
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{Everything is so simple} that even those just starting to explore new technologies will find it suitable
Safe integration with QBO and Xero
You enter Octopus AI as an accountant, filling in your login and password from the accounting software. No one will see your data, only you will have access. You connect your clients and can easily switch between them.
Three working areas: chat, strategy planning, and planned requests
You can ask Octopus AI any questions and give it commands. For example, to have it inform you or your client weekly about changes in indicators, remind the client to pass on documents, calculate VAT for each month, and so on.
Octopus AI - your 24/7 smart assistant
At any time of the day or night, Octopus AI will instantly answer any of your questions or your client's questions and provide the necessary information.
For example:
- Who are my key clients by month/quarter/year?
- The differences in income/expenses/accounts for the last 2 months;
- Spending in the 3rd quarter by categories;
- Calculate financial indicators for the required period and give recommendations.
The architect of the company’s financial strategy
When you click the "plan strategy" button, you’ll be prompted to answer several questions about your company: its business model, main goal, and current stage of business. For instance, if you have a startup that offers subscription-based services and your goal is to increase sales, Octopus AI will extract the necessary information from QBO or Xero. Based on this data and your responses, it will generate a strategy.
Key metrics
Octopus will select key indicators for the strategy and notify you of the primary trends for these indicators.
When the company is preparing a report, it can directly transfer data from Octopus AI to Word
Octopus AI doesn’t aim to replace your job, but rather to make it simpler and faster. It assists in instantly calculating indicators, analyzing changes, and providing results that you can immediately include in your report.
Explanation on Main Trends
Octopus AI will provide explanations for any indicators and their changes and suggest strategy options.
Convenient customer integration via messenger using a QR-code
Octopus AI will generate a QR code to connect to the chat in the messenger. Either you or the client can scan the code and communicate with Octopus in the messenger.
Monitor financial performance and get notifications and tips about changes and trends based on data analysis
The client will automatically receive notifications about changes in indicators and explanations for these changes. Also clients have the ability to ask any questions in the chat in the context of the business goals and financial strategy.
Feel the Difference
with or without Octopus AI
Without Octopus AI
With Octopus AI
You respond to customer inquiries during weekend evenings or while on vacation at night.
You continuously spend time reminding the client to transfer invoices, checks, and so on.
You are hesitant to grow financially and increase the fees for your services.
You overpay on taxes, make errors, waste time and paper, or create countless Excel formulas for double-checking.
You continue with your tasks as the Octopus AI answers questions and instantly calculates indicators upon request.
You maintain warm relations with your clients without any nervousness, while Octopus AI handles the retrieval of documents from your clients.
Using Octpus AI's insights, you can pinpoint clients who are open to higher pricing. Provide them with not only profit and loss reports, but also financial analytics and round-the-clock support.
Octopus AI quickly recalculates indicators, assisting in tax optimization. It helps keep your nerves at ease, making the annual report seem less intimidating.
What people say about us
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What people say about us
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What people say about us
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What people say about us
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What people say about us
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What people say about us
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What people say about us
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What people say about us
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What people say about us
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What people say about us
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Octopus AI works with accountants {around the world} and also offers substantial benefits for startups
Founder, Zesty
Alexey Baikov
" Before Octopus. ai, we had to manually calculated our KPIs. The whole team spent days calculating CAC and ARR and Magic Number so required to support our fundraising efforts. Octopus. ai provided these metrics in seconds, we were able to monitor our success in real time and generating board reports became so easy".
Founder, ZuZu Sandals
Nadav Sivan
"Our objective was to reduce the marketing budget as much as possible while maintaining the same level of sales. As of today, we have successfully cut the budget in half and even achieved higher sales than before".
CPA, Aleph Accounting
Yoash Ron
"I look at the insights in Octopus. Ai every single day. That’s how I know how the companies are doing, how I can look at financial metrics of each business and update my customers what’s going to happen in the future".
More reviews
Start growing
with Octopus AI today
{Full}
/ 1 client a month
24/7 automated chat
Continuous monitoring of financial metrics for each client
Reasoning and suggestions on how to improve clients metrics
Xero, QBO and WhatsApp intergration
OKR strategy
Get a summary in-depth analysis of all customers
AI suggestions for improve the company’s performance
Automatic suggestions of strategic OKR mapping
$49
You do not need to link a bank card for the trial period
{Growth}
/ Custom plan for our users who have more than 100 clients
All from the FULL plan
Individual support from our experts and custom integrations
Based on the number of clients you have
Custom
We will contact you during the day
Book a demo
Please leave your contact information and we will reply to you within 24 hours
FAQ
Yes, such a situation can occur. If a client poses a question that Octopus AI cannot answer, the question will be forwarded to the accountant's email. This means you'll be promptly informed and able to respond independently. Also Octopus will analyze the data and try to answer the question next time
You can connect as many clients as you wish. If you have a large client base (more than 100), please contact us. We can discuss potential loyalty program options.
Octopus AI ensures the security of your data by encrypting it at rest using AWS RDS's AES-256 encryption algorithms and in transit with the latest version of SSL/TLS encryption protocols. All information you provide is encrypted and cannot be disclosed. Strict adherence to the law ensures the protection of your personal data.
No, as the accountant, you only provide access to specific clients for their particular data. They will not be able to access other clients' accounts.
Yes, we designed Octopus AI to easily and quickly integrate with third-party services.
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