Agentic PMO & delivery management

Keep your experts on delivery.
Agents do the administration.

Five agents that capture time, review timesheets, automate invoices, scope projects and track delivery — all within your existing infrastructure.

Not ready for a demo? View the platform

This week Week 9 of 22
Meridian Transformation · Phase II

3decisions are waiting for you.

Everything else on this engagement was done without anyone.

Time capture 34 entries drafted from calendar, mail and files Approved
Entry review 3 flagged, 2 corrected in place 1 for you
Invoice $86,400 assembled and reconciled to QuickBooks Ready to send
Scope Change drafted from 4 new Jira epics For you
Delivery Forecast at completion 46.1%, holding against plan On plan

✦ Nothing here was sent, submitted or filed. The three above are the only things that needed a person this week.

Trusted by
professional services firms

Brickell Park Capital Proxima Dogwood Capital Management RTRN Endeavor StratDel

One engagement, end to end

Scoped on Monday.
Staffed, priced and provisioned by Tuesday.

Live Agent run

Pre-sales · scoping · provisioning

    Waiting on the run
    One engagement, from a Salesforce opportunity to a forecast that still holds.
    5 Agents in production across the delivery cycle
    7 Platform modules, from pre-sales to collections
    4 Capture surfaces — calendar, mail, desktop, browser
    1 Ledger — every hour, cost and commitment lands on it

    The agentic layer

    Five agents that run the administration of an engagement.

    Each agent owns one piece of the delivery cycle, acts on live firm data, and hands a human only the exceptions.

    Review Agent Monday close · live
    09:41:02 Read 1,284 entries across 38 engagements
    09:41:19 Flagged 23 against narrative standard
    09:41:26 Corrected 19 — rate card, task code, narrative
    09:41:38 Escalated 4 to the engagement partner
    4 / 1,284 reached a human.
    The review cycle took 36 seconds.
    Capture Time Agent Ambient time tracking across calendar, mail, desktop and browser. Hours flow in from where the work already happens, written in each professional's own voice — so labour cost never lags the work. Compliance Review Agent Reads every entry against engagement rules, rate cards and narrative standards — and escalates only what a partner actually needs to see. Revenue Billing Agent Assembles the invoice from approved time and cost, resolves the exceptions, and holds the draft until it reconciles to the contract. Pre-sales Scoping Agent Turns a scoping conversation into a staffed plan, a rate-loaded budget, and a statement of work you can send. Intelligence Analyst Answers in plain language from live firm data, and composes the board pack — dashboards, models and decks — on request.
    On your data

    Agents act only inside your organization's data, under the same role-based permissions as the people they work for. Every action is logged, attributable, and reversible. Your data is never used to train models.

    Leadership view

    The whole firm, in one screen.

    Delivery, margin, collections, cash, forecast and utilization — each carrying its own state, scored against your targets. Every number drills to the engagement it came from.

    Executive overview All practice areasYTD
    ✦ Octayne · this week

    Delivery and cash are holding. Collections is the one to act on — DSO has moved to 141 days against 45-day terms and $1.5M is outstanding, half of it past 60 days. Margin at completion has drifted four points below target since March.

    DeliveryWatch

    97% on track — one engagement needs attention.

    36/ 37 on track
    On track 36 At risk 1 Over budget 0
    MarginBelow target
    41%at completion

    Target 45% · down 4 points since March

    Mar45% target

    CollectionsAt risk

    DSO 141 days against a 45-day target; $1.5M outstanding.

    $846K

    of $2.4M billed · 36% collected

    DSO 141d · target 45d

    Current
    30–60
    60–90
    90+
    CashOn hand
    $2.1M

    $1.5M receivables coming in

    + $1.5M ARNet $3.6M

    ForecastIn sight
    $11.2M

    $10.1M labour backlog + $1.1M weighted pipeline

    Top deal · Chart Integration P2$500K

    UtilizationUnder target
    68%

    Target 75% · one person sustained above 90%

    Composed on request

    Ask for a view and it is built here.

    ✦ Gross margin by practice area, last six quarters
    ChartTableRollupDeck

    No analyst. No release. It stays on the dashboard.

    The platform beneath them

    The agents are only as good as the system of record under them.

    Octayne is a complete PSA. The agents act on it — they are not a layer over someone else's data.

    Explore the platform

    Works with your stack

    It reads the tools your firm already runs on.

    Octayne does not ask your people to work somewhere else. It reads where the work already happens and assembles one engagement record underneath — documents, calendar, tickets, the opportunity it came from, and the invoices against it.

    • SharePoint
    • Outlook
    • Jira
    • Salesforce
    • QuickBooks
    • Ramp
    • HubSpot
    • and more

    The assistant

    Ask a question. Get the deliverable, not a report request.

    The assistant routes the question to the agent that owns the data, works under your permissions, and returns something you can take into the room — with every figure traceable to the entry it came from.

    Octayne assistant Artifact canvas

    Generate a deck on the financial year in review, for leadership.

    Routing to Financial & Review Agent

    What I put in the deck

    • ✓ Title slide with period and generation date
    • ✓ KPI slide from the closed ledger
    • ✓ Monthly billed against collected
    • ✓ Project table with collections and outstanding
    • ✓ Utilization and capacity, with the gaps called out

    Every figure traces to the entry it came from. Nothing was estimated.

    ▤ FY2025 Review — Northstar Advisory 7 slides · billings, collections, health, utilization ↗

    Read from the live record

    • 4,180 approved time entries · Jan–Dec
    • 112 invoices · $2.36M billed, $2.23M collected
    • 37 engagements · budgets, actuals and bookings
    Ask a follow-up, or tell it what to change ↑
    Key financial KPIs ↓ .pptx
    Total billings $2.36M
    Collections $2.23M
    Outstanding AR $785K
    Collection rate 94.6%

    Generated by Octayne · Page 2 / 7

    Monthly billed & collected
    Billed Collected
    Projects — collected and outstanding
    EngagementBilledCollectedOutstanding
    Meridian Transformation $684K $651K $33K
    Clinic Revenue Cycle $408K $318K $90K
    Supply Chain Recovery $372K $247K $125K
    Chart Integration P2 $296K $296K —

    Top 4 of 37 by billings · Page 4 / 7

    One question, any of these back
    Presentation .pptx Document .docx Excel model .xlsx Live dashboard in-app

    How the Analyst works →

    Pricing

    Three tiers, published rates, annual terms.

    Core is the complete PSA. Agentic adds the five agents on top of it. Enterprise covers firms past 150 seats. Billed annually, ten-seat minimum.

    Core

    $69 / user / month

    Billed annually · 10 seat minimum

    The complete PSA. For firms replacing spreadsheets and a legacy time system.

    • Projects, workstreams and planner
    • Time capture and timesheets
    • Expense and vendor cost
    • Billing, invoicing and QuickBooks sync
    • Utilization and resource allocation
    • Budget-to-actuals and delivery health scoring
    • Standard reports and dashboards

    Agentic

    Recommended
    $129 / user / month

    Billed annually · 10 seat minimum

    Everything in Core, plus the five agents and the assistant.

    • Everything in Core
    • All five agents
    • Ask Octayne across the whole firm
    • Custom dashboards and board packs
    • Custom workflows and automations
    • Executive cockpit and portfolio rollups
    • Desktop, Outlook and browser capture
    • Pre-sales scoping and SOW generation

    Enterprise

    Custom

    Annual · 150+ seats

    For firms with a security review, a procurement process, and systems of their own.

    • Everything in Agentic
    • SAML SSO
    • Custom roles and approval chains
    • Open API and custom integrations
    • Single-tenant and data residency options
    • Security review support
    Compare plans

    A second product

    Octayne Rx — for Chapter 11 restructuring professionals.

    Rx watches the work you already do across Outlook, Word, Excel and the desktop, drafts the entry in your own voice against the case's own task codes, and runs a fee-examiner review before you file.

    See Octayne Rx
    • DraftingEntries in the professional's voice, matched to task codes
    • ApplicationsRouting, unrouted queue, monthly and interim
    • Examiner reviewPre-filing compliance check with apply-fix
    • CaptureOutlook, Word, Excel, PowerPoint, desktop and browser

    Next step

    See it run against one of your live engagements.

    Bring an engagement that worried you. We will show you where the margin went, and the week Octayne would have told you.

    Request a demo See pricing