The end-to-end automation is what changed things for us. Before OCTA, we were managing payment collection on Stripe manually and reconciling everything back into Xero by hand. It was time-consuming and easy to miss things. Now once an invoice is issued, OCTA takes it from there. Automated reminders go out on schedule, customers get auto-charged on the due date, and the payment reconciles back into Xero automatically. I don't coordinate any of that. It runs in the background and I step in only when something actually needs attention. Review collected by and hosted on G2.com.

Nothing that has caused us a problem. If I were to suggest anything, more reminder scheduling options for different client types would be a nice addition. But what is there today covers our needs well. Review collected by and hosted on G2.com.