I love everything about OCTA Flow, and I use it most days. They’re constantly upgrading the platform and making improvements, and it’s very user-friendly. Right from month-end close, expense categorization, AP and AR reviews, to reconciliations, most of our financial procedures have been smooth since onboarding. The setup didn’t take long to click, and once it did, the skills just fit into how we already worked. The ease of navigation is what stands out most for me. Results are always on point and give you space to actually review and check them, rather than just handing you an answer and expecting you to trust it blindly. I’ve used AI tools before, but the level of specificity to accounting firms is something I’ve only seen with OCTA Flow. Review collected by and hosted on G2.com.

I haven’t faced any major issues with OCTA Flow so far. It would be good to have a way to leave notes and remarks that other team members can also view and customize. Not a blocker, just a good-to-have. Review collected by and hosted on G2.com.