Scale your firm,
not your hours.
Next-generation infrastructure designed to handle the heavy lifting. Automate the backend and deliver a premium, premium-first client experience
Built for Modern Professional Services
Scale your practice with intelligent tools. Our suite handles complexity while you provide expertise.
Unified Client Management (CRM)
Centralized Directory as a single source of truth. Segmented Workflows for accountants and legal teams. Automatic onboarding triggers.
White-Labeled Client Portal
Full customization with your brand colors and logo. Self-service access for clients to upload files and sign contracts.
Secure Communication
Private, encrypted in-portal messaging. Smart notifications for alerts. Shared document library with granular permissions.
Financial Intelligence
Real-time bank transaction sync from client business accounts. Rapid reconciliation tools to keep books audit-ready.
Enterprise-Grade Encryption
All financial data is protected with bank-level encryption. Your clients' sensitive information stays secure and compliant.
Automated Invoice Creation
Generate and send professional invoices automatically. Track billing and payments to reduce administrative overhead.
Reclaim Your Time.Focus on High-Value Advice.
Stop chasing bank statements and manual data entry. Octigent bridges the gap between raw financial data and actionable insights.
Get Started in Minutes
Three simple steps to transform your accounting workflow
Sign Up
Create your provider account in seconds
Add Customers
Invite customers and set up their profiles
Activate Features
Activate the features you want to offer
Simple, Transparent Pricing
Choose the plan that fits your practice size
Free Plan
Up to 3 active clients
Secure Messaging
Best for: New freelancers starting out.
- Basic CRM
- Secure Messaging
- Up to 3 Active Clients
- Standard Support
Pro Plan
Full White-Labeling
Pay-As-You-Go Scale
The Foundation. For growing practices.
- Client: $0.25/mo
- Institution: $5.00/mo (w/ 1st acc)
- Extra Account: $2.00/mo
- Full White-Labeling
- Core Automation Tools
- Priority Support
Everything You Need to Scale
A comprehensive suite of tools designed to replace your fragmented software stack.
Practice Core
Unified CRM
Single source of truth for all client data and engagement history.
White-Labeling
Your brand, your colors, your portal. A premium client experience.
Secure Vault
Bank-grade file storage and encrypted document sharing.
Automation Suite
Bank Sync
Real-time transaction data from 12,000+ financial institutions.
Auto-Reconcile
Smart matching algorithms to keep books permanently audit-ready.
Time Tracking
Automatic tracking of advisor hours linked directly to client billing.
Enterprise Trust
SOC-2 Ready
Infrastructure built to the highest compliance and security standards.
Granular Permissions
Control exactly who sees what with role-based access control.
Audit Logging
Complete history of every action taken within the platform.
Ready to Transform Your Practice?
Join thousands of professionals who trust Octigent to automate their workflows and deliver exceptional customer experiences.
No credit card required • 14-day free trial