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OCTA Flow pricing

Plans and costs as of 2026-10-15, from the vendor's pricing page and the sources below.

Summary
  • Starts at: From $800/mo
  • Model: Monthly plan plus commission on OCTA-sourced clients
  • Trial: No self-serve trial listed; demo with sales
Watch for
  • The pricing page lists two different sets of monthly figures
  • Premium monthly price
Plans

Every OCTA Flow plan

Starter
$800/mo

2 team members, 5 AI credits, 60% OCTA commission

Practice
$1,200/mo

10 team members, 300 AI credits, 30% commission

Firm
$2,500/mo

30 team members, 800 AI credits, 20% commission

Compare

OCTA Flow price vs. alternatives

ToolStarting priceFree trialBest for
OCTA FlowFrom $800/moDemoFull-service firms doing close, tax workpapers, and reporting
BasisPricing by quoteDemoMulti-service firms (tax + CAS + audit) wanting AI across the practice
Double (formerly Keeper)From $10/email/moDemoBookkeeping and CAS teams on QuickBooks Online or Xero
NumericPricing by quoteDemoNetSuite-centric corporate accounting and outsourced-close teams
FAQ

OCTA Flow pricing FAQ

How much does OCTA Flow cost?

Starter: $800/mo (2 team members, 5 AI credits, 60% OCTA commission); Practice: $1,200/mo (10 team members, 300 AI credits, 30% commission); Firm: $2,500/mo (30 team members, 800 AI credits, 20% commission).

How is OCTA Flow priced?

Monthly plan plus commission on OCTA-sourced clients.

What are cheaper alternatives to OCTA Flow?

Basis: Pricing by quote; Double (formerly Keeper): From $10/email/mo; Numeric: Pricing by quote.

Sources

  1. weareocta.com/resources/best/ai-tools-for-cpa-firms
  2. weareocta.com/resources/integrations/xero
  3. weareocta.com/pricing

Our analysis is based on vendor documentation and public reviews. Last verified 2026-10-15. Spot an error? Suggest a correction.

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