Financial Management

Octozy – Enterprise Business Application

Your One Stop Solution



Octozy financial management solutions expedite daily financial transactions, reduce budgeting and forecasting cycle times, ensure compliance and accelerate the financial close. Our cloud-based platform delivers real-time visibility into the financial performance of any business, from a consolidated level down to individual transactions. NetSuite financial management seamlessly integrates with additional business applications — including order management, inventory, CRM and commerce — so you can run your entire business with a single solution.


Seamlessly couple core general ledger, accounts receivable, accounts payable, tax management, fixed assets management, cash management and payment management accounting functionality with real-time visibility and business insights to drive financial excellence.

Subscription Billing

Streamline billing operations with real-time visibility into financial and billing activity. Consolidate invoicing, automate rating processes and support multiple pricing models. Easily manage recurring subscription billing with automatic renewals.

Planning and Budgeting

Perform both companywide and departmental budgeting and financial planning with modeling capabilities, approval workflows and reporting within one collaborative, scalable solution.

Revenue Recognition

Comply with accounting standards like ASC 606 and IFRS 15 and report financial results in a timely manner. Simplify the complexities of evolving revenue recognition mandates, no matter if a sale encompasses a single performance obligation, a series of obligations spanning a time period or diverse obligations in a bundle.

Financial Reporting

Gain a more complete picture of your business — on demand and in real-time. Preconfigured role-based dashboards, reports and KPIs deliver tailored, detailed insights into company performance for improved decision-making. Generate accurate financial statements and reports that comply with US GAAP, IFRS and other accounting standards.

Financial Consolidation

Centralize the oversight of accounting processes, data and reporting across multiple business units, subsidiaries and regions. Accelerate the close process with automated consolidations while ensuring compliance with relevant accounting standards, tax codes and regulations wherever you operate.

Governance, Risk and Compliance

Audit-ready solutions to support and empower your company’s governance, risk and compliance (GRC) programs. An array of reports and certificates and built-in capabilities and processes handle increasingly complex regulatory, operational and compliance requirements with ease.

Flexible Registrant Options

Ability to setup Member-Only events, Public events, Training Sessions along with multiple pricing options.

Challenges Octozy Financial Management Solves

Manual Processes. Automate and streamline manual processes that waste time and resources.

Data Accessibility. Single source of real-time transactional, financial and operational data.

Accuracy. Replace spreadsheets and boost accuracy by eliminating duplicate data entry and incorrect formulas.

Compliance. Consistently apply the appropriate rules and schedules to revenue recognition, amortization and depreciation, prepaid and deferred expenses and other financial processes.

Financial Management Benefits

Close with Confidence. Accelerate the financial close and maintain compliance with accounting standards.

Report with Accuracy. Drill down into underlying details and understand the impact to your business.

Real-time Information. Improve performance with real-time metrics and role-based dashboards.

Turn chaos into clarity

  • Improve team collaboration and stop working in silos.
  • Have a singular view of your disparate business data.
  • Avoid multiple data entry points and increase efficiency in your organisation
  • Seamless workflows and automation to drive success
  • Critical business views based on real-time dashboards and reports
  • Increase ROI by enabling your customers with self service portals and mobile apps

Why Octozy ?

Octozy offers flexible and scalable one-stop solution for diverse business verticals and domains.

  • Digital Transformation
    Highly customisable, and powerful software to drive end to end organisational digital transformation. Octozy empowers every business, big and small, and leads them towards a path of planned growth and sustenance.
  • Octozy Professional Services
    Having years of diverse SME domain knowledge, our professional services team help organisations realise their operational potential to achieve their goals and provide a competitive edge by being their trusted partner.
  • Progressive & Futuristic Product Model
    Octozy not only covers your business requirements for the now, but our continued investment into the product means we empower you with the advantage of using our continual feature & module upgrade road map. Our success is quite literally in your success.
  • Consolidated view of your business.
    Octozy Enterprise Management Application comes included with many modules to give your business an edge to consolidate disparate informational data sets to have a singular view of your operations.