Octaro

Feature sheet

Everything Octaro does, pillar by pillar. Each line is a screen or a rule of the application, not a promise.

The badge shows the plan that includes the pillar.

Activity

Essential

Everyone's time, declared fast and approved once.

Timesheets

  • Month or week grid, in days, half-days or hours per contract
  • Pre-filled from staffing; copy a week, fill the rest of the month
  • Internal activities: pre-sales, training, bench, declared with the same gesture
  • A comment per entry, mandatory when the contract requires it
  • Month submission, deadline and automatic reminders to the consultant then the manager

Leave

  • Paid leave, RTT, sickness, family leave, declared from the timesheet
  • Balances, accrual rules and traced HR adjustments
  • Public holidays per country and a team calendar

Approval

  • Approval by the contract manager: partial with a reason, or in bulk
  • Delegation during absences
  • Client timesheet as PDF, validated by the client through a secure link
  • Period locked at closing; reopening is explicit and traced

Expenses

Essential

The receipt first, the report after.

Capture

  • Phone photo, drag and drop, or an e-mail forwarded to a personal address
  • Date, amount, VAT and merchant read automatically
  • Receipts dropped offline, sent when the network returns
  • French fiscal mileage scale, versioned by year
  • Company cards

Rules and approval

  • Caps per type, per day and per client; a warning at entry
  • Line-by-line approval
  • Rebilling to the client by the contract's rule: at cost, marked up, capped or included

After approval

  • Accounting check of receipts
  • Postings and FEC
  • Reimbursements
  • Receipts timestamped and archived

Invoicing

Management

From the approved day to the payment, nothing re-keyed.

Invoice

  • To invoice: the month's base, company by company, with what blocks named
  • T&M draft invoices generated from approved days
  • Fixed price: schedule, milestones, deposits; subscriptions
  • EN 16931 Factur-X invoices and credit notes
  • Gapless numbering per company, invoices sealed and archived for ten years
  • Lines traceable to the time and the receipts behind them

Collect

  • Client dunning
  • Payments, per VAT rate
  • Aged balance and collection forecast
  • Sales postings and receipts journal

Purchasing

  • Suppliers and subcontractors
  • Orders, supplier invoices, payables
  • Subcontractor compliance: certificates and their expiry
  • Consultants lent between group companies at a transfer price

Closing

  • Monthly closing: time, invoices, accruals, then the month locked
  • The closing statement kept

Steering

Management

Knowing, at any moment, whether the firm makes money.

Contracts

  • Deals and engagements: T&M, capped T&M, fixed price, subscription
  • Purchase orders and their consumption
  • Dated staffing by percentage, with the planned margin
  • Fixed-price progress and estimate to complete
  • Margin per contract and per consultant: standard cost for all, actual cost by permission

Workload

  • Occupancy: actuals from timesheets, planned from assignments
  • Bench, mission ends, availability by skill
  • Standard cost grid and rate grid, per grade and BU

Figures

  • Sales and delivered revenue tracking
  • Figures per business unit
  • Average day rates and costs per grade
  • Budget per company, BU and year
  • Budget coverage and capacity gap
  • Group view, in a group currency

Sales

Complete

What is sold, before it is signed.

The pipeline

  • Opportunities by stage, amount and weighted amount
  • Needs and consultant positioning
  • Quick deal margin simulation, even offline
  • An accepted proposal becomes the contract

Accounts

  • Clients, prospects and contacts, shared with delivery
  • Microsoft and Google calendar and address book sync
  • Client meetings to confirm, from the calendar
  • Sales report

Human resources

Complete

The people who do the work.

People

  • Employee record, custom fields
  • Staff register, per company
  • Legal deadlines: professional review, trial period
  • Onboarding templates per contract type and company
  • Directory and org chart

Careers

  • Contract reviews that feed the annual review
  • Review campaigns and calibration committees
  • Four-level skills matrix, declared then validated
  • Skills file
  • Mentoring

Recruitment

  • Openings and the need behind each
  • Candidates, stages and interviews
  • Applications inbox
  • Referrals

In every plan

  • Sign in with Microsoft Entra, Google or a password; SSO enforceable by the firm
  • One address per firm, several companies and countries
  • Profiles and permissions per company; audit log kept ten years
  • Notifications in Teams, by e-mail and on the phone
  • Built-in guide, step-by-step tutorials and an assistant
  • Installable application, built for phone and tablet
  • Documented API
  • Hosted in France

See your own month in Octaro

Thirty minutes: we open the demo on a firm like yours, from a consultant's timesheet to the month's invoices and margin.