The whole life of a contract, from opportunity to payment
Octaro covers the four streams a firm must bring together to know whether it makes money on a contract: what is sold, done, spent and invoiced.
Timesheets and leave
- Month or week grid, in days, half-days or hours per contract.
- Pre-filled from staffing: a full-time consultant just confirms the week.
- Internal activities (pre-sales, training, bench) declared with the same gesture.
- Leave in the same screen, with balances and public holidays.
- Approval by the contract manager, partial or in bulk; delegation during holidays.
- Client timesheet as PDF, validated by the client through a secure link.
Expenses
- Receipt first: photo, drag and drop, or forwarded to a personal address.
- Date, amount, VAT and merchant read automatically; you confirm.
- French mileage scale, caps per type and per client, recoverable VAT.
- Line-by-line approval, rebilling to the client by the contract's rule.
- Accounting export and reimbursement.
Deals, contracts and staffing
- T&M, capped T&M, fixed price by milestone or progress, subscription: one model.
- Purchase orders and their consumption, alerts before an overrun.
- Dated staffing by percentage, with the planned margin before start.
- Subcontracting: buy price, sell price, compliance certificates and their expiry.
- Consultants lent between group companies at a transfer price.
Invoicing and payments
- Pre-billing: the month's billable base before the first invoice exists.
- Factur-X (EN 16931) invoices and credit notes, gapless numbering, sealed documents.
- Fixed-price schedules, deposits, subscriptions.
- Dunning, aged balance, collection forecast.
- Sales and purchase postings, accounting export.
Steering, margin and closing
- Margin per contract and per consultant: at standard cost for all, at actual cost for those allowed.
- Budget per company, BU and year; budget coverage and capacity gap.
- Occupancy, average day rates and costs per grade, group view in a group currency.
- Monthly closing: time, invoices and accruals, then the month locked.
Sales
- Accounts, contacts, opportunities and needs, shared with delivery.
- Consultants positioned on needs by skills and availability.
- Deal margin simulation in seconds, even offline.
- An accepted proposal becomes the contract, nothing re-keyed.
- Microsoft and Google calendar sync.
Human resources
- Employee record, staff register, legal deadlines (professional review, trial period).
- Contract reviews that feed the annual review; campaigns and calibration.
- Four-level skills matrix, declared then validated.
- Recruitment: openings, candidates, referrals, an applications inbox.
And around it
- Sign in with Microsoft Entra, Google or a password; one address per firm.
- Several companies, several countries, one database: every figure has its company.
- Notifications in Teams, by e-mail and on the phone.
- A documented API for payroll and accounting.
- Built for phone and tablet, page by page.
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.