Switch tools without losing a month

Clients, contacts, deals, employees, cost grids: migration runs from your exports, company by company, and is checked before the switch.

How a migration goes

The exports
You export clients, deals, employees and timesheets from your current tool (vsActivity, Boond Manager, an ERP or spreadsheets).
The take-over import
Octaro imports each file, reports line by line what is missing or contradictory, and creates nothing until everything passes.
One month in parallel
Consultants declare in Octaro; you compare the month's invoicing and margin with the old tool.
The switch
The next month Octaro is the source. History stays readable, the old tool can be cancelled.

Octaro was built to replace vsActivity in our own firm: its notions (timesheets, deals, T&M, fixed price) map one to one.

No price per manager: a manager-heavy firm pays the same price per employee.

Migration starts from your files as they are: we shape them with you.

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