OCTA & Wafeq Integration

Small and medium-sized businesses face significant challenges in managing accounts receivable and payments, as manual data entry, client follow-ups, and financial reporting consume a considerable amount of time and effort.

This is where the integration of Wafeq with OCTA comes in, providing a comprehensive solution that supports invoice automation, payment tracking, and cash flow optimization using artificial intelligence.

Key Benefits for the User

• Automated Payment Reminders:
  Send automatic reminders to clients for due payments based on data imported from Wafeq. This increases collection speed, reduces delays, and improves cash flow. Companies have reported up to a 45% reduction in sales collection time as a result.

• Intelligent Insights:
  Identify late-paying clients, analyze payment behavior, and predict cash flow shortages, enabling proactive actions before any financial crisis occurs.

• Real-Time Cash Flow Monitoring:
  View cash flow status and collection rates for each client at any time with a single click, supporting faster and more informed decision-making.

Steps to Connect Wafeq and OCTA

From your Wafeq account, click on "Integrations" in the main menu. Then click "Add Integration" if OCTA does not automatically appear in the list of available integrations.

Click the "Connect" button next to OCTA.

Log in to your OCTA account, or create a new account if you don’t have one.

Choose your organization in Wafeq that you want to link with your OCTA account, then click "Connect".

Select the data you want to synchronize with OCTA, then click "Sync".

Once connected, your expected payments will appear, and you can manage the workflow to automate follow-ups and collections with your clients via WhatsApp or calls, leveraging AI-powered solutions.