How it works
If you advise organizations focused on improving financial performance, reducing manual processes, or modernizing their ERP environment, our AP Automation Referral Program provides a strategic way to deliver measurable value. By introducing a proven automation solution, you deepen client relationships while creating a sustainable new revenue stream.
Our AP Automation Referral Program is designed for firms that
Advise on enterprise-wide finance transformation initiatives
Advise on enterprise-wide finance transformation initiatives
Advise on enterprise-wide finance transformation initiatives
Lead digital transformation strategies and technology modernization programs
Lead digital transformation strategies and technology modernization programs
Lead digital transformation strategies and technology modernization programs
Provide CFO advisory, controllership, or operational consulting services
Provide CFO advisory, controllership, or operational consulting services
Provide CFO advisory, controllership, or operational consulting services
Deliver process optimization and continuous improvement engagements
Deliver process optimization and continuous improvement engagements
Deliver process optimization and continuous improvement engagements
Implement, upgrade, or support ERP systems across complex environments
Implement, upgrade, or support ERP systems across complex environments
Implement, upgrade, or support ERP systems across complex environments
Earn 10% of your Client's First Year Investment
1
Introduce us to qualified opportunities.
1
Introduce us to qualified opportunities.
1
Introduce us to qualified opportunities.
2
We handle the demo, sales cycle, implementation and support.
2
We handle the demo, sales cycle, implementation and support.
2
We handle the demo, sales cycle, implementation and support.
3
You earn referral compensation for successful engagements - there is no cost required.
3
You earn referral compensation for successful engagements - there is no cost required.
3
You earn referral compensation for successful engagements - there is no cost required.
Partner process
How it Works
A clear four-part path from first introduction to referral compensation — structured so your team can stay involved without owning the delivery work.
1
Introduction
You introduce us to a qualified prospect — typically a CFO, Controller, VP Finance, or Transformation Lead — with a defined AP automation need and active interest in evaluation.
2
Solution Presentation
We develop and present a tailored automation strategy aligned with your client’s operational and financial goals, including a configured demonstration and follow-up planning.
3
Closing and Implementation
Upon approval, we formalize the agreement and manage configuration, integration, onboarding, user training, and ongoing support to ensure a seamless transition.
4
Compensation
Following successful contract execution, referral compensation is issued according to the agreed structure, with clear reporting throughout the engagement lifecycle.
Partner process
How it Works
A clear four-part path from first introduction to referral compensation — structured so your team can stay involved without owning the delivery work.
1
Introduction
You introduce us to a qualified prospect — typically a CFO, Controller, VP Finance, or Transformation Lead — with a defined AP automation need and active interest in evaluation.
2
Solution Presentation
We develop and present a tailored automation strategy aligned with your client’s operational and financial goals, including a configured demonstration and follow-up planning.
3
Closing and Implementation
Upon approval, we formalize the agreement and manage configuration, integration, onboarding, user training, and ongoing support to ensure a seamless transition.
4
Compensation
Following successful contract execution, referral compensation is issued according to the agreed structure, with clear reporting throughout the engagement lifecycle.
Questions answered.
What does Octacom do?
Octacom helps organizations digitize information, automate document workflows, and improve business processes. We combine technology, implementation expertise, and managed services to deliver solutions from start to finish. One partner, end to end.
How does Octacom work with our existing systems?
Our solutions are designed to work with your existing technology, including enterprise applications, document management systems, and business platforms. We help connect information and workflows across systems without requiring you to replace the tools you already use.
Which business processes can Octacom automate?
We support processes including document scanning, digital mailroom operations, invoice processing, claims processing, proof of delivery management, data extraction, and document routing. Our solutions are tailored to how your organization operates.
What types of documents can Octacom digitize?
Octacom digitizes a wide range of physical documents, including paper records, invoices, forms, medical records, large-format drawings and blueprints, maps, microfilm, and microfiche.
How does Octacom protect sensitive information?
Security is built into every stage of our operations. Octacom is SOC 2 Type II audited, aligns with the HITRUST Common Security Framework, and maintains Protected Level B document safeguarding capability. We adhere to PIPEDA, PHIPA, and Canada Evidence Act requirements, with strict physical security, access controls, and privacy practices to protect sensitive information.
Questions answered.
What does Octacom do?
Octacom helps organizations digitize information, automate document workflows, and improve business processes. We combine technology, implementation expertise, and managed services to deliver solutions from start to finish. One partner, end to end.
How does Octacom work with our existing systems?
Our solutions are designed to work with your existing technology, including enterprise applications, document management systems, and business platforms. We help connect information and workflows across systems without requiring you to replace the tools you already use.
Which business processes can Octacom automate?
We support processes including document scanning, digital mailroom operations, invoice processing, claims processing, proof of delivery management, data extraction, and document routing. Our solutions are tailored to how your organization operates.
What types of documents can Octacom digitize?
Octacom digitizes a wide range of physical documents, including paper records, invoices, forms, medical records, large-format drawings and blueprints, maps, microfilm, and microfiche.
How does Octacom protect sensitive information?
Security is built into every stage of our operations. Octacom is SOC 2 Type II audited, aligns with the HITRUST Common Security Framework, and maintains Protected Level B document safeguarding capability. We adhere to PIPEDA, PHIPA, and Canada Evidence Act requirements, with strict physical security, access controls, and privacy practices to protect sensitive information.
Questions answered.
What does Octacom do?
Octacom helps organizations digitize information, automate document workflows, and improve business processes. We combine technology, implementation expertise, and managed services to deliver solutions from start to finish. One partner, end to end.
How does Octacom work with our existing systems?
Our solutions are designed to work with your existing technology, including enterprise applications, document management systems, and business platforms. We help connect information and workflows across systems without requiring you to replace the tools you already use.
Which business processes can Octacom automate?
We support processes including document scanning, digital mailroom operations, invoice processing, claims processing, proof of delivery management, data extraction, and document routing. Our solutions are tailored to how your organization operates.
What types of documents can Octacom digitize?
Octacom digitizes a wide range of physical documents, including paper records, invoices, forms, medical records, large-format drawings and blueprints, maps, microfilm, and microfiche.
How does Octacom protect sensitive information?
Security is built into every stage of our operations. Octacom is SOC 2 Type II audited, aligns with the HITRUST Common Security Framework, and maintains Protected Level B document safeguarding capability. We adhere to PIPEDA, PHIPA, and Canada Evidence Act requirements, with strict physical security, access controls, and privacy practices to protect sensitive information.
Questions answered.
What does Octacom do?
Octacom helps organizations digitize information, automate document workflows, and improve business processes. We combine technology, implementation expertise, and managed services to deliver solutions from start to finish. One partner, end to end.
How does Octacom work with our existing systems?
Our solutions are designed to work with your existing technology, including enterprise applications, document management systems, and business platforms. We help connect information and workflows across systems without requiring you to replace the tools you already use.
Which business processes can Octacom automate?
We support processes including document scanning, digital mailroom operations, invoice processing, claims processing, proof of delivery management, data extraction, and document routing. Our solutions are tailored to how your organization operates.
What types of documents can Octacom digitize?
Octacom digitizes a wide range of physical documents, including paper records, invoices, forms, medical records, large-format drawings and blueprints, maps, microfilm, and microfiche.
How does Octacom protect sensitive information?
Security is built into every stage of our operations. Octacom is SOC 2 Type II audited, aligns with the HITRUST Common Security Framework, and maintains Protected Level B document safeguarding capability. We adhere to PIPEDA, PHIPA, and Canada Evidence Act requirements, with strict physical security, access controls, and privacy practices to protect sensitive information.
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