An AI accounts-receivable platform that wasn't ready to raise

OCTA came to us after working with another agency, but the existing designs felt rushed and outdated and did not showcase the platform's real value. The experience lacked structure, the design system was underdeveloped, and the core features were lost in the execution. With a pre-seed raise approaching, they needed a complete overhaul, fast.

We started from a clean slate. We audited the platform's core journeys and features, then built a clear roadmap to redesign the experience from the ground up, in time for the pre-seed round. We crafted a robust, scalable design system tailored to OCTA's brand so it could support both current needs and future features, then reimagined the key flows and introduced new, high-impact journeys, invoices, AI-assisted communication, reconciliation and dashboards, that elevated the whole platform. We also designed the marketing site that takes the story to customers.