Invoice Processing
Automate the capture, validation and approval of invoices, reducing manual effort and ensuring timely payments.
Scale service delivery
with speed and control
BPOs and Shared Services use OCTO to scale high-volume service delivery with speed and control.
Built to help you deliver more at scale
Whether you manage outsourced services for clients or centralized operations internally, success depends on delivering high-volume work with speed, accuracy, and control. OCTO helps you reduce manual effort, automate document-heavy processes, and orchestrate workflows more efficiently across people, systems, and service lines. As a result, our BPO and Shared Services partners achieve higher automation rates, greater operational flexibility, and the agility to stay competitive in a changing market.
Where we help most
Employee Onboarding
Streamline the onboarding process with automated document collection and verification, improving new hire experiences.
Data Entry and Validation
Leverage AI to accurately extract and validate data from various sources, minimizing errors and redeploying resources where they are needed most.
Customer Support
Implement intelligent triage and response systems to handle inquiries swiftly, improving response times and customer satisfaction
Confidently Deploy AI at Scale – Across Clients, Processes and Regions
OCTO helps BPOs and SSCs take advantage of powerful AI services not just efficiently, but responsibly –
so teams can scale up services while staying in control of outcomes and customer trust.
For BPOs and SSCs, adopting AI isn’t just about speed. It’s about consistency, control and maintaining service-level excellence across a wide range of clients and business functions.
- AI with SLAs in Mind
Ensure that AI-assisted automations meet contractual performance and accuracy standards.
- Multi-Tenant Governance
Manage AI-powered processes across multiple clients or business units, with client-specific rules, permissions and reporting.
- Reusable Components, Repeatable Success
Deploy pre-configured and reusable AI services for things like classification, summarization or data extraction across multiple use cases.
- Audit-Ready by Default
Every interaction and change is logged, making audits and client reporting easy and accurate.
Case study: How Datatime modernized its accounts processes
Outsourced document management company Datatime Services modernized its account processes to help expand its offering to its clients and grow its database.
South American loan origination processing provider
Reduced decision-making time for loan origination customer while improving risk assessment requirements.
Increases automated validation checks while reducing process time from 7 days to 20 minutes
Automates validation checks and document set checks
Adds customer value by integrating customer’s business rules engines
An in-depth overview of loan processing
North American forms processing BPO
Reduced form set up time from days to minutes, solving form variability challenges (like those created by at-home printing).
Manages 1000s of forms, adding new forms on the fly with no upfront form availability
Dynamically automates set up of new form definitions
European mailroom services outsourcer
Automatically recognizes never-seen-before mail, automatically adapting to customer’s marketing efforts
Dynamically adapts processing inside the mailroom
Accommodates customer’s business decisions on first receipt
MAILROOM PROCESS AUTOMATION EXPLAINED
South American mortgage and deeds processor
Transformed traditional BPO services of scan and index to offer dossier process automation.
Validates entire dossier for customer, checking for completeness and ensuring process compliance
Captures and validates information across multiple documents, including deeds analysis
Dynamically generates mortgage offer documentation for BPO customer to present to their end customer
LOAN PROCESSING OVERVIEW
North American account opening services
BPO expanded services to encompass the validation for the end-to-end account opening process.
Manages multiple end-customer input channels
Executes and analyzes customer business rules
Integrates end-customer communication on behalf of BPO customer
Validates all transaction data
