# OCTO Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about OCTO Software - reviews, pricing plans, popular comparisons to other Data Extraction products and more. Source: https://www.capterra.com/p/183425/DocProStar --- # OCTO Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) OCTO ## What is OCTO? OCTO is the secure and open process automation platform from global software provider TCG Process, combining the accessibility of no-code design with the control required for complex enterprise operations. By bringing together AI, business applications, and human interaction, OCTO helps organizations automate business processes at scale — particularly those that depend on information trapped within documents, emails, and other unstructured content. OCTO helps organizations move from idea to reliable production automation through three core capabilities: OCTOai for controlled AI adoption at scale, OCTOidp for advanced document and media processing, and OCTOagent to connect people, systems, and services through centrally managed task automation. With flexible deployment options across cloud, hybrid, and on-premises environments, OCTO helps organizations reduce operational costs, strengthen compliance and oversight, and deliver faster, more consistent customer experiences. ## What is OCTO used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Data Extraction](https://www.capterra.com/data-extraction-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for OCTO?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.tcgprocess.com&name=OCTO) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OCTO 0.0 VS. [4.6 (6,064)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (6,015) Value For Money 0.0 (0) Value For Money 4.3 (4,634) Customer Service 0.0 (0) Customer Service 4.4 (4,428) ## OCTO alternatives [4.4 (15,408)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.5 (13,594)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (3,017)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (2,255)](https://www.capterra.com/p/146136/Lucidchart/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars ## FAQs about OCTO Overview ### What company size and specific industries is OCTOidp built for? OCTOidp is designed for organizations in banking, insurance, healthcare, public sector, and BPO environments. The product is suited to companies operating in these regulated or service-oriented industries, rather than a specific company size, and is built for teams that need identity-related capabilities in those sectors. Features and Usability ### What are the key features of OCTOidp? OCTOidp offers AI Copilot, AI/Machine Learning, and no-code workflow configuration for process automation and modeling. Core capabilities include access controls/permissions, audit management, audit trail, compliance tracking, and approval process control, plus document extraction, data verification, reporting/analytics, real-time updates, and third-party integrations. Getting Started and Support ### What training and onboarding options does OCTOidp offer? OCTOidp provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos provide self-paced viewing for teams getting started. Getting Started and Support ### What customer support options does OCTOidp offer? OCTOidp offers email/help desk, phone support, and 24/7 live rep assistance. Support is structured around direct contact channels for users who need help with setup, access, or troubleshooting, but no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges OCTO 47 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Software program that continuously adjusts its behavior based on observed data Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Software's ability to perform similar action on multiple similar files simultaneously Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Alter the layout and content of dashboards Customize data fields to support various needs and use cases Import and export data to and from software applications Process of checking different types of data for accuracy to avoid errors or inconsistencies Graphical representation of data Extract documents and document data from data sources Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Extract email addresses from multiple data sources Manage, store and organize emails within the system or via third-party apps Automate repetitive tasks such as filling out information or creating certain types of forms Extract images and image data from multiple data sources Observe and track the demand, usage, progress or quality of a system, product, or user Allows users to manage data from a number of sources Drag and drop/visual interfaces that allow non-tech users to build without writing code Extract pricing data from multiple data sources. Extract phone numbers from multiple data sources Visually identify, define, and map all details and relationships surrounding business process models and elements Reporting on how each user, task or process has advanced since its initiation Receive data and information in real time Active reporting of data and metrics Receive system updates as soon as any changes are made View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Create, manage and track all task activities and progression Track the status and progress of tasks Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.