--- title: "OCTO Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OCTO Software - reviews, pricing plans, popular comparisons to other Data Extraction products and more." source_url: "https://www.capterra.com/p/183425/DocProStar/" page_type: "product" language: "en" --- # OCTO Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 21, 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 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. [4.5 (2,260)](https://www.capterra.com/p/146136/Lucidchart/reviews/) Starting Price Contact vendor Starting Price $9 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (3,026) Value For Money 0.0 (0) Value For Money 4.4 (2,337) Customer Service 0.0 (0) Customer Service 4.3 (1,998) ## OCTO alternatives [4.4 (80)](https://www.capterra.com/p/181735/BIC-Platform/reviews/) Starting price $125.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Zapier](https://www.capterra.com/p/130182/Zapier/) [4.7 (3,065)](https://www.capterra.com/p/130182/Zapier/reviews/) Starting price $29.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130182/Zapier/) [Visio](https://www.capterra.com/p/201133/Visio/) [4.5 (3,282)](https://www.capterra.com/p/201133/Visio/reviews/) Starting price $5.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/201133/Visio/) Highest Rated [viaSocket](https://www.capterra.com/p/10020406/viaSocket/) [4.8 (648)](https://www.capterra.com/p/10020406/viaSocket/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10020406/viaSocket/) ## FAQs about OCTO Overview ### What company size and specific industries is OCTO built for? OCTO is designed for organizations in banking, insurance, healthcare, public sector, and BPO environments. The vendor description does not specify company size, so it appears aimed at businesses and institutions in these regulated and service-focused industries rather than a particular small, mid-market, or enterprise segment. Features and Usability ### What are the key features of OCTO? OCTO offers AI Copilot, no-code workflow management, and business process automation for configuring rules-based workflows and approvals. It includes audit management, compliance tracking, and audit trails, plus reporting and analytics with customizable dashboards. Data tools include document extraction, data verification, batch processing, and third-party integrations. Getting Started and Support ### What training and onboarding options does OCTO offer? OCTO provides in person training, live online sessions, webinars, documentation, and videos. In person training and live sessions support guided instruction, webinars cover scheduled group learning, documentation gives written reference material, and videos offer self-paced viewing for setup and feature review. Getting Started and Support ### What customer support options does OCTO offer? OCTO provides email/help desk, FAQ/forum, knowledge base, phone support, and 24/7 live rep options. Support details are listed in the catalog only, and no reviewer feedback about response speed, helpfulness, or common issues is available to describe user experience with support. ## Features AI summary Based on 2,672 Data Extraction reviews Not all Data Extraction tools cover every feature buyers care about most. Here is what Capterra reviewers highlight as essential when choosing a solution: - **Web Data Extraction** (**58%** of reviewers rated this feature as critical) - **Data Import/Export** (**48%**) - **Auto Extraction** (**40%**) OCTO includes **Data Import/Export**, which supports moving extracted information into other systems and workflows more easily. However, it does not offer **Web Data Extraction** or **Auto Extraction**. Instead, it provides other features that reviewers also rate highly, including **API** (**55%**) and **Multiple Data Sources** (**40%**). These capabilities help businesses connect data across systems and pull information from different inputs, allowing teams to manage data collection with more flexibility and consistency. 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 ### All Features - 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 - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Data Verification: Process of checking different types of data for accuracy to avoid errors or inconsistencies - Data Visualization: Graphical representation of data - Document Extraction: Extract documents and document data from data sources - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Address Extraction: Extract email addresses from multiple data sources - Email Management: Manage, store and organize emails within the system or via third-party apps - Forms Automation: Automate repetitive tasks such as filling out information or creating certain types of forms - Image Extraction: Extract images and image data from multiple data sources - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multiple Data Sources: Allows users to manage data from a number of sources - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Phone Number Extraction: Extract pricing data from multiple data sources. - Pricing Extraction: Extract phone numbers from multiple data sources - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: 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 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.