---
title: Octopus AI Reviews
meta_title: 'Octopus AI Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 12 reviews by the users' company size, role or industry to
  find out how Octopus AI works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 12
  scale: '5'
date_modified: '2026-07-07'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Octopus AI Reviews
**Vendor:** OCTOPUS.AI  
**Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 12
## About Octopus AI
Easy and instant financial planning for your early-stage startup. No CFO yet? No problem! Octopus&#39;s intuitive platform allows founders without a finance background to effortlessly monitor their startup&#39;s financial performance and forecast future scenarios.



## Octopus AI Pros & Cons
**What users like:**

- Users find Octopus AI to be highly **easy to use** , providing quick access to valuable financial insights. (4 reviews)
- Users find Octopus AI to provide **immediate, concrete insights** for effective financial analysis and decision-making. (3 reviews)
- Users love the **easy integrations** with Octopus AI, making daily data management convenient and efficient. (2 reviews)
- Users value the **real-time data** provided by Octopus AI for immediate financial insights and tracking. (2 reviews)
- Users value the **immediate and concrete answers** provided by Octopus AI, enhancing decision-making efficiency. (2 reviews)
- Features (1 reviews)
- Forecasting (1 reviews)
- Users enjoy the **speed and convenience** of Octopus AI, allowing quick integration and fast report generation. (1 reviews)
- Visualization (1 reviews)

**What users dislike:**

- Users feel the **pricing is expensive** and suggest improvements in UI and marketing strategies for Octopus AI. (1 reviews)
- Users face **integration issues** , particularly with the lack of payroll data support in Octopus AI. (1 reviews)
- Users notice the **missing features** in Octopus AI, indicating that the app&#39;s functionality is still limited. (1 reviews)
- Users often experience **navigation difficulty** in Octopus AI, struggling to locate various features effectively. (1 reviews)
- Users report encountering **software bugs** that hinder functionality and suggest the app is still in early development. (1 reviews)
- UX Improvement (1 reviews)

## Octopus AI Reviews
  ### 1. Dynamic website and app design with real-time cost estimation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Isil A. | System Developer, Logistics and Supply Chain, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 02, 2024

**What do you like best about Octopus AI?**

The platform has a great user-friendly interface that attracts users as it is easy to use and requires a low learning curve to understand how it operates. The software helps their users to envisage their website for free even with metadata which makes it special to analyze it. The product helps most of the users to synthesize thoughts for their website in a very simple manner, as the implementation takes no extra efforts.

**What do you dislike about Octopus AI?**

How I always wish I met the platform earlier because this was what I had been looking for the longest time and it is annoying to know I wasted time searching and interacting with the wrong platforms. It has amazing automation when it comes to connecting with multiple people on Linkedin.

**What problems is Octopus AI solving and how is that benefiting you?**

The software helps most users to efficaciously confront a variety of problems that their businesses face and their solutions have displayed significant benefits. Octopus is great at helping users save a lot of time and resources as the platform streamlines the process and offers an integrated suite of services. The software is consistent as one can send multiple messages and connections simultaneously through LinkedIn.

  ### 2. Strategically built AI Tools for planning and execution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Prabhjeet K. | Renewals Revenue Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** June 03, 2024

**What do you like best about Octopus AI?**

Easy forecast of our companies finances
Strategy and tracking of key financial metrics
Track our financial goals in real-time

**What do you dislike about Octopus AI?**

Still in early stages of development
UI and Pricing can be reviewed and better marketing strategies

**What problems is Octopus AI solving and how is that benefiting you?**

In our Finance forecasting at Adobe, we recently used the Octopus AI to build our accounting strategy and gave personalized reporting to our leadership at a test case.

  ### 3. Easy to forecast the balance

**Rating:** 2.5/5.0 stars

**Reviewed by:** Sumit P. | FX Lead , Small-Business (50 or fewer emp.)

**Reviewed Date:** May 17, 2024

**What do you like best about Octopus AI?**

accurate prediction of the data for desirable future. Easily integrate the data in system on daily basis

**What do you dislike about Octopus AI?**

there is nothing at the moment which I think on the negative side, looks fine so fat

**What problems is Octopus AI solving and how is that benefiting you?**

Its making daily life easier at corporate places especially for the financial execultives

  ### 4. Such a help for a continuous communication with my clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ziva E. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 28, 2023

**What do you like best about Octopus AI?**

The most helpful for me is the ability to communicate with my clients 24/7. They can enter their profile and ask any financial questions they have. Effectivley instead of meeting with the premium clients once a month or with reqular clients once in three month, I became available for them 24/7. I saw clients asking questions at 2am and instantly get answers.

**What do you dislike about Octopus AI?**

I would like also to have a report generating feature.

**What problems is Octopus AI solving and how is that benefiting you?**

Financial transparency, comunication with the clients, accesibility and financial education

  ### 5. Very useful for the financial planning. Has many tools for your analitics too

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andres T. | Personal teacher (Asesor personal), Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2024

**What do you like best about Octopus AI?**

Easy to use and great help on the analisys and decision making

**What do you dislike about Octopus AI?**

At the begining i got lost on where to find some features

**What problems is Octopus AI solving and how is that benefiting you?**

Budget planning and cash flow control

  ### 6. Executive level real-time financial insights

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yair S. | Founder & Chair, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 27, 2023

**What do you like best about Octopus AI?**

As CEO I often need immediate, concrete answers about financial status (e.g. Investors asking for all kinds of KPIs, or back of napkin simulations I'm doing). Octopus answers my questions, without having to nudge my financial team. The answers are concrete and immediate, rather than endless Excels.

**What do you dislike about Octopus AI?**

It's clearly early days for the app. The functionality is stil narrow, and it has some glitches.

**What problems is Octopus AI solving and how is that benefiting you?**

Immediate concrete answers about financial data, without the hassle of endless reports and tables. Just the bottom line.

  ### 7. Fast and useful prediction for marketing

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gennady O. | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 09, 2024

**What do you like best about Octopus AI?**

Great prediction for marketing campaigns, it helps to recognize if I achieve any financial results or not, also I like that there is no need to count your metrics manually, Octopus does it for you in seconds

**What do you dislike about Octopus AI?**

- Quite a crude application
- I would like to monitor my metrics via WhatsApp bot

**What problems is Octopus AI solving and how is that benefiting you?**

Mostly Octopus helped me to understand how to plan and build successful marketing campaigns when I just opened my own business

  ### 8. Love it! Very helpful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yoash R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 26, 2023

**What do you like best about Octopus AI?**

Octopus gives you easy access to your financial data and enable to get insights online.

**What do you dislike about Octopus AI?**

Does not integrate with all my data
Would appreciate implementing payroll data.

**What problems is Octopus AI solving and how is that benefiting you?**

Better understanding of the business financials.
Insights to improve and plan ahead

  ### 9. I can get answers to everything without waiting for my accountant at any time.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daria G. | Conversatoinal AI Research Intern, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 28, 2023

**What do you like best about Octopus AI?**

Octopus understands my requests and counts reports really fast, making it easier for me to stay ahead of my finances. Additionally, it reminds me of documents, and I can use it directly in WA.

**What do you dislike about Octopus AI?**

I wish for more functionalities, including predictions and maybe planning.

**What problems is Octopus AI solving and how is that benefiting you?**

Octopus AI solves the problem of waiting for my accountant, allowing me to get answers in seconds, which is beneficial for staying efficient and proactive in managing my finances.

  ### 10. Imagine Chat GPT that can answer all the questions about your business and help you to improve it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lina S. | Product Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 26, 2023

**What do you like best about Octopus AI?**

- very convenient to use
- helped me to understand how to manage and improve my marketing campaigns
- needs just 2 clicks to integrate
- available all the time

**What do you dislike about Octopus AI?**

Octopus AI previously worked only with Xero, but it is expected to integrate with QuickBooks starting in January.

**What problems is Octopus AI solving and how is that benefiting you?**

- Answer all the financial questions
- Generate hypotheses to increase my profit
- Show me the essential metrics

  ### 11. Octopus AI

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rishabh G. | Senior Data Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 21, 2024

**What do you like best about Octopus AI?**

Easy use, easy lead flow to database and quick lead pipeline summary

**What do you dislike about Octopus AI?**

Analytics and reporting within app, crashes sometimes, overall nice to start

**What problems is Octopus AI solving and how is that benefiting you?**

Monitoring marketing campaigns has been easier with this app.

  ### 12. Quick answers about your finances, even at night.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nijat S. | Senior Compliance Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 09, 2024

**What do you like best about Octopus AI?**

Real-time metrics monitoring is fast, responsive, and always available.

**What do you dislike about Octopus AI?**

It can be easier to use. I didn't understand how to connect my ERP.

**What problems is Octopus AI solving and how is that benefiting you?**

My accountant uses Octopus to provide me with easy access to my finances. With Octopus, I can get answers to any request within seconds.



- [View Octopus AI pricing details and edition comparison](https://www.g2.com/products/octopus-ai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-10+08%3A17%3A08+-0500&secure%5Bsession_id%5D=6f91b424-614a-4825-958d-7615e00d68b5&secure%5Btoken%5D=6e5c86e5aa20f2bf9b83eb5bcd6961529c90f1fdaffc4f6325ae98feeefe707f&format=llm_user)

## Octopus AI Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

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