INTEGRATION
Octopus
Connect your Octopus environment so Dytto can read ledgers, bookings, and invoices across every dossier, and book work back, without leaving your workflow.
What you can do with Octopus in Dytto
Dytto reads the live books straight from Octopus and can act back on them, so the work happens right where you already are.
Ledger accounts
Read the chart of accounts and account details for any dossier and bookyear, straight from the Octopus books.
Journals & bookings
List purchase, sales, financial, and miscellaneous bookings for any period, and add new ones behind an approval step.
Invoices
Draft, book, and send a sales invoice, and check what a client has already been billed.
Relations
Read the customers and suppliers on a dossier, and create or update one when details change.
Open items & reports
Pull open balances and history reports so you can see what is outstanding without opening Octopus.
Multiple dossiers
Work across every dossier your Octopus login can reach, so you can move between clients without switching systems.
HOW IT WORKS
From a question to the right number
Find the dossier
Dytto lists the dossiers your Octopus login can reach and scopes the work to the right one.
Read the books
It reads ledgers, bookings, invoices, and open items directly from Octopus.
Act with approval
Reads run automatically; booking an invoice or adding a journal is a write, so it always asks before anything lands in the books.
GET CONNECTED
Connect Octopus in a few minutes
Connect through Octopus’s secure login, nothing to install.
1
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose Octopus.
2
Authorize with Octopus
Click Connect to open Octopus’s own login, then approve access for Dytto. No keys or passwords to copy.
3
Link your clients to their dossier
The first time you ask about a client, Dytto matches it to an Octopus dossier by name or VAT number, you confirm once and the link is remembered.
Bring Octopus into your workflows
Connect your Octopus environment once, then ask Dytto about any ledger, invoice, or booking, or have it book the work.