Otto AI powered cleanup and CPA oversight wipe out months of messy data, reconcile every penny, and hand you tax ready financials fixed price, zero spreadsheet shame.
Get your books up to date fast with expert help. Minimize penalties and focus on growth.
Otto’s AI powered cleanup handles months (or years) of messy, untagged data so you don’t have to.
Bulk cleanup of thousands of transactions
Year end bundles to bring you fully current in one engagement
No spreadsheets. No shame. Just a clean slate.
If your books aren’t current, every tax season feels like a gamble. Our catch up bookkeeping services deliver clean, compliant financials, fast.
Tax-ready P&L and balance sheets
Professionally formatted reports ready for filing or review
When it’s time to file, your books will be ready too.
Stop wasting hours matching receipts and payments manually. Otto’s catch up bookkeeping reconciliation engine does it faster and without mistakes.
AI powered transaction and receipt matching
Secure sync with banks, PayPal, Stripe, QuickBooks, and more
Less time checking. Less risk of errors. All done for you.
Otto gives you a clear plan, expert oversight, and the confidence of knowing your books are getting done right.
Final review and compliance checks by U.S. based CPAs
Days not weeks turnaround guarantee
Custom multi year cleanup roadmap
Manual penalty and interest analysis (if needed)
Seamless handoff into monthly bookkeeping
Our catch up bookkeeping services don’t just catch you up we help you stay caught up.
Collect documents, sort through transactions, and bring your books up to date.
Connect & Configure
Connect every bank, credit-card, Stripe/PayPal feed (plus QuickBooks if you have it) and drag-and-drop any stray statements, receipts, or CSVs into your secure Otto inbox.
Capture & Automate
Your dedicated catch up specialist categorizes every historical transaction, fixes opening balances, matches deposits to invoices, and flags any “mystery” items for you to review in one click.
Review, Decide & Grow
We deliver clean financial statements, walk you through the highlights on a quick call, and hand off a tax-ready package (or file for you). Decide whether to keep us on for ongoing bookkeeping no pressure.
Six built-in power features erase months of messy data, deliver compliant books in days,
and set you up to stay current no spreadsheets, no stress.
We ingest and categorize thousands of back-dated transactions in one automated sweep whether you’re 3 months or 3 years behind.
Receipts, bank/credit feeds, PayPal, Stripe, QuickBooks our matching algorithm pairs every penny faster and error free.
Get polished P&L, balance sheet, and year end bundles that your CPA (or ours) can file without last minute scrambling.
Every cleanup is signed off by a licensed professional, ensuring GAAP accuracy and audit peace of mind.
A transparent timeline (plus penalty & interest analysis when needed) brings you current in days guaranteed.
Once you’re caught up, flip the switch to Otto’s monthly bookkeeping service and never fall behind again.
Most “catch-up” tools leave you juggling CSV exports, hourly fees, and a grab-bag of plug-ins.
Otto AI Catch Up Bookkeeping centralizes it all ingests every feed, auto categorizes the past, reconciles to the penny, and has U.S. CPAs sign off one fixed price, zero spreadsheet purgatory.
Replaces Fincent, Bench, EcomBalance, Irvine Bkpg. & more.
bulk clean-up driven by proprietary AI
custom software automation
(creator-savvy human support)
personal bookkeeper
catch-up team
dedicated QB-certified bookkeeper
dedicated team
days, not weeks
≤ 21 days
quick (no days quoted)
≈ 30 days cleanup
(reports ready for your CPA)
Fed/State, 1099, DE Franchise
back-tax filing & IRS partners
Pilot Tax add-on
Up-to-20 % discount
0 %-interest plans (12 mo)
(cleanup fee + tiered pricing)
categorize & reconcile accounts
automation-assisted reconciliation
Year-End package
Live Expert Cleanup
catch-up & Year-End package
secure sync
QuickBooks focus
integrates QBO, Gusto, Expensify, etc.
seamless hand-off
optional monthly
built-in
built-in monthly
built-in
End-to-end financial management that scales with every stage of your business.
Straight from our customers—how Otto is changing the way creative businesses manage money.
Catch up bookkeeping is the process of reconciling and organizing financial records when you’re behind on your bookkeeping. It ensures your accounts are accurate, compliant, and ready for tax filing.
Otto AI catch up bookkeeping services are designed for self-employed entrepreneurs and creative professionals, such as photographers, artists, podcasters, and more, who have fallen behind on their finances.
The timeline depends on how far behind your books are. With Otto AI automation and expert support, most clients see results in days, not weeks.
Otto AI catch up bookkeeping services use AI and automation to organize backlogged data fast, turning messy records into clean, tax-ready books—so you save hours and regain control of your finances.
After completing your catch up bookkeeping, we offer ongoing bookkeeping packages for small businesses to keep your records accurate and up to date.
Yes, Otto AI processes years of unorganized receipts through secure uploads and AI-powered sorting. Our catch up bookkeeping services turn your financial chaos into clean, organized records—no matter how messy it starts.
Yes. Every transaction processed by AI is double-checked by our bookkeeping experts to ensure your records are accurate and trustworthy—combining speed with precision.
Your data is protected with bank-level encryption and secure handling from upload to delivery. We prioritize your privacy and safeguard all sensitive information.
Yes. Otto AI catch up bookkeeping services categorize transactions, verifies records with experts, and delivers reports that meet tax standards—ensuring you’re prepared when it’s time to file.
You'll get easy-to-understand reports covering income, expenses, and cash flow—helping you make smarter financial decisions without needing accounting experience.
Otto AI catch up bookkeeping services make financial management easy, giving you more time to focus on your business.
