Catch Up Bookkeeping For Small Businesses

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.

Catch Up Bookkeeping for Self Employed Entrepreneurs, Stress Less, File on Time

Get your books up to date fast with expert help. Minimize penalties and focus on growth.

Behind on Books? Get Back on Track Fast.

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.

Otto Catch Up Bookkeeping
Catch Up Bookkeeping Services

Be Ready for the Next Deadline, Not Scrambling

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.

Let the System Match Everything for You

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 AI Bookkeeping Catch Up Services
Otto AI Catch Up Bookkeeping

Know What’s Happening, and When It’ll Be Done

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.

How to Use Otto AI Catch Up
Bookkeeping - 3 Step Flow

Collect documents, sort through transactions, and bring your books up to date.

1
Step

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.

2
Step

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.

3
Step

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.

From Backlogged Ledgers to Tax Ready
Reports—Catch-Up Has You Covered

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.

Bulk Historical Cleanup

We ingest and categorize thousands of back-dated transactions in one automated sweep whether you’re 3 months or 3 years behind.

AI Powered Reconciliation Engine

Receipts, bank/credit feeds, PayPal, Stripe, QuickBooks our matching algorithm pairs every penny faster and error free.

Tax Ready Financial Statements

Get polished P&L, balance sheet, and year end bundles that your CPA (or ours) can file without last minute scrambling.

U.S. Based CPA Review & Compliance Check

Every cleanup is signed off by a licensed professional, ensuring GAAP accuracy and audit peace of mind.

Days Not Weeks Turnaround & Clear Roadmap

A transparent timeline (plus penalty & interest analysis when needed) brings you current in days guaranteed.

Seamless Handoff to Ongoing Bookkeeping

Once you’re caught up, flip the switch to Otto’s monthly bookkeeping service and never fall behind again.

Us vs them

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.

Otto AI
Fincent
Bench
QuickBooks Live
Pilot
AI powered automation

bulk clean-up driven by proprietary AI

~
~
~

custom software automation

Dedicated bookkeeper / team

(creator-savvy human support)

personal bookkeeper

catch-up team

dedicated QB-certified bookkeeper

dedicated team

Stated turnaround pledge

days, not weeks

≤ 21 days

quick (no days quoted)

≈ 30 days cleanup

~
Tax ready financial statements
Tax filing handled for you

(reports ready for your CPA)

Fed/State, 1099, DE Franchise

 back-tax filing & IRS partners

~

Pilot Tax add-on

Payment plan / discounts
~

Up-to-20 % discount

0 %-interest plans (12 mo)

 (cleanup fee + tiered pricing)

~
Transaction & receipt reconciliation

 categorize & reconcile accounts

automation-assisted reconciliation

Historical data clean-up / year-end pack

Year-End package

Live Expert Cleanup

catch-up & Year-End package

Data integration (PayPal/Stripe/QB, etc.)

secure sync

~
~

QuickBooks focus

integrates QBO, Gusto, Expensify, etc.

Ongoing bookkeeping option after catch-up

seamless hand-off

optional monthly

built-in

built-in monthly

built-in

Total Finance Command Platform—
Launch to Year-End Close

End-to-end financial management that scales with every stage of your business.

The reviews are in.

Straight from our customers—how Otto is changing the way creative businesses manage money.

Owner of Photography Business

"Otto's real-time insights have been incredible for cash flow management and decision-making. The platform is user-friendly, and the team is extremely on top of everything.”

Preston Tietjen

Preston Tietjen

Creative Producer & Founder

Owner of Design Company

“I’m excited to help Otto reach more creators because every creative deserves access to the tools and support they need to grow their businesses and focus on what they love—creating.”

Sophia Yeshi

Sophia Yeshi

Illustrator & Designer

Owner of Production Company

"Keeping my finances stable is crucial, and Otto helps me earn more and pay less in taxes. With its focus on creatives, I keep more of what I earn, fueling my business and creativity."

Kai Byrd

Kai Byrd

Photographer, Creative Director

Catch Up Bookkeeping FAQs

What is catch up bookkeeping?

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.

Who is this service for?

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.

How long does the process take?

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.

How can I quickly catch up on months of bookkeeping?

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.

What happens after my books are caught up?

After completing your catch up bookkeeping, we offer ongoing bookkeeping packages for small businesses to keep your records accurate and up to date.

Can your service handle years of unorganized receipts?

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.

Is there human oversight alongside AI technology?

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.

How secure is my financial data during processing?

Your data is protected with bank-level encryption and secure handling from upload to delivery. We prioritize your privacy and safeguard all sensitive information.

Will my books be fully tax-ready after using this service?

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.

What types of financial reports will I receive?

You'll get easy-to-understand reports covering income, expenses, and cash flow—helping you make smarter financial decisions without needing accounting experience.