From managing client sessions to handling payments
and taxes, Otto AI helps coaches run their businesses
with clarity and ease — no spreadsheets required.
Otto AI tracks your sessions, packages, and payments — helping you manage your
business efficiently while staying focused on delivering impact to your clients.
Coaching is about transformation, but running a coaching business often comes with distractions — invoicing, tax prep, scheduling, and client tracking. Otto AI simplifies the backend — automating your finances, surfacing tax write-offs, and managing income — so you can focus on what matters: your clients.
Your business expenses — like scheduling tools, coaching certifications, marketing, and even your workspace — can all be tax-deductible. Otto AI identifies these automatically, making sure nothing gets missed. You also get reminders for quarterly tax payments and a clear view of what’s due, so you avoid penalties.
As a coach, income can fluctuate with seasons, client loads, and programs. Otto AI helps you stay grounded with real-time income insights, expense tracking, and forecasting. Know when it’s time to launch, pause, or scale — and track your progress just like you help clients track theirs.
Managing clients across packages, sessions, and platforms can get messy. Otto AI helps you streamline it all — from sending service agreements to tracking payments and storing signed contracts. Save time, stay compliant, and reduce friction in your client onboarding process.
Run your coaching business with clarity and ease — from client payments to quarterly taxes.
Automated Tax Filing with Human Backup
Otto AI handles your tax prep and filing — from 1099s to quarterly estimates — all optimized for the unique income flows of coaches. Need support? Our tax pros are always a message away.
Smart Expense Tracking & Easy Write-Offs
Connect your bank account and Otto automatically tracks and categorizes business expenses — from Zoom and Kajabi to Calendly, ads, travel, and coaching certifications.
Real-Time Business Insights & Easy Invoicing
Track your cash flow with a visual dashboard, send professional invoices, and monitor payments — built specifically for coaches juggling multiple clients and programs.
Comprehensive financial solutions for your business needs.
Use Otto AI’s ready-made forms, client agreements, and program
outlines to simplify onboarding and protect your practice.
Straight from our users—how Otto is changing the way creative businesses manage money.
Otto AI automatically tracks your income and coaching-related expenses, identifies write-offs, and makes tax filing simple — especially helpful during busy client seasons.
Otto AI is perfect for both full-time and part-time coaches. It adapts to your pace and helps you track earnings, stay compliant, and grow sustainably.
Otto AI detects common coaching expenses like Zoom, Thinkific, Kajabi, Calendly, coaching certifications, training courses, marketing tools, and workspace setup.
Yes! Otto integrates with PayPal, Stripe, bank accounts, and more — pulling all your income into one easy-to-read dashboard.
Absolutely — Otto helps you forecast, manage cash flow, and avoid surprises during slower months or in between program launches.
Yes — we send reminders and estimated payment amounts ahead of quarterly deadlines so you stay ahead.
Yes — Otto offers professional, pre-made coaching contracts that you can send, sign, and store digitally.
Yes — Otto uses read-only bank connections and bank-grade encryption to keep your information safe.
Yes — tag income streams, track client types, and get insights on what’s working best for your business.
Many coaches find Otto is all they need. But if you work with a CPA, you can easily export your data from Otto too.
Trusted by Coaches and Service Providers Nationwide.
