Take the stress out of bookkeeping, tax, invoicing, compliance, and cash flow—made for Aussie sole traders and small business owners.
Easily manage legal entities, compliance, and ownership, all in one streamlined platform. Built for entrepreneurs, with finance in mind, so setting up and running your business feels effortless.
Let AI handle the heavy lifting while real experts ensure your books are accurate, tidy, and tax-ready. It’s ideal for entrepreneurs who need fast, dependable, and stress-free bookkeeping.
Send polished invoices, track payments, and maintain steady cash flow with ease. Designed with best-practice accounting in mind, so you get paid on time, every time.
Create, send, track, and eSign contracts without the hassle. From compliance to deadlines, you’re covered, so you can focus on growing your business, not chasing paperwork.
Plan ahead with smart tools and qualified CPAs. From deductions to liabilities, we help you stay organised and tax-ready, tailored for Aussie entrepreneurs needing proactive support.
Get smart, digestible financial reports that help you make sharper business decisions. Our dashboards make tracking progress and staying on top of your books a breeze.
Otto is your all-in-one financial tool.
Directly from our users—how Otto is changing the way creative businesses manage their money.
Otto AI automatically categorises new bank or QuickBooks transactions in around 30 minutes, then a qualified bookkeeper reviews them for accuracy. It’s a streamlined approach that typically saves small business owners 5+ hours each week.
Unlike standard tools, Otto AI combines smart automation with a finance team that understands creatives. You get bookkeeping, invoicing, taxes, contracts, and entity setup in one place with a free plan available for up to $25K in yearly transactions.
Absolutely. Whether it’s deposits, milestones, or recurring billing, Otto AI supports multiple currencies, sets up auto-reminders, and helps you get paid up to 30% faster. Payments are synced to your books in real time.
Otto AI tracks your deductions, keeps receipts organised, and includes quarterly reviews with certified accountants. It also prepares IRS-ready books and automatically generates and lodges any required 1099s.
Yes. Your data is protected with bank-level encryption, role-based permissions, constant monitoring, and annual audits. SOC 2 compliance is also underway for added peace of mind.
It sure can. The AI, backed by human reviewers, flags mixed transactions so your books stay clean and compliant. If you haven’t yet set up a formal structure, Otto can also help form an LLC or S-Corp for you.
Once your accounts are linked, your dashboard displays live cash flow, profit and loss, and balance sheet data within the hour. You’ll have up-to-date insights to guide decisions no need to wait for month-end.
Yes. Every plan includes responsive chat support, and higher tiers give you access to a dedicated bookkeeper, controller, and CPA, most responses come through in under an hour.
You’ll have access to over 150 industry-specific templates, an AI helper to draft or summarise contracts, built-in eSignatures, and the ability to link contracts directly to invoices.
Otto AI takes care of your LLC or S-Corp formation, opens a Mercury business bank account, stores your documents, acts as your registered agent, and even handles annual renewals all in one place.