Streamline your accounts, track financials in real time, and stay compliant year-round with AI accounting software trusted by small business owners across Canada.
Otto AI blends intelligent automation and real financial experts, giving you the best of AI-based accounting software without losing the personal support your business needs.
Otto combines powerful AI accounting software with a dedicated finance team, so your books stay accurate, your questions get answered, and your business stays ahead.
Monthly closes led by a dedicated controller
Direct in-app messaging with your finance team
Built-in invoicing and payment tracking
Smart client portal, no more lost emails or document hunts
AI + expert review ensures every transaction is clean and compliant
With AI-based accounting software, Otto brings the best of automation and personalized support to your back office.
Managing finances shouldn’t mean chasing deposits across six tabs or searching for receipts at tax time. Otto AI software for accounting does the tracking for you.
24/7 reconciliation via live bank and credit card feeds
AI-driven categorization that adapts to your unique chart of accounts
Built-in OCR to scan and match receipts automatically
Seamless import from QuickBooks, CSVs, or catch-up bookkeeping
Unified income tracking across PayPal, Stripe, Venmo, and more
It’s AI accounting software that keeps your books accurate, without manual entry or platform overload.
Deadlines, forms, and filings shouldn’t weigh you down. Otto AI uses AI in accounting software to keep your business compliant year-round, not just during tax season.
Optional full-service federal and provincial tax prep and filing
Quarterly tax planning with Canadian-licensed CPAs
Entity management for ownership updates, compliance tasks, and key docs
Built-in audit checks and anomaly detection to flag inconsistencies early
Otto AI accounting software for small business helps you avoid calendar creep while staying fully in control.
Forget stale PDFs and unexplained numbers. Otto delivers real-time financial visibility with the context you need to make confident decisions.
Live P&L, balance sheet, and cash flow dashboards that update daily
KPI insights that highlight patterns and catch red flags automatically
AI-powered transaction notes, just ask, “What’s this?”
Multi-entity dashboard for founders managing multiple ventures
Secure document storage with automated backups
This is AI-based accounting software designed to help you run your business, not just report on it.
Collect documents, sort through transactions, and bring your accounts up to date.
Link & Set Up
Hit Get Started Free, then securely connect your bank and credit card
accounts, Stripe, PayPal and, if you use it, QuickBooks.Next, tell Otto about each business
entity and revenue stream, and flag any special accounts (like escrow or pass-through).
Capture & Streamline
Drag and drop receipts into your dashboard or simply forward invoices to
your Otto inbox no more manual spreadsheets. Otto automatically reads and categorizes everything
for you.
Analyze & Act
Jump into the live dashboard to price jobs, forecast taxes, and pay
yourself with clarity. If you have questions, chat directly with a certified accountant or CPA
get straightforward answers in plain English.
Six built-in power features erase months of messy data, deliver compliant
accounts 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 AI monthly bookkeeping service
and never fall behind again.
Other Accounting Software Locks you into brittle spreadsheets,
surprise fees, and endless tab switching.
Otto AI Accounting Software Brings bank feeds, auto categorization,
reconciliations, and expert review together in a single, intuitive dashboard
Replaces Xero, Freshbooks, Wave, Quickbooks, Trullion & more.
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.
Accounting involves tracking income, expenses, and transactions to understand your business’s financial health. For entrepreneurs and creators, it’s about keeping clear records across multiple revenue streams, so you can plan, report, and grow with confidence.
AI accounting software automates time-consuming tasks like categorizing transactions, matching receipts, and spotting errors. Otto uses AI to streamline your workflows while providing real-time insights that help you stay ahead.
Not at all. AI in accounting software enhances, rather than replaces, professional expertise. Otto acts as a co-pilot, handling routine work so your accountant or finance team can focus on strategy and decision-making.
Absolutely. Otto AI accounting software for small business is designed to be both powerful and practical. It scales with your business and simplifies everything from daily reconciliations to year-end reporting.
Yes. Otto features a clean, intuitive interface designed for founders and teams, not just finance pros. Guided workflows make setup simple, and built-in support is always available when you need a hand.
Look for tools that connect securely to your bank, automate categorization, and provide clear financial reports. Otto AI software for accounting checks all these boxes and more plus built-in invoicing and tax planning features.
By automating imports, organizing transactions, and generating reports, AI-based accounting software eliminates the need for manual data entry and spreadsheet juggling, giving you back hours every month.
Yes. Otto organizes your income, expenses, and deductions with tax filing in mind. You can export clean, detailed reports for your accountant or use them to file directly, especially helpful for growing businesses with multiple revenue streams.
It does. Otto AI accounting software reduces manual input and flags inconsistencies or anomalies automatically. That means cleaner records, fewer surprises, and a smoother audit trail if you ever need one.
Yes. Otto offers cost-effective pricing plans with powerful automation. Over time, the software pays for itself, saving you time, reducing manual effort, and helping you avoid costly errors or missed deductions.
Get started in minutes, simplify AI bookkeeping for small business with us
