Automate your books, track real-time cash flow, and stay tax-ready with AI Bookkeeping Software designed for freelancers, entrepreneurs, and small businesses in Canada.
Otto AI combines automation and expert support to deliver clean, accurate books, so you can focus on growing your business, not managing spreadsheets.
Manual tracking and spreadsheets eat up your time. Otto AI bookkeeping software automates the heavy lifting, so you can focus on billable work, not balancing books.
Intelligent auto-categorization built for creative and service-based businesses
Snap and upload receipts with AI-powered OCR
Audit engine flags errors in real time
Built-in audit engine catches errors before they become issues
Optional bill payments and A/P automation (available on Growth plans and up)
No more scrambling in April. Otto AI bookkeeping software keep your books clean, compliant, and prepared for tax season, without the last-minute stress.
Auto-generated 1099s and e-filing for contractors
W-9 request flows make working with freelancers easier
Outlier detection flags unusual or risky transactions
Bank-level encryption and SOC 2 (in progress) ensure your data stays safe
Multi-entity support with straightforward, transparent pricing
It’s AI bookkeeping for small business owners who want peace of mind year-round, not just at tax time.
Whether you're new to self-employed bookkeeping or upgrading from outdated tools, Otto AI brings bookkeeping into the modern age.
Outdated spreadsheets won’t help you scale. Otto AI bookkeeping software gives you always-on access to the numbers that matter, so you can make better decisions, faster.
Daily reconciliations from dual feeds (Plaid + QuickBooks)
Daily reconciliation from dual feeds (Plaid + QuickBooks)
Cross-platform revenue matching to keep your income accurate
Understand profit margins, plan for tax payments, and pay yourself confidently
With Otto AI, you always know where your business stands.
Otto AI combines the speed of AI bookkeeping software with real human insight. Your books are reviewed, not just generated, so you get confidence with every report.
Chat with real accountants in plain English, no jargon
Monthly reviews from a dedicated finance team (bookkeeper → controller → CPA)
Guided onboarding and real-time support to get started smoothly
Role-based access so you can loop in your team, accountant, or business partner
This is bookkeeping for entrepreneurs who need both precision and flexibility with support that scales as your business grows.
Streamline your finances with an easy, automated process connect, track,
and stay tax ready.
Connect & Configure
Click “Get Started Free.” Securely link bank/credit-card feeds, Stripe PayPal, and (optionally) QuickBooks. Tell Otto about each entity, revenue stream, and any quirky accounts (escrow, pass-through, etc.).
Capture & Automate
Upload receipts in the dashboard or auto forward invoices to your Otto inbox. Ignore spreadsheets forever.
Review, Decide & Grow
Open the live dashboard to price projects, plan taxes, and pay yourself
with confidence. Chat with a human bookkeeper or CPA inside the app for plain English
answers.
These everyday bookkeeping time savers come standard no plugins, no extra tools.
Transactions are sorted automatically using smart rules trained on creative and service-based businesses.
Upload receipts or vendor invoices Otto extracts the data, matches it, and logs it for you.
Run multiple businesses from a single Otto account. Keep everything clean and separate.
See income, expenses, and trends in one place real time, not week late.
Otto generates 1099s, collects W-9s, and keeps your books organized for year end handoff.
SOC 2 controls in progress, plus bank level encryption to keep your data safe.
Other bookkeeping software chains you to clunky spreadsheets, hidden
fees, and endless tab hopping.
Otto AI Bookkeeping Software centralizes everything bank feeds,
categorization, reconciliations, and expert review all in one sleek dashboard.
Replaces Collective, Keeper, Freshbooks, Quicken, Bench, Doola,
Fincent, Finally & more.
Comprehensive financial solutions for your business needs.
Easily manage legal entities, compliance, and ownership in one platform.
Create, send, and manage invoices. Track payments and assure timely cash flow.
Create, track, and e-sign
contracts to ensure
compliance
and deadlines.
Confidently plan taxes with expert CPAs and smart tools to track deductions.
Real time business reports show where you stand today and what to do next.
All in one accounting software for small businesses to handle your books, taxes, invoices, and contracts.
Straight from our customers how Otto is changing the way creative businesses manage money.
Otto AI Bookkeeping Software automates data entry by syncing with your bank feeds, categorizing transactions, and updating your books in real time. You’ll spend less time reconciling spreadsheets and more time focused on running your business.
Yes. Your dashboard updates continuously with new transactions, giving you live visibility into your cash flow, income, and expenses, so you can make informed decisions at any moment.
Otto uses machine learning to recognize and categorize your spending patterns within minutes. If something looks unusual, our human finance team reviews it, so your reports stay clean and accurate.
Definitely. Otto keeps your records organized throughout the year, making year-end tax prep simple and audit-ready. No scrambling or missing documents.
Yes. Otto AI Bookkeeping Software uses bank-grade encryption, strict access controls, and ongoing security audits to keep your data protected at all times.
We use trusted services like Plaid to securely link your bank feeds. This connection allows for real-time transaction syncing without manual uploads.
Yes. Alongside automation, you get support from professional bookkeepers, controllers, and CPAs. Ask questions anytime via chat, phone, or scheduled reviews.
Absolutely. Otto AI Bookkeeping Software is built for small business owners, with a clean, visual dashboard that’s easy to navigate, even if you don’t speak accounting.
Yes. Otto combines bookkeeping, invoicing, receipt capture, tax prep, and financial reporting into one platform removing the need to juggle multiple disconnected apps.
Setup takes less than an hour. Just connect your accounts and Otto begins syncing and organizing your data right away.
It is. Otto AI Bookkeeping Software is tailored to the needs of entrepreneurs, freelancers, and self-employed Canadians offering modern, efficient tools to help you stay on top of your finances with ease.
Get started in minutes, simplify AI bookkeeping for small business with us
