Automatically track your transactions, gain real-time financial insight, and stay prepared for tax season. Otto AI bookkeeping software take the pressure off spreadsheets and admin, so you can focus on growing your business.
Otto AI works quietly in the background, syncing your accounts, sorting your expenses, and keeping your records tidy. With the power of AI and support from real experts, your books stay accurate and up to date without the usual hassle.
Tired of downloading bank statements, sorting through receipts, and manually tagging every transaction? Otto AI-driven bookkeeping software takes care of the heavy lifting, so you can focus on the work that brings in income.
Smart auto-categorisation tailored to creative and service-led businesses
Receipt and invoice capture powered by OCR technology
Real-time checks that flag potential errors instantly
Optional bill payments and accounts payable automation (available on Growth plans and above)
Otto AI bookkeeping software keeps your records tidy, your documents in
order, and your stress levels low, no last-minute scrambling required.
Staying organised and compliant has never been simpler.
Automatic prep for Self Assessment and year-end summaries
Simple workflows to collect contractor details
Flags unusual transactions with smart anomaly detection
Bank-grade security with SOC 2 controls underway
Supports multiple business entities with clear, transparent pricing
Spreadsheets quickly go out of date, and they won’t help you make confident decisions. Otto AI-driven bookkeeping gives you up-to-date visibility across your finances, so you can price your services accurately, plan for tax bills, and pay yourself with confidence.
Real-time dashboards and key metrics tailored to service-led businesses
Daily account reconciliation using dual data feeds (Plaid + QuickBooks)
Seamless revenue matching across platforms
With Our AI bookkeeping software, you get smart automation when it suits you, and real people when it matters. Your accounts aren’t just auto-generated, they’re checked and reviewed by qualified experts, blending the speed of AI with the reassurance of human oversight.
In-app chat with bookkeepers who give clear, jargon-free answers
Monthly checks by a dedicated finance team (bookkeeper to chartered accountant)
Personalised onboarding with live support every step of the way
Role-based access for teams and collaborators
Optimise your finances with an easy, automated process: connect, track, and be ready for tax season.
Connect and Set Up
Click "Start for free". Securely connect your bank/credit card data, Stripe, PayPal, and (optionally) QuickBooks. Tell Otto about each entity, income flow, and any specific accounts (trust, transfer, etc.).
Capture and Automate
Upload receipts to the dashboard or automatically forward invoices to your Otto inbox. Say goodbye to spreadsheets for good.
Review, Decide, and Grow
Open the live dashboard to quote projects, plan your taxes, and pay yourself with confidence. Chat with a human bookkeeper or CPA inside the app for simple, jargon-free answers.
These everyday bookkeeping time savers come standard with no plugins, no extra tools.
Transactions are sorted using intelligent rules designed for creative and service-based businesses, no manual tagging needed.
Upload receipts or supplier invoices, Otto captures the details, matches them to your records, and logs them automatically.
Easily run several businesses under one Otto account. Keep each entity organised and clearly separated.
Bank-level encryption and SOC 2 controls (in progress) ensure your financial data stays safe and protected.
View your income, expenses, and trends in one central dashboard, updated live, not days behind.
Otto AI handles Self Assessment prep, gathers contractor forms, and keeps your accounts tidy for a smooth year-end process.
Other bookkeeping software ties you to clunky spreadsheets, hidden fees, and endless tabs. Otto AI bookkeeping software centralises all bank feeds, categorisation, reconciliations, and expert review in one elegant dashboard. Replaces Collective, Keeper, Freshbooks, Quicken, Bench, Doola, Fincent, Finally and 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 ensure timely cash flow.
Create, track, and electronically sign contracts to ensure compliance and deadlines.
Plan your taxes with confidence using expert CPAs and smart tools to track deductions.
Real-time business reports show you where you are today and what to do next.
One-stop accounting software for small businesses to manage your books, taxes, invoices, and contracts.
Straight from our customers—how Otto is changing the way creative businesses manage money.
AI bookkeeping tools like Otto AI automatically pull data from your bank feeds, sort your transactions, and update your cash flow in real time. This removes the need for hours of manual data entry, freeing you up to focus on your work and running your business.
Yes. Our AI bookkeeping software provides a live dashboard that updates your profit & loss, balance sheet, and cash flow metrics as transactions come in. This gives you instant visibility over your finances, helping you make confident, timely decisions.
Otto AI bookkeeping software uses machine learning to sort most transactions within 30 minutes of syncing with your account. Anything unusual is reviewed by our finance team to ensure your reports stay accurate and relevant.
Absolutely. Otto AI bookkeeping software organises your transactions throughout the year with tax preparation in mind. Your records stay clean, up to date, and audit-ready, so you’re never caught off guard at year-end.
Yes. Otto AI bookkeeping software uses bank-grade encryption, strict permissions, and regular third-party audits to keep your financial data safe. You can manage your finances with complete peace of mind.
Otto AI bookkeeping software links securely to your accounts using trusted services like Plaid. This enables live transaction feeds and automatic receipt matching, no manual uploading required.
Definitely. While Otto AI handles the automation, you also have access to real accountants and finance professionals via live chat, email, or phone, so you’re never left on your own.
Very. The interface is designed for non-finance users, with colour-coded insights, intuitive categories, and plain-language explanations, perfect for creative professionals and business owners.
Yes. Otto AI bookkeeping software connects with QuickBooks, your bank, payment processors, invoicing tools, and tax software, all in one dashboard. It brings your financial systems together, reducing the need for multiple apps and eliminating manual reconciliations.
Most users are up and running in under an hour. Simply link your bank accounts, and Otto takes care of the rest, ideal for those looking for fast, fuss-free bookkeeping.
Yes. Otto is purpose-built for business owners, creatives, and sole traders. Whether you’re just getting started or managing multiple clients, Otto AI bookkeeping software helps keep your finances organised and stress-free as your business grows.
Start in minutes, simplify accounting with AI for small businesses with us
