From formation to compliance, Otto AI helps you manage entities, automate filings, and stay audit-ready, all from one secure, centralized dashboard.
Otto AI replaces spreadsheets with automation, compliance tracking, and secure collaboration,
designed for modern legal and finance teams.
Still managing entities in spreadsheets? Otto AI-powered entity management software replaces messy files with a secure, centralized system built for accuracy and scale.
Centralized entity management database to store and manage everything
Secure document storage with permission-based access
Customizable reports that auto-sync with your data
AI automation to eliminate human error and save time
Otto AI Entity Management Software makes missed filings a thing of the past. Our corporate entity management software tracks deadlines, automates filings, and keeps your compliance calendar always on time.
Automated compliance tracking across jurisdictions
Real-time notifications & task management built in
Automated filings handled directly from your dashboard
SOC 2 (bank-grade) security to keep filings safe
Silos slow you down. Otto AI Entity Management Software connects your teams with seamless tools and smart permissions, built for better collaboration across departments.
Role-based access control for team-specific visibility
Integrated financial tools to link finance and legal data
Dedicated support from CPAs and experts when needed
Billing & invoice routing connected to your entity workflows
Growth shouldn’t break your systems. Our Entity Management Software supports you from small business to scale with a modern subsidiary management software solution that adapts as you expand.
Legal entity formation built directly into the platform
Monthly reviews with finance professionals (bookkeeper → CPA)
Custom reports for leadership, board, or audit teams
Guided onboarding and ongoing live support
Simplify entity governance with a secure, AI-powered platform built to manage, track, and
scale your legal structure without spreadsheets or silos.
Set Up Entities & Secure Access
Add entities to your dashboard and assign access by role. Otto AI entity management system makes it easy to stay organized and secure from day one.
Automate Filings & Track Compliance
Let Otto AI handle compliance deadlines and filings. No spreadsheets, no risk, just automated reminders and filings across all your legal entities.
Collaborate, Report & Scale
Generate reports, route invoices, and collaborate across teams. Otto AI scales as your business grows, ideal for global and multi-subsidiary management.
These essential tools come standard with Otto AI entity management software, no plug-ins,
no patchwork tools, just everything you need in one place.
Keep all entity data, documents, and ownership records in one secure, searchable location, your single source of truth.
Track filing deadlines and renewal dates across states or countries. Otto AI flags what’s due before it’s overdu
Set access levels by team, role, or department. Keep legal, finance, and compliance aligned, without over-sharing sensitive info.
Auto-generate filings, pre-fill forms, and receive smart reminders across your entire legal entity management software setup.
Manage subsidiaries or international entities from a single dashboard. Otto AI scales with your structure, no matter how complex.
SOC 2 controls and bank-level encryption protect your documents, filings, and organizational data, compliance-ready by design.
Comprehensive financial solutions for your business needs.
Smart financial assistant with a dedicated bookkeeping team and bookkeeper.
Create, send, and manage invoices. Track payments and assure timely cash flow.
Create, track, and securely 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.
Entity management software helps organizations track, manage, and maintain legal entities, documents, compliance deadlines, and ownership structures, all in one centralized platform.
Without a dedicated tool, managing multiple entities manually often leads to errors, missed filings, and compliance risks. Corporate entity management software streamlines governance, reporting, and legal workflows.
Otto AI combines powerful automation with expert-backed support, offering AI-driven compliance, document management, and filing alongside real-time CPA assistance and a user-friendly dashboard.
Yes. Otto AI is built to scale with your business, making it a reliable global entity management software solution for managing international subsidiaries, compliance, and multi-jurisdictional filings.
Absolutely. Otto AI platform includes a secure and centralized entity management database, making it easy to store, access, and manage all your entity-related documents and data.
Subsidiary management software helps businesses oversee their parent-subsidiary relationships and legal records. Otto AI includes tools for managing organizational structures, permissions, and filings across all entities.
Yes. Whether you're forming a new LLC or scaling across states and countries, Otto AI scalable entity management system grows with your business, handling formation, compliance, and reporting.
Otto AI includes guided onboarding, built-in accountant chat, and monthly finance reviews, making it more than just software, but a full-service entity management solution backed by real experts.
Yes. Otto AI supports role-based access control, allowing legal, finance, and compliance teams to collaborate within the platform securely and efficiently.
Otto AI is SOC 2 (bank-grade) compliant, with secure document storage and access controls, giving businesses peace of mind while managing sensitive legal and financial data.
Launch your free account and see how Otto AI streamlines compliance, documents, and team access in one powerful dashboard.
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