Connect your money, let Otto AI handle the details. Smart bookkeeping, tax planning, invoicing, contracts, and compliance—all designed for creative entrepreneurs.
We built Otto to handle the business side so you can focus on creating. Here's how it works in five simple steps.
Sync your bank accounts and upload receipts to bring all your business finances into one place. We handle the connections securely so you can focus on what you do best.
Secure bank account syncing
Receipt upload and scanning
Payment platform integration
Real-time transaction import
Our AI automatically categorizes transactions, flags potential write-offs, and builds clean books. No more manual entry or guessing what goes where—we learn from your business and get smarter over time.
AI-powered categorization
Write-off identification
Automated bookkeeping
Contextual memory and learning
Tax-ready organization
When Otto needs clarification or you have complex situations, our human experts and CPAs step in. We combine AI efficiency with professional oversight to ensure everything is accurate and tax-ready.
Human expert review
CPA-backed verification
Complex situation handling
Quality assurance checks
Escalation when needed
Send invoices, sign contracts, file taxes, or handle compliance requirements. Otto makes these tasks simple with templates, automation, and proactive reminders so you can stay on top of business obligations.
Invoice creation and sending
Contract templates and eSigning
Tax planning and filing
Compliance deadline tracking
From connecting your accounts to filing taxes, Otto AI handles the full spectrum of business finance. See how our integrated platform streamlines everything creators need to stay organized and compliant.
Comprehensive Financial Management
Track income, expenses, invoices, contracts, and compliance all in one integrated platform. No more switching between tools or missing important business details.
AI-Powered Automation
Let Otto handle the tedious work—automatic transaction categorization, tax planning, invoice generation, and compliance tracking so you can focus on creating.
Expert Support & Compliance
Access human experts and CPA-backed guidance whenever you need it. Stay compliant with automated reminders, entity management, and professional tax support.
Otto combines AI automation with human expertise to handle the business details, so you can focus on your creative work while staying compliant and organized.
AI categorizes transactions, flags write-offs, and maintains clean books automatically, learning from your unique business patterns.
Track write-offs, plan quarterly payments, and prepare federal/state tax filings with CPA-backed support built right in.
Create and send professional invoices, set up recurring billing, and track payments with integrations for popular payment platforms.
Set up and manage LLCs, handle annual filings, and get deadline reminders for all your business compliance requirements.
Access creator-friendly contract templates, manage signatures securely, and track contract deadlines all in one place.
Monitor income, expenses, cash flow, and tax liability with downloadable reports and insights tailored to creative businesses.
From connecting your bank to filing taxes, Otto handles the full spectrum of business finance so you can focus on creating.
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 handles routine bookkeeping, tax planning, and compliance tasks so you don't need to become a finance expert. For complex situations, we have CPA-backed support built in. While we can't replace a dedicated accountant for your specific business needs, we make it much easier to work with one by keeping your books organized and tax-ready.
Otto tracks write-offs, helps with quarterly tax planning, and prepares federal and state tax filings with CPA-backed support. We categorize expenses automatically, calculate estimated tax payments, and ensure you're ready for tax season. For filing, we prepare everything but you submit through official channels or work with your tax professional.
Connect your bank accounts for automatic transaction import, and upload receipts for expenses. You can also connect payment platforms to track income from invoices. We use secure, read-only connections that protect your data while giving you complete visibility into your business finances.
Yes! Create and send professional invoices, set up recurring billing, and track payments automatically. Connect your payment platforms to see when invoices are paid, and get reminders for overdue amounts. It's all integrated with your bookkeeping so income flows seamlessly into your financial records.
Yes, we help set up and manage LLCs, handle annual compliance filings, and send deadline reminders for all requirements. From formation to ongoing compliance, Otto keeps track of what needs to be done and when, so you can focus on your creative work while staying legally compliant.
Access creator-friendly contract templates designed for service providers, then manage signatures securely through our eSign tools. Track contract deadlines, store signed agreements, and get reminders for renewals or follow-ups. Everything stays organized and accessible when you need it.
We protect your financial data with industry-standard security measures and encryption. Connections to your bank accounts are read-only, and you can disconnect anytime. Your sensitive information stays secure while we help you organize your business finances and maintain clear records.
Setup is designed to be quick and straightforward. Connect your bank accounts and upload any receipts, and Otto starts organizing your finances immediately. The process varies by business, but most creators are up and running within a short time with our guided setup.
Otto is designed to work alongside your creative process, not interrupt it. Connect your accounts once, then get proactive prompts when action is needed. Whether it's sending an invoice after a project or planning for quarterly taxes, Otto handles the business details so you can focus on your art, content, or services.
Connect your money, let Otto organize everything. Join creators who focus on their craft while staying compliant and organized.
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