Make transactions effortless while giving your customers the freedom to pay on their schedule—so you spend less, collect faster, and keep costs down.
Send invoices that get paid faster and track every payment automatically. Connect your Stripe/PayPal accounts to see your cash flow in real time and get reminded when payments are overdue. Everything connects to your books and taxes.
Create and send invoices with integrated payment options. Track paid and unpaid invoices automatically, so you always know where your money is and when it's coming.
Professional invoice templates designed for creators
Integrated payment options via Stripe/PayPal
Automatic payment status tracking
Smart reminders for overdue payments
See your cash flow trends and income reporting in real time. Get automatic reminders for unpaid invoices and workflows that prompt you to follow up. Your payment data updates your financial picture automatically.
Real-time cash flow visibility and trends
Automated payment reminders and workflows
Income categorization for tax reporting
Payment status updates across all platforms
CPA-backed support for complex questions
Your payment data flows automatically into your books and taxes. See how your invoicing affects your cash flow and get insights on when to follow up for better payment terms.
Payment data connects to bookkeeping automatically
Cash flow insights from payment patterns
Income reporting for tax preparation
Get help with payment categorization, compliance questions, or complex scenarios. Our team of CPAs and accountants provides plain English answers to keep your payments and taxes on track.
Chat support for payment and tax questions
CPA-backed guidance for complex scenarios
Payment compliance and categorization help
Guided setup for integrations and workflows
Connect your payment processors, send invoices, and track everything automatically. Your payments update your books and taxes in real time.
Connect Payment Processors
Click "Get Started Free." Securely connect your Stripe/PayPal accounts and bank feeds. Otto will automatically track payments and update your financial records.
Send Invoices & Track Payments
Create and send professional invoices with payment links. Otto automatically tracks when payments are received and updates your cash flow.
Monitor & Get Paid
Monitor your cash flow dashboard to see payment trends and outstanding invoices. Get reminders for follow-ups and chat with CPAs for payment or tax questions.
Everything you need for professional invoicing and payment management, built into one platform that connects to your books.
Create branded invoices with integrated payment options. Send them directly from Otto with automatic tracking.
Connect Stripe/PayPal for seamless payment processing. Your payment data flows automatically into your books.
Track paid/unpaid invoices automatically. See your cash flow trends and get reminders for overdue payments.
Monitor your payment trends, outstanding invoices, and cash flow in real time. Make better business decisions.
Get help with payment categorization, compliance, or complex scenarios. Chat with CPAs for plain English answers.
Bank-level security for your payment data. Connect processors securely with read-only access to transaction data.
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 integrates with popular payment processors like Stripe and PayPal. You can accept credit cards, debit cards, ACH transfers, and digital wallets through these integrated partners. Otto doesn't provide payment processing itself but connects your existing payment accounts to track and manage transactions.
Yes, you need an existing Stripe or PayPal account to accept online payments through Otto. We integrate with these processors to provide payment tracking and invoicing features. If you don't have payment processing set up yet, you'll need to create accounts with these providers first.
Otto automatically tracks payments by connecting to your Stripe/PayPal accounts. When a payment is received, it's immediately recorded in your books, your cash flow dashboard updates, and you get notifications. You can see paid vs unpaid invoices, payment trends, and overdue reminders all in one place.
No, Otto doesn't replace Stripe or PayPal as your payment processor. Instead, Otto integrates with these processors to provide invoicing, payment tracking, and financial insights. You still use your payment processor for the actual transaction processing, while Otto connects the payment data to your books and taxes.
Payment data from your integrated processors automatically flows into Otto's bookkeeping system. Each payment is categorized for tax purposes, updates your income reporting, and contributes to your cash flow analysis. This eliminates manual data entry and ensures your financial records stay current for tax preparation.
Yes, CPA-backed support is included. You can chat with certified public accountants and tax professionals through the Otto platform for questions about payment categorization, compliance, tax implications, or complex payment scenarios. This support helps ensure your payments are handled correctly for tax purposes.
Yes, Otto includes professional invoicing tools. You can create branded invoices with payment links that connect to your integrated Stripe/PayPal accounts. Invoices are tracked automatically, and you get reminders for overdue payments. The payment data from paid invoices flows directly into your bookkeeping and cash flow tracking.
Otto provides real-time cash flow visibility by tracking all payments and outstanding invoices. You can see payment trends, predict cash flow, and get insights on when to follow up for overdue payments. This helps you make better decisions about pricing, expenses, and business growth.
Otto AI creates your complete financial command center. Our platform seamlessly unifies QuickBooks, banking systems, payment processors, invoicing tools, and tax preparation software into one intuitive dashboard. Instead of toggling between disconnected systems, Otto orchestrates your entire financial ecosystem from transaction categorization to cash flow tracking to tax preparation giving you a single source of financial truth with no redundant data entry or manual reconciliation.
Start sending invoices and tracking payments automatically. Connect your Stripe/PayPal and see your cash flow in real time.
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