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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Heard is a comprehensive financial back office designed exclusively for therapists, seamlessly integrating bookkeeping, taxes, payroll, and business assistance into a single cohesive platform. This service empowers private-practice owners to track their financial flow, maintain organization throughout the year, and confidently make informed fiscal choices without the hassle of managing spreadsheets or juggling various service providers. By linking their business bank and credit card accounts, users allow Heard to sort transactions, reconcile accounts, and generate straightforward monthly financial statements that detail income, expenses, profits, and cash flow. Additionally, it offers support for quarterly tax projections, preparation and submission of annual federal and state taxes, identification of business deductions, tax extensions, and continuous access to financial professionals well-versed in the unique challenges of therapy practices. Furthermore, the integrated payroll system ensures that owners can accurately compensate themselves, handle employee payroll, manage contractor payments, and keep payroll records in sync with their bookkeeping and tax obligations, enhancing overall financial management for practitioners. This holistic approach not only simplifies financial tasks but also allows therapists to focus more on their clients and less on administrative burdens.

Description

Otto is a financial management platform powered by AI, aimed at easing the financial operations of creative entrepreneurs and small business proprietors. By automating essential activities like bookkeeping, invoicing, tax oversight, contract management, and cash flow analysis, it enhances overall efficiency. Users benefit from real-time financial insights, which facilitate better expense tracking, invoice generation, and tax management. The platform seamlessly integrates with a variety of tools, allowing users to effectively monitor their financial health. With its tax planning capabilities, Otto assists users in maximizing deductions, managing their tax obligations, and preparing effectively for tax season, backed by CPAs and intelligent features. In addition, it offers robust contract management options, enabling users to draft, monitor, and electronically sign contracts while ensuring legal compliance. Designed specifically for the unique requirements of creators and small enterprises, Otto provides customized functionalities that minimize administrative burdens, empowering users to concentrate on expanding their business ventures. This innovative platform not only simplifies financial tasks but also fosters growth by allowing entrepreneurs to focus on their creative pursuits without being bogged down by intricate financial details.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Claude Code
Codex CLI
Kokoro TTS
Markdown

Integrations

Claude Code
Codex CLI
Kokoro TTS
Markdown

Pricing Details

$12 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Heard

Country

United States

Website

heard.dev/

Vendor Details

Company Name

Otto

Founded

2024

Country

United States

Website

joinotto.com

Product Features

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

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