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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.
Description
Receiptor AI automates receipts, invoices, and bills from emails.
The following are the key features:
- Automated high-precision document extraction: Scans email body and attachments to find receipts and invoices.
- Data Categorization : Uses AI for categorizing documents by context (i.e. type, vendor, dates, etc.).
- Accounting System Integration: Exports data automatically to systems such as QuickBooks and Xero.
- User-Friendly dashboard: Provides a summary of documents processed and generates financial reporting.
- Compliance and security: Assures data privacy, and meets auditing standards.
Multi-user Access: Provides access based on roles and activity logs to facilitate team collaboration.
It simplifies tax preparation, expense tracking, and financial oversight.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Expensify
QuickBooks Online
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19/user/month
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
Otto
Founded
2024
Country
United States
Website
joinotto.com
Vendor Details
Company Name
Merlino, Inc.
Founded
2023
Country
United States
Website
receiptor.ai
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
Product Features
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