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What is Otto?

Otto is an AI-driven financial management platform designed to simplify the financial tasks of creative entrepreneurs and small business owners. By automating critical functions such as bookkeeping, invoicing, tax management, contract oversight, and cash flow analysis, it significantly boosts operational efficiency. Users gain access to real-time financial data, which enhances their ability to track expenses, generate invoices, and manage taxes effectively. The platform's integration with a wide range of tools enables users to keep a close eye on their financial status. Through its tax planning features, Otto helps users optimize deductions, oversee tax responsibilities, and prepare thoroughly for tax season, all supported by CPAs and advanced functionalities. Furthermore, it includes comprehensive contract management capabilities, allowing users to create, track, and electronically sign contracts while ensuring compliance with legal standards. Tailored to meet the specific needs of creators and small businesses, Otto delivers personalized features that reduce administrative workloads, empowering users to focus on growing their enterprises. This cutting-edge platform not only streamlines financial processes but also cultivates growth, enabling entrepreneurs to devote their energy to their creative endeavors rather than getting lost in complex financial intricacies. Ultimately, Otto stands as a vital resource for those looking to thrive in business while managing their finances with ease.

What is Cheqbook?

Cheqbook offers a user-friendly experience tailored for business owners, while also providing essential features for accountants and bookkeepers. With its innovative import technology and intelligent categorization, Cheqbook can help users save as much as two weeks annually on financial management. The platform is designed for simplicity, yet there are important steps to take when getting started. Initially, you must link your online banking and credit card accounts, even if you haven’t done so in a while. You’ll also need to create a company profile, and for personal accounts, you can label them as "John & Mary Smith." Although we commonly refer to a collection of financial records as a company, it can equally pertain to individual financial situations. To sync your first bank account, select your preferred bank and input your login credentials along with the name of the financial institution. While Cheqbook establishes this connection, you might encounter security questions that need to be answered. This process ensures a secure and efficient setup, paving the way for seamless financial management. Once complete, you’ll be ready to enjoy all the benefits Cheqbook has to offer.

Media

Media

Integrations Supported

PayPal
QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

PayPal
QuickBooks Online
QuickBooks Online Advanced

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$9.90 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Otto

Date Founded

2024

Company Location

United States

Company Website

joinotto.com

Company Facts

Organization Name

cheqbook.com

Company Location

United States

Company Website

cheqbook.com

Categories and 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

Categories and 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

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