Transform reconciliation from a drain on talent to an efficient, automated process. Our AI helps your team deliver more value to clients.
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Bank rules reconciled
12,494 in last 30 days
SmartMatches reconciled
1,667 in last 30 days
SmartMatch error rate
1.85% of matched transactions over last 60 days
Last updated 14 February 2025
I understand the satisfaction of perfectly balanced books—and the frustration when things don't quite add up. That's why I use my machine learning capabilities to handle the tedious matching while you focus on what matters most: growing your practice and supporting your clients.
Transform your practice's reconciliation process with Otto, your intelligent bookkeeping assistant. Using advanced machine learning, Otto handles the time-consuming task of transaction matching, letting you focus on providing higher-value services to your clients. Whether you manage a handful of clients or hundreds, Otto scales with your practice while maintaining exceptional accuracy.
Otto learns each client's unique reconciliation patterns through advanced machine learning, consistently achieving over 98% accuracy in transaction matching.
Otto only processes transactions when highly confident, flagging uncertain matches for your review while handling routine reconciliations automatically.
Your expertise helps Otto grow smarter. When you guide Otto on an uncertain transaction, he automatically applies that knowledge to similar future matches.
Track Otto's performance across your client base through our intuitive portal, with detailed analytics showing reconciliation progress and accuracy.
Otto creates a unique reconciliation model for each client, adapting to their specific clients, suppliers, and bank transactions.
Add Otto to your practice through Xero HQ using the same secure access management you use for staff members, maintaining full control over client access.
I've been using Otto as part of my bookkeeping practice [since July 2024], and all I can say is that my mind is blown! Without realising, I'd been under-utilising bank rules in Xero. I now have around 10x more set up, and even better - Otto reconciles them before I even get to the office! Now the team have integrated SmartMatch, so much more of my bookkeeping can be done while I sit on the beach.
What can I say about Otto? As an accountant offering bookkeeping services, this nifty little bit of software has saved me time. How? Well, it's recognised all the bank rules in Xero, and just dealt with them. It's popped on each morning and just got on with it. Marvellous! It's another pair of hands that I didn't know was needed.
It was a surprise to me to see that he worked so well for my membership client, I barely check in now. And it very nicely flags up how much time I was spending previously.
I can’t recommend Otto highly enough for anyone looking to streamline their bookkeeping processes! Since incorporating Otto into my workflow, reconciling my Xero bank transactions has become significantly faster and more efficient.
If you're looking for a tool to enhance your productivity and take the stress out of bank reconciliations, Otto is a game-changer.
Otto is here to automate your daily reconciliation tasks with machine learning precision. You'll get all premium features, unlimited clients, and full support from day one.
Plan | Price | Included credits | Price per credit |
---|---|---|---|
Plan A Solo |
£25.00 | 100 |
£0.25 |
Plan B |
£52.50 | 250 |
£0.21 |
Plan C Most popular |
£100.00 | 500 |
£0.20 |
Plan D |
£190.00 | 1,000 |
£0.19 |
Plan E |
£297.50 | 1,750 |
£0.17 |
Plan F |
£400.00 | 2,500 |
£0.16 |
Plan G |
£750.00 | 5,000 |
£0.15 |
Plan H Enterprise |
£1400.00 | 10,000 |
£0.14 |
All prices exclude VAT
Each type of reconciliation uses a different number of credits:
Absolutely! Any unused credits automatically roll over to the next month as long as your subscription is active. This gives you the flexibility to handle varying workloads throughout the year.
You can choose how to handle additional reconciliation needs.
Fixed Billing: Otto will pause reconciliation when your credits run out and resume automatically when your plan renews. This ensures you never exceed your planned budget.
Overage Billing: Otto will continue reconciling and charge any extra credits at your plan's standard rate at the end of the month. This keeps your workflow smooth during busy periods.
You get complete visibility of credit usage with either option, and you can change your preference anytime through your practice settings.
You have complete control over how credits are used for each client. You can enable or disable different reconciliation types per client:
This granular control helps you optimise credit usage by choosing the right level of automation for each client's needs. For example, you might use SmartMatch for clients with complex transactions and stick to bank rules for simpler accounts.
Have more questions? Read our full FAQs