With Otto for Your Business

We are not running any new trials over Christmas and new year. Check back in January 2026 for updates.

Important: Is With Otto right for your business?

With Otto is designed for businesses with established finance expertise. To use Otto effectively and safely, your organisation needs:

An internal finance function (CFO, finance director, qualified accountant or bookkeeper)
Someone with solid understanding of bank reconciliation principles and Xero
The expertise to properly configure and monitor automated reconciliation

Why this matters: Incorrect reconciliation setup can create accounting errors that require manual correction. Our support team can help with Otto's functionality, but we cannot provide general bookkeeping guidance.

If your business meets these requirements, Otto can transform how your finance team handles reconciliation. Our machine learning technology automatically matches bank transactions with invoices, bills, and transfers—eliminating the tedious manual work that takes hours each month.

Unlike solutions designed for accountancy practices, this direct business offering focuses on your internal finance operations. Otto learns your company's transaction patterns, making reconciliation faster and more accurate over time.

What we'll cover in your consultation:

Assess your current reconciliation process and identify time-saving opportunities
Explain how Otto's machine learning adapts to your business's transaction patterns
Walk through the With Otto portal and show you how to monitor Otto's performance
Guide you through connecting Otto to your Xero organisation
Discuss security, data protection, and compliance considerations
Determine if With Otto is the right fit for your business needs

This consultation helps us understand your specific requirements and ensures Otto will deliver value for your business. We'll be honest about whether With Otto is suitable for your situation—sometimes traditional methods or other solutions may be more appropriate.