Book Your Personal Onboarding Session

A proper introduction makes all the difference. Join us for an hour of guided setup that will transform how you handle reconciliation.

Your onboarding session is more than a product demo—it's a collaborative consultation where we understand your practice's needs and offer specific advice about getting the most out of Otto. We will walk you through every aspect of the system, from initial setup to daily operation, ensuring you get the most value from your trial.

During your session, we will:

• Find out what you're hoping to achieve by bringing Otto into your practice
• Explain how Otto's machine learning adapts to your workflow
• Guide you through the With Otto portal, showing you how to monitor and manage reconciliation
• Help you invite Otto to your practice and assign the first group of trial clients
• Answer any questions about security, compliance, and best practices

Why do we prefer personal onboarding? Because every practice is unique. This dedicated time ensures Otto you have all the information you need to get Otto working to his maximum potential, leading to better results from day one.