AI Speed. Human Precision. Effortless Bookkeeping That Grows With You.
Stay on top of your numbers — without ever touching the books. Otterz combines powerful AI automation with expert accountants to deliver real-time financial clarity, accurate reports, and stress-free bookkeeping so you can focus on running your business — not managing spreadsheets.
Discover our services
Your books are the heartbeat of your business — and we keep them strong, clean, and compliant. At Otterz, we blend AI-powered bookkeeping technology with the expertise of real accountants who understand your operations inside out. Whether you’re a startup, e-commerce brand, or growing enterprise, you’ll receive accurate, up-to-date, and tax-ready financials every month — without the manual effort. We’re not just your bookkeepers — we’re your financial clarity partners, helping you understand where your money is going and how to make smarter business decisions.
Daily Transaction Management
- Record and categorize all income and expenses
- Automate bank feeds and reconciliation
- Resolve discrepancies quickly
Accounts Payable & Receivable
- Timely vendor and contractor payments
- Automate recurring payments and invoices
- Ensure 1099 compliance for contractors
Bank & Payment Reconciliation
- Reconcile bank and credit card accounts daily
- Track cash flow trends in real time
- Detect errors before they escalate
Financial Reporting & Dashboards
- Generate P&L, Balance Sheet, and Cash Flow statements
- Real-time dashboards for quick insights
- Department-wise cost and performance reports
Audit-Ready Recordkeeping
- Attach invoices and receipts automatically
- Maintain digital records for audits
- Ensure compliance with accounting standards
Compliance & Regulatory Filings
- Timely 1099, sales, excise, and franchise filings
- Automate reminders for deadlines
- Keep records audit-ready and error-free
Technology & Integration
We bring your bookkeeping to the cloud — secure, smart, and fully connected. Otterz integrates seamlessly with tools you already use, including QuickBooks Online, Xero, Gusto, Shopify, Stripe, HubSpot, and more. Our AI-backed systems automatically categorize transactions, detect anomalies, and flag errors before they become problems. Combined with human accuracy and review, you get 99.9% precision, real-time visibility, and control from anywhere.
Why Choose Otterz for Bookkeeping
Because your business deserves clarity, confidence, and control. Here’s what makes Otterz stand out:
AI + Expert Bookkeepers
Smart automation with real human oversight.
Scalable for Growth
From solopreneurs to corporations, our solutions grow with you.
Transparent Pricing
No hourly billing. No hidden fees. Just clear values every month.
U.S. GAAP-Compliant
Stay compliant and IRS-ready with accuracy you can trust.
Dedicated Support
Get a dedicated account manager and Nyra, your AI accountant, watching over your books 24/7.
Because your business deserves clarity, confidence, and control. Here’s what makes Otterz stand out:
The Otterz
Onboarding Process
Your journey starts with a short consultation
where we:
- Understand your business model, challenges, and financial workflows
- Review your current bookkeeping, taxes, or systems setup
- Identify key goals — accuracy, compliance, cash flow, growth, automation
- Recommend the best Otterz plan tailored to your industry
Next, we prepare a precise and transparent plan outlining:
- What services you’ll receive (bookkeeping, tax, CFO, controller, etc.)
- The full scope of work and deliverables
- Your dedicated accountant + support team
- Timeline for onboarding and go-live
- Clear, fixed pricing with no surprises
Once you approve, your account is activated immediately, and onboarding begins.
This is where we get everything ready for a smooth start:
- Setting up your secure Otterz account
- Requesting all required documents (financials, statements, prior returns, payroll reports, etc.)
- Getting access to your bank, credit card, POS, payroll, and other financial software
- Ensuring all integrations sync correctly with our platform
- Verifying data accuracy before moving forward
You provide the access — we handle the rest.
We walk you through your new Otterz setup, introduce your dedicated accountant, and get your reports, dashboards, and AI assistant Nyra running.
From here:
- Your books run in real time
- Your taxes stay compliant
- You get ongoing insights for smarter decisions
You’re officially powered by Otterz.
Bookkeeping FAQs
What does Otterz bookkeeping include?
We handle everything — transaction categorization, reconciliations, expense tracking, financial reporting, and monthly closing — so your books stay current and tax-ready.
How often will my books be updated?
Depending on your plan, books are updated weekly or monthly. You’ll always have real-time dashboards and reports at your fingertips.
Which accounting software does Otterz use?
We primarily use QuickBooks Online, but also integrate with Relay, Gusto, Stripe, and other financial platforms to ensure seamless management.
Can Otterz clean up my existing books?
Yes! Whether your books are a few months or a few years behind, we’ll bring them up to date accurately and fast.
How do I share my financial data securely?
All data is handled through encrypted cloud systems — your information is private, protected, and never shared.
How much does bookkeeping with Otterz cost?
Absolutely. You’ll be paired with a dedicated expert who understands your business, supported by AI insights from Nyra.
Will I have a dedicated bookkeeper?
Pricing depends on your transaction volume and business complexity. Every plan is transparent — no hidden fees, just predictable pricing that fits your needs.
What our customers
are saying
“Stellar work from the Otterz team 👏 Tapan to support our start-up. They are simply the best accounting support you can ask for whether you are an early stage company or a scaling SMB.”
“Incredible experience working with the Otterz team! They’ve been instrumental in keeping our financials clean and investor-ready. Highly recommend them to any founder looking for reliable accounting support.”
“The Otterz team exceeded our expectations. Tapan and his crew brought clarity and consistency to our books, which gave us confidence as we scaled. Couldn’t ask for better partners.”
