Next-Gen Finance
with a Human Touch.
At Otterz, we simplify business finances so you can focus on growth. From real-time bookkeeping and tax compliance to strategic financial guidance, we help companies across industries gain clarity, control, and confidence in their financials. Our expert team combines technology and insight to deliver accurate, timely, and actionable financial solutions.
Innovation
We push the boundaries of both artificial and human intelligence to drive meaningful innovation.
Empathy
We champion our customers’ success with genuine passion and empathetic support.
Care
We foster deep care for our customers and for one another.
Trust
We earn trust through transparency, integrity, and mutual respect within our team and with our customers.
Unity
We operate as one united team driven by a shared mission and a collective spirit.
Your go-to team
for visionary planning
Our Vision
To empower businesses of all sizes with transparent, intelligent, and stress-free financial management, becoming the most trusted partner for accounting, bookkeeping, and advisory services.
Our Mission
- Deliver accurate, real-time bookkeeping and financial reporting that drives business decisions.
- Simplify tax compliance and filings for businesses across industries.
- Provide actionable financial insights and advisory to help companies grow profitably.
- Leverage technology and expertise to make finance easy, transparent, and reliable.
How Otterz is different?
Otterz goes beyond automation to deliver true autonomy in finance operations. Unlike traditional AI assistants that simply augment human workflows, Otterz independently manages financial processes from start to finish — reconciling data, executing tasks, and maintaining real-time accuracy. It’s not just an assistant; it’s a fully capable operator built for the next era of intelligent finance.
Otterz reimagines financial operations from the ground up. Instead of layering AI tools on top of old workflows, we’ve built a system where intelligent agents understand context, make decisions, and take action — all within a transparent, governed framework. The result is faster closes, cleaner books, and a finance function that runs itself, not one that constantly needs to be managed.
What sets us apart
Fully Autonomous + Human Validation
Most “AI-driven” solutions still depend on manual workflows and human labor to get the job done. Otterz flips that model. Our agents execute entire workflows end-to-end — reconciling accounts, categorizing transactions, generating reports — all autonomously.
Semantic Knowledge Graph + Vector Memory
Every action, decision, and data point is stored in Otterz’s semantic knowledge graph — a dynamic, self-updating ledger. This living system creates audit-ready books by default, enabling real-time traceability, explainability, and confidence in every number.
Proactive Execution
Otterz doesn’t just analyze and report — it acts. Our AI agents proactively reconcile, file, pay, and forecast with zero manual intervention. By closing the loop between insight and execution, Otterz transforms finance from reactive to truly autonomous.