Startup Accounting & Bookkeeping
- Automated transaction tracking: Record expenses, revenues, and investments with accuracy.
- Multi-platform integration: Sync bank accounts, payment processors, and SaaS subscriptions.
- Clean books for investors and audits: Ensure financials are always accurate and transparent.
Fundraising & Investor Reporting
- Cap table & equity tracking: Manage ownership, option grants, and convertible notes efficiently.
- Investor-ready financial statements: Provide clear P&L, cash flow, and balance sheet reports.
- Fundraising insights: Forecast runway, burn rate, and funding needs for upcoming rounds.
Payroll & Team Compensation
- Accurate payroll for employees and contractors: Handle salary, equity, bonuses, and stipends.
- Stock options & equity management: Track vesting schedules and exercise options.
- Compliance with local tax laws: Ensure proper withholding and filings for team members.
Accounts Receivable & Payables Automation
- Invoice management: Automate client billing, recurring invoices, and subscription payments.
- Vendor & expense control: Track bills, purchase orders, and reimbursements seamlessly.
- Cash flow monitoring: Real-time visibility into inflows and outflows to maintain operational health.
Financial Reporting & Analytics
- KPI dashboards: Monitor MRR, ARR, CAC, LTV, runway, and other startup metrics.
- Project and product profitability analysis: Track ROI for new products, R&D, or marketing campaigns.
- Scenario planning: Model growth, cost reduction, and fundraising strategies for decision-making.
Tax Planning & Compliance
- Startup-specific tax strategy: Optimize deductions, R&D credits, and incentives.
- Sales tax & multi-state compliance: Ensure compliance for SaaS, e-commerce, and subscription models.
- Audit readiness: Maintain clean, documented records for investors, government, and future rounds.
Why HighTech Startups Choose Otterz?
Real-Time Tracking of Burn Rate & Runway
Otterz gives startups instant insights into monthly burn, cash runway, unit economics, and expense trends — helping founders make fast, data-driven decisions without financial guesswork.
Automated SaaS, Cloud & R&D Expense Categorization
Nyra intelligently organizes software subscriptions, cloud hosting costs, contractor payments, and R&D spending — providing complete clarity on operational and development expenses.
AI-Powered Startup Metrics Dashboard
Track MRR, ARR, CAC, LTV, churn, runway, investor KPIs, and departmental spending — all in one dashboard built for venture-backed and fast-scaling startups.
Effortless R&D Tax Credit & Compliance Support
Otterz keeps your R&D expenses documented and audit-ready, helping eligible startups maximize federal and state R&D tax credits with zero stress.
Streamlined Payroll for Hybrid, Remote & Technical Teams
Whether managing engineers, product teams, contractors, advisors, or interns, Otterz ensures accurate payroll, equity-related tracking, and proper classification across fast-moving teams.
24/7 Support for Always-On Startup Operations
Startups move fast — and so does Otterz. Nyra provides instant financial insights, answers, and alerts around the clock so founders always stay in control.
See what Otterz can do for you
Instant Burn Rate & Runway Tracking
Reduction in SaaS & Cloud Spend Overages
R&D Tax Credit Documentation
How Otterz Transformed QuantumEdge Startup’s Finances
A high-growth tech startup scaled operations without financial chaos — improving runway visibility by 50% and cutting accounting time by 70%. Discover how Otterz helped QuantumEdge automate bookkeeping, streamline investor reporting, and gain full financial control.
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.
Simplify finances from seed to scale
Consolidate runway tracking, vendor payments, payroll, and investor reporting in one platform. Designed for hyper-growth teams that need clarity, control, and speed.
Seamless Integration Through our Platform
FAQs for High-Tech Startups
How can Otterz help high-tech startups manage their finances efficiently?
Otterz automates bookkeeping, expense tracking, payroll, vendor payments, and financial reporting, giving startups real-time visibility into cash flow and operational costs.
Can Otterz assist with fundraising and investor reporting?
Yes. Otterz prepares investor-ready financial statements, cap table reporting, grant tracking, and funding utilization reports — helping startups stay transparent and professional for investors.
How does Otterz support R&D tax credits and startup-specific incentives?
Otterz identifies eligible R&D expenses, automates documentation, and maximizes federal and state tax credits, ensuring startups capture every possible savings opportunity.
Does Otterz integrate with SaaS, accounting, or project management tools?
Absolutely. Otterz integrates with popular platforms like QuickBooks, Xero, NetSuite, Jira, and other SaaS tools to streamline data flow and maintain accurate financial records.
Can Otterz help startups scale their financial operations as they grow?
Yes. From early-stage bookkeeping to CFO-level financial strategy, Otterz scales with your business, providing forecasting, scenario planning, and budget management for rapid growth.
How does Otterz ensure financial compliance for startups?
Otterz manages federal, state, and local taxes, payroll compliance, equity reporting, and audit-ready documentation, ensuring your startup meets all regulatory requirements without surprises.