How Otterz Transformed QuantumEdge Startup’s Finances
The Challenge
QuantumEdge, an early-stage tech startup developing AI-driven solutions, was growing rapidly but struggling with financial operations behind the scenes.
Key challenges included:
- Multiple funding sources including venture capital, grants, and revenue from beta clients
- Manual tracking of expenses, payroll, and investor reporting
- Limited visibility into cash flow and runway, making strategic planning difficult
- Delayed month-end closes and financial reporting
- Previous accounting support lacked startup and tech expertise and provided no actionable insights
This created uncertainty about burn rate, profitability, and investor communications.
QuantumEdge needed real-time financial visibility, automated bookkeeping, and accurate reporting to support rapid growth and fundraising.
The Solution
Otterz implemented a startup-friendly financial system with automation, AI, and expert oversight.
Here’s how we transformed their operations:
Automated Bookkeeping & Expense Tracking
Integrated bank feeds, payroll, and expense tools to maintain accurate, real-time books.
Investor Reporting & Fund Management
Generated clean, professional investor-ready financial reports, tracking funding rounds, equity, and burn rate.
Cash Flow & Runway Dashboard
Created real-time dashboards showing cash runway, revenue forecasts, and monthly burn.
AP/AR Automation
Streamlined vendor payments, client invoicing, and subscription revenue tracking.
AI-Powered Insights
Nyra, the AI Accountant, flagged overspending, underutilized funding, and cash flow risks — enabling data-driven decisions.
The Results
50% improvement in runway visibility
Real-time cash flow tracking allowed better strategic decisions.
70% reduction in accounting time
Automations replaced manual reconciliations and reporting tasks.
Faster month-end closes and investor reporting
Reports generated in days, not weeks.
Accurate tracking of funding and expenses
No more surprises in burn rate or equity allocation.
Scalable financial systems for rapid growth
Operations now support expansion without adding overhead.
Today, QuantumEdge runs with clarity and confidence. Leadership can see every dollar spent, every revenue stream, and every investor report in real time — all powered by Otterz.
What our client
is saying
“Otterz gave us the financial clarity we desperately needed. We can track runway, expenses, and investor reporting instantly — letting us focus on growing our tech, not fixing our books.”
