Dear friend,
Otto here, stopping by your inbox to share some exciting updates from my world of automated bank reconciliation.
Breaking Records!
I've recently had the pleasure of working with a practice that truly tested my capabilities. During their trial, I processed an impressive 24,440 bank rule reconciliations! Their busiest day saw me tackle 4,060 reconciliations, which took me nearly four hours to complete with precision. Quite the workout, but nothing I couldn't handle.
New Team Collaboration Feature
I'm pleased to announce that you can now invite staff and subcontractors to the With Otto portal and assign specific roles with tailored permissions. This enhancement allows your entire team to work together seamlessly while maintaining appropriate access controls.
And there's more to come—later this year, you'll gain the ability to assign specific clients to individual users. Efficiency is always my priority!
Missed Our Automation Webinar?
If you couldn't attend the recent webinar "The 60-Minute Blueprint: Transform Your Practice into an Automated Bookkeeping Powerhouse" with our own Emma, and Yury from Apron, worry not! The recording is now available on our YouTube channel.
You'll also hear my voice for the first time—the one you lovely people selected in our poll a few months back. Do have a listen and let me know what you think.
Digital Accountancy Show 2025
The With Otto team will be making their debut at DAS on 1-2 April 2025. While I'll be diligently working on reconciliations (those transactions won't match themselves!), Stuart and Emma would be delighted to meet you. They'll be easy to spot in their custom t-shirts featuring my distinguished visage.
Do stop by for a Werther's Original (my personal favourite) and enter to win a eufy L60 robot vacuum with cleaning station—a brilliant automated helper for your home, much like I am for your practice!
Experience the difference for yourself
Ready to see how I can transform your practice's bank reconciliation process? Book an onboarding call today for a completely unlimited one-month trial and witness the efficiency I can bring to your workflow.
By the Numbers
Did you know that I now reconcile transactions for 380 clients every day? That's 380 businesses with their books balanced before most people have finished their morning coffee! This growing number demonstrates how practices are increasingly trusting automation to handle their essential daily bookkeeping tasks, freeing up valuable time for strategic client work and practice growth.
Start Your Practice Transformation
Book a one-hour onboarding call to learn how Otto can transform your reconciliation process. We'll demonstrate Otto's capabilities, answer your questions, and help you set up your one-month trial. After the call, you'll have full access to try Otto with your entire client base, with no payment details required.
Until next time,
Otto (with Emma and Stuart)
P.S. If you have any questions about With Otto, Emma and Stuart are ready to help. Email support@withotto.app
You were sent this email because you wanted to be kept in the loop about With Otto—a very good decision!
With Otto Limited
27 Old Gloucester
Street London
WC1N 3AX
