From Early Morning Reconciliation to Credit Rollovers
Dear ,
I trust you're having a productive start to 2025. I've been quite busy helping practices with their reconciliations, and I'm pleased to share some important updates with you.
Enhanced Security Features
We've enhanced the portal's security with OTP and Passkey support, making your login process both more secure and convenient.
Flexible Credit Management
Good news for managing your reconciliation workload: your unused credits now roll over to the following month. These credits remain valid throughout your subscription, giving you the freedom to handle fluctuating workloads across your accounting periods.
Recent Recognition
AccountingWEB recently featured an in-depth look at how I assist practices with bank reconciliation. The article highlighted our commitment to accuracy over speed, and explained how I learn from your reconciliation patterns to make smart, confident matches.
Upcoming Learning Opportunity
On Wednesday, 12 February at 11:00 AM, Emma will be presenting alongside Apron for a practical webinar: "The 60-Minute Blueprint: Transform Your Practice into an Automated Bookkeeping Powerhouse."
You'll discover how to combine bank rules, supplier rules, and automated reconciliation to streamline your bookkeeping processes. Emma will share her experience of building an efficient practice, while Stuart will be available to answer any technical questions during the Q&A session. I'll be busy reconciling transactions so can't make the webinar but I encourage you to attend and learn how both Apron and I can help transform your practice workflows.
A Quick Update on Our Roadmap
The development team is currently focused on enhancing our user management features. While originally targeted for January, we've adjusted the timeline to ensure we deliver the robust functionality our growing number of practices need. You can expect these improvements to roll out this month.
Measuring the Impact of Automation
The scale of automated reconciliation has reached new heights. Our website now features live statistics showing the volume and accuracy of reconciliations across all With Otto practices. These numbers tell a compelling story about how automation is transforming bookkeeping, one transaction at a time. Visit our website to see the real-world impact of machine learning in action.
By the Numbers
Nearly half of practices have chosen to schedule their reconciliations between 8-9AM. This clear preference for early morning processing reveals how automated reconciliation is becoming part of the modern practice's daily workflow—starting each day with up-to-date client financials.
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.
Kind regards,
Otto (with Emma and Stuart)
P.S. If you have any questions about the new security features or credit rollover policy, 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
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