You decide what AI can see and do.
Finance teams have rules. Ototo checks them every time your assistant reads or changes your books, and keeps a record of who did what without keeping your data.
Read-only until you say otherwise.
Safe defaults
New connections can read reports and records but not change them. Employee information is off.
Company policy
On Connections, turn writes or deletes off for a whole company. Nobody can exceed it, admins included.
Segregation of duties
Set access per user, per company and per tool group. One user enters bills, another pays them.
A record of who did what, never what was in your books.
Admins see the user, the company, the action, whether it read, wrote or deleted, how long it took and the result. Never the numbers, the questions or the answers.
| When | User | Company | Action | Access | Result |
|---|---|---|---|---|---|
| 09:42 | Maya R. | Harbor Dental | Viewed trial balance | Read | OK |
| 09:44 | Maya R. | Harbor Dental | Viewed general ledger | Read | OK |
| 10:05 | Sam T. | Atlas Logistics | Recoded 9 purchases | Write | OK |
| 10:07 | Sam T. | Northwind UK | Tried to pay a bill | Write | Blocked: no permission |
We don’t keep your books.
Pass-through
Accounting data passes from QuickBooks to your assistant and is never written to our database, logs or backups.
Encrypted connections
QuickBooks tokens are encrypted with keys in Google Cloud KMS, used only for requests you authorize, and revoked when you disconnect.
Hosted in the US
Ototo runs on Google Cloud in the United States. Sign-in is handled by WorkOS; payments by Stripe.
Who processes data for us.
| Provider | Purpose | Location |
|---|---|---|
| Google Cloud | Hosting, database, encryption keys and logs | United States |
| WorkOS | Sign-in and account emails | United States |
| Stripe | Payments | United States |
| Google Workspace | United States |
Report a vulnerability to security@ototo.ai. Questions about personal data: privacy@ototo.ai.
Start with last month’s variances.
Connect QuickBooks, add Ototo to your assistant and ask it to explain last month’s biggest variances. It’s read-only, so nothing in your books changes. 7-day free trial, no card needed.