For accounting firms

Run the same review across every client.

Month-end checks you repeat for each client, done across every client company you’ve connected, with each user limited to the clients they serve.

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Run our month-end review across these 20 clients and give me the exceptions, worst first.

14 clients are clean. 6 have exceptions, worst first:

ClientExceptionAmount

Harbor Dental38 September expenses still uncategorized$12,840

Pine & Oak BuildersUndeposited funds older than 45 days$9,300

Riverside VetPayroll liabilities not cleared since July$7,150

Northgate FitnessOwner draw posted to Office Expense, JE-118$3,600

Lumen StudioNegative A/P: Cobalt Freight paid twice−$2,150

Coastal YogaSame deposit recorded twice, Sep 12$1,480

Want a review packet for each client, with the transactions behind every exception and the fixes I’d propose?

What changes

Less time reporting, more time reviewing.

Run the same task across every client. Ototo lets your assistant do the gathering and checking across all of them, so your team reviews exceptions instead of building them.

Close review

An exception queue across clients

Uncategorized costs, stale undeposited funds, unusual journals and missing recurring expenses, prioritized across every client.

Try asking“Run our month-end review across these 20 clients and give me the exceptions, worst first.”

Reporting

Variance explanations with evidence

Flux and budget-vs-actual for each client, traced to the bills and entries behind each movement.

Try asking“Explain Harbor Dental’s expense variances over $2,000 last month, with the transactions behind each.”

Payables

Cleaner payment runs

Possible duplicate bills, unused vendor credits and earlier payments, flagged before a client approves the run.

Try asking“Before Friday, check Pine & Oak’s open bills for duplicates and unused credits.”

Staff access by client

Each user sees only the clients they serve.

Set a level per user and per client: No access, Read only, Bookkeeper or Full access, or Custom for tool-by-tool control. Clients can have read-only access to their own books.

User	Harbor Dental	Pine & Oak	Lumen Studio	Riverside Vet
Maya R. · Senior	Bookkeeper	Bookkeeper	Read only	No access
Sam T. · Staff	Bookkeeper	No access	Bookkeeper	Read only
Priya K. · Reviewer	Read only	Read only	Read only	Read only
Client contact · Harbor	Read only	No access	No access	No access

Sample questions

Questions firms ask first.

“Which clients still have uncategorized expenses at month end?”

“Which clients’ gross margin fell more than 5 points this quarter?”

“List undeposited funds older than 45 days, by client.”

“Which recurring vendor bills are missing for September, by client?”

“Draft the September accruals for Lumen Studio and show me before posting.”

“Which clients have bills over $10,000 due in the next 7 days?”

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.

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