Otto Capture

Otto Capture cuts the manual data entry out of bookkeeping. Otto reads each receipt, bill, and invoice, extracts the detail, and suggests a bill’s coding from how you’ve coded that supplier for that client before. You review, and publish to your accounting platform.

How it works

Submit: Upload documents through the web interface, forward them by email, or let clients send them over WhatsApp or their own client submission page
Extract: Otto reads each document and extracts supplier details, amounts, line items, and tax information
Review: Check the extracted data and make any corrections
Publish: Publish the bill or invoice to your accounting platform, with the original document attached where your platform supports it

Supported document types

Bills (accounts payable): supplier invoices, utility bills, receipts
Purchase credit notes (accounts payable): credits from a supplier
Sales invoices (accounts receivable): customer invoices you raise
Sales credit notes (accounts receivable): credits you issue to a customer

On QuickBooks Online, Otto publishes bills and purchase credit notes only. See QuickBooks Online.

Missing receipts

For Xero and FreeAgent clients, Capture can also help you chase the receipts you don’t have yet. You import the client’s unreconciled bank transactions, choose which ones to ask about, and share a page where the client answers each payment with a receipt, a note, or both. See Missing receipts.