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Making the most of your trial

We think of our trial like an all-you-can-eat buffet where you won’t get side-eye for building a container out of food so you can pile as much as possible on your plate.

Here are the buffet rules trial suggestions:

  1. Add as many clients as you want

    We know Otto is a great fit for some practices and clients but he won’t be perfect for everyone. Use the trial to see how he will fit into your practice and how he performs with a variety of clients.

    Like most, we’re a price conscious practice so need to make sure we’re getting value from the tools we pay for. The best way to get an idea of costs is to see what Otto can reconcile for any clients you are considering using him with and how much time you are saving.

  2. Set Otto’s schedule

    Each practice has their own way of work and Otto is designed to fit with that, rather than forcing you to change how you work. One key way we try to do this is by letter you choose which hour of the day Otto will perform reconciliations for you.

    Maybe you want him to run early in the morning so you’ve got a clean slate when you start work, or perhaps you want him to work in the afternoon to get cracking on all the receipts you’ve published.

  3. Enable SmartMatch

    Otto will only reconcile bank rules at the start of the trial. You will be able to see his SmartMatch decisions in the portal.

    If you’re happy with the decisions Otto is making, enable SmartMatch. You can do this for all clients or a small number—whatever you’re comfortable with.

  4. Give feedback

    Although the previous reconciliations from Xero are OK for Otto’s initial training, he’ll be more accurate with some feedback from you. We perform an extra re-training around two weeks into the trial so you can see the difference the feedback has made on his decisions for each of your clients.

  5. Ask if you have any questions

    We don’t like pushy sales processes so we try to give you lots of space to trial Otto. We’re available at support@withotto.app if you have any questions or need a hand with anything.