Your SME, freelancer and startup clients run their own books with their AI team. You get invited in, review the work, sign off on the close, and spend your hours on the advisory work that pays.
Forward an email, snap a photo, or just tell your team. Your bookkeeper categorizes all. No more month-end chaos.
Wave · INV-184Paid
North · INV-183Sent
Helio2 · INV-182DraftTell your AI team: "Invoice Wave $3K for March." Done automatically. Late payer? Now with Dotio you can set scheduled reminders and your AI team sends reminders on your schedule. In a very polite and persistent way. All integrated.
Ask "How's revenue this month vs last?" "Are we profitable, if not why?" Real answers in seconds, anytime you ask.
Connect Dotio to your workflow and generate reports, use your agents directly from your prompts in your favorite apps.
See howNew specialists arrive every month. Every agent works with the others, so value compounds.
See howHours spent on data entry, not advisory. The work no client actually wants to pay for, and you don't want to do either.
Start now →Different software per client, all in different states or countries. Every onboarding is a new deployment.
Start now →Month-end and quarter-end crush. The same panic, every cycle. The deadlines hit, the cycle repeats.
Start now →Margins compressed by competition pricing on compliance work. The hours eating most of the day have the lowest price.
Start now →Clients want fast answers. You can't reply till next week. They feel the lag, so do you.
Start now →Half your clients live in Excel, the other half in QuickBooks, and you patch the rest by hand. The stack never gets cleaner.
Start now →You can't hire fast enough to keep up. Juniors churn before they're useful. Seniors burn out and leave.
Start now →"Dotio can be a simple tool for your clients to help you manage their numbers"
Pedro O. · FounderYour clients simply sign up. They invite you in. You see their Dotio, and access to transactions and settings in the tool. Including access to their AI team already at work. No new setup per engagement needed. Great for smaller clients who need a modern system for their numbers.
WaveConnectedNorthClosedConnectedHelio2SettingClosed
NonsenseConnectedLet Dotio help with the work. Receipt forwarding, AI categorization, daily recons made easy. Bank feeds coming soon.
"Close Q1 for this client." Dotio runs reconciliation, flags exceptions, drafts adjustments. You review, you sign.
Dotio allow you to get simplified reports for simple clients that require financail data but don't have the size for big system.
Get invited to each client's Dotio. Their data stays theirs. You see what you need to.
Learn more →AI help you categorize transactions as they land. Just simply ask AI to audit or take action on the data
Learn more →AI help you prepare the close faster. Month-end is not collaborative, audit the figures, ask for reports.
Learn more →P&L, cash flow, custom views. Generated in seconds for any advisory call.
Learn more →AI will assist on creating reports for the Quarterly and year-end tax packs, bundled when you need them.
Learn more →Ask the bookkeeper why a transaction was categorized that way. Get a plain answer.
Learn more →Work with clients globally. Dotio handles their language and currency.
Learn more →Dotio agents can create PDF, Excel, CSV, ready to hand off to your other tools on the go.
Learn more →
Capacity unlock when your team stops doing data entry.
Some research shows that median improvement on compliance engagements when AI handles the routine.
Start nowContinuous AI-assisted bookkeeping eliminates the month-end pile of repetitive tasks.
Start now"The bank feeds hardly ever work and the inability to edit transactions means that journals are required to fix errors."
Voice. Chat. On-the-go. Talk to your team between meetings, snap a receipt, send an invoice from a coffee shop.
Everything teams ask before they roll Dotio out. If something’s missing, our team replies within a few hours.
Making finance invisible for modern businesses. Join Dotio today and hire the team you can't afford
