Lawyers, consultants, fractional CFOs, advisors, coaches, mentors. Dotio handles the finance side of running your practice, so your hours stay focused on the work that matters.
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 howClients all day, then admin all evening. Invoices, follow-ups, receipts, the day never actually ends.
Start now →Manually tracking who paid, who didn't, who's overdue, and who needs the awkward second reminder this week.
Start now →Engagement letters, receipts and tax forms scattered across folders, inboxes and the desk drawer behind you.
Start now →You're either over-paying for an accountant or under-prepared for tax season, usually swinging between the two.
Start now →Continuing education, equipment, professional fees, never categorized correctly when year-end finally arrives.
Start now →Time you forget to track. Notes you forget to send. Income that quietly disappears between client meetings.
Start now →Different rates, different cycles, different invoice formats. Every client wants their version of the same number.
Start now →"You should be spending time with your clients, not chasing or doing admin"
Ramon S. · Co-founderWave · INV-184PaidNorth · INV-183SentPaidHelio2 · INV-182DraftSent
Nonsense · INV-181DraftYou can tell your agents to help with bills and scheduled reminders. "Send this month's invoices." Done. Recurring clients? Set once. Late payers? Reminders go out without you. We will keep adding features so you can focus on your business.
Conferences, books, equipment, licensing, software, professional fees. Categorized as they land, ready for tax season.
Dotio help you understand your numbers, and learns about your business. Ask questions and get guidance you need.
Tax pack preparation help, expense summary, monthly P&L. Generated, bundled, ready to hand off in minutes not days.
Revenue trend, top clients, average invoice, what's outstanding. The numbers your gut feels but never sees.
Retainers, monthly engagements, recurring fees. Set once, invoices fire on schedule.
Learn more →With Dotio you can bill clients in their currency. Get paid in yours. Payment powered by Stripe.
Learn more →Ai Categorize Licensing, software, books, costs, conferences, professional subs.
Learn more →Equipment, supplies, books. Snap and forget. AI categorizes and stores it for you.
Learn more →Get help to prepare the tax documents. Your agents prepare it faster than before.
Learn more →Clients want to pay online. Enable card and bank transfer, on every invoice you send.
Learn more →Revenue, top clients, outstanding invoices. The real numbers that actually matter.
Learn more →Tax pack ready. Books, expenses, categorizations, all bundled for your accountant.
Learn more →
Typical time reclaimed from billing and admin once your AI team is set up.
Conferences, software, professional fees, categorized as they happen — not at year-end.
Start nowDotio can help you streamline the information and reduce time to prepare tax packages. No surprises in April.
Start now"I signed up in October, migrated end of December, and in mid February cannot get an accurate report for the fees earned in January."
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
