Books your transactions
Forward an email, snap a photo, or just tell your team. Your bookkeeper categorizes all. No more month-end chaos.



Bookkeeper, accountant, and part-time CFO, all in one AI team. Costs less than any of them alone. Speaks your language. Knows your business.
Forward an email, snap a photo, or just tell your team. Your bookkeeper categorizes all. No more month-end chaos.



Tell 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 howBookkeeper, accountant, advisor. Different schedules, different vendors, different rates.
Start now →Emails, spreadsheets, statements, contracts. Nothing connected. Nothing searchable.
Start now →In your wallet, your camera roll, a coffee-stained napkin. Tax time becomes archaeology.
Start now →By the time you hear about a bad month, you've already made the wrong call.
Start now →Quick check-in? Billable. Short email? Billable. So you stop asking, even the simple stuff.
Start now →You spend hours pulling info together for your accountant. Every single quarter.
Start now →Tight one week, fine the next. No reliable picture of what's actually coming.
Start now →"We understand finance is hard, with Dotio we want to make it invisible"
Pedro O. · FounderForward an email, snap a photo, or just tell your team. Your bookkeeper categorizes all. No more month-end chaos.



Tell 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 into one platform that aims to solve all.
Ask "How's revenue this month vs last?" "Are we profitable, if not why?" Real answers in seconds, anytime you ask.
We all know about the quarterly tax pack chaos, when we need to start gathering info, year-end documents, the files your accountant needs. Dotio helps you organize the chaos, and we are building functions to make this process as automatic and simple as possible.
Ask "where's our cash?" or "are we over budget?" Get answers like "Tight in 18 days." or "Marketing's 12% over." Real numbers.
Helps you keep your books and transactions. Smart categorization, less backlog.
Learn more →Tracks every dollar in and out. Books expenses. Keeps your numbers in line and as expected.
Learn more →Coordinates the team & plans ahead. Answers "can I afford this?" Tells you what's coming before it hits.
Learn more →Help you prep for tax season. Tells you info you in context, and help you gathering data.
Learn more →Pulls any data you ask for. Runs forecasts. Answers questions in seconds.
Learn more →Manages vendor invoices. Tracks what you owe. Helps you manage automatically or manual.
Learn more →Generates PDFs, Excel files, investor decks, reports, proposals. On command.
Learn more →Talk to your team where you already work. Connect Dotio and talk to your AI team.
Learn more →
Median SMB pays $2.2K/mo for a bookkeeper plus a fractional CFO. Dotio aims to help you handle both, for less.
Imagine all numbers updating as transactions happen, not weeks after month-end.
Start nowWith Dotio we aim for your AI team to be there always to answer. 11pm Sunday, the same way they do Tuesday at 10am.
Start now"My biggest mistake? Letting the books slide for two years. Now I can't catch up."
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.