Solutions / Startups

Know your numbers
like you never could before.

Runway, burn, hire impact, investor updates, your AI team has the answer before the question. Imagine your fractional CFO. Build investor-grade reports in minutes.

Founder using Dotio
What your AI team does

Your finance team
handles most of it.

Books your transactions

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

AWS
AWS Cloud
Notion
Notion Software
Lyft
Lyft Travel
Wave · INV-184Paid
North · INV-183Sent
Helio2 · INV-182Draft

Invoices & payments

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.

Business insights

Ask "How's revenue this month vs last?" "Are we profitable, if not why?" Real answers in seconds, anytime you ask.

Revenue
+18%
vs last month
Up 18%. Great momentum!
MCP · live

Connect Dotio with your favorite AI Agents

Connect Dotio to your workflow and generate reports, use your agents directly from your prompts in your favorite apps.

See how

The team keeps growing.

New specialists arrive every month. Every agent works with the others, so value compounds.

See how
Sound familiar?

Founders shouldn't be
doing finance ops.

Solve most
Time

More spreadsheets?

Spending Friday nights wrestling spreadsheets for board updates, when you should be shipping.

Start now
Cost

Waiting 48 hours

Paying for a fractional CFO who answers in 48 hours, and isn't in the room when hard questions are asked.

Start now
Speed

Metrics on demand?

Investor asks for a metric, you can't get it without a half-day sprint across three different tools.

Start now
Runway

"What's our runway?"

A question that should take five seconds feels like a 30-minute project. Every single time.

Start now
Sync

Books vs. model?

Your accounting and your forecasting tell different stories. Reconciling them is a nightmare.

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Hiring

Hiring blind

"Can we afford another engineer?" Guessing. The math takes a week and runway depends on the answer.

Start now
Update

Investor updates

End-of-month: ARR, burn, runway, asks. Takes quite a lot of time to gather info.

Start now
From Dotio's team
"As founders we hear Ship, Ship, Ship, not Report, Report, Report. Dotio can help with visibility"
Pedro O. · Founder
What your AI team does

A CFO that's always on.
An analyst that never sleeps.

Live runway and reports anytime

Cash position, burn, runway, tied to your real bank, recalculated continuously. Ask in chat. Answer in 4 seconds.

Runway
13mo
avg. burn $450K
You have at least 13mo.

SaaS metrics built into the platform.

Ask about ARR, MRR, NDR, or CAC, LTV, pulled from your data. Magic number, or burn multiple, your AI CFO will help with data.

Investor updates, generated

Monthly. Quarterly. Ad-hoc when an investor asks. Real numbers from your books, not slides you crafted by hand.

Q1 2026 May Update May 1 – May 31, 2026
Q1 2026 Apr P&L Apr 1 – Apr 30, 2026
Q1 2026 Cash Flow Mar 1 – Mar 31, 2026

Hire planning by voice

"What if we hire 2 engineers next quarter?", get cost impact, runway change, breakeven scenarios. Decide with confidence.

Hiring two new engineers?
Added cost / yr $220k variance May '26
Runway impact -2.3 mo 13.1 → 10.8 mo
Breakeven shift +1.8 mo Aug '25 → Oct '25
Team output +22% capacity vs solo
A day in the life

From "no idea where we
are"
to "I know exactly."

8:14 AM

Morning check-in

Dashboard Cash $284K · Burn -$47K · Runway 6.0 mo · 2 invoices paid overnight · No issues to escalate.

10:42 AM

Investor cold email

"Can you send me May metrics?", you ask to Dotio. PDF in your reply within 90 seconds.

1:30 PM

Strategy call

Chat prompt: "If we drop pricing 15% but volume doubles, what happens to gross margin?", answer arrives mid-call.

4:08 PM

New hire?

"Adding senior engineer at $180K loaded possible?." CFO updates burn forecast, recalculates runway, books the signing bonus.

7:22 PM

Board update prep

"Build June board pack." Done in 4 minutes. You spend the time on commentary, not data wrangling.

Built for the venture stack

Whatever your stage,
your team scales.

Live now
Feat · live

CFO agent

Strategic, on-demand. Ask any finance question, get a real answer in seconds.

Learn more
Feat · live

SaaS metrics

ARR, NDR, CAC, LTV. Cohort views and movements pulled from your real data.

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Feat · live

Easy Reporting

You can now run easy reports with Dotio on the go, you can look at your dashboard or ad-hoc reports.

Learn more
Feat · live

Investor updates

Generate monthly reports faster. Highlights, metrics, and asks drafted for your review.

Learn more
Feat · soon

Multi-entity

Consolidate across geos. One view of cash, burn, and runway across every subsidiary.

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Feat · live

Multi-currency

Live FX, no fudging. Books and reports stay accurate as you sell across borders.

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Feat · soon

Voice CFO

Ask between meetings. Real numbers in your earpiece, no laptop required.

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Feat · soon

Slack-native

@dotio anywhere. Pull metrics, draft updates, and book entries without leaving the channel.

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What changes

Move faster.
Less friction.

Investor updates in thirty minutes.

Median time from "I should write that update" to "sent" with your AI CFO doing the math.

Insights worth thousands of dollars.

Imagine your AI CFO answers in seconds, or coordinates other agents on the spot, not 48 hours. For a fraction of what a fractional CFO charges.

Start now
Diligence · 100% ready

Books always ready. Always there when needed.

Dotio is building the ultimate reporting tool. Metrics live. Books current. And due diligence is ready any day of the year.

Start now
★★★★★

"Spent my entire day going through transactions because our reports looked off. Found $12k in miscategorized expenses."

SF
Startup founder
Reddit · r/Bookkeeping · Feb 2026
Dotio Go

Your finance team,
in your pocket.

Voice. Chat. On-the-go. Talk to your team between meetings, snap a receipt, send an invoice from a coffee shop.

FAQ

Frequently
asked

Everything teams ask before they roll Dotio out. If something’s missing, our team replies within a few hours.

Talk to us 24/7
Do I need to understand finance to use Dotio?
No. That’s the whole point. You talk like you’d talk to a person. Your AI team understands finance - you don’t have to. We want you to ask in plain words, like you’d talk to a person.
Is there a free trial?
Plans come with a 14-day money-back guarantee (excl. credit packs). Full access and free onboarding from day one, and a full refund of your first payment if it’s not for you.
What happens when I run out of credits?
Your credits refresh every month, and plans are built to give you plenty. Need more? Top-ups are affordable and instant. If you ever run out, your AI agents simply pause until you top up or the next month starts. Everything else stays put: your data, dashboards, files, and reports.
Can I still use my own accountant?
Yes. Dotio works alongside your accountant, not instead of them. Give them access or export what they need in one click.
Is my data safe?
We take it seriously. Every company’s data is fully isolated from every other, encrypted in transit and at rest, and hosted with vetted providers, and we never sell it or use it to train AI models. No system can ever be guaranteed 100% secure, but you can see exactly how we protect yours on our Security page.
What languages do you support?
English, Spanish, Portuguese, French, German, Italian, and Polish. We’re building Dotio for every freelancer, founder, and small business in the language they work in, to make finance invisible.
Can Dotio work for my specific type of business?
Almost certainly. Dotio adapts to how your business works, from a hair salon to a B2B SaaS company. It’s general business software. One caveat, Dotio isn’t built for regulated activities like health, crypto, bank, fund, or insurer. For everyday business finance, it fits.

The AI finance team for
modern businesses.

Ask for an AI summary of Dotio

Making finance invisible for modern businesses. Join Dotio today and hire the team you can't afford

© 2026 Dotio. All rights reserved.
AI can make mistakes. Not legal, financial or tax advice.