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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Heard is a comprehensive financial back office designed exclusively for therapists, seamlessly integrating bookkeeping, taxes, payroll, and business assistance into a single cohesive platform. This service empowers private-practice owners to track their financial flow, maintain organization throughout the year, and confidently make informed fiscal choices without the hassle of managing spreadsheets or juggling various service providers. By linking their business bank and credit card accounts, users allow Heard to sort transactions, reconcile accounts, and generate straightforward monthly financial statements that detail income, expenses, profits, and cash flow. Additionally, it offers support for quarterly tax projections, preparation and submission of annual federal and state taxes, identification of business deductions, tax extensions, and continuous access to financial professionals well-versed in the unique challenges of therapy practices. Furthermore, the integrated payroll system ensures that owners can accurately compensate themselves, handle employee payroll, manage contractor payments, and keep payroll records in sync with their bookkeeping and tax obligations, enhancing overall financial management for practitioners. This holistic approach not only simplifies financial tasks but also allows therapists to focus more on their clients and less on administrative burdens.

Description

Otto is a financial management platform powered by AI, aimed at easing the financial operations of creative entrepreneurs and small business proprietors. By automating essential activities like bookkeeping, invoicing, tax oversight, contract management, and cash flow analysis, it enhances overall efficiency. Users benefit from real-time financial insights, which facilitate better expense tracking, invoice generation, and tax management. The platform seamlessly integrates with a variety of tools, allowing users to effectively monitor their financial health. With its tax planning capabilities, Otto assists users in maximizing deductions, managing their tax obligations, and preparing effectively for tax season, backed by CPAs and intelligent features. In addition, it offers robust contract management options, enabling users to draft, monitor, and electronically sign contracts while ensuring legal compliance. Designed specifically for the unique requirements of creators and small enterprises, Otto provides customized functionalities that minimize administrative burdens, empowering users to concentrate on expanding their business ventures. This innovative platform not only simplifies financial tasks but also fosters growth by allowing entrepreneurs to focus on their creative pursuits without being bogged down by intricate financial details.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Claude Code Yes 
Codex CLI Yes 
Kokoro TTS Yes 
Markdown Yes 

Integrations

Claude Code No 
Codex CLI No 
Kokoro TTS No 
Markdown No 

Pricing Details

$12 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Heard

Country

United States

Website

heard.dev/

Vendor Details

Company Name

Otto

Founded

2024

Country

United States

Website

joinotto.com

Product Features

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

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