oto is an all-in-one financial management tool for freelancers that covers a lot of the business they need to run. It offers a range of tools for proposals, contracts, invoices, time tracking, expenses and client management.
oto automates some of the work, including proposal generation, contract creation and invoice generation based on tracked hours. That means freelancers can spend more time doing the work and less time doing the paperwork. The proposal tool uses AI to generate detailed, customized project proposals, and the contract tool offers prewritten, legally reviewed agreements.
Freelancers can track time spent on projects and share a link to logged hours with clients. Expenses can be tracked by categorizing spending and uploading receipts for accounting. Clients can see everything, including hours worked, invoices and proposals.
Payment processing is also built into oto. Freelancers can share payment links so clients can pay online from anywhere in the world. Stripe and PayPal integration means payments are secure and fast. Other payment features include proposal approval with instant payment links, partial payments, recurring invoices and late payment fees.
oto also offers tools to help freelancers build better relationships with clients, including customizable email templates for responses, expense reports and weekly work reports. And it offers a range of customization options, including logo uploads, brand color choices and custom templates.
oto pricing includes a free tier, a Starter tier at $6 per month (billed annually) and a Pro tier at $24 per month (billed annually). The Starter tier includes unlimited invoices, proposals, contracts and time tracking, but the Pro tier adds unlimited clients and emails and unlimited file storage.
By combining the tools freelancers need and automating much of the work, oto can help freelancers run their business more efficiently and effectively. Whether you need to track hours, send proposals or manage client relationships, oto offers a powerful foundation for freelancers to get work done.
Published on June 13, 2024
Analyzing oto...