Otom Finance AI Accounting Tool

At Aurelis, we specialize in delivering cutting-edge software solutions tailored to optimize business operations. Our latest project, Otom Finance, is an AI-powered accounting assistant designed to help accountants save time and increase efficiency. By automating data extraction, document processing, and prompt-based AI responses, Otom Finance allows professionals to focus on high-value work rather than repetitive tasks.

Client Background

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Accountants and financial professionals spend countless hours processing tax documents, analyzing spreadsheets, and ensuring compliance with financial regulations. Many firms struggle with the inefficiencies of manual data entry, document review, and calculations—slowing down workflows and reducing overall productivity.

Challenges

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• Manual & Time-Consuming Processes: Accountants spend excessive time reviewing financial statements, tax forms, and compliance documents.
• Inefficient Data Extraction: Financial data is often trapped in PDFs, spreadsheets, and images, requiring manual entry and verification.
• Lack of Intelligent Automation: Professionals need real-time AI assistance to generate reports, answer accounting-related queries, and automate calculations.
• Scattered Information Sources: Critical financial data is spread across different formats, making it difficult to streamline workflows efficiently.

Solution

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Aurelis designed Otom Finance as a powerful, AI-driven accounting tool that simplifies financial workflows. The solution integrates:

• Prompt Builder for Task Automation: Users can input requests, and Otom AI generates AI-powered responses for accounting-related tasks, including tax calculations, compliance checks, and financial forecasting.
• PDF & Image Upload for Automated Data Extraction: Otom AI can analyze spreadsheets, charts, tax documents, and scanned invoices, extracting key information and generating structured insights.
• Seamless AI Assistance: Users can chat with Otom AI to receive answers to complex accounting questions, draft reports, and automate repetitive documentation tasks.
• Authentication & Subscription Management: Full authentication, user management, and subscription-based access to advanced features.
• Help Desk & Support: A built-in support system ensures that users get assistance whenever needed.
• Secure Route Guards: Ensures that sensitive financial data is protected, with controlled access based on user roles.

Results

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After implementing Otom Finance, users have reported:

• 10+ Hours Saved Per Week: Automating repetitive accounting tasks significantly reduces time spent on data entry and document review.
• Enhanced Accuracy: AI-powered data extraction minimizes manual errors, improving financial reporting quality.
• Increased Revenue Potential: By reducing time spent on administrative work, accountants can focus on higher-value advisory services.
• Seamless AI-Driven Workflows: Accountants can interact with Otom AI in real-time, streamlining financial management and compliance tasks.

Conclusion

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Developed by Aurelis, Otom AI is redefining the accounting industry by combining AI-driven automation with powerful document processing tools. By eliminating inefficiencies, reducing workload, and enhancing decision-making, Otom AI empowers accountants to work smarter, not harder.

Looking to transform your accounting workflows with AI? Contact Aurelis today to see how we can build the next-generation solution for your business!