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Integration · UAE and Jordan

AI agent and Otto

Ask Otto a question about your own numbers, in WhatsApp or in the app, and get the answer from the books: what did Marina do last Tuesday, what is our food cost this month, who do we owe.

Available on request
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Otto

How it will work

  1. Turn it on for the people who should be able to ask.
  2. Ask in plain words. It reads the posted books, never the raw files.
  3. Every answer names the report or entries it came from.
  4. It cannot post, approve or change anything. It answers.

Every way to get it

Available on request

In the app

The question is asked inside Otto and answered from the posted books.

Needs
Nothing beyond an Otto login.
Cost
Included
Available on request

In WhatsApp

You message first, which opens a 24 hour window, and the replies inside it are free-form.

Needs
A WhatsApp number connected as in the WhatsApp integration.
Cost
Free inside the window
Available on request

Daily briefing

An unprompted summary is sent at 06:00 local as a template message.

Needs
An approved utility template.
Cost
Billed per message
Available on request
Direction
Question in, answer out
Cadence
On demand; a daily briefing at 06:00 local
Format
WhatsApp or the app
Duplicates
Not applicable

Before

"What was last week's food cost?" is a message to the accountant and a two-day wait.

After

The answer comes back with the number and the report it is from.

Which model?

Claude, called with your workspace's books only. Nothing is used to train anything.

Can it make a mistake?

It can misread a question. It cannot invent a number, because every figure is read from a report it cites.

Ask for it on the call.

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