What's new in Oteo

Documents: one list with one toolbar. A document opens in a window with its history, and payslips and other staff papers are kept apart.

The Libro de facturas recibidas for your gestor, as one zip with the register and every original.

Import your bank's Norma 43 statement as it comes, and Oteo finds the invoice for each payment.

IRPF withholding is shown on the invoice and goes along in the export.

An invoice and the till receipt for the same purchase now count only once.

An invoice opens in a window in the middle. You view and edit it in the same place.

Safer: when an invoice shows a new bank account, someone has to check it before the invoice moves on.

The pricing page shows which plan fits you and how many team members can join for free.

A credit note belongs to its invoice, and To pay shows the amount you really still owe.

Payment proofs, money received and reminders each have their own place. Oteo links a payment proof to its invoice by amount and bank account.

Safer: Oteo spots mail pretending to come from a known sender and phishing subjects, and leaves them for you.

The invoice list has colour: a tile per supplier, where the invoice came from, and grouped by month.

Team plan: for companies with more people, projects and approvals.

Link your phone with a QR code: then photograph receipts without signing in, and add Oteo to your home screen.

Fetch older mail: pick your own period, in Gmail and Outlook. Oteo works in the background and shows progress at the top.

To confirm is a workspace of its own: the list on the left, the document large on the right.

Projects and approvals: put an invoice on a project, and a budget holder approves only their own projects.

Export for Exact Online and SnelStart, and a payment file you import into your own bank.

Your own forwarding address: forward invoices to Oteo from any mailbox, also during the trial.

Export for e-Boekhouden: your invoices as mutations with e-Boekhouden's VAT codes, plus a file with your relations.

Safer: an invoice that arrives by email from a supplier you have not confirmed yet is only booked after your tap. And a sign-in link first shows which account it opens.

To confirm: Oteo reads every document and you confirm it with one tap, adjust it or mark it as not business. Any doubt is shown with it, in plain words.

Export for Holded: your purchase invoices as a file you import straight into Holded, with your own tax keys.

Telegram now has buttons: send an invoice, invoices per supplier and what is left to check. You confirm the link in the chat, and on a computer you scan a QR code.

Integrations and adding invoices are one page in the app. Each integration is a tile that opens a window with what it does.

OneDrive: put receipts and invoices in the Apps/Oteo folder and Oteo reads them every day. The rest of your OneDrive stays out of sight.

Telegram: send a photo or PDF of a receipt to the Oteo bot and it is ready to check.

Outlook and Microsoft 365: Oteo collects invoices from your mailbox, just like Gmail. Read-only by default.

Gmail: choose what happens to an email after Oteo has captured its invoice: leave it, add a label or move it out of your inbox.

Export for Twinfield: your bookkeeper imports your invoices as provisional bookings.

Export your checked invoices for Google Sheets, Xero or QuickBooks, in the format each package expects.

The free trial now reads up to 50 documents in 14 days.