What is Dotio?
Dotio is an AI finance team for your business. Instead of paying a bookkeeper, an accountant, an analyst, and a CFO separately, you talk to Dotio. The AI does the work.
You ask a question, you get an answer. You need an invoice, Dotio creates it. You want to know your runway, Dotio runs the numbers. You need a report for your board, Dotio builds it.
It works for freelancers, startups, small businesses, and accounting firms. Multi-currency, multi-company, and available in nine languages.
Who it’s for
- Founders and startup teams who need CFO-level answers without a full-time CFO.
- Small business owners tired of bookkeeping they don’t have time for.
- Freelancers who want invoicing and taxes handled.
- Accounting firms managing multiple clients in one workspace.
You don’t need to know accounting. You don’t need to learn spreadsheets. You just talk to Dotio.
Your first week
Day 1 — Set up. Create your account, add your company, pick your currency and fiscal year.
Day 2 — Connect your data. Upload your chart of accounts, recent invoices, or bank statements. Dotio categorizes everything.
Day 3 — Ask your first question. Try “how much did we spend last month?” or “what’s our burn rate?”
Day 4 — Create your first invoice. Tell Dotio the details. It builds the invoice and sends it.
Day 5 — Generate a report. Ask for a P&L as a PDF, or a cash flow forecast as a spreadsheet.
Day 6 — Customize. Teach Dotio your accounting rules, your naming preferences, your industry.
Day 7 — Invite your team. Add teammates so everyone can use Dotio.
What’s in these docs
- Getting started — the essentials.
- Agents — what your AI team does and how to work with it.
- Bookkeeping — the accounting side of Dotio.
- Planning — budgeting and forecasting.
- CLI and MCP — for developers who want Dotio in their terminal or other AI tools.
- Billing — how plans and credits work.
- Account — profile, security, and settings.
- Troubleshooting — if something goes wrong.
Ready? Let’s get your account set up.