Otto provides a cloud‑based platform that aggregates wallet and exchange data to deliver hourly‑synced, real‑time balances and a searchable transaction history for digital assets. Its automated reconciliation engine flags mismatches and exports journal‑ready data via templates or APIs, helping institutional crypto funds and trading desks maintain accurate accounting and compliance.
Funding
Funding not disclosed
Founders
Product
Problem
Institutional investors and crypto trading desks struggle to maintain accurate, real‑time records of digital asset holdings across multiple wallets, exchanges, and DeFi protocols. Manual reconciliation and fragmented reporting increase operational risk and consume significant staff time.
Solution
Otto delivers a cloud‑based application service that aggregates wallet and exchange data, synchronizes pricing hourly, and presents a unified view of portfolio balances. The platform automatically matches and reconciles transactions, flags anomalies, and generates standardized export files or API feeds for downstream accounting systems. Users can search any transaction from inception, view cost basis, timestamps, and supporting documentation, enabling precise audit trails. Integrated reporting tools allow seamless download of journal‑ready data or direct integration via APIs, reducing manual effort and error rates. Combined with dedicated middle‑office support, Otto ensures that fund managers, market makers, and prop desks can rely on consistent, real‑time digital asset data for compliance and decision‑making.
Target Audience
Primary customers are institutional crypto funds, market makers, proprietary trading desks, and service providers such as fund administrators and CPA firms that require reliable digital‑asset accounting.
Features
- Hourly synced balances broken out by currency, quantity, price, and total portfolio value from wallet and exchange integrations
- Full transaction history search with timestamps, type, wallet address, cost basis, and attached documentation
- Automated auto‑reconciliation engine that identifies missing or mismatched trades and highlights items requiring manual review
- Export of transaction data via clean import templates or RESTful APIs for direct ingestion into fund accounting software
- Real‑time dashboard displaying on‑chain and off‑chain asset positions, P&L, and cash reconciliations
- White‑glove middle‑office support and expert review of complex trades, corporate actions, and regulatory reporting