Give Your Clients the Financial Clarity They Deserve
Accurate cost tracking and seamless accounting integration. Help your manufacturing and inventory clients finally understand their true costs.
Accounting Integration
247
All current$84,200
This monthJournal Entry
Inventory Adjustment
$2,450
10m ago
Invoice
INV-2024-0412 → QBO
$12,500
25m ago
Bill
PO-2024-0089 → QBO
$4,280
1h ago
COGS Entry
February Materials
$18,420
2h ago
Your Inventory Clients Are Harder to Serve Than They Should Be
They bring you spreadsheets. They guess at COGS. They can't reconcile physical inventory with their books. You spend hours cleaning up their data instead of providing strategic value.
How It Works
Purpose-built features that solve these exact problems.
True Cost Accounting
Landed costs, tariffs, freight, overhead allocation—all calculated automatically and accurately. Your clients finally know their real product costs, and you can trust the numbers.
Seamless QuickBooks Integration
Two-way sync with QuickBooks Online and Desktop. Invoices, bills, inventory adjustments, and journal entries flow automatically. No manual data entry. No reconciliation headaches.
Xero Integration
Full integration with Xero for clients who prefer that ecosystem. Same accuracy, same automation, different platform.
Automated COGS Calculation
Proper inventory accounting with FIFO, LIFO, or average cost methods. COGS is calculated correctly, automatically, every time.
Audit-Ready Trail
Complete transaction history for every inventory movement, cost adjustment, and financial posting. Give auditors exactly what they need, instantly.
What You'll Gain
Tangible improvements that impact your bottom line.
Cleaner Books, Faster Closes
Stop spending hours reconciling inventory and hunting down variances. The system maintains perfect accuracy, and you close the books in half the time.
Better Decisions for Clients
When they know their true costs, they make better pricing decisions. When they understand their margins, they grow profitably. You become the advisor they need.
More Advisory, Less Data Entry
Spend your time on strategic planning, tax optimization, and business growth—not on fixing inventory spreadsheets and tracking down missing transactions.
Confident Year-End
No more year-end inventory surprises. Physical counts match system counts. Variances are explained. Audits go smoothly.
Scale Your Practice
Take on more inventory clients without adding staff. The system does the heavy lifting you used to do manually.
Real-World Scenarios
See how this works in practice.
Month-End Close
Instead of waiting days for your client to send spreadsheets, then spending hours cleaning the data, you log into the system. Inventory transactions are already recorded. COGS is already calculated. Journal entries are ready to review and post. You close the books in 2 hours instead of 2 days.
Margin Analysis
Your client asks 'which products are actually profitable?' Instead of guessing or building complex spreadsheets, you pull a report showing true product costs including all overhead. They discontinue three losing products and focus on their most profitable items.
Tax Season Preparation
You need inventory values for year-end tax returns. Instead of hoping their physical count was accurate, you pull reports showing real-time inventory values, properly costed, with complete audit trails. The numbers are defensible.
The Transformation
From chaos to clarity.
Before
After
Frequently Asked Questions
Quick answers to common questions.
Ready to transform your accounting firms?
See how Otiox can solve your specific challenges.