Invoice Management 💼

Generate professional invoices directly from your dashboard
✅ Send Invoice to notify your client about the new bill.
📃 Send Receipt whenever it's time to provide a payment confirmation.
🚫 Cancel the invoice if needed.
✋ Put the invoice on hold.

Dashboard & Payment Tracking 📊

Monitor payment statuses in real-time

Auto-Deposit Integration 🧐

Client payments get deposited directly into your bank account.
Ottomatiq provides you with a free email address to help organize your payments, or use your own email address.

Forward & Automate your emails 🚀

If you already have a preferred email address to receive Interac e-Transfers - we offer the option to keep your email address while still using our payment matching engine.

Always on Duty, 24-7 🧑‍🔧

Ottomatiq constantly monitors incoming payments, automatically matches them to your open invoices and can be set to immediately send a beautiful, branded receipt.

Security First 🔐

Your financial security is our top priority. Ottomatiq employs:

Confidentiality and security is our top priority. Ottomatiq employs: PIPEDA principles that ensure personal and client information is collected, used, and disclosed only for purposes that are clear, specific, and necessary for the intended business purpose

All communications are sent with the individual's knowledge and consent
Zero storage of banking credential or information
Regular security audits and updates

Getting Started

Experience the convenience of automated e-Transfers today!

Create your free account, connect your financial institution, and start automating your payments in minutes.

Sign up now

for a 30-day free trial with no credit card required.

Sign Up Process

1. Sign up on the website, then with the invitation link you'll receive a one-time access link.
2. Create an email address to be used to track Interac payments (you'll be able to use your current email address as well, selected later in the setup)
3. Finally, set your secure password to access your account.

You have 2 options for which email address your clients will send payments to:

Option A: Using your new Ottomapay address for payments

Benefit: Easier to setup, and keeps your work payments separate from personal e-transfers

1. Go into your banking app and navigate to Pay & Transfer or e-Transfers and Payments menu
2. Look for a menu called Manage/Register Auto-deposit or similar
3. Add your new @ottomapay.com email address you selected at startup
4. Wait about 5 minutes and check your Ottomatiq Inbox
5. Open the email from Interac with the subject "INTERAC e-Transfer: Verify your registration for Autodeposit"
6. Click the Complete Registration button

Option B: Using your current email address for payments

Benefit: Your clients don't have to add a new email address for you in their banking app

1. In Ottomatiq, go to Settings, then Business Details
2. In the Payment Email box, click the Edit button in the top right
3. Choose (Third-party email) and enter the email address you currently receive client payments to
4. Click Save
5. Click "How to setup auto-forwarding" and follow the instructions to setup a filter in your email app (via the web version of your email service)

Note: Your banking details are never shared with Ottomatiq.

If you get stuck or need help, please contact us at help@ottomatiq.com

Add your first client 👤

1. Paste your client's name and email address into the form, click Register
2. Navigate to the specific client you want to invoice

Add your products and services 📝

1. Make a list of the services and products you charge for, enter your items.
2. Select those you want to include in the final invoice.
3. Click Create Invoice to issue your first invoice.

For frequently used items, you can drag and drop them into your preferred order.

General use-case

Ottomatiq works like this:

1. Pick a client
2. Select the service or product
3. Send an invoice asking for payment by e-transfer

From the invoice screen, you can:

• Check current status
• Preview receipt PDF
• Send payment request to your client
• Complete payment and send receipt
• Cancel invoice, if needed

Further Personalization 🎨

Complete Your Business Profile

• Finish filling in the rest of your business details
• Upload your logo if you haven't already

Personalize Your Settings in "System Preferences" 🛠️

Set up your preferences to make Ottomatiq work the way you want:

• Choose the time to send reminders
• Select between automatic or manual receipt sending
• Send late payment reminders
• Highlight overdue payments
• Hide Canceled invoices

You can return to Settings anytime to adjust your preferences.

Note: By setting up your account and using Ottomatiq, you agree to terms and conditions outlined on our website.

Congratulations! You're Ready to Go!

Ottomatiq: The smarter way to manage your Interac e-Transfers