What IS OTIS?

Our Otis software is a platform to educate all your financial users about how financial data is used at your company. Additionally, Otis automates requesting, reviewing, and approving changes, reducing manual effort and eliminating bottlenecks. This ensures faster decisions, fewer errors, and a clear audit trail for every action.

Otis is built to serve organizations across industries—any business managing financial data and seeking clear governance can gain from our automation and transparency. While universally applicable, Otis is especially valuable for large, global enterprises with complex financial reporting needs, where scale and compliance demand a smarter solution.

When organizations and finance teams face challenges grasping the fundamentals of financial data, or get bogged down by manual approvals, compliance roadblocks, and unclear audit trails, Otis provides the solution. Our platform transforms governance into a streamlined, transparent process that builds confidence and accelerates decision‑making

Otis supports API integrations and workflow automation, making it easy to connect with your existing financial systems, reporting tools, and collaboration platforms like Oracle, SAP and Workday.

Otis combines clarity, scalability, and compliance in one solution. Unlike generic workflow tools, Otis is purpose‑built for financial governance, offering persona‑driven experiences and automated audit trails that empower both executives and end‑users.

Absolutely. Otis is designed with scalability in mind, supporting small teams as well as enterprise‑level operations. As your organization grows, Otis adapts—adding new users, processes, and integrations without disrupting existing workflows.

Otis uses a two‑part pricing model:

• Implementation: A one‑time setup fee covers onboarding, configuration, and training tailored to your organization’s workflows. This ensures your team is fully enabled and ready from day one.
  
• Monthly Subscription: After implementation, you pay a recurring subscription fee based on organization size and features activated. This covers ongoing access, enhancements, and support.
  

This structure keeps upfront costs predictable while giving you flexibility to scale as your organization grows.

The timeline for a project varies depending on its scope and complexity. We work closely with our clients to establish realistic timelines and keep them updated throughout the process.