Ottimate Reviews & Product Details

Ottimate is an AI-powered Accounts Payable automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle. Ottimate delivers unprecedented, powerful automation that encompasses smart invoice capture, precise GL coding, purchase order fulfillment verification (2- or 3-way matching), complex approval workflows, flexible vendor payment, detailed reports and real-time dashboards, secure digital storage, control over employee spending, connectivity with your accounting software, and deep data analysis. Our AI copilot goes beyond traditional automation by applying human-like intelligence that is driven by state-of-the-art Deep Learning AI and has been refined by more than a decade of real-world use. Innovative finance teams use Ottimate to uncover unexpected opportunities throughout the AP lifecycle to improve efficiency, better manage cash flow, and strengthen profitability.

Product Website

Seller

Plate IQ

Languages Supported

English

Product Description

Ottimate (formerly Plate IQ) is AP automation AI that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle. With mature deep learning capabilities, Ottimate gets to know your business and AP process down to the line-item, supporting a custom approval and payment workflow. Ottimate not only eliminates over 90% of the manual accounting process, but also provides insights into invoices and spend, helping finance professionals uncover opportunities for growth. This means more strategic business decisions for CFOs and a better day-to-day for the entire team. Don’t just digitize AP. Ottimate it. Other software just digitizes the same painful, manual process. Ottimate is the AP automation AI that works with you and for you across the entire invoice lifecycle. AI That Understands Your Invoices Inconsistent formats. Unfamiliar abbreviations. Line item details. Ottimate can translate it all to your general ledger – so spot on you’ll say: “Wow, it actually knew what that invoice meant!” Ottimate’s Always Talking With Your ERP Never backfill your accounting or AP system again. With deep integration capabilities, detailed mapping, and source documentation links, Ottimate keeps everything up to date in both directions. AP That Pays You Back Paying bills won’t grow your bottom line – unless you Ottimate your payments. Boost cash flow by capitalizing on vendor-sponsored early payment discounts, eliminating unapproved invoice spend, and earning cash back with virtual cards. Workaround-Free Approvals Don’t settle to work any other way but yours. Ottimate instantly routes invoices through a custom approval workflow based on your line-item rules, no matter how complex. End-to-End AI for a Better Day-to-Day All companies have to do AP, but no single AP process is the same. Ottimate fits into your team’s unique dynamic – and works overtime so you don’t have to. Your AI-Powered Payment Partner Approve and schedule payments via check, ACH or virtual card – in a single click. While you’re at it, Ottimate will dig for discrepancies, monitor for missing invoices, and share real-time spend visibility, so you can make fast and informed decisions.

Overview by

Anne Marie Pollitt

Discussions

Ottimate Community

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

Ottimate Integrations

(13)

Verified by Ottimate

Ottimate Media

Streamline your invoice processing from upload to payment to export, and everything in between!

Code an item once to your Chart of Accounts and we'll remember it forver!

Ottimate Demo - Customize Your Approval Policies

If a piece of information is on an invoice, we can make it a routing rule.

Ottimate Demo - Mobile and Remote Dashboard

View your invoices and personal tasks from anywhere

Whether you're in the office or on vacation, schedule payments in advance and never miss another due date!

Ottimate Demo - Get Cash Back with vCard

Every payment made with our vCard program can get you up to 1% cashback!

The Club at Admirals Cove: From 24 Hours to 5-Minute Invoice Processing

Official Downloads

(1)

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Modernizing AP: How AI Transforms Invoice and Payment Processing

Ottimate Reviews (157)

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Ezben G.

Assistant General Manager

Small-Business (50 or fewer emp.)

10/30/2025

"Ottimate Streamlines Workflow, Minor Input Quirks Easily Managed"

5/5

What do you like best about Ottimate?

We recently transitioned from Market Basket to Ottimate. I really appreciate how it remembers coding, which makes the entire process much smoother and more efficient for us. As we continue to load everything in, I expect it will become even easier. I also find it helpful that I can quickly adjust the routing when necessary, such as for CapEx, and apply those changes to just a single order. Additionally, having the ability to view payments without needing to contact accounting for details is fantastic and saves a lot of time. Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

My only real complaint about Ottimate is that the input sometimes separates things it wasn't meant to, which isn't difficult to fix but definitely threw me at first. Review collected by and hosted on G2.com.

Response from Elyse Williams of Ottimate

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We’re thrilled to hear Ottimate’s helping streamline your workflow and save time! Thanks for sharing your experience and feedback — we’re always improving to make the process even smoother.

Linique L.

12/4/2025

"Seamless Invoice Management, Minor Upload Glitches"

5/5

What do you like best about Ottimate?

I like the ease of uploading documents to Ottimate and appreciate the ability to revisit uploads via linked confirmations. Each time I receive a confirmation email of the upload, I save it for my records. This is really helpful as it allows me to check when bills are paid, and I can use the Ottimate confirmation to send to accounts payable for a status update. I use Ottimate regularly to upload invoices from third-party vendors and have accounts payable manage admin bills. It accounts for all submitted invoices and allows for research or reference to uploaded info, which is valuable because management can review the submitted materials. Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

There have been a few times I've uploaded documents and they weren't found by our AP department. Once identified, I simply re-uploaded the docs and sent via email to ensure they could reference. Review collected by and hosted on G2.com.

Verified User in Food Production

Mid-Market (51-1000 emp.)

10/1/2025

"Ottimate as a power tool!"

5/5

What do you like best about Ottimate?

I love the line-item OCR + 3-way match—it reliably flags price/pack-size variances and duplicates, auto-codes by vendor, and routes clean approvals so we catch supplier creep before it hits COGS and close faster with a solid audit trail. Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

Item/vendor mapping is brittle. Pack-size & UoM conversions (lb ↔ case) break 3-way matches; need item-level tolerances, not just vendor-level.

Credits/returns are second-class. Linking vendor credits to the original PO/invoice is clunky; weak RMA workflow.

Analytics are thin. No native price trend/variance by SKU×vendor; have to export to BI for real insights/alerts.

Multi-entity is half-baked. Shared vendor catalogs, consolidated approvals, and roll-up reporting are limited.

API/webhooks are light. Syncs to ERP can lag; can’t push/pull enough line-level metadata (e.g., lot/expiry).

UX at scale. Click-heavy, slows down on big batches; mobile exception handling is painful; per-invoice pricing stings in peak months. Review collected by and hosted on G2.com.

What problems is Ottimate solving and how is that benefiting you?

Here’s the TL;DR in problem → benefit format:

Manual invoice entry → Automated capture + coding, freeing ops hours for supplier work.

Price creep & pack/UoM changes → Line-item variance alerts, so we protect COGS and enforce contracts.

Mismatched POs/receipts/invoices → 3-way match, catching qty/price errors before payables.

Slow, email-based approvals → Routed workflows, faster cycle times and cleaner accountability.

Duplicate/fraud risk → Duplicate + anomaly detection, fewer bad pays.

Messy vendor docs → Centralized invoice/credit archive, instant search for audits and disputes.

End-of-month scramble → Real-time accrual-ready data, quicker close and clearer spend visibility.

Siloed systems → ERP/accounting sync, less copy-paste, fewer posting errors.

Net-net: Ottimate reduces AP busywork, tightens price compliance, and gives us clean, timely data to negotiate suppliers and manage COGS with confidence. Review collected by and hosted on G2.com.

Response from Elyse Williams of Ottimate

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Thank you for taking the time to create such a thoughtful review. It's great to hear how Ottimate is helping your team streamline AP.

Thomas G.

Director of Culinary Operations / Executive Chef

Mid-Market (51-1000 emp.)

9/28/2025

"GREAT SOFTWARE FOR ME"

5/5

What do you like best about Ottimate?

It's very user friendly. Interfaces fairly easily with a ton of other software. It's been fantastic for me to track my expenses and super easy to scan invoices or email them in... Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

From my seat, there's really no downside other than a little time.. however, it's much more efficient compared to when I was tracking everything via excel sheet(s) Review collected by and hosted on G2.com.

Response from Elyse Williams of Ottimate

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Thank you for the great review! We’re glad Ottimate makes expense tracking and invoice management easier for you and your team, and that it’s saving time compared to spreadsheets. We appreciate you sharing your experience!

Katlin B.

Director of Housekeeping

Enterprise (> 1000 emp.)

7/20/2025

"Organized and Efficient"

4/5

What do you like best about Ottimate?

I love that I only have to go to one place to review all of my invoices and all my vendors. It is extremely efficient and saves my team and I lots of time. We can upload invoices, we can check pricing and shipping information, and it helps us to make sure we are in line with the budget and what we forecasted for. Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

I have not come across anything in Ottimate that I dislike. All of my experiences have been helpful and convenient. Review collected by and hosted on G2.com.

Response from Elyse Williams of Ottimate

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We're happy to hear that Ottimate has been beneficial for your team in managing invoices and staying on budget. Thank you for sharing your experience!

Tessa L.

Controller

Mid-Market (51-1000 emp.)

6/25/2025

"Top 3"

3.5/5

What do you like best about Ottimate?

Ottimate is a reliable software that is easy to use and teach the team how to use. We have had it for a few years and it functions by reading the invoice, going through the approval chains and being submit for payment. Researching in ottimate is easy and user friendly. Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

There is some frustration around customizing restrictions and uploading that I have experienced. We would like GL level restrictions to prevent coding departments to balance sheet accounts. And the default of splitting up invoices by multiple pages is a bad default. We are constantly chasing down supporting pages. Review collected by and hosted on G2.com.

Response from Elyse Williams of Ottimate

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We're pleased to hear that Ottimate's fraud prevention measures have been beneficial for your organization. We take security very seriously and are constantly working to enhance our fraud prevention capabilities to protect our customers.

Catherine H.

Controller

Mid-Market (51-1000 emp.)

9/5/2025

"Major time Saver"

4/5

What do you like best about Ottimate?

No more data entry, less errors and double vendor payments, quicker turn around and less chasing down approvals Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

Offline payments do not export through vendor pay. All issues have to run through support, there isn't much you can fix on your own. Different modules have different rules on how the same button works. Review collected by and hosted on G2.com.

Response from Elyse Williams of Ottimate

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Thanks so much for your review! We’re glad Ottimate is saving your team time and reducing errors. Our team would love to connect with you on offline payments — we actually can export those with a bit of configuration, so it’d be great to help get that set up. Feel free to reach out anytime at support@ottimate.com. Appreciate your feedback and partnership!

Trevor V.

Senior Staff Accountant

Mid-Market (51-1000 emp.)

4/28/2025

"From the moment I saw Ottimate, I knew they had a customer for life."

5/5

What do you like best about Ottimate?

Ottimate streamlines our accounting process, which has allowed for my accurate and timely financial reports. We now have more time for in-depth reconciliations and analysis of accounts, and we couldn't be happier with the product and service we have received. This software is user-friendly, and offers tons of neat features that I haven't seen from competitors. Additionally, their customer support team is first in class, very knowledgeable, and super friendly. Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

The downside of using Ottimate would be that it has created more work for us in our office, by that I mean we may not have gotten to certain reconciliations every month due to our long and tedious accounting process. However, now we have a lot more free time to complete projects that we struggled to spend time on. Review collected by and hosted on G2.com.

What problems is Ottimate solving and how is that benefiting you?

Ottimate immediatley solved our long and tedious manual process, additionally it allows us to see which departments are holding invoices and not submitting them to accounting in a timely fashion. Secondly, their statement reconciliation feature has saved us countless hours, and has proven to be very accurate. Review collected by and hosted on G2.com.

Response from Elyse Williams of Ottimate

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Thank you so much, Trevor! We’re thrilled to hear how Ottimate has transformed your accounting workflow and helped free up time for deeper reconciliations and analysis. We especially appreciate the kind words about our support team—they’ll be excited to hear it! Grateful to have you as part of the Ottimate family.

Harley G.

Controller

Mid-Market (51-1000 emp.)

7/1/2025

"Comprehensive AP Solution"

4.5/5

What do you like best about Ottimate?

Ottimate has been a great tool for our AP team -- combining EDI features, an easy to use repository of invoices, and payment processing. We now exclusively use Ottimate for all things Accounts Payable and have tremendously expedited our processing speed. Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

There are a few things still to be desired -- the ability to help the system learn where information is found on vendor-specific invoices, visibility into discount terms and management for various term structures, and a few other smaller items. Altogether, nothing that we can't work around. Review collected by and hosted on G2.com.

Response from Elyse Williams of Ottimate

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Hi Harley! It's great to hear that Ottimate is helping with the speed of reviewing and approving invoices, as well as the efficiency of cutting checks, storing invoices, and following up on vendor payments.

Desarae L.

12/6/2025

"Simplified Invoicing, Effortless Transition"

5/5

What do you like best about Ottimate?

I like how simple Ottimate is, which makes my job easier. I also appreciate not having to deal with physical paper copies when I see the invoices. Review collected by and hosted on G2.com.

What do you dislike about Ottimate?

Nothing I like it all Review collected by and hosted on G2.com.