Ottimate Reviews & Product Details

I love how user friendly the platform is. The team from sales, to implementation, to support has all been a pleasure to work with. They answer your questions timely. Our integration specialist took the time and care to answer all questions and train us! We use both the Invoicing and VendorPay features. Our general managers are already starting to see the return on investment with time savings. The invoices are captured by AI and the accuracy is almost 100%. Our Central Office uses VendorPay as well, which has been a learning experience, but I am also seeing the return on investment with time savings. Ottimate's performance online can be slow at times, but that is everything internet, so no fault of their own! Review collected by and hosted on G2.com.

Currently, the only downside to using Ottimate is the transition between platforms specifically with setting up EDI invoicing. We currently use another platform for EDI, but in the transition to Ottimate, it takes about 8-10 weeks for completing the transition. This means a lot of review back and forth to be sure no invoices are missed. Review collected by and hosted on G2.com.

What I like best about Ottimate is how much time and effort it saves me when managing invoices and payments. I’ve been using Ottimate for about three years, and it has made the whole accounts payable process much easier and more organized. I especially like the automation features because they reduce manual work and help keep everything running smoothly. Overall, it has been reliable, easy to use, and has made my day-to-day work more efficient. Review collected by and hosted on G2.com.

The ACH setup process could be a little more straightforward, especially when setting up or updating bank information. It would also be helpful if updates to ACH settings and related payment information were more seamless and easier to manage. These are minor inconveniences, but improving this process would make the overall experience even better. Review collected by and hosted on G2.com.

The reporting capabilities are outstanding. We especially appreciate the ability to search and track price changes by individual item number, which has been extremely helpful for our business.

Ottimate’s integration with QuickBooks and our POS platform is efficient and generally works with very few issues. Their support team is typically prompt, responsive, and makes a genuine effort to resolve any problems quickly.

The AI built into the platform is also very well done. We occasionally have issues with similar items being identified incorrectly, but these instances are relatively minor and do not have a significant overall impact on our experience.

We believe the pricing is fair considering everything Ottimate has to offer. We have been a client for approximately 6.5 years, and over that time, we have seen the platform continue to improve performance and evolve. Overall, we have been very pleased with Ottimate and the value it provides to our business. Review collected by and hosted on G2.com.

The most difficult part of ottimate is the AI that picks up similar items incorrectly. We have found some work arounds for this at our company, but if I was a new onboarding company using Ottimate to export to an inventory platform, I would want to be aware of this issue. Review collected by and hosted on G2.com.

I really like that the platform is very user friendly and the fact that the Support team is very prompt, knowledgeable, and attentive. I also enjoy that they consistently add upgrades the program. Review collected by and hosted on G2.com.

I dislike that some recurring invoices aren’t recorded the way they should be, even though they’re supposed to be entered every month. For example, when there’s a SPLIT invoice, I still have to add the same store locations each month. It would really help if the system could remember those store locations so I don’t have to keep adjusting or manipulating the invoices month after month. Review collected by and hosted on G2.com.

The interface of Plate IQ is very user-friendly. The home screen is very straightforward and doesn't overwhelm the user with unnecessary information. It is easy to identify which invoices need attention and which invoices need to be approved as soon as you log in. When you are approving an invoice, the invoice page is displayed large enough that it is easily visible on the screen. I find that I can quickly review and update invoice information before I approve. Setting up approval policies and workflows was very intuitive and has been easy to manage. Review collected by and hosted on G2.com.

While the program is great, there are a few features that I would like to see improved. Right now, users are unable to move invoices that aren't theirs to the correct location/department without having access to that department. For our club, Maintenance and Building Maintenance invoices can sometimes get entered into the wrong department. To correct this, an admin (me) with access to all departments needs to move the invoice. It would be better if our Superintendent and Facilities manager had this ability as they know best which invoices belong to them. Review collected by and hosted on G2.com.

I like how user-friendly Ottimate is, which makes navigating the platform easy. The reports generated on the data are also very beneficial. I find it simple to look up invoices since they're stored in one central location, and I can sort by vendor, item, approver, or invoice status, making research and audits straightforward. The initial setup of Ottimate was very easy, just setting up department codes and approvers, and then scanning or emailing invoices to route them for approval. This simplicity is something I really appreciate about the platform. Review collected by and hosted on G2.com.

I think some of the items that get coded to the balance sheet could improve. I wish there were restrictions you could place on subaccounts and when they can be used. A lot of times, balance sheet items have the subaccount zero zero, but department heads are used to using their own department. So, when they code to inventory, they'll attach their department number, which doesn't work with our accounting software. I'd like a way to restrict accounts under the number 4,000 to zero zero instead of using the department number. Review collected by and hosted on G2.com.

Friendly user interface. Easy to navigate between invoices, statements, and vendor pay. Review collected by and hosted on G2.com.

The lack of control on how we choose to pay our vendors. I understand having a default payment method, however having the option to change how we would like a vendor paid for a particular location or just a one-off invoice would be very helpful. Review collected by and hosted on G2.com.

The AI Powered Tools make approvals streamlined! Easy to track vendor spend and great reporting make this tool a must for any business leader or accountant. Support is great as well as integration into POS systems make this a tool that truly supports the entire business. Review collected by and hosted on G2.com.

That I did not have the program sooner! There is really nothing to not like about it! Review collected by and hosted on G2.com.

It helps me process all my invoices and approvals really quickly, and it’s a good tool for keeping track of approvals and payments. The AI is accurate, and the software integrations are good. The onboarding process was easy, and whenever I have a problem, the support team responds quickly. On a day-to-day basis, my invoices upload smoothly, and the price is worth it. Review collected by and hosted on G2.com.

The export process can be frustrating when it throws errors, and sometimes the picture doesn’t show up. Review collected by and hosted on G2.com.

We currently utilize Ottimate for AP and has made this process much smoother from getting vendors paid on time to getting approvals faster. Less emails from the group about whether or not this is approved to pay as we have a simple rhythm for who is responsible for approving different areas and it gets to the right people each time. Ease of use and research has made this such a great product to want to use. Review collected by and hosted on G2.com.

Downsides have been paying with Virtual Cards for certain vendors as a lot of our vendors received calls regarding the virtual cards and they did not opt into this in the first place. Review collected by and hosted on G2.com.