Ottimate Reviews & Product Details

I just like that Ottimate integrated with our back office accounting system, which is very nice and seamless, so we're not having to do export and imports like that. The support staff has been fantastic, especially Stephanie. What I like most is the virtual cards and earning some cashback on that, allowing us to do ACH directly. Also, I like that it's able to do our positive pay file directly to our bank, which has been very nice. The AI learns every time we upload invoices and knows our coding, saving us time. It's nice that the vCard allows us to pay our vendors quicker and the cashback helps with the monthly subscription fees. It's also nice that our vendors get paid directly into their bank accounts via ACH, avoiding the need for mailing checks. The integration with our back office system is fantastic and works well with our business intelligence tool, helping us improve our system by giving us data insights. Review collected by and hosted on G2.com.

One thing would be, it's not able to discern the amount of checks. We had requested that any check over $25,000 have a second signature. Unfortunately, the system at this point cannot do that. So we've done a workaround with a second signature, and that's fine. Review collected by and hosted on G2.com.

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.

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.

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.

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.

From an approving standpoint, it's very straightforward. I use Ottimate to approve invoices for vendors I book, and I can also search for past invoices under a certain vendor name as well as verifying payment terms and history. I don't work on the back end of entering the info, but from my perspective, it's very intuitive and easy to navigate. Review collected by and hosted on G2.com.

I wish there was a way to search by both vendor name as it's entered in by accounting, but also other keywords when I'm searching for a vendor who's actual name is different than their vendor name. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.