# Ottimate Reviews **Vendor:** Plate IQ **Category:** [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) **Average Rating:** 4.6/5.0 **Total Reviews:** 170 ## About Ottimate 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. ## Ottimate Pros & Cons **What users like:** - Users praise the **ease of use** of Ottimate, highlighting its user-friendly interface and efficient invoice management. (23 reviews) - Users value the **invoicing automation** of Ottimate, making invoice management streamlined and efficient for their teams. (13 reviews) - Users love how Ottimate **saves time** , streamlining processes and enhancing productivity with efficient invoice management. (12 reviews) - Users value the **automation features** of Ottimate, significantly reducing manual entry and improving efficiency in processing. (11 reviews) - Users love the **ease of use and efficiency** of Ottimate, enhancing their Accounts Payable processes significantly. (11 reviews) - Invoicing (11 reviews) - Users value the **time-saving capabilities** of Ottimate, allowing for more focus on analysis and in-depth reconciliations. (10 reviews) - Users appreciate the **excellent customer support** of Ottimate, noting quick responses and helpful assistance. (8 reviews) - Invoice Management (8 reviews) - Efficiency (7 reviews) **What users dislike:** - Users express frustration with **inefficient invoicing** , citing excessive notifications and limitations in invoice number formatting. (5 reviews) - Users face **export issues** with Ottimate, including limitations and inconsistencies when handling payments and invoices. (4 reviews) - Users experience **integration issues** with Ottimate, struggling to connect systems and navigate inconsistent module rules. (4 reviews) - Users experience **slow performance** with Ottimate, noting significant delays in invoice processing and syncing issues. (4 reviews) - Users experience **accuracy issues** with Ottimate, including unexpected inputs and incorrect error flags, though resolutions are simple. (3 reviews) - Users experience **data inaccuracies** with Ottimate, often facing issues with document uploads and invoice readings. (3 reviews) - Missing Features (3 reviews) - Users experience **project delays** due to clunky workflows and long processing times, impacting overall efficiency. (3 reviews) - Users face **setup difficulties** , particularly with coding and automation, which can hinder their workflow experience. (3 reviews) - Users face **training difficulty** with Ottimate's automation features, leading to errors and added workload in accounting processes. (3 reviews) ## Ottimate Reviews ### 1. Ottimate Saves Hours on Invoice Entry and Cuts Costs for Small Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Amy L. | Finance Controller & HR Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Ottimate?** This software saves me a ton of time each day. Prior to the software, I could spend up to 2 hours inputting invoices. With Ottimate, that time has been cut down to around 10min. per day. By utilizing this software, I was able to hold off on hiring an assistant. This has been a huge money-saver for our small organization. **What do you dislike about Ottimate?** The only thing I dislike about this software is that it can take up to 24 hours for the invoices to be ready once uploaded. Therefore, if I have an invoice that needs to be turned around same day, manual entry is still required. **What problems is Ottimate solving and how is that benefiting you?** I am the only person in the accounting/finance department. This makes my time very valuable. This software allows me to utilize my time better, with less manual input. **Official Response from Elyse Williams:** > Thank you for sharing your feedback. We’re so glad to hear Ottimate is saving you hours each day and helping you avoid an additional hire. That’s exactly the impact we aim to deliver for lean teams. ### 2. Streamlined Invoice Processing with Some Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Aaron C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Ottimate?** I use Ottimate to process vendor invoices, and I appreciate how it removes the paper from the accounts payable operation. Invoices are sent or uploaded directly to the software, and the approval chain allows for quick and efficient digital review and approval, which speeds up payments to our vendors. Historical invoice information is also easily accessible for quick reference, saving time and increasing organization for tracking outstanding invoices. I like that all invoices, current and historical, are available quickly for search rather than having to pull paper invoices from a cabinet. This makes referencing past charges or historical billing information from a vendor much easier and saves a lot of time. I find the electronic approval chains especially great because they prevent lost invoices as they move from department to department. Ottimate also remembers how past vendor invoices were coded and suggests coding based on historical data, saving a lot of time and effort during the coding process. The setup and customer service were high-rated, with an easy setup process that was well-supported by the Ottimate team. **What do you dislike about Ottimate?** Currently, I am noticing that when vendors complete invitations to enroll in ACH payments, Ottimate's backend approval process for these accounts seems to take awhile (more than the 1-2 days noted on the completed invitation). I have needed to open support tickets to check on the approval of these accounts in order to open these vendors up for electronic payment. This is an extra step that has been a little frustrating but worth it in the end. I am also noticing that the 'Bulk Action' coding of line items is a little quirky in that it seems that this action cannot be relied upon consistently to update coding for all line items on an invoice. I will select 'Bulk Action' at times and designate the coding to find that for some reason, not all line items were updated with the Bulk Action. Another area where I'm having some issues is with vendors who receive early payment discounts. Some of our vendors offer these discounts on some invoices and not others, and it seems that Ottimate cannot handle this type of arrangement - it requires manual entering of these invoices in order to accurately process the discounts. Another area that would be nice is if VendorPay payments were processed to vendors in a tighter turnaround from when they are processed through Ottimate. Currently, we process VendorPay payments on Friday and our vendors will not receive the payment until the following Thursday although the funds come out of our bank account the next business day. If there is a urgent payment we need to make, it is hard to explain to a vendor that we process a payment but it takes a few days for them to receive (whereas, if we did an ACH payment manually through our bank, the vendor would receive it next day). Finally, we have noticed that some vendors are sending over documents that Ottimate attempts to break out into multiple invoices even though they are likely one invoice - I've gone through a call with Ottimate where they have set up a Supporting Documents email address to provide to these vendors, but it has been a little extra work trying to identify these vendors and make the corrections. In the meantime, we were billed for the invoice overage from our contract as a result of this issue. **What problems is Ottimate solving and how is that benefiting you?** Ottimate helps me process vendor invoices electronically, streamlining approvals and payment processes, reducing paperwork, and increasing organization. It saves time by remembering past actions for invoice coding, and electronic payments eliminate the need for checks. **Official Response from Elyse Williams:** > Thank you for sharing your experience with Ottimate. We're glad to hear that the software has streamlined your invoice processing and approval chain. We appreciate your feedback on the challenges you've encountered, and we will work to address the issues you mentioned. A member of our team will reach out to you to discuss this further. ### 3. Comprehensive AP Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Harley G. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2025 **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. **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. **What problems is Ottimate solving and how is that benefiting you?** Ottimate helps with the speed of reviewing and approving invoices, as well as the time it takes to cut checks, store invoices, and follow-up on vendor payments. **Official Response from Elyse Williams:** > 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. ### 4. Streamlined Invoicing and Payment Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Megan G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2026 **What do you like best about Ottimate?** I really appreciate how Ottimate has helped us process invoices much faster, freeing up time for our team. The AP automation is amazing and seeing an invoice get uploaded and coded by the system is wonderful. Paying our vendors is now extremely easy, thanks to ACH and credit card payments. Tracking all of our payments to our vendors and within our accounting software is very convenient. The reporting has been extremely helpful for month-end purposes, and the spend analyzer helps us see what one product costs across multiple hotels, which has been awesome for cutting costs and ensuring universal pricing. The initial setup went very smoothly, and we could quickly work through all of the setup with the implementation team. **What do you dislike about Ottimate?** The only thing I have found that could be improved is that the AI tends to do things and input items or code that have previously been deleted. **What problems is Ottimate solving and how is that benefiting you?** Ottimate speeds up invoice processing, allowing our GMs to focus on tasks that matter. It helps us avoid mail fraud and makes handling payments super easy. We can easily track vendor payments, which integrates smoothly with our accounting software. **Official Response from Elyse Williams:** > Thank you for sharing your positive experience with Ottimate! We're glad to hear that our AP automation, payment options, and reporting features have made invoice processing and vendor payments easier for your team. We appreciate your feedback and are pleased to hear how Ottimate has benefited your organization. ### 5. Seamless Accounting Integration, Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Mark P. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Ottimate?** 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. **What do you dislike about Ottimate?** 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. **What problems is Ottimate solving and how is that benefiting you?** I use Ottimate to automate our AP system, writing checks, and invoices. It eliminated manual check signing and embraced ACH and vCard payments, enhancing remote work efficiency. The integration with our accounting system and the seamless use of virtual cards are really beneficial. ### 6. Seamless Invoice Management, Minor Upload Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** Linique L. | Senior Benefits Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2025 **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. **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. **What problems is Ottimate solving and how is that benefiting you?** I use Ottimate to upload invoices, which makes it easy to account for all submitted invoices, allows for reference to uploaded info, and lets management review submitted materials. The confirmation emails help me track payments and inquire about status updates. **Official Response from Elyse Williams:** > Thank you for sharing your experience with Ottimate! We're thrilled to hear that you find uploading documents easy and appreciate the confirmation emails for tracking purposes. We apologize for the minor glitches you've experienced with document uploads not being found by your AP department. We will investigate this issue further to ensure a smoother experience for you in the future. If you encounter any more difficulties, please don't hesitate to reach out to our customer support team. We value your feedback and are committed to providing a seamless invoice management solution for you. Thank you for choosing Ottimate! ### 7. Ottimate: A Simplicity Powerhouse for Invoice Processing **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly E. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Ottimate?** I really like how Ottimate eliminates manual keying, saving time and reducing errors. The audit trails it provides are incredibly valuable for transparency and accountability. I find it easy to use and appreciate that I can access it from anywhere. It summarizes our purchases by vendors and items, which is great for managing spend and understanding how price changes impact the bottom line. The initial setup was simple and seamless. **What do you dislike about Ottimate?** I would like a feature to review account coding easily before exporting. **What problems is Ottimate solving and how is that benefiting you?** Ottimate eliminates manual invoice entry and physical delivery, provides audit trails, summarizes purchases by vendors and items, and helps analyze spending, making it easier for managers to see impacts on the bottom line. **Official Response from Elyse Williams:** > Thank you for the review. We’re glad to hear Ottimate is saving you time, improving accuracy, and giving you better visibility into spend. ### 8. Ottimate Streamlines Workflow, Minor Input Quirks Easily Managed **Rating:** 5.0/5.0 stars **Reviewed by:** Ezben G. | Assistant General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **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. **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. **What problems is Ottimate solving and how is that benefiting you?** Ottimate makes it quick and easy for us to upload and code invoices, while also simplifying the process of researching past invoices and payments. **Official Response from Elyse Williams:** > 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. ### 9. Straightforward, Intuitive Invoice Approvals and Easy Vendor Invoice Search **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2026 **What do you like best about Ottimate?** 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. **What do you dislike about Ottimate?** 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. **What problems is Ottimate solving and how is that benefiting you?** It makes approval of vendors seamless. I can flag if there's an error and kick it back to our AP department, and I can also see who else approved or flagged any invoice. **Official Response from Elyse Williams:** > Thank you so much for your kind review! We’re thrilled to hear that invoice approvals feel straightforward and intuitive, and that being able to search vendor history and verify payment details makes your workflow easier. It’s great to know Ottimate is helping create a seamless approval experience and improving visibility across your team. We truly appreciate you taking the time to share your experience! ### 10. Great Invoice Visibility Across Departments with Easy Search and History **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2026 **What do you like best about Ottimate?** Visibility of unprocessed invoices, ease of viewing. Cuts down on email / chat communications. Visibility across departments. Ability to search by department. Approval visibility. Easy access to copies. Invoice history. **What do you dislike about Ottimate?** Some invoices take several days to appear. Often drops invoice pages in upload. Inability to select by vendor code rather then name when updating the vendor name. Can take long to save changes. Sometimes changes need to be redone and saved several times. **What problems is Ottimate solving and how is that benefiting you?** Mainly communications, visibility, history. ## Ottimate Discussions - [What is the fastest way to upload?](https://www.g2.com/discussions/35922-what-is-the-fastest-way-to-upload) - 3 comments, 1 upvote - [View Ottimate pricing details and edition comparison](https://www.g2.com/products/ottimate/reviews/ottimate-review-12705504?section=pricing&secure%5Bexpires_at%5D=2026-05-13+07%3A24%3A10+-0500&secure%5Bsession_id%5D=db517b83-78a7-430b-8912-d7f89c8f79bb&secure%5Btoken%5D=3df14ca5ccf8ec5c01f3f87ebc2ebcead0769da3f7bc1fdc73f680f5dc85b9a4&format=llm_user) ## Ottimate Integrations - [Ada](https://www.g2.com/products/ada-support-inc-ada/reviews) - [Clubessential](https://www.g2.com/products/clubessential-clubessential/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Jonas Club Software](https://www.g2.com/products/jonas-club-software/reviews) - [LOC Store Management Suite](https://www.g2.com/products/loc-store-management-suite/reviews) - [M3 Platform](https://www.g2.com/products/m3-platform/reviews) - [MIP Fund Accounting](https://www.g2.com/products/mip-fund-accounting/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Restaurant365](https://www.g2.com/products/restaurant365/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) ## Ottimate Features **Administration** - Accounting - Marketing Tools - Employee Management - Guest Profiles **Invoice Management** - Capture - Supplier Portal - Repository **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Analytics** - Reports & Analytics - Predictive Analytics - Feedback Management - Market Intelligence **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 **Analytics** - Due Dates - Benchmarking - KPIs **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Payment Options** - Multi-Currency - Online payment portal **Integration** - Accounting - Payment Integration - ERP **Integration** - Accounting - Payments - ERP - Account Sync **Security** - POS Verification **Platform** - Accounting integration - E-commerce Integration **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top Ottimate Alternatives - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 4.4/5.0 (1,778 reviews) - [Stampli](https://www.g2.com/products/stampli/reviews) - 4.6/5.0 (1,911 reviews) - [Tipalti](https://www.g2.com/products/tipalti/reviews) - 4.5/5.0 (399 reviews)