--- title: Ottimate Reviews meta_title: 'Ottimate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 188 reviews by the users' company size, role or industry to find out how Ottimate works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 188 scale: '5' date_modified: '2026-08-13' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Ottimate Reviews **Vendor:** Ottimate **Category:** [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) **Average Rating:** 4.5/5.0 **Total Reviews:** 188 ## About Ottimate Ottimate is an AI-native Accounts Payable (AP) automation platform that leverages the latest agentic technology to proactively identify opportunities to optimize cash flow and intelligently automate mundane tasks, enabling organizations to strategically maximize working capital while saving tens of thousands in labor costs. Built for unique, industry-specific workflows in hospitality, healthcare, and grocery, Ottimate centralizes AP across multiple locations and empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle. Beyond traditional automation, we give finance teams real-time intelligence, preemptively uncovering efficiency gaps, unexpected cost savings, and strengthening profitability. Insights that used to take 11+ hours to compile now surface within seconds, so teams can regain control of their AP and margins. ## Ottimate Pros & Cons **What users like:** - Users find Ottimate to be **very user-friendly** , simplifying AP tasks and enhancing overall efficiency in processing. (23 reviews) - Users love the **invoicing automation** of Ottimate, which streamlines accounts payable and enhances processing speed. (13 reviews) - Users appreciate the **time-saving features** of Ottimate, significantly enhancing productivity and streamlining the invoicing process. (12 reviews) - Users value the **automation capabilities** of Ottimate, significantly reducing manual tasks and improving efficiency. (11 reviews) - Users appreciate the **ease of use and AI features** of Ottimate, significantly streamlining Accounts Payable processes. (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** , particularly regarding excessive notifications and limitations on invoice numbering. (5 reviews) - Users face significant **export issues** with Ottimate, causing delays and reliance on support for fixes. (4 reviews) - Users face **integration issues** with Ottimate, struggling with exporting to Quickbooks and connecting old accounting systems. (4 reviews) - Users experience **slow performance** with Ottimate, facing delays in invoice processing and syncing issues with accounting software. (4 reviews) - Users experience **accuracy issues** with Ottimate, such as unwanted inputs and erroneous error flags, impacting usability. (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. Leaving Plate IQ Will COST YOU! **Rating:** 0.0/5.0 stars **Reviewed by:** Tim H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Ottimate?** We appreciated that Plate IQ automated our invoice coding and they were generally a good company. Until we decided to leave..... **What do you dislike about Ottimate?** After using the service for 14 months, we decided to leave since we were onboarding Margin Edge which is a much more robust analytics software for restaurants. Even though we had only signed a one year agreement, they are claiming that since we didn't cancel before the end of the one year term, that our contract auto-renews for another year. Also, if we'd like to leave now, they need us to buyout the ENTIRE rest of the year. Obviously the people at Plate IQ don't get it. NO ONE WANTS TO BE TIED TO A CONTRACT ANYMORE. Reputable software companies say, "if you're not satisfied with our service, you are welcome to leave without penalty". These archaic policies remind very much of the unscrupulous policies of the Merchant Service Providers we all know and love. Good Riddance Plate IQ! With policies like these, you won't be around long. **What problems is Ottimate solving and how is that benefiting you?** Automating our food service invoice coding. ### 2. Buyer Beware **Rating:** 0.0/5.0 stars **Reviewed by:** Cesare N. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Ottimate?** We were never able to get their software to work for our business. We have a lot of manual invoices and no broad line purveyors and EDi feeds are not possible, which was described during our sales calls. We were told that handwritten invoices were not an issue but it is. **What do you dislike about Ottimate?** Their support team is terrible. No response to flagged issues and no real explanation except that their ticketing system had a glitch. All outliers are pushed to the customers. Took us longer to process invoices using their software than if we just manually keyed them into the accounting system. All of their solutions are workarounds that cost us more time and effort. They lock you into a contract that they refuse to let us out of even when their solution is working for us and their support team doesn't respond to issues. Many other solutions out there that don't lock you into contracts and earn your business every month. Buyer beware, I would not recommend using this software at all. Let the contract terms be a red flag. Also, the way they "estimate" your usage and bill is archaic and unpredictable. **Recommendations to others considering Ottimate:** Stay away and find a better solution that doesn't lock you into a service term. None of their competitors do this and it is a huge red flag. **What problems is Ottimate solving and how is that benefiting you?** We were trying to automate our AP and provide better reporting. After 4 months of trying, we are canceling this effort. They refuse to let us out of our 12-month contract even though their software turns out to be not a fit. The best they've offered is a 20% discount on the remaining contract for doing absolutely nothing. Total waste of time and effort. ### 3. Inconsistency in processing along with NO phone service for help has made it very frustrating. **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Ottimate?** Nothing stands out at this time. The support people (via email) seem to be very nice and respond . **What do you dislike about Ottimate?** Items are not processed precisely how they read on the invoice. They leave off numbers, letters, and dashes that are important in item numbers. Misspelling that causes new items to be created along with whether an item has capital or lowers case letters or not. You can tell if two people are doing one invoice and exactly where one stops and the other starts. Inconsistancy in the processing comes a lot from misspelling. This is much more time consuming than we were lead to believe. **What problems is Ottimate solving and how is that benefiting you?** We are getting the invoices sent to our inventory program. **Official Response from Jillian Straw:** > Hello, I am very sorry to hear this of your experience with Plate IQ. Please reach out to me directly (jillian@plateiq.com) and I will try my best to rectify this situation so that your experience can reflect the value we hope to give to each customer. Thank you for bringing this to my attention. ## 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?filters%5Bnps_score%5D%5B%5D=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A22%3A00+-0500&secure%5Bsession_id%5D=cf381f36-1d59-4f93-a7cb-062227cfb13a&secure%5Btoken%5D=a147b240f7ce3a7a276f566e06f230b83fd34bca9966b9544860189c62d7168f&format=llm_user) ## Ottimate Integrations - [AccountMate](https://www.g2.com/products/accountmate/reviews) - [Acumatica](https://www.g2.com/products/acumatica/reviews) - [Appfolio](https://www.g2.com/products/reqarchitect-appfolio/reviews) - [Aptech Computer Systems Inc](https://www.g2.com/products/aptech-computer-systems-inc/reviews) - [CenterPoint Accounting](https://www.g2.com/products/centerpoint-accounting/reviews) - [Clubessential](https://www.g2.com/products/clubessential-clubessential/reviews) - 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Digital Invoices - Recurring Invoices **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration - Debit/Credit Card Processing - Online Payments - Partial Payments - In-Person Payments - Digital Wallet Payments **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Analytics** - Reports & Analytics - Predictive Analytics - Feedback Management - Market Intelligence **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance - Recurring Payments **Invoice Processing** - Approvals - Batch Processing - Consolidation - Match Invoices **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 - Payment Gateway Integration - ACH Payment Processing - Cryptocurrency Processing **Analytics** - Due Dates - Benchmarking - KPIs **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Payment Options** - Multi-Currency - Self Service Portal **Integration** - Accounting - Payment Integration - ERP - ERP integration **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 **Additional Functionality** - Data Synchronization - Transaction Monitoring - Purchasing & Receiving - Contactless NFC - Offline Access - Electronic Signature - PCI Compliance - Credit Card Management - Fraud Detection - SSL Security - Mobile Access - Generative AI - Returns Management - Discount Management - Reminders - Barcode/Ticket Scanning - Reporting & Statistics - Recurring/Subscription Billing - Compliance Management - Transaction History - Mobile Card Reader - Sales Tax Management - Customer Database - Receipt Management - Customizable Branding - Invoice Management - Cash Management - Remote Access/Control - Multi-Location - Sales Trend Analysis - CRM - Gift Card Management - Sales Reports - AI Copilot - Multiple Payment Options - Loyalty Program - Status Tracking - Alerts/Notifications - Activity Dashboard - Expense Tracking - Data Security - Payment Links - API - Payment Fraud Prevention - Payment Reconciliation - Data Import/Export - Search/Filter - Real-Time Data - Billing & Invoicing **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 **Additional Functionality** - Data Import/Export - Invoice Management - Online Banking - 1099 Preparation - Generative AI - Receipt Management - AI Copilot - Fraud Detection - Duplicate Payment Alert - Document Management - Compliance Management - Inventory Management - Check Writing - Mobile Access - Audit Trail - Reporting/Analytics - Multi-Currency - Status Tracking - Activity Dashboard - 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