---
title: Ottimate Reviews
meta_title: 'Ottimate Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 174 reviews by the users' company size, role or industry
  to find out how Ottimate works for a business like yours.
aggregate_rating:
  rating_value: 4.6
  review_count: 174
  scale: '5'
date_modified: '2026-07-23'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# 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:** 174
## 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 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&#39;s automation features, leading to errors and added workload in accounting processes. (3 reviews)

## Ottimate Reviews
  ### 1. Plate IQ Brings Simplicity and Visibility to AP

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steve F. | CFO, Vice President of Finance and Administration, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 09, 2022

**What do you like best about Ottimate?**

The speed and accuracy of the invoice processing algorithm, the EDI interface with major food vendors, the flexible ways to upload invoices (document scans, email, website, photos via convenient mobile app), department-level approvals, dashboard insights, easy-to-use integration with our Clubessential ERP, seamless integration with bill payment processing, bill payment optimization (ACH, vCard, and paper checks), and much more.

**What do you dislike about Ottimate?**

Really, nothing.  I look forward to ERP vendors like Clubessential developing a more highly-coupled interface with Plate IQ and even more suppliers leveraging Plate IQ's EDI capabilities.

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

Invoice GL coding speed and accuracy, any time / anywhere invoice availability for improved expense research,  and an AP process that is 30% - 40% more efficient than before adoption.

  ### 2. Good system, there are some things that need improvement.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 14, 2022

**What do you like best about Ottimate?**

Plate Iq is very good at organizing invoices.

**What do you dislike about Ottimate?**

Invoices get stuck in upload/stay hidden. Piq also duplicates vendors frequently.

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

Invoice tracking and approvals. I also like the new spend management portal that our company uses now.

  ### 3. LOVE PIQ!  TIME SAVER!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 02, 2021

**What do you like best about Ottimate?**

How it reads notes on invoices and save so much time!

**What do you dislike about Ottimate?**

Nothing, an Impressive program! No major issues after 6 months.

**Recommendations to others considering Ottimate:**

Give it a try! It's great!

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

Invoice tracking and general coding.

  ### 4. Easy integration for COGS management.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Adam V. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 30, 2022

**What do you like best about Ottimate?**

It's a great integration for Quickbooks. It saves us several hours each week while allowing us to easily manage our invoices.

**What do you dislike about Ottimate?**

I wish that it was easier to manage duplicate vendors.

**Recommendations to others considering Ottimate:**

Use their support team when needed. It's very helpful.

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

Easy invoice management, makes bill paying a snap. Integrates well with Quickbooks and CogsWell.

**Official Response from Jillian Straw:**

> Hey Adam! Thanks for taking the time to leave your review. I'm glad you've found our support helpful! 

  ### 5. Plate IQ is the best!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tim L. | Chief Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 18, 2022

**What do you like best about Ottimate?**

Ease of use. I love the drag and drop feature.

**What do you dislike about Ottimate?**

The flag resolution. I wish the flag resolution process was more straightforward.

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

I love that the product immediately alerts me if there's a double invoice.

  ### 6. 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.

  ### 7. AP Processing - PIQ works like a dream

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 18, 2022

**What do you like best about Ottimate?**

Easy to use software has allowed our bill entry process to move more quickly and more accurately.

**What do you dislike about Ottimate?**

Nothing! We love Plate IQ. Further integrations with processes like inventory management.

**Recommendations to others considering Ottimate:**

Just use it

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

Bill entry is definitely more accurate and much quicker. Also love the ability to track approvals.

  ### 8. PlateIQ

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2022

**What do you like best about Ottimate?**

Everything all in one place, ability to see all invoices from a given time period

**What do you dislike about Ottimate?**

It sometimes incorrectly picks up items and mislabels them

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

Invoices all in one place, efficiency of getting invoices in.  Ease of use

  ### 9. A very helpful tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 12, 2021

**What do you like best about Ottimate?**

Plate IQ makes it very simple to communicate with accounting department and makes it easy to track prices from all your vendors.

**What do you dislike about Ottimate?**

There is not much I dislike it is a very useful tool in todays technological world, If it had a inventory tracking software included it would be complete

**Recommendations to others considering Ottimate:**

Save time and money

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

uploading and approving invoices
tracking prices changes on all items in your inventory without having to look at old invoices
speed of reports

  ### 10. Good and easy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 14, 2022

**What do you like best about Ottimate?**

Invoice procedure, loading invoices and accepting or approving.

**What do you dislike about Ottimate?**

Takes a while for invoices to populate. Idk

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

Nothing really, accounting takes care of everything.

  ### 11. Support needs improvement and timely getting back on issues with real solutions

**Rating:** 3.0/5.0 stars

**Reviewed by:** Tina M. | CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 29, 2022

**What do you like best about Ottimate?**

the images to QBO and the Quality is good

**What do you dislike about Ottimate?**

Issues are not handled timely and corrected.  You hear I'll get back to you with little to no follow up.

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

Paperless A/P processing

  ### 12. Plate IQ Gives me everything I need.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nick F. | Spirits Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2022

**What do you like best about Ottimate?**

I like plate IQ's seamless organization of my invoices. There's nothing to dislike, the system keeps me organized and gives me peace of mind.

**What do you dislike about Ottimate?**

There's nothing I dislike about PlateIQ, it gives me everything I need.

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

PlateIQ lets me easily search invoices for prices and is an awesome reference tool.

  ### 13. Executive Chef

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2022

**What do you like best about Ottimate?**

Love that I can easily search products and invoices!

**What do you dislike about Ottimate?**

Doesn't work great for the Safari browser.

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

I am easily able to track purchase volume for any period of time. In turn, we are able to purchase more strategically to lower our costs.

  ### 14. Saves us so much time to automate invoice reviews.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mike J. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

The process of invoice automation, statement checker, and multiple ways to upload invoices is wonderful. We have chefs that do not necessarily need to access and login information for the PlateIQ interface; this makes it easier for almost anyone to be able to upload invoices to PlateIQ. Having the batch email upload is also a great addition. Also, if a PDF contains multiple invoices as separate pages, PlateIQ automatically detects that and separates it as individual invoices. The price discrepancy is also a nice feature, but only if they are linked to the correct items.

**What do you dislike about Ottimate?**

Sometimes it does not detect the user scratch marks and/or errors. Having myself check each invoices to make sure there aren't any items that were substituted, removed, or added manually, can be time-consuming over time. Selecting 'all' invoices will only select the first 30, unless you scroll down until the page loads more invoices.

**Recommendations to others considering Ottimate:**

If you have been manually processing invoices, typing out the date, invoice number, totals, etc. this product is for you. The amount of features that are small yet so convenient is fantastic. Batch uploads, merging invoices, and the statement checker feature are great additions.

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

The number of invoices that we're able to process at a much faster pace. Statement checking is a fantastic feature and saves us time to check individual invoices manually.

  ### 15. FM

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 31, 2022

**What do you like best about Ottimate?**

I like that you can  chat within the program

**What do you dislike about Ottimate?**

Sometimes it's difficult to find prices and items GL codes.

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

Time!

  ### 16. Plate IQ Works just like it should.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fieron S. | General Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about Ottimate?**

It makes the job of running a bar a little bit easier.  Who wouldn't want that?

**What do you dislike about Ottimate?**

I wish it was around 10 years ago.  I could have saved so much time.

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

It helps spot cost creep.  With that feature alone it keeps my PnL's in better shape.

**Official Response from Jillian Straw:**

> Thank you for taking the time to review our platform! We wish we were around 10 years ago, too, but we're delighted to be here now! 

  ### 17. Great

**Rating:** 4.5/5.0 stars

**Reviewed by:** Felicia S. | S, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 12, 2021

**What do you like best about Ottimate?**

Search Option is very helpful find what I need quick

**What do you dislike about Ottimate?**

Invoices not in order when Upload on phone

**Recommendations to others considering Ottimate:**

Great for business

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

I keep track of invoices price changes

  ### 18. Great Product. A Must Have

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeremy L. | G, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2021

**What do you like best about Ottimate?**

Ease of use. Intuitive product. Saves time

**What do you dislike about Ottimate?**

Delay in uploading of invoices. Otherwise I love it

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

Better coding, most accurate P&L's. Targeting waste.

  ### 19. Less invoices - More time back for you to work on what REALLY matters

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2021

**What do you like best about Ottimate?**

The ability to transfer more of my time on work that matters instead of dealing with the fickle needs of invoices and bills. Easy to use, and clear and understandable instructions. New to payroll, new to finance, trying to manage your own bills in a clear, efficient way. Plate IQ is for you.

**What do you dislike about Ottimate?**

More features for families or couples group bills. But also does pretty well with this.

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

Plate IQ gives you back time that you didn't realize you were losing. Taking too much time dealing with invoices or bills, allows you to collect all information in one place to make a easy automated system

  ### 20. Valuable tool for A/P automation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

I like that our time is no longer spent sorting through tons of paperwork and gives us the ability to work more remotely.  The ability for all sites to scan in invoices and avoid mailing or faxing back & forth paperwork has saved us a significant amount of time.  Also, we use the Bill Pay feature that saves us time cutting paper checks, mailing them and then stapling the remittances to the check stub.  Our vendors can now email invoices directly to Plate IQ, removing Accounting from much of the process.

**What do you dislike about Ottimate?**

Setup for our complex company took a significant amount of time and we are still figuring out ways around quirks that make our company difficult for Plate IQ to deal with.  The good news is their support team is wonderful and quick to hop on problems.

**Recommendations to others considering Ottimate:**

If you have a complex system with company splits and multiple companies using the same vendors, make sure to ask lots of questions in the initial setup.  We did not ask enough questions and are still fixing errors we created in the beginning because we didn't know what masses we were creating.

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

We have reduced paper use significantly and have likely eliminated 1/2 of a human's position.  Considering we have a small accounting staff of just 2, this is a savings for the company.  During COVID, our company had some massive layoffs.  Luckily we had implemented Plate IQ several months before the pandemic hit and we were able to stay on top of Accounts Payable.

  ### 21. Quality bill pay application with a very responsive support staff. QuickBooks integration is easy

**Rating:** 4.0/5.0 stars

**Reviewed by:** David H. | Senior Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

Easy of use and Quickbooks integration. No need to pick GL mapping from a designated list, you sync Quickbooks Online with Plate IQ and your entire chart of accounts is available to choose from. It also remembers line items and will automatically code invoices to the correct GL. I also like how Plate IQ will mail the checks to your vendors directly, this cuts out a good amount of admin (unproductive) time.

**What do you dislike about Ottimate?**

I wish that the upload function worked in a more timely fashion. Or at least have the option to overide the upload process. Sometimes I need an invoice to be in faster, but it is stuck in the upload precess. The Upload process can take more than twenty four hours at times and that can be problematic. If the upload process was improved there would be very little to complain about with Plate IQ.

**Recommendations to others considering Ottimate:**

It is a great application that will assist in organizing your accounts payable and streamline the payment process. If you are looking to open up your available time to be productive in other areas of your business, then I would definitely suggest looking to Plate IQ.

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

Accounts Payable organization and bill approvals. The approval hierarchy is fairly ease to set up and implement. The search options make finding the invoice you are searching for very simple. Plate IQ will also prevent anyone from entering duplicate invoices. A warning pops up when there is already a matching invoice number associated with the vendor you are entering an invoice for.

  ### 22. Great!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

Plate IQ is easy to work and easy to learn and teach as well.  Its accuracy is great as well, and the time for uploads.  I have trained, and also been the trainee on PIQ and it was one of the easiest and smoothest systems I have ever trained on or been trained on.

**What do you dislike about Ottimate?**

The Dashboard could use a little makeover, a little sore on the eyes.

**Recommendations to others considering Ottimate:**

I don't have other recommendations.  Our company did a test pilot with other systems, and they were not as smooth and efficient as Plate IQ.  We really loved the things that we learned Plate IQ could do, and their team is super helpful and responsive.

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

Data entry, Plate IQ eliminates this for our company. It allows our staff to focus on so much more other than entering invoices by hand, coding and approve.  It's a really efficient program that our team really enjoys.

  ### 23. For the most part, Plate IQ is wonderful.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 17, 2022

**What do you like best about Ottimate?**

How fast the transition from Plate IQ to Quickbooks

**What do you dislike about Ottimate?**

Sometimes multiple page invoices get stuck in upload.  They take longer to process

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

Easy to get invoices processed.  Most problems can be resolved quickly.

  ### 24. PlateIQ Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 31, 2022

**What do you like best about Ottimate?**

How PlateIQ removes the coding process of invoices as the items are all recognized.

**What do you dislike about Ottimate?**

We do not have any dislikes. Once implemented and vendors and items are recognized- everything works seamless.

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

We are reducing time spent on AP with automated AP.

  ### 25. The Whole Package

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cassie Z. | CEO, Enterprise (> 1000 emp.)

**Reviewed Date:** January 19, 2021

**What do you like best about Ottimate?**

PlateIQ is a cost saving automated customizable AP tool that is the whole package.   We love having one integrated, user friendly system that does all our invoices, EDIs, statement reconciliation, credit card transactions, ACH and check cutting.  We especially like the paper trail and approvals policies that we are able to customize- where we used to have email chains and excel sheets for rent payments, reconciliations, reporting... we now have PlateIQ to do it all.  We were able to reduce cost by 1.5FTEs by switching.

**What do you dislike about Ottimate?**

We've been with PlateIQ for more than 3 years and every "dislike" we have had, we were able to bring to the table and watch them innovate.  They are constantly improving in the little things as well as the larger direction and we're excited for their vision!

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

We used to manage rent for one of our clients 100+ store locations on a spreadsheet; we now use PlateIQ.  We used to outsource all our utility management to a company with large fees to manage for us; we now use PlateIQ.  We used to have company credit cards that were reconciled and managed separately from our AP system; we now use PlateIQ.  We used to have Amazon transactions as a separate entity without excellent ways of charging the correct store; we now use PlateIQ. We used to have to split payments manually in our accounting system when invoices went to various locations; we now use PlateIQ.

  ### 26. Best in Class

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sean S. | Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 12, 2021

**What do you like best about Ottimate?**

This Company truly understands what it means to be a true partner to one's business. They are constantly innovating and making their product better. They listen to their customers and provide great support.

**What do you dislike about Ottimate?**

I really don't have any. The Company is constantly innovating. Any wants and needs are always being addressed in the Company's roadmap.

**Recommendations to others considering Ottimate:**

Highly recommend this product/company if you are in the hospitality/restaurant space.

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

Plate IQ has allowed us to automate our invoice processing primarily through EDI and direct email of invoices. This has greatly reduced the number of missing invoices, input errors and also has allowed us to increase accuracy, while reducing the amount of time needed to close the books. We also use the statement reconciliation module, which has proved very useful and effective as well. This ensures that all invoices are included for each period. Additionally, the product integrates very nicely with our ERP which allows for easy workflows and reporting. This has enabled us to grow our team and provide them with more challenging jobs, rather than data entry. We experienced 80% growth with Plate IQ and our team of three became a team of one. When COVID hit we decided to move our payments to Plate IQ primarily to make check processing more efficient.

  ### 27. Great tool to help streamline your AP Process!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karli-Mae O. | Senior Accountant/Financial Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 11, 2021

**What do you like best about Ottimate?**

The ease of use! The website is extremely easy to navigate for all levels of computer savy (or not savy) people! It helped us become paperless to have the ability to work from home more frequently! It also allows our company to get a better handle on their spending and figure out where we could be saving due to the features that PlateIQ gives us! It also eliminates our check cutting process with their Bill Pay option! We are able to cut checks and make payments with a click of a button!  Not to mention our vendors love the ACH and V-Card options now, so they are paid quicker without the hassle of depositing checks that come in the mail!

**What do you dislike about Ottimate?**

Some of the tools could be better and it would be nice to have custom reporting but I know that PlateIQ is always looking to improve their platform so I'm looking forward to all the new features that get rolled out! I would also prefer more control from an administrator side. It would be nice to log in as someone to see their point of view and to manage what they can/cannot do in their role.

**Recommendations to others considering Ottimate:**

I would (and have already) recommend PlateIQ to other companies.  Between it's innovative, easy to use platform and it's cloud based storage, we have saved money, manpower, and time by implementing PlateIQ!

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

We solved problems having to do with overhead during the COVID-19 shutdown for our industry.  We were also able to process AP from home and not have to deal with all the paper that usually comes with AP! We are also able to communicate on the platform which means there's less emails and back-and-forth with the location managers!

  ### 28. Review

**Rating:** 4.5/5.0 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?**

Ease of sending invoices, via phone picture or forwarding email

**What do you dislike about Ottimate?**

Misreads of often used category items, having to reenter

**Recommendations to others considering Ottimate:**

Logging on not always quick

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

Having to pay office admin to stuff envelopes

**Official Response from Jillian Straw:**

> We aim to please, and are glad you no longer risk the chance of paper cuts on those pesky envelopes! Thank you for taking the time to submit this review. 

  ### 29. That app is user-friendly when you're on the run

**Rating:** 4.0/5.0 stars

**Reviewed by:** Matthew M. | Facilities Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 04, 2021

**What do you like best about Ottimate?**

The app is easy to use to down load invoices on the run

**What do you dislike about Ottimate?**

Wish you could split up invoices two different locations from the app

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

Having digital downloads for all invoices and receipts

**Official Response from Jillian Straw:**

> Thanks for the review Matthew! I'll pass on the mobile-app suggestion to our team, we always value hearing directly from our clients. 

  ### 30. Easier to pay

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 16, 2022

**What do you like best about Ottimate?**

Pay from phone, review past invoices with ease

**What do you dislike about Ottimate?**

Can't clear bills that have unresolved issues

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

Invoices are paid faster, less time is required to submit Invoices for payment

  ### 31. Great time saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

The ability to upload the invoices to Plate IQ without having to manually enter each invoice item has been such a time saver for our company.

**What do you dislike about Ottimate?**

That some items are not kicked out that accidentally get scanned that are not actually invoices

**Recommendations to others considering Ottimate:**

If you have many invoices that take a lot of time to input into your accounting system then Plate IQ will be a huge timesaver for you.  It is very accurate and has helped us save many hours that are now used for other duties.

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

By using Plate IQ and not having to manually enter in individual items from our invoices has helped to free up some of the accounting personnel to do other projects and duties

  ### 32. Plate IQ is a game changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica S. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

Plate IQ takes the stress out of making sure the invoices make it from the kitchen to our accounts payable clerk. Having the vendors' email the invoices directly into the program solves many issues, mainly misplaced invoices.

**What do you dislike about Ottimate?**

I would like to see a dashboard drill down in addition to the reports available.

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

#1 Benefit- No more lost invoices! The ability to look up any invoice anytime and see all the detail from my phone, iPad, or computer is beneficial.

  ### 33. Great Program/Easy To Use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 02, 2021

**What do you like best about Ottimate?**

How user-friendly it was for all ages! Would highly recommend.

**What do you dislike about Ottimate?**

Can't really think of anything right now.

**Recommendations to others considering Ottimate:**

Get comfy and settle in. Super easy and you will be using it daily.

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

I am getting invoices/receipts organized for future archives. It's a great tool to use for the search factor alone.

**Official Response from Jillian Straw:**

> Thank you for your review! Love the "get comfy and settle in" recommendation, we're very happy to hear you've been enjoying your experience with us.

  ### 34. Keep your invoices in place

**Rating:** 4.0/5.0 stars

**Reviewed by:** Magda W. | G, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

The best part is scanning the invoices takes seconds and our accountant can review everything clearly and in an organized manner

**What do you dislike about Ottimate?**

I wish the search options would filter out better

**Recommendations to others considering Ottimate:**

If you have tons of different types of deliveries, use it!

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

I don't need my accountant on premises anymore. One scan takes care of everythihng. I love that any doubles are automatically removed

  ### 35. Why I love Plate IQ

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Ranching | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

I like that they are now local on the Pacific Coast now, it makes it easier for me to reach out during the times I am working.  I love how it is easy to use and now it syncs well with QBO.  Bill Pay is easy and I love how everything is line items.

**What do you dislike about Ottimate?**

We need to have the ability to have Billable and non billable expenses.  Would also be great to have the ability to pay from multi checking accounts without jumping through the rings of fire.  :-)

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

Payables and the ability that the invoices convert to QBO

  ### 36. Its been a wonderful experience growing our brand in partnership with PlateIQ.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Omar N. | VP Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 08, 2021

**What do you like best about Ottimate?**

Ease of use, seamless integration, and great support service. Account setup for new sites is a breeze for companies like ours experiencing growth.

**What do you dislike about Ottimate?**

Not really a dislike, but adding additional reporting features would be helpful

**Recommendations to others considering Ottimate:**

Your one-stop all-in-one solution ffor AP Automation, Invoice Managements, Price Changes over time, and Business analytics for Restaurants.  The integration the offer is unmatched by anyone in the industry, and the service and support are top notch!

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

Tracking price changes over time, confirming that prices across our brand match up, and secure invoice storage.

  ### 37. Game changer for our business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 15, 2021

**What do you like best about Ottimate?**

Hot lists with weekly price changes
Full accounting integration of invoices without any human intervention

**What do you dislike about Ottimate?**

I would like to see comparison data for the same product from other vendors

**Recommendations to others considering Ottimate:**

We have used PlateIQ for over 5 years.  We have saved hundreds of thousands of dollars and gained insights into our business that would have been impossible without PlateIQ.  On top of that having a digital repository for every single invoice that is instantly searchable has made audit and back office functionality a piece of cake.

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

We have saved hundreds of thousands of dollars by not needing data entry personnel while capturing the full detail of every invoice giving us true transparency into our AP

  ### 38. Fast, easy and gives me the ability to check payments in a click!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mike G. | Food Service Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 29, 2021

**What do you like best about Ottimate?**

Easy & Seamless with little intervention from user

**What do you dislike about Ottimate?**

Tuesday cut-off at 11:00 am, but I think that's a corporate policy.

**Recommendations to others considering Ottimate:**

I highly recommend it, it's fast, easy and the mobile app comes in handy

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

I can download a vendor check PDF and show them payment

  ### 39. Plate IQ - FOR THE WIN!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin B. | CEO and President, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 15, 2021

**What do you like best about Ottimate?**

Plate IQ has dramatically reduced the labor cost and human error inherent in a manual data entry system for invoices.  Indeed, the speed at which its data flows has ushered in a completely new era of awareness and proactive decision-making, all rooted in fact.

**What do you dislike about Ottimate?**

I quite honestly don't have a lot of criticism of the product; it does exactly what it says it will do.

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

Speed of information flow.  Ability to push responsibility down to lower levels of management.  Increased overall team awareness around the money the business spends.  Better proactive decision-making overall as a team.

  ### 40. Plate has helped automate our AP proccess.

**Rating:** 5.0/5.0 stars

**Reviewed by:** JEBS D. | Chief Information Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 18, 2021

**What do you like best about Ottimate?**

Line By Line GL reading.  The software is nice, user friendly, and does a great job reading electronic invoicing.

**What do you dislike about Ottimate?**

The @support team who look at "needs attention" emails barely take any time to look at invoices sent to them and simply move them on as soon as something isn't exactly as expected on the invoice.

**Recommendations to others considering Ottimate:**

Make sure you take the time during the implementation to get your setup done correctly and learn the product before you start using it.

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

We no longer have to hand enter invoices by line item into our accounting software.

  ### 41. Not a bad system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.)

**Reviewed Date:** November 27, 2020

**What do you like best about Ottimate?**

I love how it has pretty high accuracy and once you learn it, its easy to navigate

**What do you dislike about Ottimate?**

A little tricky to learn, but once you figure out the mapping, its pretty seamless

**Recommendations to others considering Ottimate:**

I can't stress the time that Plate IQ has saved by automating the upload of invoicing.  I have never had this luxary before and it saves so much time.  We use it with out ERP system, Compeat, and it is seamless and easy.  It allows the store level people also capture the invoice and upload them, then they come to AP where they go through the finally approval and import into the ERP system for payment.  Really great system and product.  They also have really great support.  I would definitely recommend this product for invoicing automation.

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

We use Plate IQ to read all invoices that are uploaded electronically instead of having to manually enter every invoice in a very high volume AP  department.  It eliminates error and saves a lot of time

  ### 42. plate iq review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Michael S. | Executive Chef, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

It's nice to be able to approve invoices in one place.

**What do you dislike about Ottimate?**

Sometimes alcohol invoices don't automatically get uploaded.

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

Missing invoices, duplicate invoices are easy to solve.

  ### 43. Very easy-to-use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anna D. | General manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

I find this program very easy to use.   It is easy to train new users.

**What do you dislike about Ottimate?**

I have nothing I dislike.  If you ever make a mistake it is easy to correct.

**Recommendations to others considering Ottimate:**

It is easy to use and allows us to submit invoices to be paid quickly

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

When you upload something that is hard to read.   It is easy to upload a new copy.

  ### 44. Review per PIQ request

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 04, 2021

**What do you like best about Ottimate?**

They can process a lot of invoices for us.

**What do you dislike about Ottimate?**

When there is an error, it is difficult to determine what the problem is.

**Recommendations to others considering Ottimate:**

It's great for mass invoices that are not technical.

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

We don't have to hire a person to enter the invoices one at a time. It is a time saver.

  ### 45. Great  software for streamlining restaurant AP processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Liz S. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 16, 2020

**What do you like best about Ottimate?**

PlateIQ has been a game-changer for my restaurant focused accounting firm. Using the software has streamlined our remote services allowing for more time to analyze financial performance instead of spending time on manual data entry. Our clients just scan invoices and we take it from there using PlateIQ's automated platform to code and export invoices to our accounting software. We are also able to provide additional reporting to our clients via the software. Restaurant owners and managers love having the ability to have their purchase information at their fingertips, especially the hotlist function that highlighted item price changes.

**What do you dislike about Ottimate?**

PlateIQ is continually improving and enhancing functionality. They listen to feedback and make changes that will improve the experience for their customers. Having some more inventory valuation functionality would be a plus.

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

PlateIQ has had an immense impact in reducing the amount of time my team spends on AP. As a result, we are able to better serve our clients.

  ### 46. Great for High Volume; A little temperamental with details

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 11, 2021

**What do you like best about Ottimate?**

Plate IQ is a fantastic tool for handling high volume of invoices and make it easy to adjust invoices. They're also very allowing for various accounting software. Oh, and the customer service is absolutely amazing. Very responsive and detailed.

**What do you dislike about Ottimate?**

Plate IQ's visual system still needs some work. It tends to make the same item multiple times with small "imagined" differences in the item code or name. It'll do this with vendors as well.

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

A lot of time saved entering invoices. And despite my comments on multiple item codes, we see fewer typos on the GL or invoice total side.

  ### 47. Ronnie's Review of Plate IQ

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ronald L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 11, 2021

**What do you like best about Ottimate?**

Phone and pic scanning.  Easily uploading from anywhere.

**What do you dislike about Ottimate?**

I haven't found anything I dislike. I truly love the ease of moving around and editing of invoices.  The mapping feature needs a few more options.

**Recommendations to others considering Ottimate:**

I believe that Plate IQ is a total game changer for the industry.

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

I no longer have to scan and input invoices.

  ### 48. Great bigger vendors.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

Great for vendor invoice imports and automatic coding for recurring vendors.

**What do you dislike about Ottimate?**

However, I wish it was more integrated into our ERP and was faster. Some of the queries are restricted and slow.

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

Automatic coding and time savings.

  ### 49. Plate IQ - Super Easy and Reduced Costs

**Rating:** 5.0/5.0 stars

**Reviewed by:** John D. | Chief Financial Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 26, 2021

**What do you like best about Ottimate?**

Easy implementation, paperwork reduction, and lower costs

**What do you dislike about Ottimate?**

Would like integrate better with key vendors who get paid online

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

We cut costs by over 50% from prior outsourced solutions.  Program set us up well for headcount reductions  as well in a reorganization

  ### 50. Technical Debt Can be a PITA

**Rating:** 3.5/5.0 stars

**Reviewed by:** Daniel S. | Co Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 27, 2021

**What do you like best about Ottimate?**

Easy to upload invoices and get them scanned in / coded

**What do you dislike about Ottimate?**

OFten a buggy UI or the "OCR" barely works

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

Coding invoices and accounts payable. They certainly make it easier on our bookkeeper.


## 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?page=3&section=pricing&secure%5Bexpires_at%5D=2026-07-23+11%3A45%3A16+-0500&secure%5Bsession_id%5D=cad1d302-fe00-4ed3-a6f7-fa80b7fab916&secure%5Btoken%5D=36e380e7b46757a0359be45a7902562863167032910b9fcbc11b47566d241e8d&format=llm_user)
## Ottimate Integrations
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  - [Xero](https://www.g2.com/products/xero/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

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