---
title: Ottimate Reviews
meta_title: 'Ottimate Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 171 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: 171
  scale: '5'
date_modified: '2026-07-20'
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:** 171
## 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 has streamlined our invoices and makes submitting and approving very efficent.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Seth C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 12, 2021

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

Plate IQ catches the same line items every submission, so that we don't spend hours coding each invoice.

**What do you dislike about Ottimate?**

Sometimes it will try to pull the wrong Vendor, since there are multiple addresses in their system.

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

Efficiently submitting invoices

  ### 2. Very helpful, efficient, and organized.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 11, 2021

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

I like how Plate I.Q is able to detect whenever there is a duplicate copy of an invoice and also let's you write down notes which keeps our company organized.

**What do you dislike about Ottimate?**

There isn't anything I dislike about Plate I.Q

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

Plate I.Q helps us catch invoices that are duplicate, have the wrong amount, or aren't real invoices. We can also flag or archive invoices and place them in the needs attention section so that we are able to review the invoices and solve the problem. Plate I.Q has helped make our accounts payable process faster and more efficient, especially because we are able to add everyone to the approval process.

  ### 3. Plate IQ had delivered 100% on all of their promises made while trying to obtain our business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jean-Pierre M. | Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** January 18, 2021

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

Consolidating workflows and automations.

**What do you dislike about Ottimate?**

Delays in invoice production due to vendors

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

Consolidating AP cycle to include both EDI, emailed, scanned invoices. Better management of invoice approval.

  ### 4. Five Star Plus Customer Service

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 16, 2020

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

The best is I get to talk to a person.  I don't mind emailing, but when I need something fixed or an answer without the wait, I can call and talk to a person.  Even the emails are answered in a timely manner.  Not waiting for four weeks to get a simple answer is so helpful.  The second best is a restaurant program is rocking the grocery world.  Plate IQ I would recommend to any industry for invoice management and streamlining.

**What do you dislike about Ottimate?**

Programs are great at input with little errors, but they don't like to talk to each other all the time.  However, in the programs defence, it has been found that some humans change things they should not.  Then the programs do get confused by way of cause and not space and character.

**Recommendations to others considering Ottimate:**

They had more experience, user friendliness, and user friendly with Quickbooks

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

We have six departments and eight buyers.  They all have their own way of reporting invoices.  With Plate IQ we are getting a centralizing and standardizing of the invoice reporting to the finance office.   Now the few departments that are in the programs see how much time they are saving by a little work up front.

  ### 5. Works as advertised and really does save time and money.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Brooks T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2020

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

The time savings. It more than pays for itself and I get the additional benefit of being able to access .pdf images of the invoices no matter where I am as they are sent to QBO.

**What do you dislike about Ottimate?**

Sometimes it is operationally clunky  and has some technical difficulties. Also if you are trying to do your books in a single day a week there is a lag between uploading a doc and having it ready to sync.

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

Time savings. Also, my chefs can look up item pricing in the system without asking me to chase down an old invoice or lean on the vendor for information.

  ### 6. very easy to process a invoices for any small or large business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tammy P. | Enterprise (> 1000 emp.)

**Reviewed Date:** January 12, 2021

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

saves time for invoice entry, saves image

**What do you dislike about Ottimate?**

would like for the system to pick up multiple page invoices better as they are scanned in that way

**Recommendations to others considering Ottimate:**

nothing at this time

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

very few reading issues....saves ample time for our managers to do their work and manage their team and customers rather than entering invoices

  ### 7. Plate is an awesome time saver in our accounting process and a great management tool for our owners.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 18, 2021

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

I love that we can export invoice information that imports to our accounting software. The bill pay with the V card is also an exciting tool I'm looking forward to taking advantage of.

**What do you dislike about Ottimate?**

When the Plate staff isn't able to read cursive writing or thinks an utility invoice is a statement, just because it says statement at the top.

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

It's a great time saver for us and our managers/owners love the hot list to save money on items they should be getting at a franchise discount.

  ### 8. BEST PRACTICES

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 12, 2021

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

FUNCTIONALLITY. SUPER EASY TO USE. LOCATE INVOICES FROM ANYWHHERE.

**What do you dislike about Ottimate?**

NOT MUCH NOT TO LIKE ABOUT IT. NEVER HAD ANY ISSUES.

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

I can look for invoices from periods before. I've had to find vendors for facility emergencies while on vacation.

  ### 9. A great time saving bill pay software with a great team behind it

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 10, 2020

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

Plate IQ saves a ton of time when processing invoices. The system streamlines the process and they are constantly adding new features that continue to improve this product.

**What do you dislike about Ottimate?**

Not much to complain about here. Some work could be done with the reporting module but other than that its great.

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

The time spent processing invoices has dramatically reduced allowing our realized revenue increase due to task times be cut, sometimes even as drastically as in half. They continue to innovate and provide things that only continue to make our job more streamlined and easier.

  ### 10. Great AP platform

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 12, 2021

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

Clever system, captures all scanned invoices, digitizes the invoices at a line item level. Great customer service.

**What do you dislike about Ottimate?**

Aging analysis is an added feature at a cost.

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

Saves time by avoiding having to code repeating invoices each time.

  ### 11. Great for invoicing AI, could use better download info to Great Plains

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** April 27, 2021

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

Artificial intelligence and making AP easier

**What do you dislike about Ottimate?**

Grabbing all fields, and auto loads into GP

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

Better information access by taking the free seminars

  ### 12. The program is very user friendly.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 27, 2021

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

I like the accuracy of the data received.

**What do you dislike about Ottimate?**

I actually really like the program and love it.

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

It records data fast

  ### 13. Hotel AP - great tool!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 12, 2021

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

Easy to find invoices and do accruals at the end of the month.

**What do you dislike about Ottimate?**

That our company doesnt use this platform for Employee Expense Reports

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

Better accruals at the end of the month

  ### 14. FABULOUS INVOICE AND INVENTORY SOFTWARE!

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 21, 2020

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

I love that each invoice is digitized. I am able to see my item's pricing trends. I love that the data entry in this software is easy and user friendly. This software allows me to be able to keep up with my inventory without having to use a spreadsheet on Excel. I also like that i can export my data to Quickbooks. I love the interface and i also liked how great the customer service is.

**What do you dislike about Ottimate?**

I dislike the basic design elements. The point of sale integrations are far and few. The point of sale needs an upgrade. This software is only good for certain businesses. It needs more flexibility so that a larger variety of businesses can utilize it. This software was also very expensive. I would like for the pricing to decrease. Plate IQ seems to be higher than other competitors.

**Recommendations to others considering Ottimate:**

I would recommend using Plate IQ instead of using Excel. It saves time when entering and extracting data. It automatically codes purchases. It integrates other software to create a great business experience for you.

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

I am able to do stress free data entry. My inventory is large and i needed to make sure that the software would be able to hold all the lists of products that i have in my locations. I also needed graphs that show me the total costs of certain products. I'm also not having to stress about having reports after each month. My accountant can easily go in and grab reports for each day or month.

  ### 15. Positive Experience with PIQ

**Rating:** 4.0/5.0 stars

**Reviewed by:** Scott K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 15, 2020

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

We have had mostly positive experiences with PIQ, it's a very self-explanatory, straight forward platform that has helped our AP process immensely.

**What do you dislike about Ottimate?**

There were some reporting issues that we had in terms of certain views we would have liked to have, perhaps some more tool bar options, etc.  Nothing that was too big of a deal or that had us questioning our partnership with PIQ though.

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

Our AP process was very antiquated, and PIQ has brought us along very quickly with automating the entire process and taking the manual aspect out of the process.  This has allowed our chef/managers to focus on the food operation aspect and has just freed up their time in general.

  ### 16. Great Product!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Restaurants | Enterprise (> 1000 emp.)

**Reviewed Date:** July 16, 2020

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

Plate IQ allows you to obtain complete automation in accounts payable. Invoices are automatically sent to the platform, you can customize an approval process within your company, and have your AP team do a quick upload to your accounting software to finalize.

**What do you dislike about Ottimate?**

Your vendors need to be willing to email PDF's or EDI files to the platform. If you work with a lot of mom and pop vendors, you will find yourself having to scan invoices to the platform yourself. It's still easy to do but takes away the efficiency that this product allows you to gain within AP.

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

With 18 locations, it's easy to miss paying an invoice if you don't have a good system in place. Plate IQ has solved that issue for us. By the time we get to the end of the month, we don't have to worry about invoices being missed. Another issue we resolved is getting invoices approved by our GM's. Plate IQ has streamlined the entire process for us and has significantly reduced the amount of hours we used to spend emailing invoices to our locations to approve.

  ### 17. Good online assistant

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 11, 2021

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

can make csv files, help speed up invoice

**What do you dislike about Ottimate?**

a few G/L accounts not sync properly but ok

**Recommendations to others considering Ottimate:**

None

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

shorten my time of invoice processing

  ### 18. great, can be expensive for smaller clients

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 15, 2021

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

ease of use and portal is easy to use, easy to show clients

**What do you dislike about Ottimate?**

It can be expensive.  The ach and vcard process is choppy.  Getting vendors on, it is not that easy and we cant control it that much

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

AP is streamlined so vendor payments

  ### 19. Very handy platform for simplifying accounts payable and bill payment process

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 13, 2021

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

invoice scanning and upload with direct allocation to chart of accounts

**What do you dislike about Ottimate?**

needs faster invoice processing after scanning in

**Recommendations to others considering Ottimate:**

for large volume invoice processing this works out really well

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

faster coding to chart of accounts and simplified bill paying

  ### 20. Incredibly Valuable Solution!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tom R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2020

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

Great inferace with strong integrations with our ERP systems.

**What do you dislike about Ottimate?**

Some workflow is clunky but always improving.

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

AP Automation has reduced our staff requirements and data mining for purchasing decisions is helping clients.

  ### 21. Excellent AP Automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Caron C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 02, 2020

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

Provides automation, consistency, and accuracy.

**What do you dislike about Ottimate?**

Search & filter was limited at first but it has improved.

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

AP Processing & Bill Pay


## 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=4&section=pricing&secure%5Bexpires_at%5D=2026-07-20+14%3A08%3A33+-0500&secure%5Bsession_id%5D=488cd775-4d19-411c-bf2f-baf0d142ae70&secure%5Btoken%5D=5b1eb2238ccdde6277e602091b0658f54688fa48f5837798281d73a5193d5ed0&format=llm_user)
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## 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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