--- title: Ottimate Reviews meta_title: 'Ottimate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 173 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: 173 scale: '5' date_modified: '2026-07-21' 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:** 173 ## 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's automation features, leading to errors and added workload in accounting processes. (3 reviews) ## Ottimate Reviews ### 1. Plate IQ simplifies our payables process **Rating:** 4.5/5.0 stars **Reviewed by:** Chris F. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2022 **What do you like best about Ottimate?** The interface of Plate IQ is very user-friendly. The home screen is very straightforward and doesn't overwhelm the user with unnecessary information. It is easy to identify which invoices need attention and which invoices need to be approved as soon as you log in. When you are approving an invoice, the invoice page is displayed large enough that it is easily visible on the screen. I find that I can quickly review and update invoice information before I approve. Setting up approval policies and workflows was very intuitive and has been easy to manage. **What do you dislike about Ottimate?** While the program is great, there are a few features that I would like to see improved. Right now, users are unable to move invoices that aren't theirs to the correct location/department without having access to that department. For our club, Maintenance and Building Maintenance invoices can sometimes get entered into the wrong department. To correct this, an admin (me) with access to all departments needs to move the invoice. It would be better if our Superintendent and Facilities manager had this ability as they know best which invoices belong to them. **Recommendations to others considering Ottimate:** Highly recommend it. Easy to use and cost-effective. **What problems is Ottimate solving and how is that benefiting you?** Plate IQ has simplified our invoice approval process at a very reasonable cost to the club. We cut our costs in half from the other program we were using, and our whole team agrees that Plate IQ is better than what we were previously using. In addition to simplifying the approval process, statement reconciliations are now a breeze with Plate IQ. You do need to wait a few months to realize the benefit of the statement reconciliation module, but once you have several months' worth of invoices processed in Plate IQ, the statement upload will quickly identify which invoices you are missing and will even prompt an email to the vendor asking for copies! **Official Response from Elyse Williams:** > Hi Chris! Thanks for the thoughtful review. We are glad to hear that Ottimate has helped you simplify & speed up your AP process. In regards to the feature requests, we will pass that back to the team. If you ever need product support you can reach out to your customer success manager or to support@ottimate.com. ### 2. Streamlines AP with Top-Notch Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Debora J. | Accounts Payable Specialist **Reviewed Date:** April 28, 2026 **What do you like best about Ottimate?** I utilize Ottimate for accounts payable, processing invoices, and obtaining necessary approvals. The tax slide bar has simplified and expedited the process, proving to be very helpful and a huge time-saver. The customer service team shows great attention, listens to what we ask, and involves us when trying out new software features. The new chat feature is really great, with real-time responses available when I have an issue or question. Additionally, I believe Ottimate is the best software for accounts payable I've ever worked with. **What do you dislike about Ottimate?** There are some issues we're working out, but I don't feel comfortable yet with complete automation for my invoices. Some things are not being picked up correctly in the invoice header and taxes must still be checked at this time. There is not a lot of deviation regarding invoice descriptions on the line items and must be recoded often. **What problems is Ottimate solving and how is that benefiting you?** Ottimate simplifies and speeds up invoice processing with the tax slide bar, saving time on reconciling taxes per GL code. The chat feature provides real-time assistance, enhancing the overall user experience. **Official Response from Elyse Williams:** > Thank you for the review. Glad to hear the tax slider and real-time chat are helping streamline your AP process. We hear your feedback on automation and accuracy. Our team is actively improving invoice capture to reduce manual work. Happy to connect anytime to help optimize your workflows further. ### 3. 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. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. Auto-Populated Invoice Details That Save Time **Rating:** 4.0/5.0 stars **Reviewed by:** Sergio B. | Accounting Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Ottimate?** The auto population of invoice information generated. **What do you dislike about Ottimate?** Some invoices can auto archive and searching for them through the uploads tab is a hassle. **What problems is Ottimate solving and how is that benefiting you?** Invoice processing is becoming more streamlined and quicker so I am able to clear quicker. **Official Response from Elyse Williams:** > Hi Sergio! Thanks for taking the time to write a review. We are glad to hear that Ottimate is making your AP process more streamlined and saving your team time. ### 8. Ottimate: Efficient, Time-Saving, with Easy Payment Process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2026 **What do you like best about Ottimate?** I really appreciate how Ottimate saves me time by using machine learning to help book invoices, and I love having payments all in one place. It's great that it does most of the work for me. I also like that it's easy to make payments to vendors, regardless of payment type. Some vendors accept VCards issued through Ottimate, which give cash back, and it's helpful that Ottimate will cut and mail checks for a small fee. The easy implementation was also a plus. **What do you dislike about Ottimate?** Sometimes the invoices aren't booked correctly, and the posting dates don't get learned over time. **What problems is Ottimate solving and how is that benefiting you?** Ottimate saves me time with machine learning for booking invoices and centralizes payments. It's easy to pay vendors, including using VCards with cashback. Ottimate also cuts and mails checks for a small fee, making vendor payments convenient regardless of payment type. **Official Response from Elyse Williams:** > We're thrilled to hear that Ottimate has been able to save you time and provide an easy payment process. Thank you for sharing your feedback. ### 9. Streamlined Invoicing, Needs Interface Enhancements **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food Production | Enterprise (> 1000 emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Ottimate?** I appreciate that Ottimate helps me track everything in one place, which eliminates the need to jump from one platform to another. I like the ease of accessing and downloading invoices. The setup was really easy, way easier than other platforms I've used. **What do you dislike about Ottimate?** I think the thing that could improve is the interface. So some dashboards and reports could be easily inputted into the platform. **What problems is Ottimate solving and how is that benefiting you?** Ottimate helps me track everything on one site, making end-of-month closures and invoice reconciliations easier. It's easy to access and download invoices, which saves me from switching between platforms. **Official Response from Elyse Williams:** > Thank you for taking the time to create such a thoughtful review. It's great to hear how Ottimate is helping your team streamline AP. ### 10. 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. **Official Response from Elyse Williams:** > Thank you for sharing your positive experience with Ottimate! We're glad to hear that the integration with your back office accounting system has been seamless and that our support staff has been fantastic. We appreciate your feedback on the virtual cards and cashback benefits. We understand your concern about the system not being able to discern the amount of checks, and we're continuously working to improve our features to better meet your needs. ## 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-12891052?section=pricing&secure%5Bexpires_at%5D=2026-07-22+05%3A17%3A03+-0500&secure%5Bsession_id%5D=0f60f55c-6537-4e01-816b-6ead19b571b9&secure%5Btoken%5D=9dc298ee512e9e7f5460029d2e0f8b15cb42ee4a2bb87d4538c2a7184d987c34&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) - [Crunchtime](https://www.g2.com/products/crunchtime/reviews) - [FMS](https://www.g2.com/products/mitchell-humphrey-fms/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Jonas Club Software](https://www.g2.com/products/jonas-club-software/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [Microsoft Dynamics Integration](https://www.g2.com/products/microsoft-dynamics-integration/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [NorthStar](https://www.g2.com/products/northstar/reviews) - [Oracle Accounting Hub Cloud](https://www.g2.com/products/oracle-accounting-hub-cloud/reviews) - [Oracle Fusion Cloud Financials](https://www.g2.com/products/oracle-fusion-cloud-financials/reviews) - [PeopleSoft Campus Solutions](https://www.g2.com/products/peoplesoft-campus-solutions/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [reciProfity](https://www.g2.com/products/reciprofity/reviews) - [Sage 100](https://www.g2.com/products/sage-100/reviews) - [Sage 300](https://www.g2.com/products/sage-300/reviews) - [Sage 50cloud Accounting](https://www.g2.com/products/sage-50cloud-accounting/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [SAP Business One](https://www.g2.com/products/edm-sap-business-one/reviews) - [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 ## Top Ottimate Alternatives - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 4.4/5.0 (1,783 reviews) - [Stampli](https://www.g2.com/products/stampli/reviews) - 4.6/5.0 (1,954 reviews) - [Tipalti](https://www.g2.com/products/tipalti/reviews) - 4.5/5.0 (412 reviews)