We recently transitioned from Market Basket to Ottimate. I really appreciate how it remembers coding, which makes the entire process much smoother and more efficient for us. As we continue to load everything in, I expect it will become even easier. I also find it helpful that I can quickly adjust the routing when necessary, such as for CapEx, and apply those changes to just a single order. Additionally, having the ability to view payments without needing to contact accounting for details is fantastic and saves a lot of time. Review collected by and hosted on G2.com.

My only real complaint about Ottimate is that the input sometimes separates things it wasn't meant to, which isn't difficult to fix but definitely threw me at first. Review collected by and hosted on G2.com.

I love the line-item OCR + 3-way match—it reliably flags price/pack-size variances and duplicates, auto-codes by vendor, and routes clean approvals so we catch supplier creep before it hits COGS and close faster with a solid audit trail. Review collected by and hosted on G2.com.

Item/vendor mapping is brittle. Pack-size & UoM conversions (lb ↔ case) break 3-way matches; need item-level tolerances, not just vendor-level.

Credits/returns are second-class. Linking vendor credits to the original PO/invoice is clunky; weak RMA workflow.

Analytics are thin. No native price trend/variance by SKU×vendor; have to export to BI for real insights/alerts.

Multi-entity is half-baked. Shared vendor catalogs, consolidated approvals, and roll-up reporting are limited.

API/webhooks are light. Syncs to ERP can lag; can’t push/pull enough line-level metadata (e.g., lot/expiry).

UX at scale. Click-heavy, slows down on big batches; mobile exception handling is painful; per-invoice pricing stings in peak months. Review collected by and hosted on G2.com.

It's very user friendly. Interfaces fairly easily with a ton of other software. It's been fantastic for me to track my expenses and super easy to scan invoices or email them in... Review collected by and hosted on G2.com.

From my seat, there's really no downside other than a little time.. however, it's much more efficient compared to when I was tracking everything via excel sheet(s) Review collected by and hosted on G2.com.

I love that I only have to go to one place to review all of my invoices and all my vendors. It is extremely efficient and saves my team and I lots of time. We can upload invoices, we can check pricing and shipping information, and it helps us to make sure we are in line with the budget and what we forecasted for. Review collected by and hosted on G2.com.

I have not come across anything in Ottimate that I dislike. All of my experiences have been helpful and convenient. Review collected by and hosted on G2.com.

Ottimate is a reliable software that is easy to use and teach the team how to use. We have had it for a few years and it functions by reading the invoice, going through the approval chains and being submit for payment. Researching in ottimate is easy and user friendly. Review collected by and hosted on G2.com.

There is some frustration around customizing restrictions and uploading that I have experienced. We would like GL level restrictions to prevent coding departments to balance sheet accounts. And the default of splitting up invoices by multiple pages is a bad default. We are constantly chasing down supporting pages. Review collected by and hosted on G2.com.

No more data entry, less errors and double vendor payments, quicker turn around and less chasing down approvals Review collected by and hosted on G2.com.

Offline payments do not export through vendor pay. All issues have to run through support, there isn't much you can fix on your own. Different modules have different rules on how the same button works. Review collected by and hosted on G2.com.

Ottimate streamlines our accounting process, which has allowed for my accurate and timely financial reports. We now have more time for in-depth reconciliations and analysis of accounts, and we couldn't be happier with the product and service we have received. This software is user-friendly, and offers tons of neat features that I haven't seen from competitors. Additionally, their customer support team is first in class, very knowledgeable, and super friendly. Review collected by and hosted on G2.com.

The downside of using Ottimate would be that it has created more work for us in our office, by that I mean we may not have gotten to certain reconciliations every month due to our long and tedious accounting process. However, now we have a lot more free time to complete projects that we struggled to spend time on. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Using Ottimate has greatly reduced the time for both our managers and accounting team for AP. We love being able to easily review invoices later in the month when running budgets. The AI quickly processes GL codes and helps keep us more organized. Love the auto upload features as well. Review collected by and hosted on G2.com.

Still working on some of the reports being helpful, they are a little clunky still. Also, sometimes the AI isn't reading our invoices correctly and there is more work needed to process than expected. Review collected by and hosted on G2.com.

The automated alerts for potential duplicate invoices are very helpful. The system is intuitive and easy to use. Review collected by and hosted on G2.com.

The delay between uploading an invoice and having it available in the invoices window is noticeable. Review collected by and hosted on G2.com.