# 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:** 172
## 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 **extremely user-friendly** , enhancing efficiency in processing invoices and managing expenses seamlessly. (23 reviews)
- Users value the **invoicing automation** of Ottimate, greatly enhancing their efficiency and simplifying accounts payable processes. (13 reviews)
- Users love how Ottimate provides **significant time savings** by streamlining processes and improving productivity in invoice management. (12 reviews)
- Users value the **automation features** of Ottimate, significantly reducing data entry and improving efficiency. (11 reviews)
- Users value the **effortless invoicing and payment processing** with Ottimate, greatly improving their Accounts Payable efficiency. (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 experience **inefficient invoicing** with excessive notifications and limitations on invoice number formatting, causing frustration. (5 reviews)
- Users face **export issues** with Ottimate, including manual workarounds and slow processing times hindering efficiency. (4 reviews)
- Users experience **integration issues** with Ottimate, facing challenges in connecting systems and exporting data effectively. (4 reviews)
- Users experience **slow performance** with Ottimate, noting significant delays in invoice processing and syncing issues. (4 reviews)
- Users report **accuracy issues** with Ottimate, including erroneous inputs and incorrect error flagging affecting 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. Ottimate Streamlines AP Approvals and On-Time Vendor Payments

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jay M. | Director of Finance and Admin, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 29, 2026

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

We currently utilize Ottimate for AP and has made this process much smoother from getting vendors paid on time to getting approvals faster. Less emails from the group about whether or not this is approved to pay as we have a simple rhythm for who is responsible for approving different areas and it gets to the right people each time. Ease of use and research has made this such a great product to want to use.

**What do you dislike about Ottimate?**

Downsides have been paying with Virtual Cards for certain vendors as a lot of our vendors received calls regarding the virtual cards and they did not opt into this in the first place.

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

Having a repository that is easy to research, faster response times and timely payments have made this a system that is worth the money for us and less complications about missing invoices/payments to vendors.

  ### 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. 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.

  ### 8. 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. 

  ### 9. 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.

  ### 10. Seamless Invoice Management, Minor Upload Glitches

**Rating:** 5.0/5.0 stars

**Reviewed by:** Linique L. | Senior Benefits Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** December 04, 2025

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

I like the ease of uploading documents to Ottimate and appreciate the ability to revisit uploads via linked confirmations. Each time I receive a confirmation email of the upload, I save it for my records. This is really helpful as it allows me to check when bills are paid, and I can use the Ottimate confirmation to send to accounts payable for a status update. I use Ottimate regularly to upload invoices from third-party vendors and have accounts payable manage admin bills. It accounts for all submitted invoices and allows for research or reference to uploaded info, which is valuable because management can review the submitted materials.

**What do you dislike about Ottimate?**

There have been a few times I've uploaded documents and they weren't found by our AP department. Once identified, I simply re-uploaded the docs and sent via email to ensure they could reference.

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

I use Ottimate to upload invoices, which makes it easy to account for all submitted invoices, allows for reference to uploaded info, and lets management review submitted materials. The confirmation emails help me track payments and inquire about status updates.

**Official Response from Elyse Williams:**

> Thank you for sharing your experience with Ottimate! We're thrilled to hear that you find uploading documents easy and appreciate the confirmation emails for tracking purposes. We apologize for the minor glitches you've experienced with document uploads not being found by your AP department. We will investigate this issue further to ensure a smoother experience for you in the future. If you encounter any more difficulties, please don't hesitate to reach out to our customer support team. We value your feedback and are committed to providing a seamless invoice management solution for you. Thank you for choosing Ottimate!

  ### 11. Ottimate: A Simplicity Powerhouse for Invoice Processing

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** March 19, 2026

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

I really like how Ottimate eliminates manual keying, saving time and reducing errors. The audit trails it provides are incredibly valuable for transparency and accountability. I find it easy to use and appreciate that I can access it from anywhere. It summarizes our purchases by vendors and items, which is great for managing spend and understanding how price changes impact the bottom line. The initial setup was simple and seamless.

**What do you dislike about Ottimate?**

I would like a feature to review account coding easily before exporting.

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

Ottimate eliminates manual invoice entry and physical delivery, provides audit trails, summarizes purchases by vendors and items, and helps analyze spending, making it easier for managers to see impacts on the bottom line.

**Official Response from Elyse Williams:**

> Thank you for the review. We’re glad to hear Ottimate is saving you time, improving accuracy, and giving you better visibility into spend.

  ### 12. Ottimate Streamlines Workflow, Minor Input Quirks Easily Managed

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ezben G. | Assistant General Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2025

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

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.

**What do you dislike about Ottimate?**

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.

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

Ottimate makes it quick and easy for us to upload and code invoices, while also simplifying the process of researching past invoices and payments.

**Official Response from Elyse Williams:**

> We’re thrilled to hear Ottimate’s helping streamline your workflow and save time! Thanks for sharing your experience and feedback — we’re always improving to make the process even smoother.

  ### 13. Straightforward, Intuitive Invoice Approvals and Easy Vendor Invoice Search

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 05, 2026

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

From an approving standpoint, it's very straightforward. I use Ottimate to approve invoices for vendors I book, and I can also search for past invoices under a certain vendor name as well as verifying payment terms and history. I don't work on the back end of entering the info, but from my perspective, it's very intuitive and easy to navigate.

**What do you dislike about Ottimate?**

I wish there was a way to search by both vendor name as it's entered in by accounting, but also other keywords when I'm searching for a vendor who's actual name is different than their vendor name.

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

It makes approval of vendors seamless. I can flag if there's an error and kick it back to our AP department, and I can also see who else approved or flagged any invoice.

**Official Response from Elyse Williams:**

> Thank you so much for your kind review! We’re thrilled to hear that invoice approvals feel straightforward and intuitive, and that being able to search vendor history and verify payment details makes your workflow easier.

It’s great to know Ottimate is helping create a seamless approval experience and improving visibility across your team. We truly appreciate you taking the time to share your experience!

  ### 14. Great Invoice Visibility Across Departments with Easy Search and History

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 06, 2026

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

Visibility of unprocessed invoices, ease of viewing. Cuts down on email / chat communications. Visibility across departments. Ability to search by department. Approval visibility. Easy access to copies. Invoice history.

**What do you dislike about Ottimate?**

Some invoices take several days to appear. Often drops invoice pages in upload. Inability to select by vendor code rather then name when updating the vendor name. Can take long to save changes. Sometimes changes need to be redone and saved several times.

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

Mainly communications, visibility, history.

  ### 15. Big Time Savings on Invoices, but VCard Presentation Could Be Clearer

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** March 31, 2026

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

After a few hiccups - Ottimate has cut down the processing time for over 2000 invoices a month.  Our vendors are used to the payment schedule and how the VCard works - it has increased our efficiency

**What do you dislike about Ottimate?**

We had concerns as to how they presented the Vcard in the beginning as it was causing confusion amongst some of our vendors. Most still prefer the Ach option

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

It is solving the amount of time it took to manually enter invoices and the subsequent errors that could happen

**Official Response from Elyse Williams:**

> Thank you for sharing your experience with Ottimate! We're thrilled to hear that Ottimate has significantly reduced your invoice processing time and increased efficiency. We appreciate your feedback regarding the VCard presentation and understand the importance of clear communication with vendors. We will work on improving the clarity of the VCard presentation to avoid any confusion in the future. If you have any specific suggestions or further feedback, please feel free to reach out to us. We're here to ensure a smooth experience for you and your vendors. Thank you for choosing Ottimate!

  ### 16. Centralized Solution with Room for UX Improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pablo F. | Supply Chain Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** April 06, 2026

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

I like having everything in one place with Ottimate, as it helps me manage different markets and locations. I find the initial setup to be really easy, and it's been really helpful to upload all the invoices.

**What do you dislike about Ottimate?**

Probably the best thing that could improve is the user friendly interface.

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

I find it really helpful to upload all the invoices and have everything in one place, covering different markets and locations.

**Official Response from Elyse Williams:**

> We're happy to hear that Ottimate has made it easy for you to manage different markets and locations, as well as upload all your invoices. We appreciate your feedback about the user interface, and we are constantly working on enhancing the user experience.

  ### 17. Super Easy Invoice Reconciliation/User friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** aleeia d. | general manager, Enterprise (> 1000 emp.)

**Reviewed Date:** February 14, 2026

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

super easy to reconcile invoices for the company

**What do you dislike about Ottimate?**

just keep doing what your doing, I rarely have issues

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

uploading the invoices limits the work i have to do as a GM. So i have more time on other things

**Official Response from Elyse Williams:**

> We're glad to hear that Ottimate has made invoice reconciliation super easy for you! Thank you for the positive feedback.

  ### 18. Packed with Tools That Deliver accuracy

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** April 29, 2026

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

all the tools it provides. Many of them.

**What do you dislike about Ottimate?**

sometimes it lags to update my transactions

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

digitization, accuracy of information, consistency

**Official Response from Elyse Williams:**

> Thank you for the review and feedback! Our team is happy to chat with you about how we can better optimize your workflows. 

  ### 19. GREAT SOFTWARE FOR ME

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas G. | Director of Culinary Operations / Executive Chef , Mid-Market (51-1000 emp.)

**Reviewed Date:** September 28, 2025

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

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...

**What do you dislike about Ottimate?**

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)

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

for me, it's coding and tracking expenses.  it's cut my time down significantly and allowed me to have better accountability with my supervisors as well, because it's been easy enough for them to use too.

**Official Response from Elyse Williams:**

> Thank you for the great review! We’re glad Ottimate makes expense tracking and invoice management easier for you and your team, and that it’s saving time compared to spreadsheets. We appreciate you sharing your experience!

  ### 20. Organized and Efficient

**Rating:** 4.0/5.0 stars

**Reviewed by:** Katlin B. | Director of Housekeeping, Enterprise (> 1000 emp.)

**Reviewed Date:** July 20, 2025

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

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.

**What do you dislike about Ottimate?**

I have not come across anything in Ottimate that I dislike. All of my experiences have been helpful and convenient.

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

Ottimate helps me to ensure all of my invoices are being recorded, coded, approved, paid, and filed appropriately. This helps me to ensure I am within my budget and lets me know where I am at in my spending.

**Official Response from Elyse Williams:**

> We're happy to hear that Ottimate has been beneficial for your team in managing invoices and staying on budget. Thank you for sharing your experience!

  ### 21. Top 3

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** June 25, 2025

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

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.

**What do you dislike about Ottimate?**

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.

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

Ottimate has beefed up their fraud prevention. We had a bad actor change the banking information for a vendor and steal 50k. Since ottimate has helped prevent other bad actors from doing the same.

**Official Response from Elyse Williams:**

> We're pleased to hear that Ottimate's fraud prevention measures have been beneficial for your organization. We take security very seriously and are constantly working to enhance our fraud prevention capabilities to protect our customers.

  ### 22. Innovation at its Best

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 23, 2026

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

Ottimate is a user-friendly and efficient platform for entering invoices for processing. It significantly reduces paperwork, helping to streamline workflows while also supporting environmentally friendly practices by minimizing paper usage.

**What do you dislike about Ottimate?**

There is nothing to dislike about Ottimate. As mentioned previously, it is an efficient and reliable platform.

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

The platform eliminates the need for manual, individual data entry, making the process much more efficient and less time-consuming.

**Official Response from Elyse Williams:**

> We're glad to hear that Ottimate has helped to streamline your workflows and reduce manual data entry. Thank you for sharing your experience with us!

  ### 23. Major time Saver

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 05, 2025

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

No more data entry, less errors and double vendor payments, quicker turn around and less chasing down approvals

**What do you dislike about Ottimate?**

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.

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

No more paper, no more filing cabinets full of invoices.  Details are at my fingertips all of the time.  No more signing 50 checks a week, and waiting for the second signer to show up.

**Official Response from Elyse Williams:**

> Thanks so much for your review! We’re glad Ottimate is saving your team time and reducing errors. Our team would love to connect with you on offline payments — we actually can export those with a bit of configuration, so it’d be great to help get that set up. Feel free to reach out anytime at support@ottimate.com. Appreciate your feedback and partnership!

  ### 24. From the moment I saw Ottimate, I knew they had a customer for life.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Trevor V. | Senior Staff Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2025

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

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.

**What do you dislike about Ottimate?**

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.

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

Ottimate immediatley solved our long and tedious manual process, additionally it allows us to see which departments are holding invoices and not submitting them to accounting in a timely fashion. Secondly, their statement reconciliation feature has saved us countless hours, and has proven to be very accurate.

**Official Response from Elyse Williams:**

> Thank you so much, Trevor! We’re thrilled to hear how Ottimate has transformed your accounting workflow and helped free up time for deeper reconciliations and analysis. We especially appreciate the kind words about our support team—they’ll be excited to hear it! Grateful to have you as part of the Ottimate family.

  ### 25. Simplified Invoicing, Effortless Transition

**Rating:** 5.0/5.0 stars

**Reviewed by:** Desarae L.

**Reviewed Date:** December 06, 2025

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

I like how simple Ottimate is, which makes my job easier. I also appreciate not having to deal with physical paper copies when I see the invoices.

**What do you dislike about Ottimate?**

Nothing I like it all

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

Ottimate automates invoicing for our 15 stores, eliminating the need for manual entry and handling of physical paper copies. Its simplicity makes my job easier.

**Official Response from Elyse Williams:**

> We're glad to hear that Ottimate has made your job easier with its simplicity and automated invoicing. Thank you for sharing your positive experience!

  ### 26. Intuitive, easy invoice processing

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 01, 2025

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

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.

**What do you dislike about Ottimate?**

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.

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

Ottimate has helped simplify some of our AP processes. We still don't use the payment features but look forward to that in the future. Also, there are some useful reports for us that easy to pull since it's been updated and helps give us some very interesting pricing information.

**Official Response from Elyse Williams:**

> We're happy to hear that Ottimate has been able to streamline your invoice processing and provide useful reports for your budgeting needs. We appreciate your feedback on the areas for improvement, and we'll work on enhancing the reports and AI reading accuracy to ensure a smoother experience for you.

  ### 27. Ottimate usage

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tomas J. | Supply Chain Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 01, 2025

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

The automated alerts for potential duplicate invoices are very helpful. The system is intuitive and easy to use.

**What do you dislike about Ottimate?**

The delay between uploading an invoice and having it available in the invoices window is noticeable.

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

Ottimate addresses the challenge of mapping items on each invoice.

  ### 28. Ottimate Streamlines Our Invoice Process and Saves Valuable Time

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa M. | Accounting Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** June 26, 2025

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

It saves us a significant amount of time daily by streamlining invoice approvals, exporting accurate data, and providing easy access to invoice and approval history.

**What do you dislike about Ottimate?**

Some vendor invoice uploads can lag or require manual follow-up, and occasional sync issues with accounting software can delay processing.

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

Ottimate streamlines our AP automation and invoice management by eliminating manual data entry, reducing errors, and speeding up the approval process. It provides clear visibility into invoice status and history, which helps with tracking, accountability, and timely payments. This efficiency saves significant time and ensures more accurate financial reporting.

**Official Response from Elyse Williams:**

> Hi Lisa! Thank you for sharing your experience with Ottimate! We're thrilled to hear that Ottimate is saving you valuable time by streamlining your invoice process. We appreciate your feedback regarding the vendor invoice uploads and sync issues. Our team is continuously working to improve these areas to provide a seamless experience for our users. If you encounter any further issues, please don't hesitate to reach out to our support team. We're here to assist you and ensure that Ottimate continues to meet your needs effectively. 

  ### 29. Excellent Support and Responsiveness from a Professional Team

**Rating:** 3.5/5.0 stars

**Reviewed by:** Michael V. | Accountant, Enterprise (> 1000 emp.)

**Reviewed Date:** June 26, 2025

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

We've been working with Ottimate for our third-party AP management needs, and one thing that really stands out is their customer service. The team is consistently friendly, professional, and extremely responsive — anytime we have a question or need support, they’re quick to reply and eager to help. Their responsiveness makes the process smoother and adds a level of reliability that’s genuinely appreciated. While every solution has its unique strengths and challenges, it's clear that Ottimate values their clients and takes communication seriously. That level of support goes a long way in maintaining a solid business relationship.

**What do you dislike about Ottimate?**

We would like to see more granular control over our company’s data management and the ability to fine-tune OCR parameters to better fit our internal workflows.

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

Making sure that vendor item numbers align

**Official Response from Elyse Williams:**

> Thank you for sharing your positive experience with Ottimate! We're thrilled to hear that you find our customer service team friendly, professional, and responsive. Your feedback is valuable to us, and we appreciate your suggestion for more granular control over data management and OCR parameters. 

  ### 30. Accounting perspective

**Rating:** 2.5/5.0 stars

**Reviewed by:** Matthew B. | Property Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2025

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

The best thing about Ottimate is the ease of AI. It is very easy for General Managers to scan and approve invoices because of Ottimate's AI features.

**What do you dislike about Ottimate?**

The vendor pay feature is troubling. I do not like how Ottimate takes the money from our bank account then does not follow through with the payment on their end. There have been slips in payments being withdrawn from our banks but not paid to the clients. This happens when the Vcard feature does not go through, and Ottimate does not pay them via ACH or check. This happens too frequently in my opinion.

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

Some of their vendor setups are not working correctly. I have to frequently merge vendors.

  ### 31. Ottimate is a quick, user-friendly system that assists in processing invoices electronically.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelly B. | Accounts Payable Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 16, 2025

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

Ottimate is a time-saving tool used to help us process invoices and get approvals from managers associated with certain accounts.

We currently have over 50 locations using Ottimate, and I, at the corporate location, can easily assist anyone using this program and manage the invoice process.

**What do you dislike about Ottimate?**

The only issue I have is that you can't create a space in the invoice number; it is just a run-on without spaces, even if you use the space bar.

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

Ottimate helps us process invoices and get approvals from managers associated with certain accounts, saving time in the process.  It benefits me by being able to have time to review the invoices Ottimate processing.

**Official Response from Elyse Williams:**

> Hi Kelly,

Thank you so much for sharing your experience with Ottimate on G2 — we’re so glad it’s helping you save time and streamline approvals across your 50+ locations.

It’s great to hear how easily you’re able to support your team from the corporate level. We really appreciate your thoughtful feedback!

  ### 32. This is a great platform to automate and streamline invoices

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 24, 2025

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

Ottimate saves me so much time! I used to spend all day scanning an entering invoices and now the process has been streamlined so that I can take advantage of that extra time and be more productive on the task at hand!

**What do you dislike about Ottimate?**

Honestly keep up the good work! This is such a helpful tool to help track and pay expenses!

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

Saves me crucial time so that I can focus on other imperative tasks!

**Official Response from Elyse Williams:**

> We're happy to hear that Ottimate is solving your invoicing needs and allowing you to focus on other important tasks. Thank you for sharing your experience!

  ### 33. Ottimate review from Joseph Snotherly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joseph S. | Assistant General Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 26, 2025

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

I like how it consolidates all the invoices into one easy location to view and submit your invoices.

**What do you dislike about Ottimate?**

I do not like the amount of notification that it gives.  I have not set any preferences, but I get notified multiple times a day about pending invoices.

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

It helps consolidate all of our invoices to one convenient location and informs us of when things are coming due and when invoices are past due.

**Official Response from Elyse Williams:**

> Thank you for sharing your feedback, Joseph! We're glad to hear that Ottimate is helping to consolidate your invoices into one convenient location. 

  ### 34. Help with my job

**Rating:** 4.0/5.0 stars

**Reviewed by:** Stephanie M. | Admin & financial manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2025

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

works very well and support is always there .
I love the plateform , he helps a lot and i saved a lot of my time with accounting .

**What do you dislike about Ottimate?**

the resfesh part , we open so many windows instead to pass to the other invoices .

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

a fews differents problems about taxe in quebec province and the team hels us to the set up with that part

**Official Response from Elyse Williams:**

> Thanks so much for your kind words! We’re thrilled to hear Ottimate has saved you time and that our support team has been there to help.Thanks for being a part of the Ottimate community!

  ### 35. Ottimate for Retail and Food Service

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** June 28, 2025

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

-Quick turnaround on invoices. 
-Easy to use interface. 
-Ability to edit invoices easily.

**What do you dislike about Ottimate?**

-Does not always read invoices correctly. 
-Separates pages or leaves out pages of invoices when uploaded.

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

Ottimate makes it simple to upload invoices and have them read and able to be processed. Ottimate also keeps historical data of invoices making it easy to go back and check in on items received including prices and case sizes.

**Official Response from Elyse Williams:**

> Thank you for sharing your feedback on Ottimate. We're thrilled to hear that you appreciate the quick turnaround on invoices, easy-to-use interface, and the ability to edit invoices easily. We understand your concerns about Ottimate not always reading invoices correctly or separating pages when uploaded. We are constantly working to improve our system's accuracy and efficiency. 

We appreciate your insight into how Ottimate is benefiting you by simplifying the invoice processing and providing historical data for easy reference. If you encounter any issues in the future, please don't hesitate to reach out to our support team. We are here to assist you and ensure a seamless experience.

  ### 36. Great for Coding line items

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 19, 2025

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

Once set up it works seamless with great accuracy.
More fuctionality with Quickbooks online
New items are easy to code
Can process 24/7
Per Page price can be higher at lower tier plans
Adding fuctionality in future releases

**What do you dislike about Ottimate?**

Manually have to export the PDF to Quickbooks Online
Processing times can vary 20 secs to 5 mins
Additional trainings can be a charge

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

We had someone manually coding line items day in and day out. Now we were able to free up that person to do other task.

**Official Response from Elyse Williams:**

> We're glad to hear that Ottimate has been able to streamline your coding process and free up your team's time for other tasks. We appreciate your feedback and will take your suggestions for future functionality into consideration.

  ### 37. Simplest and efficient way to locate invoices

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 25, 2025

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

Ottimate has made the struggle of finding invoices and working with vendors much easier. All invoices can be sent to the automated email provided and uploaded so you can access almost immediately. It has made my job and any accountants job easier.

**What do you dislike about Ottimate?**

There is nothing negative about Ottimate. Everything I need to do is right in front of me on this software.

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

Having a software the keeps record of every invoice uploaded saves me a tremendous amount of time and effort in locating older invoices and statements from vendors.

**Official Response from Elyse Williams:**

> Thank you for sharing your positive experience with Ottimate! We're thrilled to hear that our platform has made managing invoices and working with vendors easier for you. 

  ### 38. Awesome solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fadi K. | Director of IT, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2025

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

U can submit an invoice with multiple way, email or upload, app also available, secure approval from multiple parties and pay as well. I do not see any downside using it

**What do you dislike about Ottimate?**

I can not think of something that i dislike

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

It streams the invoices collecting , helped stay up with payments

**Official Response from Elyse Williams:**

> Thank you for the great review. It’s awesome to hear Ottimate is helping streamline your invoice process and keeping things on track. We're glad to have you as part of the Ottimate community!

  ### 39. Smart invoicing

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** June 24, 2025

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

Ottimate makes compiling the invoices easy and exporting into our accounting software even easier. Additionally, the ability to catch duplicates easy

**What do you dislike about Ottimate?**

Ottimate is slow to process invoices, I have seen some take more than a day to get smart scanned.

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

Coding invoices and not having to keep hard copies on property.

**Official Response from Elyse Williams:**

> Thanks for sharing your experience. I’m glad Ottimate is making invoice management and exporting easier for your team. Appreciate you being part of the Ottimate community!

  ### 40. Ottimate the great

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 24, 2025

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

The ease of access to all information I need

**What do you dislike about Ottimate?**

The new layout isn't the best but it's not bad

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

The relative ease of gathering all the information in one place and no longer having to rely on paper and old software

**Official Response from Elyse Williams:**

> Thanks for sharing this! It's great to hear Ottimate is making it easier for you to access everything in one place.

  ### 41. i have had a good experience with ottimate

**Rating:** 5.0/5.0 stars

**Reviewed by:** amy g. | unit manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2025

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

Ottimate is very easy to manage and ease to access.  I have no problems looking through the site.

**What do you dislike about Ottimate?**

I have no issues with the site at this time

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

it is a more efficient way to send invoices.

**Official Response from Elyse Williams:**

> Hi Amy! Thanks for taking the time to share your experience. I'm glad to hear Ottimate has been easy to use and helps make sending invoices more efficient. We appreciate you being part of the Ottimate community!


  ### 42. Straightforward and User-Friendly.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paola G. | HR Generalist, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 03, 2025

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

Ottimate has streamlined the company's workflow, making it easy to submit and approve invoices. It was my first time using the program, and with guidance from my colleague, I found it straightforward and user-friendly

**What do you dislike about Ottimate?**

Since this was my first time using this type of software, I don’t have any negative feedback.

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

Ottimate has helped keep everything organized, which is especially useful since we manage three different properties.

**Official Response from Elyse Williams:**

> Hi Paola! We're glad to hear that Ottimate has streamlined your company's workflow and made it easy to submit and approve invoices. Thank you for the positive feedback!

  ### 43. Ease of Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Josh D. | Assistant Golf Professional, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 27, 2025

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

The ease of use of Ottimate makes invoicing so much easier.

**What do you dislike about Ottimate?**

Nothing, I love Ottimate and everything it stands for.

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

Making sure everything is up to date and paid

**Official Response from Elyse Williams:**

> We're thrilled to hear that Ottimate has made invoicing easier for you! We strive to provide a user-friendly experience to simplify your tasks. If you ever have any questions or need assistance with anything, please don't hesitate to reach out to us. We're here to help ensure that Ottimate continues to meet your needs and make your processes more efficient. Thank you for your support!

  ### 44. Best Automated Program for our Restaurant Business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jan H. | Comptroller, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 24, 2025

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

I love that it saves me TONS of time and its so easy to use and navigate.  Solves so many problems and keeps our filing system organized.

**What do you dislike about Ottimate?**

I can't think of anything negative about Ottimate!

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

We do not require an additional AP clerk for processing our payables.  It is wonderful for managing vendor invoices and researching past invoices.

**Official Response from Elyse Williams:**

> Thanks so much for the kind words, Jan! I'm really glad Ottimate is helping you save time and stay organized.  We appreciate you being part of the Ottimate community!

  ### 45. OTTOMATE

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jene C. | Director of Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2025

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

I LIKE THE WAY IT RETAINS GL CODES TO MAKE LESS REDUNDENCY WHEN CODING INVOICES. I LOVE HAVING COPIES OF ALL INVOICES. VERY USER FRIENDLY. i LIKE THE POSITIVE PAY FILL

**What do you dislike about Ottimate?**

IT TAKE LONGER THAN IWANT TO UPDATE IN PVNG

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

IT IS FAST EFFIECIENT AND EASY TO TRAIN STAFF

**Official Response from Elyse Williams:**

> Thanks for the review! Love hearing that Ottimate makes coding easier and training smoother for your team. 

  ### 46. Amazing Support Staff and Timely Resolutions

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** April 29, 2025

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

All AP Automation software provides similar functionality and is usually suited for specific systems. What makes Ottimate standout is their customer service and how easy they are to work with. Never been happier with a software partner.

**What do you dislike about Ottimate?**

Once you hit the limitations of their system it can be difficult, however they have done a good job to remediate this and create better systems and plugins (API) for different software platforms.

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

Multi-location invoice management.

**Official Response from Elyse Williams:**

> Thank you so much for the kind words — we're thrilled to hear our support team has made such a strong impression! Your feedback means a lot, and we're grateful to be your software partner of choice.

We also appreciate your honesty around system limitations. We’re constantly working to expand our capabilities and make integrations even more seamless, so it’s great to hear those efforts are making a difference.

It’s awesome to know Ottimate is helping streamline invoice management across your locations — that’s exactly the kind of impact we aim for.

Thanks again for taking the time to share your experience!

  ### 47. Great user expereince and power with simplicity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 15, 2025

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

The ease in creating users and cards. Also, the ability to see the GL spend breakdown

**What do you dislike about Ottimate?**

Ability to add users in multiple companies without having them be general managers.

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

Spend management and AP Automation

**Official Response from Elyse Williams:**

> Thanks so much for your review! We're thrilled to hear you're finding Ottimate easy to use and powerful , specially when it comes to creating users, issuing cards, and gaining visibility into your GL spend.

We truly appreciate your feedback and are grateful to have you as part of the Ottimate community.

  ### 48. Accounting

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** May 07, 2025

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

Ottimate Streamline both Invoice processing and workflow.

**What do you dislike about Ottimate?**

I wish the automation around mapping coding was a tad be better. When going through coding a lot of the same invoices are coded incorrectly when Ottimate auto codes it. Could be a user issue or made I need additional training on this matter.s

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

It helps with all the manual processes and approvalsthat are needed in our day-to-day work

**Official Response from Elyse Williams:**

> We're glad to hear that Ottimate is helping to streamline your invoice processing and workflow. We appreciate your feedback about the automation around mapping coding and will take it into consideration for future improvements.

  ### 49. Great, user friendly platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donna P. | Administrative Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2025

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

I save so much time not having to enter all of the codes we use because it does it automatically once you set up vendors.

**What do you dislike about Ottimate?**

So far I haven't experienced any downsides.

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

It is accomplishing coding, approving and payment of invoices.

**Official Response from Elyse Williams:**

> Thanks for the thoughtful review. It's great to hear Ottimate is helping streamline your coding and approval process. We're glad to have you as part of the Ottimate community!


  ### 50. Easy to use, user friendly, great for automating invoicing

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** May 02, 2025

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

Super easy to pick up and use. Everything is very self explanatory and user friendly. Customer support is great, super fast on responses too.

**What do you dislike about Ottimate?**

Not being able to export into excel a list of pending invoices for review.

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

AP automation is the problem Ottimate is solving for us. We have such a large volume of invoices its impossible to do manually.

**Official Response from Elyse Williams:**

> Thank you for sharing your positive experience with Ottimate. We strive to make our platform user-friendly and are pleased to hear that you found it easy to pick up and use. We understand the importance of being able to export pending invoices into Excel and will take your feedback into account for future improvements.


## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-30+15%3A03%3A26+-0500&secure%5Bsession_id%5D=9b097e17-e8ec-48b7-aac3-3f29390b2234&secure%5Btoken%5D=8f4a99d95ddc022ba1c752a74c412a74ea85e35c8009968ab7abfe7dcfb270b7&format=llm_user)
## Ottimate Integrations
  - [Ada](https://www.g2.com/products/ada-support-inc-ada/reviews)
  - [Clubessential](https://www.g2.com/products/clubessential-clubessential/reviews)
  - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews)
  - [Jonas Club Software](https://www.g2.com/products/jonas-club-software/reviews)
  - [LOC Store Management Suite](https://www.g2.com/products/loc-store-management-suite/reviews)
  - [M3 Platform](https://www.g2.com/products/m3-platform/reviews)
  - [MIP Fund Accounting](https://www.g2.com/products/mip-fund-accounting/reviews)
  - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Restaurant365](https://www.g2.com/products/restaurant365/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/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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