Ottimate

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206 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.6
Serving customers since
2014
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Ottimate

206 reviews

Ottimate (formerly Plate IQ) is AP automation AI that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle. With mature deep learning capabilities, Ottimate gets to know your business and AP process down to the line-item, supporting a custom approval and payment workflow. Ottimate not only eliminates over 90% of the manual accounting process, but also provides insights into invoices and spend, helping finance professionals uncover opportunities for growth. This means more strategic business decisions for CFOs and a better day-to-day for the entire team. Don’t just digitize AP. Ottimate it. Other software just digitizes the same painful, manual process. Ottimate is the AP automation AI that works with you and for you across the entire invoice lifecycle. AI That Understands Your Invoices Inconsistent formats. Unfamiliar abbreviations. Line item details. Ottimate can translate it all to your general ledger – so spot on you’ll say: “Wow, it actually knew what that invoice meant!” Ottimate’s Always Talking With Your ERP Never backfill your accounting or AP system again. With deep integration capabilities, detailed mapping, and source documentation links, Ottimate keeps everything up to date in both directions. AP That Pays You Back Paying bills won’t grow your bottom line – unless you Ottimate your payments. Boost cash flow by capitalizing on vendor-sponsored early payment discounts, eliminating unapproved invoice spend, and earning cash back with virtual cards. Workaround-Free Approvals Don’t settle to work any other way but yours. Ottimate instantly routes invoices through a custom approval workflow based on your line-item rules, no matter how complex. End-to-End AI for a Better Day-to-Day All companies have to do AP, but no single AP process is the same. Ottimate fits into your team’s unique dynamic – and works overtime so you don’t have to. Your AI-Powered Payment Partner Approve and schedule payments via check, ACH or virtual card – in a single click. While you’re at it, Ottimate will dig for discrepancies, monitor for missing invoices, and share real-time spend visibility, so you can make fast and informed decisions.

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Ottimate Reviews

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Profile Name
Star Rating
155
42
6
0
3
SL
Shelby L.
Co-OwnerSmall-Business (50 or fewer emp.)
08/10/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Outstanding Reporting and Smooth QuickBooks/POS Integration with Ottimate

The reporting capabilities are outstanding. We especially appreciate the ability to search and track price changes by individual item number, which has been extremely helpful for our business. Ottimate’s integration with QuickBooks and our POS platform is efficient and generally works with very few issues. Their support team is typically prompt, responsive, and makes a genuine effort to resolve any problems quickly. The AI built into the platform is also very well done. We occasionally have issues with similar items being identified incorrectly, but these instances are relatively minor and do not have a significant overall impact on our experience. We believe the pricing is fair considering everything Ottimate has to offer. We have been a client for approximately 6.5 years, and over that time, we have seen the platform continue to improve performance and evolve. Overall, we have been very pleased with Ottimate and the value it provides to our business.
Verified User in Restaurants
AR
Verified User in Restaurants
Enterprise (> 1000 emp.)
08/07/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Responsive Customer Service and Openness to API Integrations

The customer service is responsive and willing to work on the product, and they’re open to making changes. I also appreciate their openness to other API integrations.
Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
08/06/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Responsive Support and Major Time Savings for Invoice Processing

The support team is very responsive to our needs and concerns. It plays well with other platforms as a general rule. I spend a lot of time processing invoices for our clients AP needs, and Ottimate saves a lot of time.

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HQ Location:
San Francisco, US

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@ottimate_ap

What is Ottimate?

Ottimate is an AI-native Accounts Payable (AP) automation platform that leverages the latest agentic technology to proactively identify opportunities to optimize cash flow and intelligently automate mundane tasks, enabling organizations to strategically maximize working capital while saving tens of thousands in labor costs. Built for unique, industry-specific workflows in hospitality, healthcare, and grocery, Ottimate centralizes AP across multiple locations and empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle. Beyond traditional automation, we give finance teams real-time intelligence, preemptively uncovering efficiency gaps, unexpected cost savings, and strengthening profitability. Insights that used to take 11+ hours to compile now surface within seconds, so teams can regain control of their AP and margins.

Details

Year Founded
2014