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Ottimate

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186 reviews
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Average star rating
4.5
Serving customers since
2014
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Ottimate

187 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
138
40
6
0
3
AC
Aaron C.
03/31/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Streamlined Invoice Processing with Some Challenges

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.
Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
03/23/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Innovation at its Best

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.
KE
Kimberly E.
03/19/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Ottimate: A Simplicity Powerhouse for Invoice Processing

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.

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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