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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Ottimate (formerly Plate IQ), the leading AI for AP automation, is a product of Ottimate. Ottimate, an AI-powered AP automation, provides a smarter, more efficient way for AP managers to manage the invoice lifecycle. This includes controllers, CFOs, and approvers. Ottimate's deep learning capabilities allow it to understand your business and AP processes down to the line item, supporting a customized approval and payment workflow. Ottimate eliminates over 90% manual accounting processes and provides insights into invoices, spending and expenditures. This helps finance professionals discover growth opportunities. This allows CFOs to make better strategic decisions and improve the day-to-day of their entire team.

Description

Gain a comprehensive understanding of your customers and their transactions at a granular level, encompassing checks, ACH, and remittances. Unify the landscape of global payments, invoices, purchase orders, remittances, and receipts into over 100 standardized fields. Leverage advanced AI to quickly categorize millions of bank and card transactions, vendors, invoices, and receipts within seconds. Tailor your invoice processing to your preferred payment methods. Achieve Level 3 SKU and line-item-level insights from various documents, including invoices, receipts, PDFs, or scans. Identify and mitigate errors before they translate into costs. Minimize mistakes, losses, exceptions, and waste through real-time data validation. Instantly categorize and reconcile transactions down to line items with human-level precision, utilizing the Financial AI Platform designed for leaders in FinTech and eCommerce. Ensure you never lose track of an invoice, payment, order, shipment, or product again, establishing a reliable system of record for your finance teams and suppliers. This innovative solution not only enhances efficiency but also strengthens financial accuracy across all transactions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP Yes 
Amazon Web Services (AWS) No 
Brex No 
Craftable Yes 
Crunchtime Yes 
Jonas Club Management Yes 
Lightspeed Restaurant Yes 
Microsoft 365 No 
Microsoft Dynamics GP Yes 
NVIDIA DRIVE No 
Restaurant365 Yes 
Sage Intacct Yes 
Sage X3 Yes 
Salesforce No 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square Payroll Yes 
Square for Retail Yes 

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP No 
Amazon Web Services (AWS) Yes 
Brex Yes 
Craftable No 
Crunchtime No 
Jonas Club Management No 
Lightspeed Restaurant No 
Microsoft 365 Yes 
Microsoft Dynamics GP No 
NVIDIA DRIVE Yes 
Restaurant365 No 
Sage Intacct No 
Sage X3 No 
Salesforce Yes 
Square Appointments No 
Square POS No 
Square Payments No 
Square Payroll No 
Square for Retail No 

Pricing Details

Custom quotes given during demo
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ottimate

Founded

2014

Country

United States

Website

www.ottimate.com

Vendor Details

Company Name

Photon Commerce

Country

United States

Website

www.photoncommerce.com

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation No 
Cash Management No 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

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