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Average Ratings 0 Ratings

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features
design
support

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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

Plooto is an accounts payable and accounts receivable automation platform designed to help businesses and accounting firms streamline payment workflows. It gives users one place to manage vendor payments, customer collections, approval routing, transaction tracking, and accounting reconciliation. Accounting firms can use Plooto to manage payments across multiple clients while setting up client-specific approval workflows and controls. SMBs can use the platform to reduce delays, prevent errors, and gain clearer visibility into what has been paid, what is pending, and what money is coming in. Plooto supports multiple payment methods, including EFT, ACH, credit cards, foreign exchange transactions, and international payments. Its two-way sync helps suppliers, customers, bills, invoices, and payments stay aligned with accounting systems such as QuickBooks and Xero. Custom approval rules notify the right approvers based on the workflows a business or client sets. Accounts receivable automation helps send invoices, collect payments, and sync payment activity back into accounting records. By combining payments, approvals, cash flow visibility, and accounting integrations, Plooto gives teams a more efficient way to control financial operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 
Acumatica Cloud ERP Yes 
COGS-Well Yes 
Craftable Yes 
Crunchtime Yes 
Lightspeed Restaurant Yes 
NetSuite Yes 
QuickBooks Desktop Pro Yes 
Restaurant365 Yes 
Sage 100 Yes 
Sage 300 Yes 
Sage X3 Yes 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square Payroll Yes 
Square for Restaurants Yes 
Square for Retail Yes 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 
Acumatica Cloud ERP No 
COGS-Well No 
Craftable No 
Crunchtime No 
Lightspeed Restaurant No 
NetSuite No 
QuickBooks Desktop Pro No 
Restaurant365 No 
Sage 100 No 
Sage 300 No 
Sage X3 No 
Square Appointments No 
Square POS No 
Square Payments No 
Square Payroll No 
Square for Restaurants No 
Square for Retail No 

Pricing Details

Custom quotes given during demo
Free Trial No 
Free Version No 

Pricing Details

$32/month
Free Trial Yes 
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 Yes 
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

Plooto

Founded

2014

Country

Canada

Website

www.plooto.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

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Accounts Payable

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

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing Yes 
Check Processing No 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing No 
Partial Payments Yes 
Receivables Ledger No 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Construction Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Billing & Invoicing Yes 
Budgeting & Forecasting No 
Cash Management Yes 
Construction Breakdowns No 
General Ledger Yes 
Job Costing No 
Overrun Projections No 
Payroll Management No 
Purchase Order Management No 
Quotes / Estimates No 

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