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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

We offer a single-location solution to your Customer Relations Management, Project Management and Invoicing Automation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Bar-i Yes 
COGS-Well Yes 
Craftable Yes 
Crunchtime Yes 
Google Calendar No 
Jonas Club Management Yes 
Lightspeed Restaurant Yes 
Mailchimp No 
NetSuite Yes 
QuickBooks Desktop Pro Yes 
Sage 300 Yes 
Sage 50 Yes 
Sage Intacct Yes 
Sage X3 Yes 
Square Appointments Yes 
Square Payments Yes 
Square for Restaurants Yes 
Square for Retail Yes 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Bar-i No 
COGS-Well No 
Craftable No 
Crunchtime No 
Google Calendar Yes 
Jonas Club Management No 
Lightspeed Restaurant No 
Mailchimp Yes 
NetSuite No 
QuickBooks Desktop Pro No 
Sage 300 No 
Sage 50 No 
Sage Intacct No 
Sage X3 No 
Square Appointments No 
Square Payments No 
Square for Restaurants No 
Square for Retail No 

Pricing Details

Custom quotes given during demo
Free Trial No 
Free Version No 

Pricing Details

$10.00/month/user
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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

Web3Box Software

Founded

2011

Country

United States

Website

www.web3box.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

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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