Ottimate 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Ottimate

4.0

(57)

Pricing

Pricing available upon request

About Ottimate

Plate IQ’s end-to-end AP automation software utilizes advanced AI and machine learning to digitize invoices with line-item detail, automatically coding and routing them into a workflow that tracks and sends approved payments directly to your suppliers, in one platform - integrating directly with your ERP.

Gain security, visibility, and complete control throughout the entire AP process with robust coding, routing, and approval policies that can be configured by user, vendor, GL, dollar amount, and more. Your imagination is the only limitation to the complexity of your routing, approval, and payment process with Plate IQ.

Ottimate Screenshots

Ottimate Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Essential

Pricing available upon request

Plan includes:

Instant Capture & Core
Header & Line Item Dimensions
Up to 3 Entities
Location & Entity Routing
Single Person Approval
Default Roles
Reporting
Unlimited Users
MFA

Enhanced

Pricing available upon request

Plan includes:

Up to 10 Entities
Instant Capture & Core
Unlimited Custom Dimensions
Location & Entity Routing
Multi-Level Approvals
Custom Roles
Enhanced Reporting
Unlimited Users
Success Support
MFA

Enterprise

Pricing available upon request

Plan includes:

Up to 100 Entities
Instant Capture & Core
Unlimited Custom Dimensions & Branching Dimensions
Location & Entity Routing, Group Routing & Custom Rules
Multi-Level Approvals
Custom Roles
Custom Reporting
Unlimited Users
Dedicated Customer Success Manager
SSO - SAML Enabled + MFA

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Ottimate Features

Popular features found in Accounts Payable
ACH Payment Processing
Audit Trail
Compliance Management
Document Management
Duplicate Payment Alert
ERP integration
Expense Tracking
Mobile Access
Multi-Currency
Process/Workflow Automation
More features of Ottimate
Access Management
Accounting
Accounting Integration
Activity Dashboard
Activity Monitoring
Aging Tracking
Alerts/Notifications
API
Approval Process Control
Approval Workflow
Billing & Invoicing
Cash Management
Check Writing
Customizable Reports
Data Import/Export
Data Security
Electronic Funds Transfer
Electronic Payments
Financial Transaction Approval
Fraud Detection
General Ledger
Inventory Management
Invoice Processing
Online Payments
Payment Fraud Prevention
Purchase Order Management
Purchase Order Reconciliation
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Real-Time Updates
Recurring Payments
Reporting/Analytics
Reporting & Statistics
Spend Analysis
Supplier Management
Third-Party Integrations
Vendor Management
Workflow Management

Ottimate Integrations

QuickBooks Online

Sage Intacct

QuickBooks Online Advanced

NetSuite

Xero

AccountEdge

See all 9 integrations

Ottimate User Reviews

Overall Rating

4.0

Ratings Breakdown

49%

30%

12%

Secondary Ratings

Ease of Use

4.1

Value for money

4.0

Customer support

4.0

Functionality

3.9

India C.

Verified reviewer

Hospital & Health Care

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed July 2025

Operational Ottimate

Ratings Breakdown

Ease of use

Functionality

Pros:

It’s time saving, reduce processing times and reduces data entry making my job very easy. It’s very innovative.

Cons:

With the automation, at times there can be a number of error. When this happens you have to manually adjust them.

Khilah B.

Verified reviewer

Cosmetics

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed December 2025

Good but can use some adjustments

I’ve had a 50/50 experience with Ottimate. I’ve been able to use the platform for important tasks, but the payment portals definitely need some work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the ease of use, and how it’s easy to create invoices so it makes data entry manually. I also like how easy it is to connect with support if needed.

Cons:

The payment portal is a bit outdated. I like being able to write invoices, but the payment part is something I try to handle outside of the platform since there are so many issues.

Reasons for switching to Ottimate

I needed a platform where the payment processor allowed payments to go through successfully

Lauren W.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2025

Stay away if you value your bottom line

My company used Ottimate for 4 years. During that time, they were nothing but trouble. They make their money by converting your vendors to virtual cards without your approval. Their payment module is so bad they won't even accept payments through it themselves, requiring you instead to sign up for automatic payments directly from your bank or credit card, while routing your vendors through multiple third parties.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

If I could give this company 0 stars, I would. The only good thing about them is that everything is all in one place. They make promises they can't keep and hold vendor information hostage.

Cons:

Restrictive contracts that remove payment autonomy of business. Terrible customer service. Unreliable payment delivery. No resolution to recurring issues. Frequent errors in their system's indexing that result in more time spent fixing issues than with hand entering.

Leah C.

Verified reviewer

Fine Art

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

Excellent product with excellent customer service.

Excellent product with excellent customer service. They quickly answered our very few questions and made the transition smooth.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Loved the automated features. I did a lot less manual linking of invoices to purchase orders. Made my life so much easier!

Cons:

The only thing I didn't like was that I had a hard time integrating it with my other software. That said, Ottimate did so much that, over time, the other software was obsolete.

Michelle Y.

Verified reviewer

Apparel & Fashion

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed October 2025

Above the rest

For all the product was good and it wasn't like real detailed as far as well I mean the customer service wasn't that detailed they I thought I troubleshoot on my own

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like most about it was that it was pretty easy to set up and it was easy to implement so better than a lot of companies that I've dealt with

Cons:

Sponge I wouldn't all spectacular needed like no frills or anything it's just pretty basic so that was pretty much

David F.

Verified reviewer

Medical Devices

201-500 employees

Used weekly for less than 12 months

Review source

Reviewed March 2025

I like how Ottimate works.

It has been a pleasant experience where I have learned to improve my finances by controlling my accounts payable so that nothing is left unpaid.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It better categorizes all my outstanding payments, keeping perfect control so I don't forget anything. It's easy to learn, making the entire process easier and allowing me to have a clearer understanding of all my finances and more visible invoices.

Cons:

I don't dislike it at all because it has met my needs and has worked perfectly.

Waleed G.

Verified reviewer

Electrical/ Electronic Manufacturing

201-500 employees

Used monthly for less than 2 years

Review source

Reviewed April 2025

Helped us to improve the invoice approval system.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

About this aspect I found much use of productivity in how Ottimate deals with multi-step invoice approvals. I built role-based approval across departments for the invoices and made sure to forward it appropriately without follow-ups or rework to eliminate delay and provide me better control of pending actions on the AP cycle.

Cons:

The automation of invoice classification does not consider some vendor codes, particularly for service code invoices. I have had to correct account coding by myself which has somewhat lessened the aspect of automation for the specific vendors.

Jon M.

Verified reviewer

Biotechnology

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed January 2025

A+++ software for your business

Overall I was very pleased and impressed. I will continue to use this!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to understand workflow in the settings. I love the images used for each page

Cons:

Double clicking is better suited than single clicks.

Roy C.

Verified reviewer

Restaurants

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed March 2024

Using Ottimate every day for Invoice Processing

Great! I use Ottimate everyday to process our invoices. As a retail restaurant business, we process hundreds of invoices on a weekly basis.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Previously, it used to take hours to input all the invoices manually. Ottimate processes all the invoices automatically and exports it directly to our accounting software directly.

Cons:

No downside I can think of at this time.

Emma Grace R.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed March 2024

Experience with Ottimate