Ottimate (formerly Plate IQ) puts our clients' needs first with an AP automation platform that supports their custom workflow needs and provides critical business insights.

Ottimate eliminates data entry and paper at your business. Just scan and upload your invoices - we digitize your invoice images and allow you to easily export them to Intacct. We capture all the data down to the line item level and provide dashboards and reporting so that you can keep track of what products you're buying and when their prices are changing. Businesses are saving time and money every month with our solution.

Key Benefits:

• Pay Invoices Online 
  • Ottimate empowers you to schedule and pay your invoices effortlessly via ACH, check and virtual cards, right from the Ottimate platform
• Truly Scalable Approval Policies For Your Clients 
  • With unlimited seats, you can add as many approvers as you need to your client's approval workflows.
  • Create as many custom approval rules as you like that leverage every data field in your invoices.
• Find (And Tell) The Story In Your Customer's Spend
  • Ottimate extracts and digitizes invoices down to the line-item, allowing you to drill down into your client's spending by GL account, category, line item, time period, and more. 
  • Offer actionable insights to your clients on sources of changing costs.
• Earn Cash Back On Payments With vCards 
  • Tired of sending checks or ACH payments?
  • Pay with Ottimate virtual cards (vCards) and earn up to 1% cashback.
• Automated Invoice Processing That Learns Your Workflow 
  • Set up your workflow and mappings once.
  • Ottimate learns your processes and takes over from there so you never have to manually code another GL item twice.
• Paper-less Integrations With Vendors
  • Tired of manually scanning invoices?
  • Directly integrate with vendors and pull invoices into your AP workflow automatically

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

Price:
Monthly subscription

Integration Approved Countries:
United States;