• Ottimate - AP Automation AI for Sage

    AP Automation AI for accounting teams to process, approve and pay invoices.

  • 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

    Monthly subscription

    Integration Approved Countries:
    United States;

    Ottimate (formerly Plate IQ) transforms your AP department into a profit center instantly. With our artificial intelligence, you can skip manual data entry and automatically digitize invoices down to the line item to power approval workflows, payments, statement reconciliation and reporting.

    Providing AP automation for:

    • Construction
    • Manufacturing
    • Healthcare
    • Hospitality, Hotels & Restaurants
    • Grocery
    • Retail
    • Accounting & Bookkeeping

    Leverage Ottimate’s Vendor Pay network to earn up to 1% cashback on payments made using Ottimate vCards. Automate your back office with approval workflows that utilize invoice data, Vendor Pay that lets you schedule vendor payments online, and transactions that sync directly to QBO so your books are always balanced and in the right GL-codes.

    Get set up in minutes. 

    Phone: (415) 805-8597
    Website: https://ottimate.com/integration/sage-intacct/
    Year Founded: 2014
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