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Average Ratings 0 Ratings

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features
design
support

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Description

Streamline your accounts payable process and save both time and money through automation. By taking control of your accounts payable operations, you can enhance efficiency from invoice capture all the way to payment. AP Genie simplifies this process: you begin by uploading, emailing, or entering your invoices, or even creating an expense report. Utilizing advanced optical character recognition (OCR), we automatically extract the necessary data and prepare it for your review. Depending on your configuration, we then direct the item to the right reviewer for approval. After proper categorization and approval, the item seamlessly integrates into your accounting system. We also manage payments to your vendors through a unified platform, ensuring efficiency. Moreover, you can effortlessly incorporate your expense reports into the approval workflow, preventing the delays associated with manual entries. Say goodbye to outdated excel-based expense reports, and empower your team with the capability to capture receipts and submit expenses from any location. Additionally, our robust reporting tools enable you to effectively track and manage your spending, all while maintaining a mobile-friendly and user-friendly interface. Experience the advantages of automated accounts payable today and transform the way your team operates.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP No 
Bar-i No 
Craftable No 
Crunchtime No 
Jonas Club Management No 
Lightspeed Restaurant No 
NetSuite No 
QuickBooks Online Advanced No 
Sage 100 No 
Sage 300 No 
Sage 50 No 
Sage Intacct No 
Square Appointments No 
Square POS No 
Square Payroll No 
Square for Restaurants No 
Square for Retail No 
Xero No 
Yellow Dog Inventory No 

Integrations

QuickBooks Online Yes 
Acumatica Cloud ERP Yes 
Bar-i Yes 
Craftable Yes 
Crunchtime Yes 
Jonas Club Management Yes 
Lightspeed Restaurant Yes 
NetSuite Yes 
QuickBooks Online Advanced Yes 
Sage 100 Yes 
Sage 300 Yes 
Sage 50 Yes 
Sage Intacct Yes 
Square Appointments Yes 
Square POS Yes 
Square Payroll Yes 
Square for Restaurants Yes 
Square for Retail Yes 
Xero Yes 
Yellow Dog Inventory Yes 

Pricing Details

$3 per user, per month
Free Trial Yes 
Free Version No 

Pricing Details

Custom quotes given during demo
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AP genie

Founded

2020

Country

United States

Website

www.apgenie.com

Vendor Details

Company Name

Ottimate

Founded

2014

Country

United States

Website

www.ottimate.com

Product Features

Accounts Payable

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

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 

Alternatives

Alternatives

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