Average Ratings 2 Ratings

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Average Ratings 0 Ratings

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Description

DataServ has been providing Accounts Payable invoice automation solutions for over 27 years. These solutions allow accounting teams to eliminate data entry and increase accuracy while allowing them to focus on higher-value tasks. DataServ solutions are unrivalled as pioneers in the finance SaaS market. Our solutions can be used together or separately, allowing us to offer our clients the flexibility to grow into the full solution at their pace. Our document intake solution is unrivaled, with more than 99% of data output within 24 hours. Only DataServ can provide you with touchless invoice processing using our proprietary AutoVouch technology.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Sage 300 Yes 
Sage Intacct Yes 
COGS-Well No 
Craftable No 
Crunchtime No 
Infor M3 Yes 
JD Edwards EnterpriseOne Yes 
Microsoft Dynamics 365 Yes 
Oracle APEX Yes 
PDI Yes 
SAP Ariba Yes 
Sage 50 No 
Sage X3 No 
Square POS No 
Square for Restaurants No 
Xero No 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Sage 300 Yes 
Sage Intacct Yes 
COGS-Well Yes 
Craftable Yes 
Crunchtime Yes 
Infor M3 No 
JD Edwards EnterpriseOne No 
Microsoft Dynamics 365 No 
Oracle APEX No 
PDI No 
SAP Ariba No 
Sage 50 Yes 
Sage X3 Yes 
Square POS Yes 
Square for Restaurants Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
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 No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

DataServ

Founded

1994

Country

United States

Website

www.dataserv.com

Vendor Details

Company Name

Ottimate

Founded

2014

Country

United States

Website

www.ottimate.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management Yes 

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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