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Average Ratings 0 Ratings

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features
design
support

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Description

Capture vendor invoices using a variety of flexible methods such as email, check requests, mobile applications, or vendor portals. Leverage OCR technology and predefined application templates to automate data extraction, seamlessly integrating with your ERP solution. By utilizing your existing Office 365 subscription alongside SharePoint and Microsoft Power Automate, you can establish a comprehensive invoice automation system that reduces costs for your organization. Our solution features integration with Microsoft Power Automate workflows, SharePoint's security protocols, Power App check request functionalities, integrated OCR capabilities, and Microsoft Forms for vendor onboarding. All of this is achievable through a platform you're likely already utilizing. Our EasyAP365 application connects with your ERP system, ensuring that once an invoice is approved, the corresponding transaction is created instantly in real time, accommodating both purchase orders and non-PO invoices. This innovative product is built on the Microsoft Office 365 infrastructure, allowing for seamless operation and access across familiar tools. The adaptability of this solution means it can grow with your business needs.

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

Acumatica Cloud ERP Yes 
Microsoft Dynamics GP Yes 
NetSuite Yes 
QuickBooks Online Yes 
Epicor CMS Yes 
Lightspeed Restaurant No 
MIP Cloud Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Entra ID Yes 
Microsoft Forms Yes 
Microsoft Teams Yes 
QuickBooks Online Advanced No 
Restaurant365 No 
SAP Cloud Platform Yes 
Sage 300 No 
Sage Intacct No 
Sage X3 No 
Square POS No 
Square Payments No 
Square for Retail No 

Integrations

Acumatica Cloud ERP Yes 
Microsoft Dynamics GP Yes 
NetSuite Yes 
QuickBooks Online Yes 
Epicor CMS No 
Lightspeed Restaurant Yes 
MIP Cloud No 
Microsoft Dynamics 365 Finance No 
Microsoft Entra ID No 
Microsoft Forms No 
Microsoft Teams No 
QuickBooks Online Advanced Yes 
Restaurant365 Yes 
SAP Cloud Platform No 
Sage 300 Yes 
Sage Intacct Yes 
Sage X3 Yes 
Square POS Yes 
Square Payments Yes 
Square for Retail Yes 

Pricing Details

$.45 per invoice
Free Trial No 
Free Version No 

Pricing Details

Custom quotes given during demo
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 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

DynamicPoint

Country

United States

Website

www.dynamicpoint.com/easyap365/

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 No 
Duplicate Payment Alert Yes 
Fraud Detection No 
General Ledger Entry No 
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 

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