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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

We offer a single-location solution to your Customer Relations Management, Project Management and Invoicing Automation.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
QuickBooks Online Advanced
Acumatica Cloud ERP
COGS-Well
Craftable
Google Calendar
Jonas Club Management
Lightspeed Restaurant
Microsoft Dynamics GP
NetSuite
Restaurant365
Sage 100
Sage 50
Sage Intacct
Sage X3
Square Appointments
Square Payments
Square for Restaurants
Square for Retail
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
Acumatica Cloud ERP
COGS-Well
Craftable
Google Calendar
Jonas Club Management
Lightspeed Restaurant
Microsoft Dynamics GP
NetSuite
Restaurant365
Sage 100
Sage 50
Sage Intacct
Sage X3
Square Appointments
Square Payments
Square for Restaurants
Square for Retail
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ottimate

Founded

2014

Country

United States

Website

www.ottimate.com

Vendor Details

Company Name

Web3Box Software

Founded

2011

Country

United States

Website

www.web3box.com

Product Features

Accounts Payable

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

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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