# Ottimate Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Ottimate Software - reviews, pricing plans, popular comparisons to other Accounts Payable products and more.

Source: https://www.capterra.com/p/148741/Plate-IQ

---

# 

 Ottimate Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Ottimate

## What is Ottimate?

Revolutionize your accounts payable experience with Ottimate's cutting-edge AP automation solutions — designed with your entire AP workflow in mind. Ottimate works harder, so AP Managers can work smarter. Ottimate eliminates time-consuming, manual tasks, so you can capture, code, approve, and pay any invoice from anywhere — all in a single system. Our innovative automation software uses powerful AI and deep-learning capabilities to increase accuracy, boost productivity, and provide invaluable insights into your spend. We also offer additional features to elevate your end-to-end accounts payable experience, including limitless customizations to meet your unique needs, seamless integrations with your ERP or accounting software, payment automation so you can make payments on your terms, insights and reporting to help you make informed financial decisions, PO matching for greater efficiency, instant capture for faster invoice uploads, and more! Don’t just automate AP. Ottimate it.

## What is Ottimate used for?

[Accounts Payable](https://www.capterra.com/accounts-payable-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Payment Processing](https://www.capterra.com/payment-processing-software/)

Top alternative

Featured

Overall rating

Based on 57 user reviews

Reviews sentiment

Positive

79%

Neutral

5%

Negative

16%

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

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Do you work for Ottimate?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://plateiq.com/&name=Ottimate)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Ottimate

4.0 (57)

VS.

[4.3 (706)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.1 (57)

Ease Of Use

4.2 (632)

Value For Money

4.0 (48)

Value For Money

4.0 (539)

Customer Service

4.0 (50)

Customer Service

4.0 (571)

## Ottimate alternatives

[4.2 (2,046)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.0 (565)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

Starting price

$124.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

75%

of reviewers

rated it above 4 stars

Highest Rated

[4.4 (673)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,471)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Starting price

$38.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/)

[View all alternatives](https://www.capterra.com/p/148741/Plate-IQ/alternatives/)

## FAQs about Ottimate

Overview

### Which roles and teams benefit most from Ottimate?

Ottimate is most used by finance leaders, accounting teams, and business managers who need faster invoice processing and stronger spend control. Controllers, CFOs, and finance directors use it for oversight and approvals, while accountants, AP specialists, owners, and general managers rely on it to reduce manual entry and improve payment workflows.

Answer based on 57 reviews

Overview

### What company size and industries is Ottimate built for?

Ottimate is built for small businesses managing accounts payable, with 67% of reviewers from small companies and Hospitality leading at 26%. It also serves midsize businesses at 26% and enterprises at 7%, with strong adoption in Restaurants at 25% and Food & Beverages at 14% for accounts payable.

Answer based on 57 reviews

Features and Usability

### What are the key features of Ottimate?

Ottimate offers invoice processing, invoice management, purchase order management, and purchase order reconciliation for accounts payable workflows. It also includes ACH payment processing, electronic payments, recurring payments, approval workflow, audit trail, duplicate payment alert, vendor management, spend analysis, and real-time reporting.

Integrations

### Which third-party tools and platforms does Ottimate integrate with?

Ottimate integrates with 10 third-party tools and platforms, including QuickBooks Online, QuickBooks Online Advanced, Sage Intacct, Microsoft Dynamics GP, NetSuite, Xero, SAP Business One, Acumatica, AccountEdge, and ChowNow. It also supports AccountMate, Clubessential, Compeat, Momentus Technologies, and ProNavigator.

Answer based on 16 reviews

Getting Started and Support

### What training and onboarding options does Ottimate offer?

Ottimate provides in person training, live online sessions, documentation, and videos. In person and live online training support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and review.

Answer based on 9 reviews

Getting Started and Support

### What customer support options does Ottimate offer, and how do users rate the experience?

Ottimate offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. User feedback on support is mixed: some describe it as easy to reach, quick to answer questions, and helpful in resolving issues, while others report weak communication, limited detail, slow responses, and difficulty getting recurring problems addressed.

Answer based on 12 reviews

Features and Usability

### How well does Ottimate handle invoice processing?

Ottimate speeds up invoice processing with OCR capture, approval routing, and accounting exports for many AP teams. Restaurant groups, retail operators, and finance staff often like the paperless workflow, duplicate checks, and purchase order matching, though some users still report vendor recognition errors, coding corrections, and weaker payment-related workflows.

Answer based on 42 reviews

Features and Usability

### Is Ottimate easy to use for accounts payable teams?

Ottimate feels straightforward for many accounts payable teams, with simple invoice entry, approvals, reports, and onboarding. Accountants and multi-location businesses often find the interface easy to learn and daily tasks quicker to manage, though some users find reporting less user friendly and certain payment or tracking steps harder than expected.

Answer based on 18 reviews

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Invoice Processing

4.3 (34)

67.65% of 34 reviewers that rated this feature as important or highly important

Creation, processing, verification, and execution of invoices till the payment is made

Duplicate Payment Alert

4.3 (21)

61.90% of 21 reviewers that rated this feature as important or highly important

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Reporting/Analytics

3.9 (21)

52.38% of 21 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Approval Process Control

4.1 (16)

62.50% of 16 reviewers that rated this feature as important or highly important

Manage the process of evaluating documents or requests submitted for approval

Vendor Management

3.9 (14)

35.71% of 14 reviewers that rated this feature as important or highly important

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Real-Time Data

4.5 (11)

72.73% of 11 reviewers that rated this feature as important or highly important

Receive data and information in real time

Ottimate 45 features

Control and manage access to company resources

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and report on everything that happens within the system or network

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

A record of all activities within the system, including user access, changes made, etc.

Create, manage, and send invoices or bills to customers

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Issue payments to third parties via checks

Alter the layout and content of reports

Import and export data to and from software applications

Protect sensitive data for digital privacy

Store, manage, and track all electronic documents in a centralized location

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Transfer money electronically between two bank accounts

Electronically collect payments for goods or services

Monitor and record expenses such as purchases or charges incurred

Approve legitimate financial transactions after reviewing for fraud or other risks

Identify and prevent suspicious activity

Centralized accounting record which tracks all financial transactions

Track and manage inventory levels to maintain proper supply

Creation, processing, verification, and execution of invoices till the payment is made

Access software remotely via mobile devices

Accept and process online payment transactions

Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.

Create, send, and track purchase orders and their statuses

Aligns purchase orders with incoming invoices and receiving reports

Analyze and gain insights into data in real-time

Receive data and information in real time

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Review and uncover trends in spending activity

Manage all supplier data and operations

Set up connections to third-party platforms to improve business processes

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

3.9 (57)

3.9

Based on 57 reviews

## Pricing

Value for money

4.0 (48)

### Starting price

Free trial not available

[View all Pricing Plans](https://www.capterra.com/p/148741/Plate-IQ/pricing/)

Value for money

4.0 (48)

4.0

Based on 48 reviews

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[

Sage Intacct](https://www.capterra.com/p/76/Intacct/)[

SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/)[

AccountEdge](https://www.capterra.com/p/222114/AccountEdge/)[

ChowNow](https://www.capterra.com/p/229841/ChowNow/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.0 (50)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.0 (50)

4.0

Based on 50 reviews

## User reviews

Overall rating

4.0

Based on 57 reviews

Filter by rating

5(28)

4(17)

3(3)

2(2)

1(7)

Mentioned topic

Sorted by most recent

Khilah B.

Owner

Cosmetics

### "Good but can use some adjustments "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

December 3, 2025

I’ve had a 50/50 experience with Ottimate. I’ve been able to use the platform for important tasks, but the payment portals definitely need some work.

Pros

I like the ease of use, and how it’s easy to create invoices so it makes data entry manually. I also like how easy it is to connect with support if needed.

Cons

The payment portal is a bit outdated. I like being able to write invoices, but the payment part is something I try to handle outside of the platform since there are so many issues.

Switched from

[Shopify Plus](https://www.capterra.com/p/171845/Shopify-Plus/)

I needed a platform where the payment processor allowed payments to go through successfully

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MY

Michelle Y.

CFO

Apparel & Fashion

### "Above the rest "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

October 24, 2025

For all the product was good and it wasn't like real detailed as far as well I mean the customer service wasn't that detailed they I thought I troubleshoot on my own

Pros

I like most about it was that it was pretty easy to set up and it was easy to implement so better than a lot of companies that I've dealt with

Cons

Sponge I wouldn't all spectacular needed like no frills or anything it's just pretty basic so that was pretty much

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LC

Leah C.

Owner

Fine Art

### "Excellent product with excellent customer service."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 20, 2025

Excellent product with excellent customer service. They quickly answered our very few questions and made the transition smooth.

Pros

Loved the automated features. I did a lot less manual linking of invoices to purchase orders. Made my life so much easier!

Cons

The only thing I didn't like was that I had a hard time integrating it with my other software. That said, Ottimate did so much that, over time, the other software was obsolete.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

LW

Lauren W.

Accounting Specialist

Real Estate

### "Stay away if you value your bottom line"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

October 8, 2025

My company used Ottimate for 4 years. During that time, they were nothing but trouble. They make their money by converting your vendors to virtual cards without your approval. Their payment module is so bad they won't even accept payments through it themselves, requiring you instead to sign up for automatic payments directly from your bank or credit card, while routing your vendors through multiple third parties.

Pros

If I could give this company 0 stars, I would. The only good thing about them is that everything is all in one place. They make promises they can't keep and hold vendor information hostage.

Cons

Restrictive contracts that remove payment autonomy of business. Terrible customer service. Unreliable payment delivery. No resolution to recurring issues. Frequent errors in their system's indexing that result in more time spent fixing issues than with hand entering.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

India C.

Benefits Verification Representative

Hospital & Health Care

### "Operational Ottimate"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

July 2, 2025

Pros

It’s time saving, reduce processing times and reduces data entry making my job very easy. It’s very innovative.

Cons

With the automation, at times there can be a number of error. When this happens you have to manually adjust them.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

WG

Waleed G.

Project Manager

Electrical/Electronic Manufacturing

### "Helped us to improve the invoice approval system."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 15, 2025

Pros

About this aspect I found much use of productivity in how Ottimate deals with multi-step invoice approvals. I built role-based approval across departments for the invoices and made sure to forward it appropriately without follow-ups or rework to eliminate delay and provide me better control of pending actions on the AP cycle.

Cons

The automation of invoice classification does not consider some vendor codes, particularly for service code invoices. I have had to correct account coding by myself which has somewhat lessened the aspect of automation for the specific vendors.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

David F.

Professional Nurse

Medical Devices

### "I like how Ottimate works."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

March 17, 2025

It has been a pleasant experience where I have learned to improve my finances by controlling my accounts payable so that nothing is left unpaid.

Pros

It better categorizes all my outstanding payments, keeping perfect control so I don't forget anything. It's easy to learn, making the entire process easier and allowing me to have a clearer understanding of all my finances and more visible invoices.

Cons

I don't dislike it at all because it has met my needs and has worked perfectly.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JM

Jon M.

Calibration Specialist

Biotechnology

### "A+++ software for your business "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 13, 2025

Overall I was very pleased and impressed. I will continue to use this!

Pros

Easy to understand workflow in the settings. I love the images used for each page

Cons

Double clicking is better suited than single clicks.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CC

Campbell C.

Accounting Manager

Hospitality

### "ottimate review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

March 19, 2024

Pros

Easy to use, catches duplicate invoices, allows messages to be sent on individual invoices

Cons

when you open a duplicate invoice copy, you have to open a new window

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EG

Emma Grace R.

Senior accounting manager

Accounting

### "Experience with Ottimate"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 15, 2024

The experience to date is perfectly nice and duperb!

Pros

It is easy to check on invoices. Controls are in place for examle approval and also codings.

Cons

I am not able to see the status of invoices if paid already. Is this a feature that is available in system?

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/148741/Plate-IQ/reviews/)

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Popular comparisons

[QuickBooks Online vs Ottimate](https://www.capterra.com/compare/148741-190778/Plate-IQ-vs-QuickBooks-Online)