# Ottimate Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Ottimate the right Accounts Payable solution for you? Explore 57 verified user reviews from people in industries like yours to make a confident choice.

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

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Ottimate

4 (57)

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

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Ottimate

Ease of use

4.1

Customer Service

4.0

## Pros and Cons in Reviews

WG

Waleed G

Project ManagerElectrical/Electronic Manufacturing, 201 - 500 employeesUsed the software for: 1-2 years.

“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.“

April 15, 2025

LW

Lauren W

Accounting SpecialistReal Estate, 11 - 50 employeesUsed the software for: More than 2 years.

“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.“

October 8, 2025

David F

Professional NurseMedical Devices, 201 - 500 employeesUsed the software for: 6-12 months.

“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.“

March 17, 2025

LW

Lauren W

Accounting SpecialistReal Estate, 11 - 50 employeesUsed the software for: More than 2 years.

“Frequent errors in their system's indexing that result in more time spent fixing issues than with hand entering.“

October 8, 2025

David F

Professional NurseMedical Devices, 201 - 500 employeesUsed the software for: 6-12 months.

“It better categorizes all my outstanding payments, keeping perfect control so I don't forget anything.“

March 17, 2025

AV

Amanda V

Office ManagerRestaurants, 51 - 200 employeesUsed the software for: 1-2 years.

“Manually changing every invoice because the software doesn't recognize the "picture logo" and assigns the wrong vendor or that an item is recognized wrongly and has to be manually changed on every invoice in spite of changing past invoices and item list.“

December 7, 2021

JM

Jon M

Calibration SpecialistBiotechnology, 2 - 10 employeesUsed the software for: Less than 6 months.

“I love the images used for each page“

January 13, 2025

TH

Tim H

PresidentFood & Beverages, 51 - 200 employeesUsed the software for: 1-2 years.

“These archaic policies remind very much of the unscrupulous policies of the Merchant Service Providers we all know and love. “

January 12, 2023

## Showing most helpful reviews

Showing 1-25 of 57 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

India C.  
Benefits Verification Representative  
Hospital & Health Care  
Used the software for: 1-2 years

### "Operational Ottimate"

July 2, 2025

4.0

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

Khilah B.  
Owner  
Cosmetics  
Used the software for: 1-2 years

### "Good but can use some adjustments "

December 3, 2025

4.0

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

LW

Lauren W.  
Accounting Specialist  
Real Estate  
Used the software for: 2+ years

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

October 8, 2025

1.0

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

DR

Deisha R.  
Accounting Coordinator  
Food & Beverages  
Used the software for: 1-2 years

### "Great Product!"

December 7, 2021

5.0

Becoming a paperless AP team and with minimal date entry, the OCR really assists with this and allows us and the stores to focus on other things

Pros

I love how easy it is to upload and export invoices. The accuracy rate is very high and it makes the AP Process for us so easy and also saves us so much time.

Cons

I don't think there is a whole lot that PIQ is missing, the only thing I would recommend would be cleaning up the dashboard and maybe making it a little fresher

Alternatives considered

[xtraCHEF](https://www.capterra.com/p/165935/xtraCHEF/)

Reason for choosing Ottimate

PIQ has better features, especially with the ability to pull from vendor websites and upload the invoices on its own.

Review Source

BH

Brooke H.  
Partner  
Accounting  
Used the software for: 1-2 years

### "Outsourced CFO"

March 7, 2024

4.0

Pros

I like the amount of time it cuts down from hard keying invoices, signing checks and mailing checks.

Cons

Length of time it takes checks to get to vendors and the amount of "lost" checks in the mail.

Alternatives considered

[BILL Accounts Payable & Receivable](https://www.capterra.com/p/166559/BILL/)

Reason for choosing Ottimate

Cost of Ottimate was lower than other vendors and the sales team response was super fast when it was critical for us to get something implemented.

Review Source

JF

Jeremy F.  
AP Specialist  
Restaurants  
Used the software for: 6-12 months

### "The Design Choices In Plate IQ Prevent It's Features From Becoming Worthwhile"

December 9, 2019

2.0

In a word? Bad. Plate IQ is very much a bait and switch operation. They promised one thing and ever since we started they have given excuse after excuse about why they aren't responsible for living up to the promises they gave us initially. Plate IQ will commonly state that things are working as intended because they often are. The problem is that the basic design of Plate IQ prevents it's features from offering any real benefit. As an example: After about 6 months on the platform we attempted to use their reporting functions to investigate what products we had purchased the most of. We immediately took notice of the fact that the report data could not be exported in any way and we were unable to filter it to look at quantity purchased instead of total cost. We settled for manually transcribing the data out of Plate IQ item-by-item and then building a report in Excel that could be manipulated better. We did this for our top 10 vendors and found that we had to spend hours adjusting the vendor names in Plate IQ as our purchases were split to multiple vendors. Once that was done we then found that our top 20 items for each vendor generally only showed data for 10-15 items as the system was using so many item duplicates. All in all we spend as much time trying to fix Plate IQ's mistakes as we are saving with it's features.

Pros

That Plate IQ platform is able to handle multiple store locations as well as export to both QuickBooks and Chef Tec desktop software. The platform is also able to allow you to choose to map invoices using either items or directly to GL accounts as you wish.

Cons

Plate IQ has some powerful features, but numerous basic design elements prevent those features from truly being useful. They boast of a powerful OCR system, but the truth is that the system only looks at data on an invoice until it has identified something from a previously created list of items that matches close enough. Their reps have referred to this as the "essence of the item" to me. The basic mantra seems to be that close enough is good enough. The OCR will often use variations of vendor names for different invoices and while you can "merge" the vendors together so that they all show up together when searching, they will all individually require separate item categorization. This also means that their reporting function will often only display part of your purchase data as the system will have split your invoices over multiple vendors with slight variations to their address. The system is supposed to allow you to save categorization for each item, but for the last two months there has been a bug in place that allows the system to automatically create a categorization for brand new items. Other times items that are used regularly will lose their categorization, thus creating a situation where a user must keep reviewing each and every invoice for accuracy.

Alternatives considered

[xtraCHEF](https://www.capterra.com/p/165935/xtraCHEF/)

Reason for choosing Ottimate

xtraCHEF was unable to categorize invoices directly to GL accounts. This prevented us from using it in situations where costs were split among multiple store locations.

Review Source

gS

gilbert S.  
Franchisee  
Food & Beverages  
Used the software for: Less than 6 months

### "Be careful before you sign a contract with Plate IQ"

September 26, 2022

1.0

Very difficult to set up, never used it, still got charged for three business for a year contact. Charging me thousands of dollars with no value. Told them the product was not as explained to me in the demo and they did not care and charged me for a year on three locations of my restaurant franchise

Pros

Never used the software. We never got set up. I was told if I did not like the product I could cancel at anytime, turns out that is not true. My fault I should have read the contract better rather than just believing the sales person.

Cons

Very difficult to set up, never used it, still got charged for three business for a year contact. Charging me thousands of dollars with no value. Told them the product was not as explained to me in the demo and they did not care and charged me for a year on three locations of my restaurant franchise.

Reason for choosing Ottimate

Slick salesman, was told I could cancel if did not like the product, but then the company still charged me for a year.

Switched from

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

I was sold a bill of good that Plate IQ did not follow through on

Review Source

EC

Eric C.  
Chief Accounting Officer  
Hospitality  
Used the software for: 6-12 months

### "Big Time Saver"

March 15, 2024

5.0

Pros

Automated the invoice capture process, cut AP time significantly

Cons

Need to work on ability to capture additional data (i.e. utility usage) for other necessary analysis.

Switched from

[DocuWare](https://www.capterra.com/p/220466/DocuWare/)

Create efficiencies in and automate the AP process

Review Source

JH

Joe H.  
Controller  
Hospitality  
Used the software for: 6-12 months

### "PlateIQ has been a game changer!"

December 13, 2021

5.0

With our company growing and adding more hotels, having an online, centralized AP solution has been a game changer. Adding new hotels has been an easy process and getting the data into our accounting software has been a breeze.

Pros

The best part of PlateIQ is having centralized access to all our company's invoices. A close second is having online approval capabilities.

Cons

I feel like some of the reporting is a little lacking. I would love to be able to easily pull a GL account and see what all was spent in there but I don't believe that can be done very easily.

Alternatives considered

[AvidXchange](https://www.capterra.com/p/144102/AvidXchange/)[MineralTree TotalAP](https://www.capterra.com/p/212630/MineralTree-Invoice-to-Pay/)

Reason for choosing Ottimate

PlateIQ's ability to read individual invoice detail was what set it apart. No other solution does this.

Review Source

LC

Leah C.  
Owner  
Fine Art  
Used the software for: 6-12 months

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

October 20, 2025

5.0

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

DK

Daniel K.  
Managing Partner  
Restaurants  
Used the software for: 6-12 months

### "Plate IQ Review"

December 13, 2021

5.0

Awesome, questions are answered quickly. Reporting is accurate and timely.

Pros

User friendly, everyone has very little trouble using the system. Nice to be able to spend more time out of the office

Cons

Does not intigrate with Aloha. We use Aloha in our FOH and would be nice to be intigrated.

Review Source

WL

Wayne L.  
CEO  
Restaurants  
Used the software for: 2+ years

### "Plate IQ Partner Feedback"

December 8, 2021

4.0

Positive on the product Frustrating on the support and communication

Pros

It's awesome and has great OCR accuracy. The technology is goo, but there continues to be room for improvement.

Cons

No partner program or support. The Company is very decentralized and communication is aweful.

Reason for choosing Ottimate

Pricing and technology

Review Source

ML

Marnie L.  
GM  
Food & Beverages  
Used the software for: 6-12 months

### "Good "

December 7, 2021

4.0

Overall, very good experience.

Pros

Product is easy to use. And functions to help process invoices efficiently.

Cons

Wish there was a more developed way to sort product pricing and type of goods. It would be great if there was an inventory function developed into the software. It is hard to export items and pricing and transfer it to our monthly inventory sheets.

Review Source

AB

Arthur B.  
CEO  
Accounting  
Used the software for: 2+ years

### "Best AP platform in the F&B game "

January 10, 2020

5.0

Pros

Ease of use. Beautiful interface. Great customer service

Cons

Want more data! Please create more tools like hot list and spend analyze

Review Source

BB

Brian B.  
RDO  
Hospitality  
Used the software for: Less than 6 months

### "Raines Hospitality"

March 7, 2024

5.0

Pros

Ease of use and the quick implementation

Cons

Everything is working as it should so we will continue use

Review Source

PT

Paola T.  
Operation Manager  
Restaurants  
Used the software for: 6-12 months

### "A very useful software"

December 7, 2021

4.0

Invoices are easy to download and process

Pros

the versatility and value to my work that gets added by using this software

Cons

The customer support, to many steps, formats. It should be managed thru an account support person assigned to an account, that would make it easier

Review Source

CS

Courtney S.  
Assistant Manager  
Restaurants  
Used the software for: Less than 6 months

### "Easy to Use"

February 12, 2021

4.0

Plate IQ makes it easy to get your invoices to your bookeeper/accountant. There is no unnecessary scanning or sending through email. It's very organized and simple.

Pros

My favorite feature is that you literally upload a document and then you are done. There is no extra information you have to fill out about the invoice that you're scanning. With other softwares you still have to fill out a bunch of information like itemizing each thing.

Cons

My least favorite part is how long it takes to officially upload onto the site. It takes about 15 minutes to receive a confirmation email that the invoice was uploaded. I'm not really sure what is taking so long, or why. But this is not a huge deal.

Review Source

LC

Lakia C.  
AGM  
Hospitality  
Used the software for: 6-12 months

### "FishMarket"

December 13, 2021

4.0

Pros

It’s super easy to scan invoices, and they upload in no time.

Cons

With a restaurant with multiple locations, we often receive other locations invoices through EDI. This should be an easy catch.

Review Source

WW

Wayne W.  
CFO  
Facilities Services  
Used the software for: 2+ years

### "Need a new cost supplier?"

December 7, 2021

1.0

There are no benefits to using this that I see.

Pros

Nothing, required to use it by a couple of our customers.

Cons

Although initial contact was innocuous and uneventful, Plate IQ later began to interfere in the relationship with our customer and increase our costs (and by extension theirs). Deceptive practices.

Review Source

MY

Michelle Y.  
CFO  
Apparel & Fashion  
Used the software for: 6-12 months

### "Above the rest "

October 24, 2025

4.0

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

David F.  
Professional Nurse  
Medical Devices  
Used the software for: 6-12 months

### "I like how Ottimate works."

March 17, 2025

5.0

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

WG

Waleed G.  
Project Manager  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

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

April 15, 2025

5.0

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

JM

Jon M.  
Calibration Specialist  
Biotechnology  
Used the software for: Less than 6 months

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

January 13, 2025

5.0

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

LS

Loni S.  
Controller  
Food & Beverages  
Used the software for: 6-12 months

### "You need Plate IQ"

December 7, 2021

5.0

The biggest benefit of using Plate IQ is that it is saving our company money! Plate IQ continually processes invoices and payments even while you sleep. Because of Plate IQ, we have eliminated our AP department (saving the company loads of money) while improving our relationships with our vendors by getting payments out accurately and timely. We no longer need a team of employees to process invoices and cut checks.

Pros

Plate IQ has many features that help accountants be more efficient and produce accurate financial reports. The invoice processing is a huge benefit, especially if your company has hundreds of invoices coming in every month. Plate IQ scans those invoices, codes them for you and has them ready for you to schedule payment. Easy! Vendors can even send their invoices directly to Plate IQ for processing and the invoices will be ready for you to pay in a very short period of time. Invoices can be approved at multiple leadership levels within your organization. Once invoices have been scheduled for payment, payments go out quickly via check, ACH or virtual card. You can let the vendor choose how they would like to receive payment! Another huge benefit is the accounting integration. Plate IQ transfers invoices and payments directly to your accounting software automatically! All the while Plate IQ is handling your Accounts Payable needs, and helping you to create accurate financial data, you are free to work on other important matters! Time-efficient, accurate, and easy. Winning!

Cons

We started with Plate IQ before much of the automation was implemented. Remembering to go in and export invoices and payments to the accounting software was tedious. I am pleased to see that much of this is now automated - if only the Spend Management credit cards could be automated too!

Reason for choosing Ottimate

Ease of use, speed of processing, accuracy of payments. integration with Quickbooks

Review Source

AMD

Anne Marie D.  
Director of Finance  
Hospitality  
Used the software for: 1-2 years

### "PlateIQ"

December 7, 2021

3.0

I summarized some of this on the prior page. Overall customer support is weak due to a lack of training and timely responses. I assume due to lack of staffing. I am concerned with a focus on revenue management that will take away work on fixing current issues.

Pros

Convenience and cloud based; integrated to accounting and inventory system, ACH, checks in system and vendor rebates

Cons

Weak support, no PO system, vendor management is weak, approval policies are cumbersome,

Reason for choosing Ottimate

Pricing and integration with Reciprofity

Review Source

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