AP Automation Software for Accounting

Trust your clients’ invoices, payments, and expenses to the leading AP solution for accounting & bookkeeping firms.

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Accounts Payable Automation for Accounting Firms

Ottimate handles everything from invoice digitization to bill pay. Spend 80% less time on invoices and focus on the work that matters.

Invoice Automation

Invoice Automation

Digitize invoices automatically with industry-leading AI machine learning.

Payment Automation

VendorPay

Schedule payments via check, ACH, or Ottimate vCard and earn cash back.

Ottimation

The Ottimate Card

Replace paper checks with virtual cards for faster, safer payments.

Document Storage

Document Storage

Every invoice is searchable and secure in your new digital filing cabinet.

Ottimate Integrates With Your Client’s Accounting Platform

Seamlessly export invoices and bill payments into your existing technology.

AP Automation for QuickBooks
AP Automation NetSuite
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Invoice Software for Accounting Firms

Spend 80% Less Time On Invoices

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EDI connections with every vendor. Really.

Only Ottimate offers Vendor Connections, a revolutionary way to get the equivalent of EDI invoices directly from vendors — even if they don’t offer it.

Your invoices, digitized

Every invoice arrives in your inbox GL-coded down to the line item. Map new items just once: Ottimate will remember it in the future.

Make every approver happy

Some clients want to approve every invoice. Some want to see none. Ottimate accommodates any approval process with approval routing based on things like:

  • Vendor
  • GL Account
  • Min / Max Total
  • Method Received
  • Time Received

Before Ottimate, we probably looked at each invoice five or six times. Now we use Ottimate. Instead of walking invoices between different people’s piles, we just load everything in and the system’s rules send every invoice to the right approvers.

Danielle Sauce

AP Manager, B&G Food Enterprises

Make every approver happy

Some clients want to approve every invoice. Some want to see none. Ottimate accommodates any approval process with approval routing based on things like:

  • Vendor
  • GL Account
  • Min / Max Total
  • Method Received
  • Time Received
B&G Team

“Before Ottimate, we probably looked at each invoice five or six times. Now we use Ottimate. Instead of walking invoices between different people’s piles, we just load everything in and the system’s rules send every invoice to the right approvers.”

Danielle Sauce

AP Manager, B&G Food Enterprises

Save some trees, and some space

You’re never more than a click away from source documentation with a system that stores a digital copy of each invoice — and its audit trail — in one searchable digital filing cabinet.

How J Ely Processes Invoices 83% Faster While Gaining More Visibility

“A one-line invoice used to take us 30 seconds to key in. Now it takes us 5. But here’s the thing: that 100-item Reinhart invoice used to take us about half an hour to process. Now, that also takes 5 seconds. Ottimate saves us a ton of time and work.”

Joe Ely

Manager, J Ely Accounting Services

How J Ely Processes Invoices 83% Faster While Gaining More Visibility

A one-line invoice used to take us 30 seconds to key in. Now it takes us 5. But here’s the thing: that 100-item Reinhart invoice used to take us about half an hour to process. Now, that also takes 5 seconds. Ottimate saves us a ton of time and work.

Joe Ely

Manager, J Ely Accounting Services
Bill Pay
VendorPay

Close the loop on your invoices

  • Pay any invoice with virtual cards, ACH, or let us mail a check for you
  • Unlimited transactions & approvers
  • Earn cash back on vCard payments

We like that Ottimate charges the same for Bill Pay every month. We’re not getting charged $1.50 for every check or ACH that goes out. And we have seen the time spent on payables drop considerably in the last couple of months. Our time with each client just gets more efficient.

Jessica Glenn

Books To Go
Partial pay

Every bill, every workflow

Give each client as much or as little access to their bill payments as they want with advanced approval routing, partial payment, and more.

The Ottimate Card

A Smarter Kind Of Corporate Card

Expense management built for accountants

Pair the convenience of corporate cards with the security of pre-approved spend. No credit approval or underwriting necessary.

Virtual Cards

Protect your clients, online and in-person

Create virtual & physical cards to control each card’s spending parameters and limit your clients’ exposure to fraud.

Swap expense reports for cash back

Replace petty cash and reimbursements with pre-approved expense cards that earn cash back on every transaction.

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Blog Post

Why Accounting Firms Should Own Business Intelligence

Corporations have been turning the CFO into an in-house strategist for years. Here’s how small-business accounting firms can do the same.

Customer Stories

Keep All Your Bookkeeping On the Same Page

Clients

“Ottimate is so easy to use. The GM snaps a picture with the app and immediately the invoice is in the system — and she doesn’t have to think about it anymore.”

AP Accountants

“We have seen the time spent on payables drop considerably in the last couple of months. Our time with each client just gets more efficient.”

CPAs

“Ottimate offers so many opportunities for automating mundane tasks. It’s really helping us move into the paradigm shift going on in the industry.

A Trusted Partner for Bookkeepers, Accountants, and CPAs

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Ottimate Blog

News and best practices to help you help your customers.