Ottimate Integration with QuickBooks for AP Automation
A smart way to work through the entire invoice lifecycle
Ottimate, formerly Plate IQ, transforms accounts payable processes with AI-driven automation, insightful analytics, and full QuickBooks integration — all tailored to support CFOs, controllers, and finance teams. Minding My Books simplifies your Ottimate + QuickBooks integration, helping you streamline AP processes with expert support every step of the way.
What Does Ottimate Do?
Ottimate is a cutting-edge AP automation solution designed to streamline the entire invoice lifecycle. Whether you're an AP manager, approver, controller, or CFO, the Ottimate app delivers smart invoice management, automated bill payments, and actionable insights. Deep learning technology adapts to your custom workflows, enabling your business to achieve greater efficiency and visibility.
Plate IQ Ottimate: From Founding to Innovation
Ottimate, formerly known as Plate IQ, was founded to solve the inefficiencies in invoice processing. The Ottimate company has since grown into a leading AP software provider, offering solutions that scale with your business. With Ottimate software, clients benefit from the legacy of Plate IQ’s powerful features while enjoying new, AI-enhanced capabilities.
Category:
Accounts Payable & Receivable
Payments
QuickBooks Compatibility:
QuickBooks Desktop
QuickBooks Online
Ottimate Features at a Glance
Ottimate offers a powerful suite of tools designed to automate and optimise every step of your accounts payable process. From intelligent invoice capture to streamlined payments and proactive spend management, Ottimate equips your finance team with everything they need to operate more intelligently, efficiently, and accurately.
Invoice Management:
Eliminate tedious manual data entry with AI-powered invoice processing that learns your preferences.
Bill Pay:
Make payments via check, ACH, or virtual card — and earn up to 1% cashback.
Insights:
Discover cost-saving opportunities with granular invoice data.
Spend Management:
Control spending by issuing Plate IQ cards and syncing external cards.
Ottimate Pricing
Otimate offers customized pricing based on your business size, transaction volume, and feature needs. Whether you're a small operation or a multi-location enterprise, Ottimate tailors its AP automation solution to deliver maximum value without paying for what you don’t need.
Essential
Contact for pricing
Pricing Model: Usage Based
Payment Frequency: Per Month
Essential plan includes:
- Instant Capture & Core
- Header & Line Item Dimensions
- Up to 3 Entities
- Location & Entity Routing
- Single Person Approval
- Default Roles
- Reporting
- Unlimited Users
- MFA
Enhanced
Contact for pricing
Pricing Model: Usage Based
Payment Frequency: Per Month
Enhanced plan includes:
- Up to 10 Entities
- Instant Capture & Core
- Unlimited Custom Dimensions
- Location & Entity Routing
- Multi-Level Approvals
- Custom Roles
- Enhanced Reporting
- Unlimited Users
- Success Support
- MFA
Enterprise
Contact for pricing
Pricing Model: Usage Based
Payment Frequency: Per Month
Enterprise plan includes:
- Up to 100 Entities
- Instant Capture & Core
- Unlimited Custom Dimensions & Branching Dimensions
- Location & Entity Routing, Group Routing & Custom Rules
- Multi-Level Approvals
- Custom Roles
- Custom Reporting
- Unlimited Users
- Dedicated Customer Success Manager
- SSO - SAML Enabled + MFA
Ottimate vs. Competitors: How Ottimate Stands Out in the AP Automation Market
Ottimate (formerly Plate IQ) delivers powerful invoice automation tailored to your workflow, but how does it compare to other leading platforms? Here’s a side-by-side look at Ottimate vs. its top competitors across key features that matter most to AP teams, controllers, and CFOs.
| Feature/Platform | Ottimate | Stampli | NetSuite | SAP Concur | Yooz |
|---|---|---|---|---|---|
| Invoice Automation | AI-driven, workflow-customized | Collaboration-focused | Native for ERP | Travel + AP integration | AI OCR, fast processing |
| QuickBooks Integration | Desktop & Online | Online only | Limited via connector | Limited via API | Desktop & Online |
| Bill Pay & Cashback | with up to 1% cashback | (no cashback) | |||
| Spend Management | with virtual + linked cards | ERP-native tools | Corporate cards | Virtual card support | |
| Ease of Use | Simple, intuitive UI | Chat-style approvals | Complex, ERP-focused | Complex, enterprise-level | Easy, modern interface |
| Best For | Multi-unit, restaurants, finance | Teams needing approvals | Large ERP users | Enterprises with travel | SMBs & fast-growing teams |
Why Choose Ottimate?
Compared to Ottimate competitors, the Ottimate platform offers superior flexibility, automation, and support. With personalised onboarding, ongoing Ottimate support, and a dedicated success team, you’re set up for long-term efficiency.
Customizable workflows
Tailored to your industry
Ottimate support
Team is ready to assist you anytime
AI-enhanced invoice capture
That reduces errors and speeds up approvals
Industries That Benefit Most from Ottimate QuickBooks Integration
Tailored AP Automation for Industry-Specific Workflows
Ottimate’s flexibility and intelligent automation make it the ideal AP solution across various industries, especially when paired with QuickBooks. Whether you're managing high invoice volumes, dealing with decentralised teams, or seeking tighter financial control, Ottimate adapts to your operational needs and accounting tools.
Restaurants & Hospitality
Handle thousands of invoices from food, beverage, and supply vendors
Automate approval workflows across multiple locations
Track COGS and vendor spend directly from invoices
Sync to QuickBooks for cleaner, faster month-end reporting
Construction & Contractors
Manage vendor payments, material orders, and project-based invoicing
Issue virtual cards for job-specific spending
Keep the field and back office aligned through real-time data sync with QuickBooks
Retail & Franchises
Centralise AP processes across multiple stores or franchisees
Set location-based approvals and spending limits
Prevent overspending with real-time budget tracking linked to QuickBooks accounts
Healthcare & Medical Practices
Streamline invoice processing from multiple suppliers and service providers
Ensure regulatory compliance with audit-ready records
Connect QuickBooks to keep financials accurate across departments
Professional Services & Agencies
Control client-related expenses and recurring vendor bills
Automate approval chains and payment scheduling
Integrate directly with QuickBooks for faster client billing and reimbursement tracking
QuickBooks Integration Made Easy
Seamless Syncing for Smarter Bookkeeping. Ottimate takes the hassle out of AP and accounting by offering native integrations with both QuickBooks Online and QuickBooks Desktop. This deep, bi-directional sync ensures your invoice data, payments, vendor details, and approval history flow effortlessly between platforms - no manual entry or duplicate work required.
With Ottimate's QuickBooks integration, you can:
In the fast-paced world of construction and remodeling, efficiency and accuracy are critical. Integrating MarketSharp CRM with QuickBooks Desktop ensures your sales and finance teams are always aligned, saving time, reducing errors, and improving business outcomes.
Automatically code and categorise invoices to the correct chart of accounts
In the fast-paced world of construction and remodeling, efficiency and accuracy are critical. Integrating MarketSharp CRM with QuickBooks Desktop ensures your sales and finance teams are always aligned—saving time, reducing errors, and improving business outcomes.
Sync vendor information and payment statuses in real time
In the fast-paced world of construction and remodeling, efficiency and accuracy are critical. Integrating MarketSharp CRM with QuickBooks Desktop ensures your sales and finance teams are always aligned—saving time, reducing errors, and improving business outcomes.
Push approved bills directly into QuickBooks with just one click
In the fast-paced world of construction and remodeling, efficiency and accuracy are critical. Integrating MarketSharp CRM with QuickBooks Desktop ensures your sales and finance teams are always aligned—saving time, reducing errors, and improving business outcomes.
Avoid reconciliation errors with clean, consistent data
In the fast-paced world of construction and remodeling, efficiency and accuracy are critical. Integrating MarketSharp CRM with QuickBooks Desktop ensures your sales and finance teams are always aligned, saving time, reducing errors, and improving business outcomes.
Reduce time spent on the month-end close and audits
Whether you manage one location or multiple entities, Ottimate simplifies your AP workflow while keeping your books clean, current, and fully compliant - so your team can focus on analysis, not admin.
In the fast-paced world of construction and remodeling, efficiency and accuracy are critical. Integrating MarketSharp CRM with QuickBooks Desktop ensures your sales and finance teams are always aligned, saving time, reducing errors, and improving business outcomes.
Compatible with both QuickBooks Online and QuickBooks Desktop
In the fast-paced world of construction and remodeling, efficiency and accuracy are critical. Integrating MarketSharp CRM with QuickBooks Desktop ensures your sales and finance teams are always aligned, saving time, reducing errors, and improving business outcomes.
Ideal for restaurants, franchises, multi-unit operations, and growing finance teams
Let Minding My Books help you connect Ottimate with your QuickBooks system quickly and painlessly for maximum efficiency.
Ready to Automate Smarter?
Let Minding My Books Be Your AP Automation Partner Tired of chasing paper invoices, managing approvals over email, and juggling payment deadlines? It's time to stop just automating - and start Ottimating.
At Minding My Books, we specialize in helping businesses like yours integrate Ottimate with QuickBooks for a seamless, intelligent AP workflow. Whether you're an overwhelmed AP manager or a data-driven CFO, we guide you every step of the way - from platform setup to workflow customisation and ongoing support.
Personalized Ottimate onboarding
Integration with QuickBooks Online or Desktop
Workflow customization based on your approval process
Ongoing support from real financial professionals
Let's modernise your AP process today. Contact us now to schedule a free consultation and learn how Ottimate can save you time, money, and stress.
