Invoice Trust Score

Overview

Invoice Trust Score helps AP teams quickly assess the reliability of every invoice, so they can prioritize reviews, reduce manual effort, and spot exceptions early.
Each invoice is labeled High, Medium or Low Trust based on a set of intelligent signals like vendor history, upload behavior etc.

This feature is designed to highlight potential risks or confirm routine patterns so teams can focus only on what really needs attention.

Availability

This feature is currently in beta for select customers. If you’re participating, you’ll see a Trust Score tag on the Invoices tab and a Trust Level breakdown on the Invoice Details page.

We expect general availability later this year.

How It Works

Each invoice is analyzed using a set of rules that fall into three categories:

1. Triggers
   Flags invoices with clearly risky traits, like:

   • First invoice from a vendor

   • AI-generated invoice

   • Invoice created directly from the Ottimate dashboard

2. Threshold Checks
   Looks at what’s typical in your account for:

   • Invoice total or tax amount

   • Upload method (email, mobile etc.)

   • Vendor frequency and sender history

3. Scoring Logic

   • High Trust: All metrics within expected norms

   • Medium: Minor anomalies or missing data

   • Low Trust: High-risk signals (e.g. unknown vendor, first-time sender, missing invoice number)

Note: You can hover over the Trust Score tag to view detailed reasoning for each score.

How is the Trust Score determined?

The Trust Score highlights the highest-risk signal, not an average of all factors.

That means even if 3 things look routine but 1 signal is risky, the invoice may still be marked Low Trust. This helps avoid costly misses and keeps your team focused on outliers.

What You’ll See in Beta

A Trust Score tag on every invoice in the Invoices List View with the ability to filter by Trust Score (High, Medium, Low) from the Invoices tab:

A Trust Score breakdown panel in the Invoice Details view with detailed breakdown of signals (e.g. “Uploaded via mobile,” “First invoice from this vendor”) with optional feedback- thumbs up/down on each data point:

FAQs

Q. Where can I see the Trust Score?
A. You’ll find it on the Invoices tab as a column and in the Invoice Details page, near the top-right corner.

Q. Can I filter or search invoices based on Trust Score?
A. Yes! Use the “Trust Score” filter in the Invoices tab to focus only on Low Trust or Medium Trust invoices if needed.

Q. Why is this invoice marked Low Trust even though I know the vendor?
A. It may be the first invoice from that vendor or the upload source/sender is unfamiliar. You can hover over the score to see exactly why it was flagged.

Q. Can I give feedback if a score seems off?
A. Yes! Use the ? or ? buttons next to each data point to help us improve the scoring logic over time.

Additional Information

For further assistance, contact Ottimate Support by emailing Support@ottimate.com or clicking here.