If you’re interested in learning more about any of the features showcased below, reach out to support at support@ottimate.com or create a ticket here! 

02.10.26 Releases

Core

We’ve added Granular Vendor Permissions so finance teams can stay productive without compromising security. Users can now give users permission to edit basic vendor details while keeping critical payment and financial fields strictly 'view-only'.

Integrations

Better tracking has been enabled for Freight & Miscellaneous costs for Sage Intacct users. Users can now break out non-merchandise charges directly on the invoice, ensuring your Intacct reporting stays organized and accurate.

Support for Freight & Miscellaneous costs has been enabled for Netsuite users. Users can now accurately track shipping and extra fees as specific line items, providing more precise data and automated exports to NetSuite.

Item Validation

Introducing our new powerful Item Validation: 3-way Vendor Pre-Mapping Tool. We’ve streamlined our onboarding process to support 3-way matching between different vendor sources. Now, users can link all vendor data to a single profile for faster, more accurate validation and reporting.

Introducing the new Catalog Manager! Now available for users on Lite/Starter plans, this tool lets users manage items and mappings in bulk. Easily fix errors faster, stay organized, and eliminate manual entry across your entire invoice history.  Note: This is only enabled for Lite/Starter plans. 

We’ve added a new UPC column to help users identify items faster and with more precision.  It’s the same workflow users love currently, now with better data visibility.

Onboarding & Partner Experience (PEX)

With our new Production API (v1.0.0), financial teams can securely connect Ottimate to other business systems. This allows for automatic syncing of vendors and the seamless transfer of invoices, eliminating manual data entry and ensuring information is consistent across all your platforms.

Payments

Users can now automate recurring vendor bills with Card-on-File. Users are now able to lodge a secure card with specific vendors for automatic 'pull' payments. Ottimate handles the heavy lifting by instantly matching charges to approved invoices, giving users a perfect audit trail with zero extra effort meaning no manual reconciliation required.

End users can now use Ottimate as a standalone payment engine with Decoupled Payments. Upload your Excel or CSV payment files, and our background processor will validate the data and prep your payments automatically. Decoupled Payments is the fastest way to turn your spreadsheets into secure vendor payments.

Purchase Order (PO) Match

We’ve added more ways to match your invoices to your Purchase Orders. Users can now choose to match based on the total quantity of items received at the header level, rather than just the dollar amount. This ensures that as long as the right amount of product arrives, your invoice moves forward automatically.

Simplify your procurement workflow with the new PO Accrual Report. Designed specifically for teams using iBuy or Birchstreet, this report highlights any outstanding orders that are still waiting for an invoice. Now, users can easily identify pending expenses and maintain a clean audit trail between your procurement system and your books ensuring financial statements are accurate at the end of every month.

Take full control over order tracking with PO Close Report. For iBuy or Birchstreet users, you can now manually close Purchase Orders directly in Ottimate once they are finished. This removes completed orders from your pending lists, giving you a crystal-clear view of your outstanding liabilities without any old data getting in the way.

Spend Management

Our new SmartReceipt Parsing uses artificial intelligence to read your receipts for users. It automatically fills in the merchant, date, and amount, while even spotting 'hidden' items like alcohol that might be against company policy. It’s like having a personal auditor that handles your data entry and keeps your team in compliance.

Click here to access our 2025 Product Updates: 2025 Ottimate Product Updates - ALL RELEASES