Facilitate Security and Compliance

AP Security You Can Trust

Trust that sensitive information remains private with internal controls that ensure security in your AP processes.

AP that combines security, visibility, and control

Secure data, peace of mind

Protect your financial data with Ottimate’s SOC2 Type 1 and Type 2 compliant AP automation and industry-standard encryption and security, designed to significantly reduce the risk of fraud and compliance violations while providing you with total visibility into your workflows.

Advanced access controls

SSO & MFA

Integrate Single Sign-On (SSO) or use Multi-Factor Authentication (MFA) to prevent unauthorized access and improve security.

Customizable access options

Role-Based Permissions

Leverage role-based permissions to ensure users are only seeing the data you want and nothing you don’t.

Secure document storage

Digital Filing Cabinet

Clear up the clutter by storing all invoices securely in a centralized location, where all authorized team members can access them from anywhere.

Frequently Asked Questions

How does Ottimate protect against unauthorized account access?

Ottimate enables role-based permissions for every user, allowing you to restrict employee access to specific data or actions. Administrators can also integrate SSO or mandate MFA to validate users further and expand access control. We also provide regular account monitoring, system audits, and a full digital audit trail to help mitigate risk and reduce the likelihood of data breaches or theft.

What are SOC 2 Type 1 and SOC 2 Type 2 compliance?

SOC 2 is a voluntary compliance standard for service organizations developed by the American Institute of CPAs (AICPA). It helps ensure that third-party providers, like Ottimate, store and process customer data in a secure manner and adhere to the SOC 2 Trust principles: security, availability, processing integrity, confidentiality, and privacy.

Ottimate is SOC 2 Type 1 and Type 2 certified. SOC 2 Type 1 evaluates whether security and privacy controls are correctly designed at a point in time. Whereas SOC 2 Type 2 evaluates whether the controls are designed and functioning properly over a specified period.

What are some best practices to ensure your information stays secure?

While Ottimate offers internal security controls to help keep your data secure and confidential, there are several steps you can take, as users, to ensure your information is protected:

• Avoid sharing your account credentials, like passwords or pins, with employees or external parties

• Create an account password that is strong, long, and difficult for someone else to guess

• Review your AP workflow regularly for inconsistencies

• Ensure all of your systems, web browsers, and anti-virus software products are up to date

• Follow all company security protocols and information security procedures

Secure your AP today

Protect your financial data with advanced AP automation that enforces compliance and prevents fraud.