Stay in Control with Smart Approval Policies

Never Miss an Invoice or Payment

Ottimate’s AI-powered workflows let you create custom approval policies that ensure every invoice is reviewed before payment.

Automate GL coding and approvals with AI

Smarter invoice approvals with AI

Manual approval routing slows payments and increases risk. With Ottimate, AI automates GL coding and routes invoices to the right people instantly. Teams save hours each week, reduce errors, and gain real-time visibility into spend across every department.

Add oversight with multi-level approvals

Multi-level Approvals

Set up multi-level approval policies to keep spending in check. Require additional sign-offs based on vendor or expense amount to give your team stronger visibility and control over company spend.

Streamline approvals with role-based policies

Role-Based Approvals

Simplify the approval process with role-based policies. Instead of assigning invoices to a specific person, set rules by job title so anyone in that role can review and approve. This keeps invoices moving quickly while reducing the number of policies you need to manage.

Approve payments before they leave your account

VendorPay Approvals

To create greater awareness over cash flow, set up policies to approve payments before they leave your account.

Frequently Asked Questions

What kind of approval policies can be set up?

You can set up approval policies around the number of people needed, certain amount thresholds, vendor-based approvals, role-based approvals, and account-based approvals.

Can I make modifications to the policies created?

Yes, you can oversee the current workflows that have been set up and make changes whenever needed.

What if someone leaves the company or is unavailable?

You can reassign an approval or set a backup. If an approval gets stuck for too long, you will get a notification.

Customize your approval workflow

Discover how AI-powered approval workflows streamline AP, reduce errors, and give you full visibility into spend.