End-to-End AP Automation for Microsoft
Invoice Management
The Ottimate Card
Insights
Vendor Pay
Otti for Every Industry
Industry-Specific AP Automation
Every industry has to do AP, but no company’s AP process is the same. Ottimate’s AI automation for Microsoft fits into your unique industry dynamic – and works overtime so you don’t have to.
Check Accounts Payable Off Your To-Do List
AP Automation The Way You Want It
Work better with your teams from a single source of truth. Ottimate eliminates data entry and stacks of paper for your teams that use Microsoft. Choose your role to learn more;
Connected via API Integration
How it Works for Microsoft Dynamics Solutions
Just scan and upload your invoices – we digitize your invoice images, code everything correctly, and allow you to easily export them to your Microsoft Dynamics accounting software.
Optimize Your Existing Software Investment
Automation Features Built for Microsoft Users
- Capture robust line-item detail
- Eliminate over 90% of manual processes
- Custom approval workflows
- Straightforward Payment Automation
- Simple ERP integration set-up
- VendorPay & Spend Management
- Instant invoice capture with 99% accuracy
- 2-and-3-way PO match
- Unlimited custom dimensions
See how Del Frisco’s gets real time data from Ottimate and Microsoft Dynamics
Out of the four or five hundred invoices that we process weekly between all our brands, there may be 2 or 3 that need manual intervention. That success rate has really ensured that we have reliability in our data and consistency for our operators. Juan Salas
CTO, Del Frisco’s
Ready to make Dynamics even more Dynamic?
Automate your entire AP process with Ottimate & Microsoft Dynamics.
Frequently Asked Questions
Can Ottimate integrate with both Dynamics 365 and older versions?
Ottimate is designed to integrate with Dynamics 365 and can be customized for compatibility with older versions of Microsoft Dynamics.
What types of Dynamics systems can you integrate with?
We support Dynamics GP, Dynamics NAV, Dynamics 365 Business Central, Dynamics 365 Finance, and Dynamics SL accounting systems.
Can custom transaction types be mapped?
Absolutely. We will customize the integration based on your unique Dynamics transaction types, financial report structures, and more.
What Dynamics version is required?
We recommend Dynamics versions 2015 or higher to leverage the latest API and integration capabilities.
Does the integration work with add-on ISV solutions like Jet Reports?
Yes, any ISV add-ons or bundles installed on Dynamics will retain full functionality and data access with our Dynamics integration.
Can users access source documents and details?
Yes, users can click directly into any Dynamics transaction to view the original Ottimate invoice image, vendor details, and line-item mappings.
Which verticals and industries does Ottimate work with?
Our features are fit for every industry; thoughtfully built to suit specific needs.
To see how we work for yours, click here.