Ottimate Integration for Sage Intacct

AP Automation for Sage

• Get real-time invoice data synced to your chart of accounts with AP Automation for Sage
• Invoice data captured and coded down to the line item
• Source documentation always one click away in Sage Intacct

Otti for Every Industry

Industry-Specific AP Automation for Sage

All companies in all industries have to do AP.

But no AP process is identical. The Ottimate AI fits into your unique industry dynamic – and works overtime so you don’t have to.

Ottimate’s AP Automation for Sage Keeps Your Data Up-to-Date

Features Created For Time and Cost-Savings

Optimize Your Existing Software Investment

• Capture robust line-item detail
• Eliminate over 90% of manual processes
• Custom approval workflows
• VendorPay & Spend Management
• Instant invoice capture with 99% accuracy
• 2-and-3-way PO match
• Unlimited custom dimensions
• Straightforward Payment Automation (VendorPay)
• Payment automation for every invoice
• Easy integration to your favorite office applications

Connected via API Integration

How AP Automation for Sage Works

Just scan and upload your invoices – we digitize your invoice images, code everything correctly, and allow you to easily export them to Intacct. Plus, pay vendors, manage expenses, customize approvals and more.

The AP Integration Everyone Will Thank You For

AP 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. Choose your role to learn more:

• Controllers
• AP Managers
• CFOs
• Approvers

See how Tender Greens scaled their operations with AP Automation

“When I started at Tender Greens, our AP department had three people. Today, even as our business grew from 17 to 24 locations, Ottimate has cut our bookkeeping costs in half — and allowed us to move forward with an AP team of just one employee.”
Sean Skuro
VP of Finance and Accounting, Tender Greens

Frequently Asked Questions

Can Ottimate integration automate expense categorization in Sage Intacct?
Yes, Ottimate automatically categorizes expenses and syncs them with Sage Intacct, ensuring accurate financial reporting and insights.

Which industries use Ottimate AP Automation?
Our features are fit for every industry; thoughtfully built to suit specific needs.
To see how we work for yours, click here.

How does Ottimate handle Sage Intacct’s dimensions for detailed reporting?
Ottimate’s AP Automation for Sage fully supports Intacct’s dimensions, allowing for detailed, dimension-based financial analysis and reporting.

What are the costs involved with Sage Intacct integration?
Our Sage Intacct integration is included at no additional charge with your Ottimate subscription.

What version of Sage Intacct is required?
We support integrations with Sage Intacct versions 8.31 or higher for cloud-based subscriptions.

What modules of Sage Intacct can we integrate?
Our flexible API platform allows us to integrate across all major Sage Intacct modules including AP, AR, GL, Purchasing, Inventory, and more.

Can invoices from Sage Intacct be accessed for referencing details?
Yes, users can access the original Sage Intacct voucher details from within the associated transaction in Ottimate.

Does the integration work with customized dimensions in Sage Intacct?
Yes, Ottimate supports mapping across customized dimensions and metadata fields configured within Sage Intacct entities.