For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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DocumentationAPI ReferenceChangelog
DocumentationAPI ReferenceChangelog
  • Get Started
    • Welcome
    • What is Ottimate?
    • Integration Journey
    • Sandbox Environment
    • Authentication
    • API Limits
    • Idempotency
    • Release Plan
  • Account Set Up
    • Onboarding an Ottimate account
    • Accounting Integration
  • Invoice Capture
    • Overview
  • Accounts payable
    • Overview
    • Purchase Orders
    • Purchase Receipts
    • Invoices
  • Catalog
    • Overview
    • Catalog-Entries
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On this page
  • Overview
  • Status Definitions
  • Current and Planned APIs
  • Accounts API
  • Catalog API
  • Dimensions API
  • Invoices API
  • OAuth API
  • Vendors API
  • Planned Enhancements
  • Q2 2026 (Under Development)
  • Q3 2026 (Planned)
Get Started

Release Plan

Keep track of changes and upgrades to the Ottimate API.
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Account Structure

Understanding how Ottimate organizes accounts, companies, locations, and groups
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Overview

This page tracks all releases and updates to the Ottimate API. We continuously add new features and endpoints based on partner feedback and platform capabilities.

Status Definitions

Each endpoint in the API Reference is tagged with a status indicator to help you understand its maturity and stability.

StatusMeaning
StableFully production-ready. Covered by SLA and backward-compatibility guarantees.
Generally AvailableReleased and available to all users. Stable for production use; no breaking changes without a versioned migration path.
BetaAvailable for integration and testing. Functionality is complete but may receive minor changes based on feedback before reaching GA. Not yet covered by SLA.
Pre-releaseEarly access preview. The interface and behavior may change significantly. Intended for evaluation and early feedback only.
In DevelopmentUnder active development. Endpoints are visible in documentation for planning purposes but are not yet available for use.
DeprecatedScheduled for removal. The endpoint still functions but should be migrated away from. Refer to the changelog for the sunset timeline.

Current and Planned APIs

Current Release (v1.0.0)
Upcoming Features

Accounts API

Manage account-level entities and organizational structures.

TaskEndpoint
Retrieve a list of companiesGET /v1/accounts/{id}/companies
Retrieve a list of locationsGET /v1/accounts/{id}/locations

See Accounts in the API reference for usage and examples.

Catalog API

Manage catalog entries, allowances, and variances for procurement operations.

TaskEndpoint
List all catalog entriesGET /v1/catalog/entries
Create a new catalog entryPOST /v1/catalog/entries
Retrieve a specific catalog entryGET /v1/catalog/entries/{id}
Update a catalog entryPATCH /v1/catalog/entries/{id}
Bulk create or update catalog entriesPOST /v1/catalog/entries/bulk
List all catalog allowancesGET /v1/catalog/allowances
Create a new catalog allowancePOST /v1/catalog/allowances
Update a catalog allowancePATCH /v1/catalog/allowances/{id}
Bulk create or update allowancesPOST /v1/catalog/allowances/bulk
List all catalog variancesGET /v1/catalog/variances
Retrieve invoice items for a varianceGET /v1/catalog/variances/{id}/invoice-items

See Catalog in the API reference for usage and examples.

Dimensions API

Manage accounting dimensions such as cost centers, departments, and custom attributes.

TaskEndpoint
List all dimensionsGET /v1/dimensions
Create a new dimensionPOST /v1/dimensions
Retrieve a specific dimensionGET /v1/dimensions/{id}
Bulk create or update dimensionsPOST /v1/dimensions/bulk-create

See Dimensions in the API reference for usage and examples.

Invoices API

Submit, manage, and process invoices and related approval workflows.

TaskEndpoint
List all invoicesGET /v1/invoices
Create a new invoicePOST /v1/invoices
Upload invoice files for extractionPOST /v1/invoices/upload
Retrieve a specific invoiceGET /v1/invoices/{id}
Update invoice detailsPATCH /v1/invoices/{id}
Mark invoices as exportedPOST /v1/invoices/mark-exported
Mark invoices as unexportedPOST /v1/invoices/mark-unexported
Get status of uploaded invoice filesGET /v1/invoices/uploads
List approvers for an invoiceGET /v1/invoices/{id}/approvers
Add approvers to an invoicePOST /v1/invoices/{id}/approvers
Remove approvers from an invoiceDELETE /v1/invoices/{id}/approvers
Approve an invoicePOST /v1/invoices/{id}/approve
Flag an invoice for reviewPOST /v1/invoices/{id}/flag

See Invoices in the API reference for usage and examples.

OAuth API

Authenticate and obtain access tokens for API requests.

TaskEndpoint
Generate OAuth access tokenPOST /v1/oauth/token

See OAuth in the API reference for usage and examples.

Vendors API

Manage vendor information and relationships.

TaskEndpoint
List all vendorsGET /v1/vendors
Create a new vendorPOST /v1/vendors
Retrieve a specific vendorGET /v1/vendors/{id}
Bulk create or update vendorsPOST /v1/vendors/bulk-create

See Vendors in the API reference for usage and examples.