> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.ottimate.com/v-1/accounting/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.ottimate.com/_mcp/server.

# Accounting Data Overview

Ottimate treats your [accounting software](https://ottimate.com/integrations/) as the system of record. Every implementation requires a connection to keep accounting data in sync.

## Entity Hierarchy

Set up these entities in order:

| Entity                        | Source   | Description                                                                                                                    |
| ----------------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Account**                   | Ottimate | Your Ottimate account. Created during onboarding.                                                                              |
| **Company**                   | Ottimate | Entity with its own chart of accounts and vendors. Configured during onboarding based on your accounting practice.             |
| **Locations**                 | Ottimate | Internal organizations that process invoices. Permissions, mapping rules, and approval workflows are configured at this level. |
| **[Dimensions](/dimensions)** | ERP Sync | GL accounts and other dimensions used to classify transactions. Pulled from your ERP.                                          |
| **[Vendors](/vendors)**       | ERP Sync | Suppliers that issue invoices. Must match the vendors in your ERP's AP module.                                                 |

![Entity UI Illustration](file:docs/assets/entity-ui-illustration.png "How entities appear in Ottimate")

## ERP Integration Options

Ottimate has pre-built integrations with Sage, Microsoft, Oracle, QuickBooks, and [more](https://ottimate.com/integrations/).

**If Ottimate supports your ERP:**

* Dimensions and vendors sync automatically
* Use the API to pull synced data into your own interface

**If Ottimate doesn't support your ERP:**

* Push dimensions and vendors via API
* Set up periodic syncs to keep data current

> Understand how Ottimate syncs with your accounting system

## Docs

- [Dimensions](https://docs.ottimate.com/v-1/dimensions.md): Managing chart of accounts and accounting dimensions
- [Vendors](https://docs.ottimate.com/v-1/vendors.md): Managing vendor data for invoice processing