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

# V1

## Docs

- [Welcome to Ottimate](https://docs.ottimate.com/v-1/welcome.md): Ottimate provides a modern API for automating accounts payable — from invoice capture and GL coding to approval workflows and ERP sync.
- [Overview](https://docs.ottimate.com/v-1/overview.md): Introduction to the Ottimate Public API platform
- [Integration Journey](https://docs.ottimate.com/v-1/integration-journey.md): From initial consultation to production deployment — here's what to expect when integrating with the Ottimate API
- [Sandbox Environment](https://docs.ottimate.com/v-1/sandbox.md): Overview of the different environments provided by Ottimate and the associated API URLs for each environment
- [Authentication](https://docs.ottimate.com/v-1/auth.md): Get started with the Ottimate API
- [API Limits](https://docs.ottimate.com/v-1/api-limits.md): Rate limits, quotas, and timeouts for the Ottimate API
- [Idempotency](https://docs.ottimate.com/v-1/idempotency.md): Safely retry write requests without creating duplicates
- [Release Plan](https://docs.ottimate.com/v-1/releases.md): Keep track of changes and upgrades to the Ottimate API.
- [Account Structure](https://docs.ottimate.com/v-1/account-structure/overview.md): Understanding how Ottimate organizes accounts, companies, locations, and groups
- [API Scoping & Access Control](https://docs.ottimate.com/v-1/account-structure/scoping.md): Understanding OAuth apps, API users, and data access permissions
- [Integration Patterns & Best Practices](https://docs.ottimate.com/v-1/account-structure/patterns.md): Common implementation patterns, workflows, and troubleshooting
- [Accounting Data Overview](https://docs.ottimate.com/v-1/accounting.md): Understand how Ottimate syncs with your accounting system
- [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
- [Extraction Overview](https://docs.ottimate.com/v-1/extraction/overview.md): Learn about how Ottimate extracts structured data from invoice documents
- [Accounts Payable Overview](https://docs.ottimate.com/v-1/accounts-payable.md): Learn about how Ottimate automates the accounts payable process
- [Purchase Orders](https://docs.ottimate.com/v-1/purchase-orders.md): Sync purchase orders from your ERP into Ottimate for invoice matching
- [Purchase Receipts](https://docs.ottimate.com/v-1/purchase-receipts.md): Sync receipts from your ERP into Ottimate for three-way invoice matching
- [Invoices](https://docs.ottimate.com/v-1/invoices.md): Learn about how Ottimate manages vendor invoices
- [Invoice lifecycle](https://docs.ottimate.com/v-1/invoice-lifecycle.md): Learn about the life cycle of an invoice object in Ottimate
- [Updating invoices](https://docs.ottimate.com/v-1/updating-invoices.md): Correct invoice header fields, line items, and attached images after ingestion
- [Line Items](https://docs.ottimate.com/v-1/line-items.md): Learn about how Ottimate manages invoice line items
- [Invoice Approvals](https://docs.ottimate.com/v-1/invoice-approvals.md): Learn about how to programmatically manage approvals in Ottimate
- [Bulk invoice operations](https://docs.ottimate.com/v-1/invoice-bulk-operations.md): Import invoices in bulk and export catalog-matched receiver data
- [Payments](https://docs.ottimate.com/v-1/payments.md): Pay vendors from Ottimate and track each payment through to delivery
- [Catalog Overview](https://docs.ottimate.com/v-1/catalog/overview.md): Learn about how the Catalog Match / Item Validation feature works in Ottimate
- [Catalog Entries](https://docs.ottimate.com/v-1/catalog/catalog-entries.md): Managing catalog entries in Ottimate
- [Allowances](https://docs.ottimate.com/v-1/catalog/allowances.md): Learn how to manage allowances for a catalog entry
- [Catalog Variances](https://docs.ottimate.com/v-1/catalog/variances.md): Monitor price variances between catalog prices and invoice items
- [Python SDK](https://docs.ottimate.com/v-1/sdks/python.md): Call the Ottimate API from Python with a typed, generated client
- [Setup](https://docs.ottimate.com/v-1/sdks/python/setup.md)
- [Accounts](https://docs.ottimate.com/v-1/sdks/python/accounts.md)
- [Dimensions](https://docs.ottimate.com/v-1/sdks/python/dimensions.md)
- [Vendors](https://docs.ottimate.com/v-1/sdks/python/vendors.md)
- [Invoices](https://docs.ottimate.com/v-1/sdks/python/invoices.md)
- [Invoice Approvers](https://docs.ottimate.com/v-1/sdks/python/invoice-approvers.md)
- [Catalog](https://docs.ottimate.com/v-1/sdks/python/catalog.md)
- [Catalog Entries](https://docs.ottimate.com/v-1/sdks/python/catalog-entries.md)
- [Catalog Prices](https://docs.ottimate.com/v-1/sdks/python/catalog-prices.md)
- [Catalog Allowances](https://docs.ottimate.com/v-1/sdks/python/catalog-allowances.md)
- [Catalog Variances](https://docs.ottimate.com/v-1/sdks/python/catalog-variances.md)
- [End-to-End Workflow](https://docs.ottimate.com/v-1/sdks/python/end-to-end-workflow.md)
- [Changelog](https://docs.ottimate.com/v-1/changelog/llms.txt)

## API Docs

- API Reference > OAuth [Get OAuth Token](https://docs.ottimate.com/v-1/api-reference/api-reference/o-auth/post-oauth-token.md)
- API Reference > Accounts [Retrieve accounts for the authenticated user](https://docs.ottimate.com/v-1/api-reference/api-reference/accounts/get-accounts-root.md)
- API Reference > Accounts [Retrieve companies for an account](https://docs.ottimate.com/v-1/api-reference/api-reference/accounts/get-accounts-id-companies.md)
- API Reference > Accounts [Retrieve locations for an account](https://docs.ottimate.com/v-1/api-reference/api-reference/accounts/get-accounts-id-locations.md)
- API Reference > Accounts [Enable or disable Basic Approval for a location](https://docs.ottimate.com/v-1/api-reference/api-reference/accounts/patch-accounts-id-locations-location-id.md)
- API Reference > Vendors [Retrieve a paginated list of accounting vendors](https://docs.ottimate.com/v-1/api-reference/api-reference/vendors/get-vendors-root.md)
- API Reference > Vendors [Retrieve a specific vendor by ID](https://docs.ottimate.com/v-1/api-reference/api-reference/vendors/get-vendors-id.md)
- API Reference > Vendors [Create a single new accounting vendor](https://docs.ottimate.com/v-1/api-reference/api-reference/vendors/post-vendors-root.md)
- API Reference > Vendors [Create or update multiple accounting vendors](https://docs.ottimate.com/v-1/api-reference/api-reference/vendors/post-vendors-bulk.md)
- API Reference > Vendors [Create or update multiple accounting vendors (async)](https://docs.ottimate.com/v-1/api-reference/api-reference/vendors/post-vendors-bulk-async.md)
- API Reference > Dimensions [Retrieve a paginated list of dimensions](https://docs.ottimate.com/v-1/api-reference/api-reference/dimensions/get-dimensions-root.md)
- API Reference > Dimensions [Retrieve a specific dimension by ID](https://docs.ottimate.com/v-1/api-reference/api-reference/dimensions/get-dimensions-id.md)
- API Reference > Dimensions [Create a single new dimension](https://docs.ottimate.com/v-1/api-reference/api-reference/dimensions/post-dimensions-root.md)
- API Reference > Dimensions [Create or update multiple dimensions](https://docs.ottimate.com/v-1/api-reference/api-reference/dimensions/post-dimensions-bulk.md)
- API Reference > Dimensions [Create or update multiple dimensions (async)](https://docs.ottimate.com/v-1/api-reference/api-reference/dimensions/post-dimensions-bulk-async.md)
- API Reference > Coding Defaults [Preview coding defaults for a location + vendor](https://docs.ottimate.com/v-1/api-reference/api-reference/coding-defaults/get-coding-defaults-root.md)
- API Reference > Purchase Orders [Retrieve a paginated list of purchase orders](https://docs.ottimate.com/v-1/api-reference/api-reference/purchase-orders/get-purchase-orders-root.md)
- API Reference > Purchase Orders [Retrieve a specific purchase order by ID](https://docs.ottimate.com/v-1/api-reference/api-reference/purchase-orders/get-purchase-orders-id.md)
- API Reference > Purchase Orders [Create a single purchase order](https://docs.ottimate.com/v-1/api-reference/api-reference/purchase-orders/post-purchase-orders-root.md)
- API Reference > Purchase Orders [Update an existing purchase order](https://docs.ottimate.com/v-1/api-reference/api-reference/purchase-orders/patch-purchase-orders-id.md)
- API Reference > Purchase Orders [Bulk create or update purchase orders](https://docs.ottimate.com/v-1/api-reference/api-reference/purchase-orders/post-purchase-orders-bulk.md)
- API Reference > Receipts [Retrieve a paginated list of receipts](https://docs.ottimate.com/v-1/api-reference/api-reference/receipts/get-receipts-root.md)
- API Reference > Receipts [Retrieve a specific receipt by ID](https://docs.ottimate.com/v-1/api-reference/api-reference/receipts/get-receipts-id.md)
- API Reference > Receipts [Create a single receipt](https://docs.ottimate.com/v-1/api-reference/api-reference/receipts/post-receipts-root.md)
- API Reference > Receipts [Update an existing receipt](https://docs.ottimate.com/v-1/api-reference/api-reference/receipts/patch-receipts-id.md)
- API Reference > Receipts [Bulk create or update receipts](https://docs.ottimate.com/v-1/api-reference/api-reference/receipts/post-receipts-bulk.md)
- API Reference > Invoices [Retrieve paginated list of invoices](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/get-invoices-root.md)
- API Reference > Invoices [Retrieve detailed information for a specific invoice](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/get-invoices-id.md)
- API Reference > Invoices [Update invoice header, line items, and dimensions](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/patch-invoices-id.md)
- API Reference > Invoices [Create invoice header and line items](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-root.md)
- API Reference > Invoices [Create invoice from file upload or URL download](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-upload.md)
- API Reference > Invoices [Mark multiple invoices as exported](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-mark-exported.md)
- API Reference > Invoices [Unexport multiple invoices](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-mark-unexported.md)
- API Reference > Invoices [Retrieve uploads](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/get-invoices-uploads.md)
- API Reference > Invoices [Retrieve invoices awaiting approval from the authenticated user](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/get-invoices-pending-approval.md)
- API Reference > Invoices [Retrieve list of approvers for a specific invoice](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/get-invoices-id-approvers.md)
- API Reference > Invoices [Add a manual approver to an invoice](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-id-approvers.md)
- API Reference > Invoices [Remove an approver from an invoice](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/delete-invoices-id-approvers.md)
- API Reference > Invoices [Approve an invoice](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-id-approve.md)
- API Reference > Invoices [Retrieve approval summary for a specific invoice](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/get-invoices-id-approval-summary.md)
- API Reference > Invoices [Retrieve the approval policy chain for a specific invoice](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/get-invoices-id-approval-chain.md)
- API Reference > Invoices [Approve an invoice at a specific policy tier](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-id-approve-policy.md)
- API Reference > Invoices [Revoke an invoice approval step](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-id-revoke-approval.md)
- API Reference > Invoices [Bulk-approve invoices](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-bulk-approve.md)
- API Reference > Invoices [Flag an invoice for review](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-id-flag.md)
- API Reference > Invoices [Bulk import invoices](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/post-invoices-import.md)
- API Reference > Invoices [Replace all invoice images with uploaded files](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/patch-invoices-id-images.md)
- API Reference > Invoices [Retrieve catalog-matched invoice lines as receiver/quantity export](https://docs.ottimate.com/v-1/api-reference/api-reference/invoices/get-invoices-receiver-export.md)
- API Reference > Payments [Create a new payments Vendor](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/post-payments-vendor.md)
- API Reference > Payments [Retrieve a payments Vendor](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/get-payments-vendor-id.md)
- API Reference > Payments [Create a new Payment](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/post-payments-payment.md)
- API Reference > Payments [Retrieve a Payment](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/get-payments-payment-id.md)
- API Reference > Payments [Cancel a Payment](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/post-payments-payment-id-cancel.md)
- API Reference > Payments [List Payments](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/get-payments-payment.md)
- API Reference > Payments [Mark payments as exported](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/post-payments-payment-mark-exported.md)
- API Reference > Payments [Mark payments as unexported](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/post-payments-payment-mark-unexported.md)
- API Reference > Payments [Report payment export errors](https://docs.ottimate.com/v-1/api-reference/api-reference/payments/post-payments-payment-report-export-errors.md)
- API Reference > Catalog [List catalog entries](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/get-catalog-entries.md)
- API Reference > Catalog [Create a catalog entry](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/post-catalog-entries.md)
- API Reference > Catalog [Retrieve a catalog entry](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/get-catalog-entries-id.md)
- API Reference > Catalog [Update a catalog entry](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/patch-catalog-entries-id.md)
- API Reference > Catalog [List catalog allowances](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/get-catalog-allowances.md)
- API Reference > Catalog [Create a catalog allowance](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/post-catalog-allowances.md)
- API Reference > Catalog [Update a catalog allowance](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/patch-catalog-allowances-id.md)
- API Reference > Catalog [List catalog prices](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/get-catalog-prices.md)
- API Reference > Catalog [Create a catalog price](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/post-catalog-prices.md)
- API Reference > Catalog [List catalog variances](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/get-catalog-variances.md)
- API Reference > Catalog [Bulk create/update catalog entries (async)](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/post-catalog-entries-bulk.md)
- API Reference > Catalog [Bulk create/update catalog allowances (async)](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/post-catalog-allowances-bulk.md)
- API Reference > Catalog [Bulk create catalog prices (async)](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/post-catalog-prices-bulk.md)
- API Reference > Catalog [Get invoice items for a catalog entry](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/get-catalog-variances-id-invoice-items.md)
- API Reference > Catalog [List catalog variance batches](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/get-catalog-variance-batches.md)
- API Reference > Catalog [Retrieve a catalog variance batch](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/get-catalog-variance-batches-id.md)
- API Reference > Catalog [Export a catalog variance batch (local only)](https://docs.ottimate.com/v-1/api-reference/api-reference/catalog/post-catalog-variance-batches-id-export.md)
- API Reference > Batch [Poll batch progress](https://docs.ottimate.com/v-1/api-reference/api-reference/batch/get-batch-id-progress.md)
- API Reference > Batch [Retrieve batch results](https://docs.ottimate.com/v-1/api-reference/api-reference/batch/get-batch-id-results.md)
- API Reference > Batch [List batches](https://docs.ottimate.com/v-1/api-reference/api-reference/batch/get-batch-root.md)
- API Reference > Approval Policies [Retrieve a paginated list of invoice approval policies](https://docs.ottimate.com/v-1/api-reference/api-reference/approval-policies/get-approval-policies-root.md)
- API Reference > Approval Policies [Create an invoice approval policy](https://docs.ottimate.com/v-1/api-reference/api-reference/approval-policies/post-approval-policies-root.md)
- API Reference > Approval Policies [Retrieve an invoice approval policy](https://docs.ottimate.com/v-1/api-reference/api-reference/approval-policies/get-approval-policies-id.md)
- API Reference > Approval Policies [Update an invoice approval policy](https://docs.ottimate.com/v-1/api-reference/api-reference/approval-policies/patch-approval-policies-id.md)
- API Reference > Approval Policies [Retrieve missing-approver warning counts](https://docs.ottimate.com/v-1/api-reference/api-reference/approval-policies/get-approval-policies-missing-approvers.md)
- API Reference > Approval Policies [Validate policy approvers](https://docs.ottimate.com/v-1/api-reference/api-reference/approval-policies/post-approval-policies-validate-approvers.md)

## OpenAPI Specification

The raw OpenAPI 3.1 specification for this API is available at:
- [OpenAPI JSON](https://docs.ottimate.com/openapi.json)
- [OpenAPI YAML](https://docs.ottimate.com/openapi.yaml)