> This page is for version V1 (default).
> For other versions, use one of these documentation indexes:
> - V1 (default): https://docs.ottimate.com/v-1/llms.txt

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

# Welcome to Ottimate

> Ottimate provides a modern API for automating accounts payable — from invoice capture and GL coding to approval workflows and ERP sync.

## What is Ottimate?

Ottimate is an API platform that automates the full accounts payable lifecycle. Upload invoices, extract data with AI, sync your chart of accounts, and manage approval workflows — all through a standard REST API.

#### Invoice Capture

Upload documents and extract header and line-item data using Ottimate's proprietary AI model

#### GL Coding & Matching

AI-powered account coding, vendor matching, and catalog validation against your ERP dimensions

#### Approval & Export

Route invoices through approval workflows and export coded transactions to your ERP

## Choose Your Path

#### [Sync ERP Data](/dimensions)

Keep your chart of accounts, vendors, and accounting dimensions in sync between Ottimate and your ERP

#### [Process Invoices](/extraction/overview)

Upload, extract, and manage invoices, purchase orders, and receipts programmatically

#### [Automate AP Workflows](/accounts-payable)

Code invoices, route approvals, and track status through the full AP lifecycle

## Your First API Call

Authenticate with your sandbox credentials and make your first request:

**`Get an access token`**

```bash title="Get an access token"
curl -X POST https://sandbox-api.ottimate.com/v1/oauth/token \
  -H "Content-Type: application/x-www-form-urlencoded" \
  -d "grant_type=client_credentials" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET"
```

**`List your companies`**

```bash title="List your companies"
curl https://sandbox-api.ottimate.com/v1/accounts/{account_id}/companies \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "x-api-key: YOUR_API_KEY"
```

For full authentication details, see the [Authentication guide](/auth).

## Common Integration Patterns

#### [ERP Sync](/accounting)

Sync GL accounts, cost centers, and vendors from your ERP into Ottimate to power AI coding and matching

#### [Invoice Automation](/invoices)

Upload invoices via API, monitor extraction status, and retrieve fully coded invoice data

#### [Catalog Matching](/catalog/overview)

Validate invoice line items against purchase catalogs and detect price variances automatically

## What You Need

Before you begin, you'll need two things:

1. **Sandbox Credentials** — API key and OAuth client credentials for the sandbox environment. [Request access](/sandbox).
2. **Ottimate Account** — An organization configured in Ottimate's sandbox with your chart of accounts and vendor data loaded.

New to Ottimate? Start with [What is Ottimate?](/overview) to understand the platform, then set up your [Sandbox Environment](/sandbox).

## Get Support

* **Slack** — Active integrations receive a dedicated Slack channel with direct access to our engineering team
* **Email** — Reach out to [api-support@ottimate.com](mailto:api-support@ottimate.com) for general inquiries
* **API Reference** — Explore all endpoints and operations in the [API Reference](/api-reference)
* **Python SDK** — Prefer a typed client over raw HTTP? See the [Python SDK](/sdks/python) guides

#### [Privacy Policy](https://ottimate.com/privacy-policy/)

Learn about our data protection practices

#### [Ottimate Website](https://ottimate.com)

Visit our main website

> **Info**
>
> Ottimate's Public API is currently in active development. API endpoints and schemas may change as we iterate. Interested in early access? [Contact us](https://ottimate.com/contact-us/).