Get Started

Welcome to Ottimate

Automate accounts payable with a single API

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

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

Process Invoices

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

Automate AP Workflows

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
$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
$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.

Common Integration Patterns

ERP Sync

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

Invoice Automation

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

Catalog Matching

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.
  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? to understand the platform, then set up your Sandbox Environment.

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 for general inquiries
  • API Reference — Explore all endpoints and operations in the API Reference
Privacy Policy

Learn about our data protection practices

Ottimate Website

Visit our main website

Ottimate’s Public API is currently in active development. API endpoints and schemas may change as we iterate. Interested in early access? Contact us.