AP Automation Data Security
Advanced AP Security That Brings You Peace of Mind
Ottimate safeguards your data with internal controls that ensure security, privacy, and transparency for your end-to-end AP processes.
AP Automation That Keeps Your Data Safe & Secure
Enhanced Data Security
Ottimate has the processes, controls, and encryption in place to protect your AP data so you can automate your workflows.
Application Security
We monitor and protect our site against attacks, and audit our systems regularly to deliver the latest, most secure software.
Advanced Access Controls
Integrate Single Sign-On (SSO) or use Multi-Factor Authentication (MFA) to prevent unauthorized access and improve security.
Bank-Grade Security
Protect data in transit with industry-standard SSL & HTTPS connections, ensuring sensitive information remains private.
Customizable Permissions
Leverage role-based permissions to ensure users are only seeing the data you want and nothing you don’t.
SOC 2 Type I & II Certification
Ottimate meets AICPA-developed compliance standards ensuring customer data is stored and processed securely.
Featured Customer Stories
See why customers choose Ottimate for AP automation
Discover how IRMG transformed their manual AP processes with Ottimates AP automation AI to achieve efficiency at scale.
Learn how Nivea Hospitality achieved financial and operational efficiency with AP automation.
Discover how West Harbor Healthcare spends less time on invoices and more on delivering excellent care with Ottimate.
End-to-End AI for AP, by Ottimate
Watch our two-minute explainer video to discover how the Ottimate AP automation AI streamlines the invoice-to-payment lifecycle!
Works Seamlessly With Your Accounting Platform of Choice
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End-to-End AP Data Security
Leverage AP automation AI that keeps your data secure, protected, and confidential
Hear from G2 Reviews
“
Game changer for our business. We have used Ottimate for over 5 years. We have saved hundreds of thousands of dollars and gained insights into our business that would have been impossible without Ottimate.
Verified User in Restaurants
G2 Verified, Mid-Market User
”
“
Ottimate has decreased our processing time and increased our productivity! Having all of the information in one place, including statements, invoices, images, and account details, has been life-changing for all positions. The amount of work time saved in our stores has created much more opportunity for growth and new tasks.
Caroline G.
G2 Verified, Mid-Market User
”
“
Ottimate is great! I love that invoices can come directly to Ottimate and get coded automatically. It is such a huge time saver!
Josh H.
G2 Verified, Enterprise User
”
“
Ottimate brings simplicity and visibility to AP. The speed and accuracy of the invoice processing algorithm, the EDI interface with major food vendors, the flexible ways to upload invoices, department-level approvals, dashboard insights, easy-to-use integration with our ERP, seamless integration with bill payment processing, bill payment optimization, and much more. |
Steve F.
G2 Verified, Mid-Market User
”
Frequently Asked Questions
Ottimate enables role-based permissions for every user, allowing you to restrict employee access to specific data or actions. Administrators can also integrate SSO or mandate MFA to further validate users and expand access control. We also provide regular account monitoring, system audits, and a full digital audit trail to help mitigate risk and reduce the likelihood of data breaches or theft.
SOC 2 is a voluntary compliance standard for service organizations developed by the American Institute of CPAs (AICPA). It helps ensure that third-party providers, like Ottimate, store and process customer data in a secure manner and adhere to the SOC 2 Trust principles: security, availability, processing integrity, confidentiality, and privacy.
Ottimate is SOC 2 Type 1 and Type 2 certified. SOC 2 Type 1 evaluates whether security and privacy controls are designed properly at a point in time. Whereas SOC 2 Type 2 evaluates whether the controls are designed and functioning properly over a specified period of time.
While Ottimate offers internal security controls to help keep your data secure and confidential, there are several steps you can take, as users, to ensure your information is protected:
• Avoid sharing your account credentials, like passwords or pins, with employees or external parties
• Create an account password that is strong, long, and difficult for someone else to guess
• Review your AP workflow regularly for inconsistencies
• Ensure all of your systems, web browsers, and anti-virus software products are up to date
• Follow all company security protocols and information security procedures