Facilitate Security and Compliance
AP Security You Can Trust
Trust that sensitive information remains private with internal controls that ensure security in your AP processes.
Key challenges with security
Poor security practices in AP automation can run the risk of data breaches, unauthorized access, and fraud.
Fraud vulnerability
Compliance risks
Cyber threats
AP that combines security, visibility, and control
Secure data, peace of mind
Protect your financial data with Ottimate’s SOC2 Type 1 and Type 2 compliant AP automation and industry-standard encryption and security, designed to significantly reduce the risk of fraud and compliance violations while providing you with total visibility into your workflows.
AP automation that keeps your data safe & secure
Internal controls safeguard your data, ensuring security, privacy, and transparency across every AP process.
Enhanced data security
Workflow visibility
Application protection
Bank-grade security
SOC 2 type I & II compliance
Advanced access controls
SSO & MFA
Integrate Single Sign-On (SSO) or use Multi-Factor Authentication (MFA) to prevent unauthorized access and improve security.
Customizable access options
Role-Based Permissions
Leverage role-based permissions to ensure users are only seeing the data you want and nothing you don’t.
Secure document storage
Digital Filing Cabinet
Clear up the clutter by storing all invoices securely in a centralized location, where all authorized team members can access them from anywhere.
Frequently Asked Questions
Ottimate is SOC 2 Type 1 and Type 2 certified. SOC 2 Type 1 evaluates whether security and privacy controls are correctly designed at a point in time. Whereas SOC 2 Type 2 evaluates whether the controls are designed and functioning properly over a specified period.
• 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
Secure your AP today
Protect your financial data with advanced AP automation that enforces compliance and prevents fraud.
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What customers say about Ottimate on G2
See how Ottimate has helped other finance teams with their invoice-to-payments processing.
“Ottimate is a time-saving tool used to help us process invoices and get approvals from managers associated with certain accounts. We currently have over 50 locations using Ottimate, and I, at the corporate location, can easily assist anyone using this program and manage the invoice process.”
“Ottimate streamlines our accounting process, which has allowed for my accurate and timely financial reports. We now have more time for in-depth reconciliations and analysis of accounts, and we couldn’t be happier with the product and service we have received. This software is user-friendly, and offers tons of neat features that I haven’t seen from competitors.”
“Ottimate saves me so much time! I used to spend all day scanning an entering invoices and now the process has been streamlined so that I can take advantage of that extra time and be more productive on the task at hand!”
“It saves us a significant amount of time daily by streamlining invoice approvals, exporting accurate data, and providing easy access to invoice and approval history.”