Live Webinar Series

State of Report

The State of AP Maturity 2026: Closing the Gaps Between Partial and Unified Automation

“Good enough” automation isn’t good enough anymore. While 93% of organizations use AP automation, 89% are stuck in partial, fragmented systems that create manual work, disconnected data, and rising risk.

Join Ottimate’s CFO, Dan Kim, and CMO, Mike Waldron, as they share insights from the State of AP Maturity Report, based on 200+ finance leaders, and uncover why today’s automation isn’t delivering real results.

Speakers

Mike Waldron

CMO
Dan Kim

CFO

The State of AP Maturity Report

Closing the Automation Gap

We surveyed 200+ finance leaders to uncover why partial AP automation creates more work, risk, and inefficiency. Learn what’s holding teams back—and how unified automation improves visibility, accuracy, and control.

Get the Report in Advance

What we’ll cover:

Can your current AP system handle today’s invoice volume, or is it quietly creating bottlenecks?
What’s the real cost of a 5-day approval cycle on your margins and vendor relationships?
How much time is your team losing each week just pulling and reconciling reports?
How is AI changing the landscape of invoice fraud, and are your controls keeping up?
What does it actually take to move from siloed tools to true, AI-powered automation?

Don’t let partial automation limit your financial visibility and strategic growth. Register now to learn how to close the gaps and transform your AP department into a high-performance strategic asset.

Webinar speakers

Mike Waldron

CMO

Michael Waldron is an enterprise software CMO who is obsessed with leveraging artificial intelligence (AI) to drive efficiencies across all aspects of his business. As CMO at Ottimate, Michael is pushing clients to rethink their perspective of AI and how it can significantly improve profitability and productivity, while being cautious that not all AI is built equally. Before joining Ottimate, Michael’s 25 years of experience in B2B SaaS Marketing included senior Marketing positions at Tenovos, Uberflip, NewStore, and Black Duck Software. Michael has a Bachelor of Arts Degree in Business (with honors) from De Montfort University in England and now resides in Boston, Mass.

Dan Kim

CFO

Dan is CFO of Ottimate, a leading provider of AP automation and payment services to mid-sized and enterprise companies. Before joining Ottimate, Dan held multiple CFO positions, including Finance Operating Partner for H.I.G. Capital, where he supported operations in often very challenging situations for portfolio companies. Before H.I.G., Dan started and successfully exited Veritable Screening, a company in the pre-employment background check industry, and worked as an M&A banker for nearly a decade, executing both sell-side and buy-side transactions. His prior firms include Macquarie Bank, Jefferies & Co., and Houlihan Lokey. Dan received his B.A. in Philosophy from Pomona College and his M.B.A. from the UCLA Anderson School of Management with a focus in finance.