Ottimate

That’s a wrap on RFDC 2025 at The Bellagio in Las Vegas! Our team had a great week connecting with restaurant finance leaders, operators, and investors to talk about what’s next for the business side of the restaurant industry. From insightful sessions to meaningful booth conversations, it’s clear that finance teams are ready to embrace automation as a driver of growth, not just efficiency. A huge thanks to everyone who stopped by our booth to learn how Ottimate helps multi-unit restaurant groups streamline approvals, reduce manual work, and gain real-time visibility into spend. We’re excited to keep the conversations going and continue helping restaurant finance teams close faster, operate smarter, and scale confidently. Until next time, RFDC!

Many finance teams have automated parts of their AP process — digitizing invoices, streamlining approvals — yet still handle exceptions, coding errors, and payment decisions manually. We recently co-hosted a webinar with Mark Brousseau of the Institute of Finance and Management (IOFM) featuring Liz Schwartz of EHS Business Solutions and our own Don Dittmar to discuss how EHS moved beyond partial automation to build a truly end-to-end AP process. The results: - 75% reduction in invoice processing time - 5x growth in client capacity with minimal staff increase - Stronger data accuracy and profitability across every account If your team has automation in place but still spends hours on manual work, check out the on-demand recording here: https://lnkd.in/gsb49zMS

When AP compliance cracks, the damage runs deep. Missed approvals, unverified vendors, and incomplete records can quietly drain budgets, strain vendor relationships, and put your reputation at risk. Even seasoned AP teams aren’t immune, especially when approvals happen over Slack, vendor data isn’t verified, or audit trails are incomplete. The good news? Every one of these risks is preventable. In our latest blog, we break down the 8 most common AP compliance pitfalls and show you how automation can help you stay secure, efficient, and audit-ready all year long. Link in the comments.

Gen4 Dental Partners was scaling fast — 103 offices, 6,000 invoices a month, and a four-person AP team trying to keep up. Their inbox? 800 invoices deep. Their month-end close? Hell week. Then they switched to Ottimate. ✅ AI-powered invoice automation ✅Real-time visibility across every location ✅ Month-end close finished on time — no overtime required “Before Ottimate, we’d all work overtime. Now, we’re done within business hours.” – Baylee Thomas, Gen4 Dental Read how Gen4 streamlined AP and reclaimed their time: https://lnkd.in/gtp-KeYQ

Restaurant finance teams have enough on their plate — manual AP shouldn’t be one of them. Prime Steak Concepts is a multi-location restaurant group that returned to Ottimate to gain back the visibility, control, and automation their team needed. Now, their AP runs as smoothly as their operations — with 4,000+ invoices processed each month and full visibility across every location. Link to their full story in the comments!

Good enough isn’t good enough anymore. Three out of four AP teams already have automation tools, yet most are still typing in invoice data by hand. The problem isn’t a lack of tech. It’s partial automation that creates more friction than it fixes. If your AP process still relies on manual approvals, spreadsheet uploads, or “quick fixes” that don’t talk to each other, it’s time to rethink what automation really means. In this post, we break down: - Why partial automation fails - How full AI-powered AP automation changes the game - Real results from teams that made the leap It’s not about adding another tool — it’s about transforming how finance operates. Get the link to the full piece in the comments.

We're headed to Las Vegas this week for the Institute of Finance and Management (IOFM) Fall Conference 2025! From November 4–6, our team will be at Caesars Palace (Booth #411) for one of the most anticipated AP and finance events of the year — the IOFM Fall Conference. We’re looking forward to connecting with AP, P2P, and finance leaders who are driving the future of automation, compliance, and operational efficiency. If you’re attending, stop by our booth to see how Ottimate helps multi-entity finance teams automate approvals, strengthen controls, and close faster — without adding headcount. 📅 November 4–6 📍 Caesars Palace, Las Vegas, NV 📍 Booth #411 🎁 Don’t forget to scan your badge for a chance to win a Theragun Mini — we’ll be raffling off two! We’ll see you in Vegas!

Our SDR team in Tampa got into the Halloween spirit with some great costumes this year. 🎃 We always appreciate the creativity and enthusiasm they bring — both in their work and in moments like this. Check out some of their costumes from yesterday's festivities. Which one is your favorite? Blake Batista Brooke Mccarroll Cam Taddonio MS Cayman Ogden, BBA Chad Gaudino Connor Hicks, MBA Diego Pagan Eileen Iglesias Joshua Pearson Nick Snyder Paige Basore Vincent DeMarinis Conner Moran

Heading to LeadingAge National 2025 in Boston? Let’s talk about how smarter AP automation can free your team to focus on what matters most — caring for residents, not chasing invoices. Finance and operations leaders in senior living are under more pressure than ever. Rising costs, staffing shortages, and compliance demands make every hour (and every dollar) count. That’s why Ottimate will be at LeadingAge National November 2-4 to show how senior living communities are using AI-powered AP automation to: ✅ Eliminate manual invoice entry and approval bottlenecks ✅ Strengthen financial controls and HIPAA compliance with PHI redaction ✅ Improve visibility into spend and vendor performance ✅ Unlock time for higher-impact work across properties Stop by Booth #1249 at the Boston Convention & Exhibition Center to see how automation can transform your finance workflows — and enter to win a Theragun Mini! 📍 Booth #1249 | Nov 2–4 | Boston, MA 🔗 Book time with our team: https://lnkd.in/gHQbgU_X

47% of finance leaders say invoice approvals are the #1 cause of delayed month-end close. If that sounds familiar, your approval workflow might be the real bottleneck. It starts small — an invoice buried in someone’s inbox, a missing PO, a manager who “will get to it tomorrow.” But before long, payments are late, vendors are frustrated, and your team is working nights just to close the books. Manual approval workflows are silent productivity killers. They drain time, cause errors, and chip away at vendor trust — all without anyone noticing until it’s too late. In our latest post, we break down the 5 warning signs your approval process needs an upgrade, including: 🚩 Invoices getting stuck in inboxes 🚩 Confusion over who approves what 🚩 Month-end always turning into a scramble 🚩 Exceptions slowing everything down 🚩 No visibility into invoice status The fix? Smarter, automated approval workflows that keep invoices moving and your cash flow under control. If your team is still chasing approvals over email or Slack… this one’s worth a read. Link in the comments!