Plate IQ API
Plate IQ (now Ottimate) is an AI-powered accounts payable automation platform that digitizes invoices to the line item to drive coding, approval workflows, and payments via ACH, check, and virtual card. An unofficial API lets you programmatically pull invoices, line items, vendors, purchase orders, GL codes, approvals, and payment activity—and push updates like new invoices, approval decisions, and scheduled payments back into Plate IQ.
What is Plate IQ?
Plate IQ (now branded Ottimate) is an AI-powered accounts payable automation platform that streamlines the entire invoice lifecycle—capturing and coding invoices down to the line item, routing them through approval workflows, and paying vendors via ACH, check, or virtual card. Originally built for restaurants and hospitality, it now serves grocery, retail, healthcare, accounting firms, manufacturing, and construction, processing roughly 100,000 invoices daily and over $3 billion in annual payments across some 30,000 customers.
Core product areas include:
- Invoice Capture & Coding (line-item digitization across multiple invoice formats)
- Approval Workflows (customizable routing, approver controls, and audit trails)
- Payment Processing & VendorPay (ACH, check, and virtual card with cash-flow visibility and cashback)
- PO Matching (purchase orders verified against invoices and receipts)
- Cost Discrepancy Detection & Invoice Risk Analysis (price/quantity mismatches and fraud patterns)
- Expense Management and accounting integrations (QuickBooks, NetSuite, Acumatica, Sage Intacct, Microsoft Dynamics, and 100+ more)
Common data entities:
- Invoices, Invoice Line Items, Coding/GL Codes
- Vendors, Vendor Contacts, Payment Methods
- Purchase Orders, Receipts, PO Matches
- Approvals, Approval Routes, Approvers
- Payments, ACH/Check/Virtual Card Transactions, Cash-Flow Data
- Cost Discrepancies, Risk Flags, Spend Analytics
The Plate IQ Integration Challenge
Finance teams run mission-critical AP workloads on Plate IQ daily, but turning a portal- and workflow-driven product into API-driven automation is non-trivial:
- Portal-first workflows: Invoice coding, approval routing, and payment scheduling are designed for the web app, not headless automation
- No published public API: Integrations are delivered through prebuilt accounting connectors rather than open developer documentation, so custom access requires reverse-engineering authenticated flows
- Line-item granularity: Invoices are digitized down to the line item, so any integration must preserve nested line, tax, and discount structures rather than just header totals
- Per-customer GL mapping: Coding, approval routes, and chart-of-accounts mappings are configured per customer—generic integrations break across tenants
- Payment-rail complexity: ACH, check, and virtual card each carry different state machines, statuses, and reconciliation timing
- Authentication friction: Session-based login and MFA in finance environments complicate stable, unattended automation
How Supergood Creates Plate IQ APIs
Supergood reverse-engineers authenticated browser flows and internal endpoints to deliver a resilient API layer for your Plate IQ (Ottimate) account—covering invoice capture, approvals, vendors, and payments.
- Handles username/password and MFA securely within a managed session
- Maintains session continuity with automated refresh and change detection
- Normalizes responses across invoices, line items, vendors, approvals, and payments so you integrate once and rely on consistent objects
- Preserves per-customer GL coding, approval routes, and payment-method configuration rather than forcing a generic schema
Use Plate IQ with AI agents: Plate IQ MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, accounting integrations, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready Plate IQ adapter tailored to your coding, approval, and payment configuration.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Plate IQ evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a Plate IQ (Ottimate) account using username/password or MFA and obtain a session token for downstream calls.
Invoices
/invoicesList invoices with filters for vendor, status, approval state, date range, and pagination, including digitized line items.
Invoices
/create_invoiceSubmit a new invoice for AI capture and coding, with attachments and header metadata routed into approval workflows.
Vendors
/vendorsRetrieve vendor records, contacts, payment methods, and GL mapping for matching and reconciliation.
Approvals
/approve_invoiceRecord an approval or rejection decision on an invoice and advance it through the configured approval route.
Payments
/paymentsPull payment activity across ACH, check, and virtual card with status, settlement timing, and reconciliation details.
Use Cases
Sync invoices and line items into your ERP
- Pull digitized invoices and line items from Plate IQ into NetSuite, Sage Intacct, or QuickBooks - Preserve per-customer GL coding, tax, and discount structures during sync - Stream new and updated invoices to downstream reporting and spend-analytics tools
Automate approval workflows
- Push approval and rejection decisions programmatically into the configured approval routes - Surface pending invoices to Slack, email, or internal approval tools - Reconcile approver actions and audit trails back into your system of record
Reconcile vendor payments across rails
- Sync ACH, check, and virtual card payments into the general ledger and AR/AP systems - Match payments and remittances against invoices and purchase orders - Track cash-flow and VendorPay activity for treasury and forecasting
Detect cost discrepancies and spend anomalies
- Pull cost-discrepancy and PO-match flags for automated dispute workflows - Feed invoice risk and fraud signals into finance dashboards - Surface price and quantity variances to procurement and operations teams
Technical Specifications
Authentication
Username/password and MFA handled in a managed session
Connectivity
Authenticated browser flows and internal endpoints surfaced as a clean REST-style API
Response format
Normalized JSON across invoices, line items, vendors, approvals, and payments
Rate limits
Adaptive throttling tuned to your account to avoid platform-side limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for invoices, approvals, and payments with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for invoice capture, approval status, and payment settlement changes
Latency
Sub-second reads on cached entities; multi-second writes when posting invoices and payments through workflows
Throughput
Horizontally scaled workers sized to high daily invoice and line-item volume
Reliability
Retry, backoff, and idempotency keys for invoice creation, approvals, and payment actions
Adaptation
Continuous monitoring of Plate IQ (Ottimate) releases and configuration drift
Frequently asked questions
Plate IQ (Ottimate) delivers integrations primarily through prebuilt accounting connectors rather than an open, documented public API. Supergood provides a normalized API layer over your authenticated account so you can pull and push data programmatically without a published developer portal.
Yes. Plate IQ digitizes invoices down to the line item, and Supergood preserves nested line, tax, and discount structures so you receive full line-level detail rather than just header totals.
Plate IQ already connects to QuickBooks, NetSuite, Acumatica, Sage Intacct, Microsoft Dynamics, and 100+ others. Supergood complements those connectors by exposing the same invoice, vendor, approval, and payment data for any custom integration or internal tool.
Yes. Supergood exposes write operations to record approval decisions and surface payment activity across ACH, check, and virtual card, advancing invoices through your configured approval and payment workflows.
Each account is profiled against its configured chart-of-accounts mapping, coding rules, and approval routes. Supergood preserves your specific configuration rather than forcing a generic schema.