Location:
Mexico- Remote
Eastern Europe- Remote
Type: Contractor/Full-time
About Us
Ottimate (formerly Plate IQ) helps fast-growing businesses automate accounts payable on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with an AI-driven, cloud-first approach. Ottimate's AP Automation and VendorPay Network help businesses pay and get paid faster.
Our Capture, AP, Payments, and Spend products share one powerful platform that handles the hard stuff: workflow orchestration, identity and access, provisioning, and the accounting plumbing that keeps the money moving.
Why this Role Matters
AI-driven document capture is the front door of the Ottimate experience. Every inbound invoice, statement, or contract passes through this engine — where intelligence, accuracy, and speed define the customer experience.
The Senior Product Manager – Capture owns the full lifecycle of Ottimate’s AI-based invoice capture, extraction, and validation capabilities. This PM will shape how Ottimate ingests and understands financial documents at scale — applying machine learning, language models, and computer vision to automate what used to require human review.
This role sits at the intersection of AI, workflow automation, and accounting intelligence, driving a critical part of our Autonomous Settlement vision.
Responsibilities
Product Ownership
• Own the end-to-end roadmap for AI Capture, including document ingestion, classification, field extraction, confidence scoring, and multi-step validation.
• Define how Capture integrates into Ottimate’s AP and Payments workflows, enabling invoice-free and touchless settlement.
• Partner with AI/ML engineering to drive precision, recall, and latency improvements across extraction models.
Strategy & Vision
• Develop a multi-year strategy for Capture as a standalone capability and part of the broader Autonomous Settlement ecosystem.
• Translate Ottimate’s product strategy into a roadmap for intelligent document understanding, exception reduction, and autonomous validation.
• Identify opportunities to leverage LLMs, graph intelligence, and image models to evolve from OCR → understanding → reasoning.
Cross-Functional Collaboration
• Work closely with Data Science, Platform, and UX teams to ensure accuracy, usability, and transparency in AI-driven automation.
• Partner with Professional Services, Support, and Customer Success to capture feedback and shape enhancements.
• Collaborate with Engineering and QA to ensure release readiness and performance at scale.
Metrics & Performance
• Define and monitor Capture-specific KPIs, including extraction accuracy, validation automation, processing time, and confidence thresholds.
• Use data to drive continuous improvement and reduce customer touchpoints over time.
Requirements
• Have 5–8+ years of product management experience, including ownership of AI/ML or data automation products.
• Understand OCR, NLP, or intelligent document processing systems.
• Bring working knowledge of invoice, PO, and contract structures.
• Balance algorithmic precision with real-world UX.
• Excel at cross-functional communication and data-driven decision-making.
Preferred Qualifications
• Experience with ERP integrations (NetSuite, Sage Intacct, Microsoft Dynamics, Infor, etc.)
• Familiarity with vendor master data, 3-way matching, and reconciliation workflows
• Experience with LLM-based validation or auto-classification pipelines
• Background in accounting automation or financial systems
• Strong analytical and data-driven decision-making skills
Benefits
Ottimate is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply.
Top Skills
What We Do
Ottimate (formerly Plate IQ) is the leading AP automation AI.
Ottimate is AP automation AI that provides a smarter way for AP managers, approvers, controllers, and CFOs to work through the entire invoice lifecycle. With mature deep learning capabilities, Ottimate gets to know your business and AP process down to the line-item, supporting a custom approval and payment workflow.
Ottimate not only eliminates over 90% of the manual accounting process but also provides insights into invoices and spend, helping finance professionals uncover opportunities for growth. This means more strategic business decisions for CFOs and a better day-to-day for the entire team.
Don’t Just Automate AP. Ottimate It.
