Plate IQ

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What is Plate IQ?

Plate IQ puts clients' needs first with an AP automation and paymentsplatform that supports their custom workflow needs and provides critical business insights.

Benefits
* Pay Invoices Online
- Plate IQ empowers you to schedule and pay your invoices effortlessly via ACH, check and virtual cards, right from the Plate IQ platform

  • Truly Scalable Approval Policies For Your Clients

    • With unlimited seats, you can add as many approvers as you need to your client's approval workflows.
    • Create as many custom approval rules as you like that leverage every data field in your invoices.
  • Find (And Tell) The Story In Your Customer's Spend

    • Plate IQ extracts and digitizes invoices down to the line-item, allowing you to drill down into your client's spending by GL account, category, line item, time period, and more.
    • Offer actionable insights to your clients on sources of changing costs.
  • Earn Cash Back On Payments With vCards

    • Tired of sending checks or ACH payments?
    • Pay with Plate IQ virtual cards (vCards) and earn up to 1% cash back.
  • Automated Invoice Processing That Learns Your Workflow

    • Set up your workflow and mappings once.
    • Plate IQ learns your processes and takes over from there so you never have to manually code another GL item twice.
  • Paper-less Integrations With Vendors

    • Tired of manually scanning invoices?
    • Directly integrate with vendors and pull invoices into your AP workflow automatically

Features
* Invoice Management:
- Invoice processing is tedious. Plate IQ’s machine learning learns your workflow to process invoices just the way you want.
* Bill Pay:
- Earn up to 1% cash back. Schedule payments with checks, ACH, and Plate IQ virtual cards.
* Insights:
- Discover new savings opportunities with granular data right from your invoices.
* Spend Management:
- Proactively control spend by issuing Plate IQ cards and linking external cards.



Plate IQ Awards


Plate IQ currently scores 89/100 in the Accounting Practice Management category. This is based on user satisfaction (92/100), press buzz (43/100), and other relevant information on Plate IQ gathered from around the web.

The score for this software has declined over the past month. What is this?
www.plateiq.com

Regional Restrictions: USA, Canada

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Plate IQ Product Overview


Languages Supported: English
Regional Restrictions: USA, Canada

Plate IQ Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • Analytics
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Big Data
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payment Processor
  • Payroll
  • Project Management
  • Scheduling
  • SEO
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Database
  • Time Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration
  • Data Conversion
  • Mobile App
  • Process Modeling
  • Process Reporting
  • Workflow Management
  • Payment Gateway Integration

Plate IQ FAQs

Does Plate IQ offer guides, tutorials and or customer support?

You not only will have the chance to go through a personalized demo with an Account Executive, but we also provide dedicated Account Managers as well. They will walk you through a kick-off call, set up your platform, and hold as many Training sessions as you require.

We offer comprehensive Customer Service options within the platform. This includes a forum for current users to help each other, as well.

Who are the main user groups of Plate IQ?

Restaurants, Hospitality groups, Accounting firms, Construction companies, and Grocers of all shapes and sizes.

Does Plate IQ offer multi-user capability (e.g. teams)?

Yes, we offer an unlimited number of users with designated permissions- No matter how customized you need these permissions to be.

Does Plate IQ integrate with any other apps?

Yes, if you do not see your software listed above just reach out to us. We have over 130 integrated partners from QuickBooks and Sage Intacct to Xero and Microsoft Dynamics and everyone in between.

Does Plate IQ offer an API?

With certain integrated softwares.

What platforms does Plate IQ support?

Any web browser, as well as both iOS and Android devices.

What is Plate IQ generally used for?

Eliminating manual data entry from the invoice management and payment processes.

What are some applications Plate IQ is commonly used in tandem with?

QuickBooks, Microsoft Dynamics, Sage Intacct, Xero, COGS-Well, Compeat, Restaurant 365, Yellowdog, M3, Jonas, Crunchtime, Netsuite, Accumatica, SAP Concur

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