I've spent 14 years turning complex SaaS, payment, and financial workflows into clear business cases for executive buyers. At Ottimate, I would bring that same discipline to helping multi-location finance teams connect AP friction to profitability, control, and cash flow.
Manual AP is rarely one isolated problem. It creates connected losses across labor, accuracy, payment timing, financial control, and visibility. The strongest sales conversation makes those costs visible before positioning automation.
Invoice entry, coding, routing, follow-up, and exception handling consume hours that should be spent on higher-value finance work.
Duplicate invoices, price discrepancies, missed discounts, and unnecessary overpayments directly affect profitability.
Inconsistent processes create fraud exposure, policy exceptions, and weak audit trails across locations.
Disconnected payment workflows prevent finance leaders from seeing obligations clearly and timing payments strategically.
Across 115 stores and four grocery chains, Heritage Grocers was manually handling 75,000 invoices each month. Ottimate helped replace paper movement and manual ERP entry with a process reported as approximately 97% accurate—while making invoices available quickly enough to capture time-sensitive payment discounts.
Source: Ottimate — Heritage Grocers Group. Figures are as reported by Ottimate and have not been independently audited.
Prioritize multi-location healthcare, hospitality, and retail organizations with centralized finance, lean AP teams, multiple legal entities, high invoice volume, fragmented approval paths, or rapid acquisition-driven growth.
Look for ERP changes, acquisitions, location growth, delayed closes, audit concerns, vendor fraud, missed discounts, AP hiring pressure, and visible dependence on manual invoice handling.
Connect AP Managers to workflow relief, Controllers to accuracy and policy control, CFOs to cash flow and profitability, and operational leaders to adoption across locations.
The vertical may change. The economic mechanics remain familiar: distributed operations create finance complexity, and complexity creates a measurable case for automation.
Expanded two McDonald's franchise relationships into more than 100 accounts spanning approximately 1,500 restaurant locations, with approximately $100K ARR average deal value across HR and compliance solutions.
Achieved 120% of quota in full-cycle SaaS sales at Intuit while selling QuickBooks Online Advanced, Premium Payroll, payments, and AI-enabled workflow solutions to finance and operations buyers.
Closed more than 20 net-new SaaS logos per month from inbound and self-generated pipeline while maintaining a 25% close rate and a disciplined approach to qualification, objection handling, and follow-up.
Built executive-facing narratives around payment, exception, integration, and reconciliation workflows while coordinating operational, product, compliance, and partner considerations to create credible paths to implementation.
I would not enter Ottimate claiming to know every AP workflow on day one. I would enter knowing how to learn the workflow, quantify the consequence, earn executive attention, and move a complex buyer toward action.
Ottimate reports a network of more than 80 partners across ERP, accounting, technology, and industry services. The opportunity is not simply collecting referrals. It is creating shared account intelligence, vertical plays, trigger-based campaigns, and joint business cases that make each partner more valuable to its clients.
Map finance-system relationships and identify accounts where AP remains the manual gap between the ERP and measurable financial outcomes.
Build specific plays with partners already trusted by healthcare, hospitality, grocery, and multi-location operators—turning their credibility into a shared pipeline advantage.
Give partners clear qualification signals, customer-facing narratives, and an accountable path from introduction to revenue so the relationship generates pipeline in both directions.
Ottimate partner ecosystem. Partner count as reported by Ottimate.
Master the product, implementation path, competitive landscape, existing customer proof, vertical economics, qualification standards, and the language used by AP Managers, Controllers, and CFOs across healthcare, hospitality, and multi-location retail.
Build the initial healthcare and multi-location account universe, activate outbound sequences, multithread target accounts, collaborate with SDRs on qualification and follow-up, and identify partner-assisted opportunities with existing ecosystem relationships.
Use call reviews, objection patterns, demo feedback, competitive intelligence, and early opportunity data to sharpen messaging, improve qualification, coach supporting sellers, and create a repeatable vertical playbook that compounds over time.
I would welcome a conversation about how my experience across SaaS, payments, QuickBooks, multi-location organizations, and greenfield pipeline development can contribute to Ottimate's next stage of growth.