Case Study: Gen4 Dental Partners Streamlines Month-End Close with Ottimate AP Automation

How Gen4 Dental Streamlined Month-End Close with AP Automation

Gen4 Dental Partners, a rapidly growing dental service organization with 103 locations and a lean four-person AP team, was struggling to keep up with about 6,000 invoices a month. Using Bill.com, the team faced major manual bottlenecks, incorrect invoice routing across multiple offices, and overwhelming month-end workload that often pushed close tasks into overtime.

Ottimate implemented its AI-driven AP automation platform, including invoice processing, location coding, statement reconciliation, and VendorPay payment processing, integrated with Sage Intacct and supported by custom configurations for Gen4’s workflows. With Ottimate, Gen4 cut vendor analysis from 30–45 minutes to two minutes, reduced manual corrections, streamlined invoice and statement handling, and brought month-end close back into regular business hours while improving accuracy across all locations.

Gen4 Dental Partners

Baylee Thomas

Accounts Payable Manager