Likelihood to Recommend For a simple invoice-based organization, especially with multiple stores, Billtrust is an appropriate fit. While lacking in design and intuitive functionality, Billtrust got the job done as far as receiving payments from customers. However, if you are in a subscription-based business or one that invoices on a frequent repetitive manner, Billtrust may not be the best solution.
Read full review I've been doing accounting for businesses as part of the staff for 30 years. Finally, someone figured out how to improve the tired / old fashioned AP process. Tipalti is the best tool you can implement whether you are remote, hybrid, or office based. Amazing efficiency gained with this app / tool.
Read full review Pros Billtrust's customer service always replies within 24 hours, leaving the case open until it is verified to be resolved. The customer portal our credit managers access is exceptionally well designed, allowing us to see when an invoice was delivered, and even when the end-user opened it. There are built-in reports to answer almost any question. Read full review Support is phenomenal! Incredibly responsive, always have the answers, super knowledgeable and will assist in bringing resolution to various concerns, as well, providing not just support, but education as well! System is almost always working efficiently, very few incidents that slow me down. System is incredibly user friendly. I was able to learn it pretty quickly. Read full review Cons Search feature of PO or invoice #, etc. when logged in as the dealer. When logged in to Client Connect, would like to choose page number easily, instead of clicking Next Page as many times as needed. Have to scroll to right to display all columns when it looks like there is plenty of room to display them without a scroll bar. Read full review In the PO matching queue, there is some clunkiness surrounding updating PO lines. For example, if you need to delete PO lines picked up from the invoice, you currently have to delete each line individually, instead of being able to select multiple and delete. Sometimes PO numbers do not properly pick up from the OCR system. For example, the OCR might pick up "PO 18535" instead of "18535". This causes the AP team to have to manually link the PO, creating an extra step. For PO-backed Invoices that require you to manually type in the PO amount, there is no option to save your inputs. If there are any changes to the match details (i.e. linking another PO, or unlinking a PO) all inputs are reset to blank. If there are non PO line items for an invoice that is in the PO matching queue, there is no option to select a separate department code for that line item. Read full review Likelihood to Renew We have a longstanding good record of invoice delivery and a high number of customers who are accustomed to the look and feel for logging to make payments
Read full review Tipalti developed a workflow us that has improved our efficiency in onboarding vendors and processing payments. They also ensure that we have all the required tax forms from the vendor before a payment goes out.
Read full review Usability Not too busy or elaborate, able to quickly log in & start using right away
Read full review The system is incredibly easy to use, with most tasks being completed in a small number of clicks. The user interface is very user intuitive and can be navigated very easily. Multiple payments can be made instantaneously and as the vendors manage their payable account we are able to ensure that payments are being sent to the right account. The advanced functionality for duplicate invoices ensures that we are not processing bills twice and we have found that in 100% of cases it has identified a duplicate bill.
Read full review Reliability and Availability Tipalti has always been responsive to our questions and concerns.
Read full review Performance No issues here. Generally has been pretty fast.
Read full review Support Rating We deal with our customer's AR personnel to help resolve issues with our open invoices. They can help us but seem to be lacking in the overall understanding of the Billtrust software and why things may work the way they do. We have some accounts that are active that we have been unable to add to our corporate account, and as a result, these bills must be paid via check, and we are not currently receiving statements. It would be great if they had more robust customer service or maybe different criteria for creating accounts.
Read full review Since I also work in customer support, I often have to contact Tipalti's team with questions from our users. Tipalti's support team has always been exceptionally helpful and it was a pleasure to communicate with them. I have always received prompt responses to any inquiries and they are excellent at solving our customers' issues within a short time
Read full review Online Training Tipalti provides great How to online guide
Read full review Implementation Rating I was not here for the implementation
Read full review Implementation went smooth as we used and tested everything in the sandbox first
Read full review Alternatives Considered For a less tech-educated workforce, Billtrust did the job and required minimal developer resources on our end. Also, while Billtrust lacked in several arenas relative to Stripe, it was good for us since we were not a subscription-based business. For the price, Billtrust was a good solution for our invoice-to-pay business.
Read full review SAP Concur did not have consistent invoice entry. Depending on who at
SAP Concur entered your invoice, the vendor could be incorrect, the vendor number could be missing a digit, the amount of the invoice entered wrong, etc. We had too many issues with
SAP Concur because they did not use OCR for invoice entry. Too many mistakes were caught during the invoice review process. Also, determining the stage an invoice was in was impossible to determine. You couldn't just search by invoice number one time, you had to search in all stages (invoice uploaded, invoice review, invoice processed). Another huge problem was that we used another software to make payments on the invoices.
SAP Concur would fail sometimes on extracting an invoice to sync with our other software. We would not receive notification of the failure. Most times we would hear from a vendor that we did not make a payment and discover at that time that the invoice failed to sync with the system. If we reviewed the statement, we would have to check in two systems to see if it made it through both systems. With Tipalti, you only need to check with their system.
Read full review Contract Terms and Pricing Model I did not make the decision to purchase this product.
Read full review Scalability We were given the option of only one integration.
Read full review Return on Investment 10 day reduction in our DSO resulting in increased cash flow Savings in printing, ink, folding, stuffing, and postage over in-house production, and additional savings with every customer that changes from paper to electronic delivery methods Increased payment application by batching payment types by day into one file Enhanced knowledge base for staff through webinars, Twitterviews, conferences, classes, and contact with customer support allow our staff to utilize our tools fully Read full review It has been a huge time save on trying to search for invoices in my google folders It has been a huge money save in finding duplicate invoices on multiple times It has been a big time save on being able to figure out why a bill isn't approved and who needs to still approve it Read full review ScreenShots