Pleo vs. Tipalti

Pleo is ideal for SMBs looking to streamline their expense management processes. It offers a cost-effective solution for controlling and tracking expenses without the complexity of larger enterprise systems.Startups often have limited resources and need efficient expense tracking. Pleo's user-friendly interface and real-time expense data can help startups maintain control over their spending. for businesses that provide company cards to employees. It allows for easy card issuance, spending control, and real-time tracking of card transactions.

The invoice processing element is far, far easier than manually inputting invoices are we were doing previously. The OCR is not perfect, but having it scanned in and ready for review saves a lot of time. The approvals process is fast and effective, and approvers can approve directly from the email without having even to log into the system. The audit trail function allows the finance team to see exactly who has done what to each invoice, and when. Payments, however, are where we see the most benefit. Vendor bank details are stored securely and controls can be put in place to ensure that any changes to vendor data must be approved. Once fully approved, invoices can be scheduled for payment either on a particular date or on the invoice due date, which ensures vendors are paid on a 'Just In Time' basis. All invoices and payments sync seamlessly to our ERP each day.

• Expense Tracking and Management
• Compliance and Policy Adjerence
• Cost Control with streamlined reimbursements

• Invoice coding, routing, and approval
• Complete visibility of all invoices floating around your organization
• Payment of invoices via numerous methods and multiple currency with just a click of the mouse
• Captures W9 & W8-BENE information
• posts all information including a pdf of invoice into your GL/accounting system

Incentivized

• integration options
• reporting and analytics
• mobile app usability
• expense rule automation
• multi-currency support
• receipt management
• expense policy customization

• The report that provides the "Not payable" vendors does not work well for us, particularly because the sync to our ERP goes both ways, which means all of the employees also sync over to Tipalti and remain as Not Payable. So the list is very long, and I don't find a good use for it.

Solid system performance. Suits our needs and solution provider very inclined to accept feedback and involve users in developing the solution to serve both the provider and the ultimate user. Tipalti has streamlined our process that was previously very manual and prone to error. Now there is transparency of information and role.

Incentivized

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.

Incentivized

Tipalti has always been responsive to our questions and concerns.

No issues here. Generally has been pretty fast.

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

Incentivized

Tipalti provides great How to online guide

The salesperson involved was involved in implementation which I found very helpful.

Incentivized

1.its user-friendliness and ease of use, making it suitable for our company 2.cost-effective with a straightforward pricing model and lower initial setup costs. 3.simplifies company card management and provides real-time expense tracking

Previously, our Company housed all invoices and approvals in NetSuite. This was a very clunky process which often resulted in duplicated work. Approvals were obtained through email and attached as a file to invoice records in NetSuite. Whereas, in Tipalti, you can view the entire audit history by simply clicking into an invoice.

Incentivized

I did not make the decision to purchase this product.

We were given the option of only one integration.

• improving efficiency
• providing valuable financial insight
• Improved Compliance:
• Visibility and Reporting

• Vendor onboarding has taken the responsibility from one person to the Vendor directly. This provides the vendor with the ability to enter their own banking information for payments and upload their Federal W9 form.
• Vendors can upload their own invoices to the system, taking the possibility that our AP team did not receive an emailed or mailed invoice to upload. This also increases payment efficiency as the vendor's invoice is processed in a more timely manner.
• AP can review invoices for accuracy and concentrate on how to code an invoice, rather than be a paper pusher or a data entry clerk. AP doesn't spend time searching for invoices that might be a duplicate, the system will communicate this on the software review process and if AP has uploaded by email the same invoice multiple times, an email will be sent to AP to indicate that the invoice was not uploaded due to duplication.

Incentivized