Likelihood to Recommend 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.
Read full review The website often crashes as I’m saving an expense and comes up with an error, logging me out. It can be very annoying! It’s really easy to use though and is simple when adding receipts for each expense (easier by phone than website however). After you’ve submitted an expense, the way they show up is strange and they are no longer all under on claim and instead, appear separately which makes it confusing when trying to refer to individual expenses
Read full review Pros 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 Read full review imports credit card transactions from our corporate card program without issue allows for easy set up of new users is a very intuitive, easy to learn tool has a very responsive support and customer service team Set up and configuration was thorough, and they were able to work through our unique issues, such as custom segments in NetSuite. It is a very inexpensive product. Well worth the cost. Read full review Cons 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. Read full review Expense claim feature when it comes to travel and when we have to create in terms of KMS driven it should auto-capture the dates. This can be improved and there is the scope for improvement. More tabs can be provided in petty cash expense so you need not type. Read full review Likelihood to Renew 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 There doesn't seem to be anything in the market at the same price point that is better, however if there is an interrupter in the market that provides better value, then we would heavily assess the cost of change to see if we should move on to the alternative offering.
Read full review Usability 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 It is easy to manage users, account creation and departments. The reports have important information and for my users and accountants it has been an easy assimilation tool for people of different ages.Which makes it easy for older users to train new users. It is a great tool and has helped us a lot.
Read full review Reliability and Availability Tipalti has always been responsive to our questions and concerns.
Read full review There was an unexpected system issue that caused us to have to postpone a user training session at the last minute. Our Webexpenses trainer was not aware that it was going to occur.
Read full review Performance No issues here. Generally has been pretty fast.
Read full review The performance is great. Pages and reports load quickly. The data export/import from Webexpenses to our financial software, ACS, is not user friendly, mainly due to ACS import steps
Read full review Support Rating 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 The support for the initial setup was great, but since then we have only had to contact support once when we had problems uploading credit card files. The help we received at this time was not good and we ended up trying various things until we resolved the problem ourselves. The online support tutorials are good, but searching for a specific issue is difficult.
Read full review In-Person Training All went well.
Read full review Online Training Tipalti provides great How to online guide
Read full review Our trainer spoke very quickly and went through the training material quickly. Since this process was new to us, we missed some important information. We would have benefitted from further training with report generation as well. She did provide a recording of the training, but again, she went through the material very quickly.
Read full review Implementation Rating Implementation went smooth as we used and tested everything in the sandbox first
Read full review As long as you have people that are fully aware of the setup steps to get users into the software then I would see no issues arising for any company.
Read full review Alternatives Considered 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.
Read full review I would have to say that Webexpenses does not stack up well in comparison to
Expensify . If given a choice, I would choose
Expensify for the best user experience and mobile / desktop being more seamless. It accomplishes the same thing but has a more modern, minimal, and streamlined feel to it.
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 because as the business has grown to has the user base
Read full review Return on Investment 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. Read full review Previously you would have to manually scan expenses using a photocopier and have them signed and then put them in an envelope! Big time saving so Consultants can focus on selling. Accounts departments require less capacity as its all automated. Good tracking of expenses through the dashboard for managers. Read full review ScreenShots