User friendly good customer service and efficient
Use Cases and Deployment Scope
We use Tipalti for purchase order management, vendor onboarding, AP automation, and ERP integration — replacing manual processes and keeping our financials current in real time.
Pros
- The implementation experience stood out right away. The implementation team and manager were hands-on, always available, and walked us through configuring the platform exactly the way we needed it. Getting up and running was much smoother than we expected.
- Day to day, the PO module is intuitive enough that we were able to train all of our employees on it without much friction. The reporting options are also genuinely useful — they make it easier to build accruals without a lot of extra manual work. Support has been responsive whenever I've needed help.
- What I appreciate most, though, is that the product team is clearly listening. They consistently update the platform based on user feedback, which gives me confidence that the tool will keep improving over time.
Cons
- I would like it if there was a function to put sticky notes on the invoice image.
- There’s currently no built-in single downloadable report/export that consolidates all bill approval rules and PO approval routing rules from those settings pages. Those rule configurations are managed in the portal UI and aren’t exposed as one exportable report.
Return on Investment
- Tipalti eliminated our API integration issues, which means we no longer rely on manual CSV uploads and our financials stay current automatically.
- Vendor setup has also become much simpler — new vendors only need to be entered once, and Tipalti handles TIN verification and document collection from there. Both improvements have saved meaningful time and reduced the risk of errors in our AP process.
Usability
Alternatives Considered
Emburse Certify
Other Software Used
NetSuite ERP, Airtable
