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Tipalti

Score7.5 out of 10

165 Reviews and Ratings

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What is Tipalti?

Tipalti automates critical financial processes to drive efficiency, including accounts payable, mass payments, procurement, and expenses, all on one global finance automation platform that grows with the organization, automating, de-risking and simplifying finance.

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Categories & Use Cases

Media

Screenshot of Intelligent invoicing workflow
Screenshot of Mobile approvals for invoices and payments
Screenshot of Brandable self-service supplier portal (including handling tax forms)
Screenshot of Brandable self-service portal to collect and validate payment details
Screenshot of Combined payment methods, currencies, and entities in a single payment file
Screenshot of an early payment, which can be offered to suppliers through email or the supplier portal
Screenshot of an early payment, that suppliers can accept and is processed that day
Screenshot of The PO matching screen, to identify and resolve mismatches between purchase orders, invoices, and receipts
Screenshot of Tipalti PO Management, for modernized purchasing operations

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Screenshot of Intelligent invoicing workflow

Tipalti Key Features

Learn about the best (and worst!) features Tipalti has to offer, as determined by TrustRadius' reviewers.
Based on 165 ratings of Tipalti's features
View all Tipalti features

Top Performing Features

  • Electronic Funds Transfer

    Funds can be transferred via EFT as opposed to paper checks.

    Category average: 8.7

  • Payment Status Tracking

    Tracks what stage payments are at in the process, from approval to receipt.

    Category average: 8.9

  • Duplicate Bill Detection

    Detects duplicate invoices or expense reports to prevent double payments.

    Category average: 8.9

Areas for Improvement

  • Financial Document Management

    Invoices, expense reports, and associated documents are stored within the platform for any future needs.

    Category average: 8.4

  • Advanced OCR

    Automatically imports information from invoices, receipts, expense reports, and other scanned documents into the platform.

    Category average: 8.4

  • Tax Form Preparation

    Allows users to create and share tax forms within the platform.

    Category average: 7.7

Who Buys & Uses Tipalti

Tipalti Reviews

What users are saying about Tipalti.
View all Tipalti reviews

Pros

  • Automates end-to-end Accounts Payable (AP) processes
  • Utilizes AI/ML for invoice coding and automated bill approval
  • Facilitates global payments and multi-currency transactions

Cons

  • Unclear sync error reporting often requires support intervention
  • Difficulties with invoice editing and reprocessing workflows
  • Challenges in efficiently processing credit memos

User friendly good customer service and efficient

Incentivized
Michelle HansenView profile
Accounts Payable in Finance and Accounting at Dala Carnegie & Associates (51-200 employees employees)

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

Streamlining global payments to users

Audrey MarshallView profile
Co-Founder & COO in Product Management at Thematic, Inc. (1-10 employees employees)

Use Cases and Deployment Scope

We use Tipalti's Mass Payments tool to process monthly royalty payments to music artists around the world. We've integrated the Mass Pass Payments tool tool directly into our user dashboards via a combination of APIs and iFrames, with an auto-sync to QuickBooks, for maximum efficiency on our payments. This helps to streamline our operational flow by allowing users to auto-complete tax forms and enter payment preferences, request payouts on their own schedule, and track everything across our systems automatically.

Pros

  • Tipalti's Mass Payments tool has greatly reduced the time it takes for our team to pay out our users each month. Because we have integrated it into Quickbooks and user dashboards, what used to take our team many hours each month can now be done in just a couple of hours.
  • With users located around the world, Tipalti has made it extremely easy for our users to get paid in their preferred currency and payment method.
  • Tipalti's support team is incredibly helpful in addressing any questions we may have. They are responsive and always open to hearing our feedback on new tools and solutions that could improve our payment workflows.
  • It eliminates back-and-forth email threads by providing artists with a 24/7 dashboard to view their own payment histories and past invoices.

Cons

  • We haven't run into any meaningful issues using Tipalti as our mass payments solution. It has delivered on what was promised.

Usability

Other Software Used

ClickUp, Slack

Tipalti is a must have for any organization

Incentivized
Shereen BlalockView profile
AP Manager in Finance and Accounting at Whalar (1001-5000 employees employees)

Use Cases and Deployment Scope

I am an admin and use Tipalti daily to automate workflows, reducing the time spent on data entry and invoice approvals, thereby increasing overall efficiency. We have thousands of Payees that we pay through Tipalti.

Also fraud is reduced as Tipalti compliant process is strictly adhered to by detecting problems before they arise which is a great feature.

Pros

  • Batch Payments of Hundreds of Payees
  • Reduce risk of fraud by reviewing compliance
  • Security of private information entered only by Payee themselves

Cons

  • We currently do not have the option to pay our payees directly with the EUR currency which we hope to have resolved soon.
  • A lot of difficulties in paying Canadian payees as supposed to needs their bank information entered a certain way causing a lot of rejections and increase workload for my team
  • Would love to be able to have our agencies who manage multiple payees have one profile portal where they log in and see all of their payees at once

Return on Investment

  • We are able to increase efficiency in our department by saving time in entering invoices 1 by 1 for each payee this we are able to avoided the need to hire additional full-time employees
  • We have been able to perform our Accounting close a lot faster saving 2 days average per month.
  • We have also in the last year save average of $50k from avoiding duplicate payments.

Usability

Other Software Used

Adobe Acrobat, Slack, NetSuite ERP

Tipalti delivered it´s promise

Incentivized
Lisa Vokes-PierreView profile
Finance Director in Finance and Accounting at Foobar (1-10 employees employees)

Use Cases and Deployment Scope

We use Tipalti in supporting our end-to-end accounts payable process. Prior to implementation, we would receive an invoice and make payments across multiple platforms, e.g. via local banking solution or by instruction via email to our bank. Approvals were obtained via email and tracked via Airtable to at least have some transparency. Scope of Tipalti now is to scan all invoices that come through our shared mailbox and suggest coding as well as approvers. Approval process is seamless and the beauty is the ability to make the payment - OR- mark the payment as paid manually when it makes more sense to pay locally.

Pros

  • Flexibility in trying to solve the business problem that may be specific to our location or type of business
  • Pretty quick support
  • Ambitions to improve the solution - there is a roadmap

Cons

  • Reporting capabilities are quite limited and certainly not configurable
  • Connections between screens could be improved - improvements to UI would be beneficial
  • Approval via SMS

Return on Investment

  • Time saved across all aspect of our operation - routing, approver and payer
  • Increased transparency and comfort that nothing has fallen through the cracks
  • Improved connection to ERP system - some aspects are not automatable (QBO with multiple entities)...but certainly has improved time taken by accountants and hence reduced cost (not quantified)

Usability

Alternatives Considered

Pleo, SAP Concur, Yokoy, Microsoft Dynamics 365 Business Central, Spendesk and BILL

Other Software Used

LiveFlow

Tipalti Review by Finance Manager

Incentivized
Sameh Hassan
Finance Manager in Finance and Accounting at Duco Technology Limited (201-500 employees employees)

Use Cases and Deployment Scope

Tipalti has been implemented 3 years ago as part of automating our AP Team, previously it was a very manual process where an individual would need to review invoices and code according and also pay manually. Ofcourse this exposed us to human error risks. Tipalti has been particularly useful in establishing good controls and governance in this process

Pros

  • AI and Machine Learning to code invoices
  • AI and Machine Learning to approval process
  • Segregation of duties for inputting bank details, which is a major risk factor for fraud if controls are not in place
  • Api with our Finance system

Cons

  • The Sync errors are difficult to under
  • The funding section could be presented better
  • At times payments fail however the reason is unclear

Return on Investment

  • Tipalti has effectively replaced a whole AP team for us
  • Gives us the comfort that controls and governance in place to reduce risk of fraud
  • Allows the company to grow at ease

Usability

Other Software Used

Salesforce CMS, NetSuite ERP

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