Item: Tipalti
Rating: 9
Author: Verified User

Overall Satisfaction with Tipalti

Use Cases and Deployment Scope

Tipalti is being used in our organization for automating our AP and helps with payments. It is being used by the whole organization for approving invoices and making timely payments to vendors. Our AP process is paperless as all invoices are sent by email and automatically uploaded to Tipalti. Approvals are done by email or by log in to AP hub.

Pros and Cons

Pros

Approval Process
Vendors on boarding
Payments
AP Aging reports

Cons

Customer Support
Netsuite Sync
Reporting

Return on Investment

Multiple Subsidiary
Invoice approval
Easy payment process

Usability

Tipalti is really easy to use and integration with NetSuite works great.

Efficiency

Using Tipalti we saved significant amount of time processing invoices and making payments.

Alternatives Considered

Stampli

We looked into Stampli but did not get far, so I can not comment on how does Tipalti stacks against them. Main reason why we choose Tipalti is NetSuites sync with Tipalti. Tipalti works wonders for us as approval of invoices is easy and fast, also Tipalti automatically sends reminders for approvals.

Key Insights

Do you think Tipalti delivers good value for the price?

Yes

Are you happy with Tipalti's feature set?

Yes

Did Tipalti live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Tipalti go as expected?

Yes

Would you buy Tipalti again?

Yes

Other Software Used

NetSuite ERP, Workday Financial Management/Revenue Management, Expensify

Likelihood to Recommend

Easy to use and integrate. Our invoice approval process time was cut in half using Tipalti. The vendor on board is easy and paperless as all information is stored in Tipalti. Reporting could be better but for now, it does what we need. Payments are done timely and in many forms like ACH, checks, and wires.

Invoice processing
Invoice Approvals
Payment runs

Innovative Uses

OCR invoice processing
Easy vendor onboarding

Future Planned Uses

1099 Processing
Procurement

Likelihood to Renew

Tipalti is working well for our invoices processing and payments.

Evaluating Tipalti and Competitors

Products Replaced

Key Differentiators

Product Usability

Sync with our ERP NetSuite

Evaluation Lessons Learned

Probably we would take a look and compare more products

Tipalti Implementation

Implementation Rating

Implementation went smooth as we used and tested everything in the sandbox first.

Implementation Details / Implementation Partner

Implemented in-house
Third-party professional services

Tipalti helped us with implementation

Implementation Issues

Sync with NetSuite

Tipalti Training

Training Types Used

Online training

In-Person Training

Online Training

Tipalti provides great How to online guide

Configuring Tipalti

Product Configurability

Tipalti was configurable for all our needs

Configuration Lessons

N/A

Tipalti Support

Support Rating

Tipalti's support is great and they do respond quickly.

Tipalti Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None

Using Tipalti

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None