Item: Tipalti
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Tipalti is seamless and easy to use. Not only is it extremely easy to transfer over to as a primary method of paying all our invoices, but I love that users can track the status of invoices and when they will be paid. I can search any invoice and have all the information I need within moments. It is especially helpful in moments when I need to dig up an invoice I thought was paid and find out what went wrong. The software also identifies duplicates which is super helpful!

I have heard nothing but positive feedback from my team and from our venues and vendors!

Pros and Cons

When an invoice is uploaded to Tipalti, it can autofill the info into the software, making my life a lot easier and saving me time!
I can track the status of whether an invoice is paid, avoiding having to send out lots of slacks and emails to find out the status.
It allows me to work over multiple time zones, so I don't need to communicate all the information directly to the finance team, it cuts out the middle man!
I get an email to approve the invoice so I don't even need to log in!

It would be great to be able to be linked directly to the invoice via the email, it always takes me to a random page where I can approve the invoice
It would be great to maybe get an email when an invoice hasn't been paid, to flag delays
Sometimes my invoices are assigned to the wrong person in my company, but that could not be Tipalti's fault

Return on Investment

It has been a huge time save on trying to search for invoices in my google folders
It has been a huge money save in finding duplicate invoices on multiple times
It has been a big time save on being able to figure out why a bill isn't approved and who needs to still approve it

Usability

The interface is simple and intuitive. The colors are easy on the eyes and it is easy to find almost everything needed from the home page. At times the invoices can take a little long to upload, mostly given the large amount of invoices being uploaded, but being able to quickly manually upload the invoice makes this issue go away and gives me agency in the situation!

Efficiency

As I have stated earlier, Tipalti saves so much time for me. Being able to get a status of a new invoice directly to my email makes any invoice approvable by only two clicks. It also makes it so I never miss an invoice which rocks! It also makes it easier not to have to talk to all my vendors or my boss, we all just follow the process and save a lot of time and energy!

Alternatives Considered

I have not used any other program like Tipalti, unfortunately and can't compare it to anything!

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?

Yes

Did implementation of Tipalti go as expected?

Yes

Would you buy Tipalti again?

Yes

Other Software Used

Tripadvisor Business Advantage, Rebrandly, Slack, Airtable, Jira Service Management, Adobe Acrobat Sign, Zendesk Support Suite, Spendesk, Navan, Greenhouse, MicroStrategy Analytics, Metabase

Likelihood to Recommend

I have already written quite a few examples already in this form, but I think it has been particularly helpful in moments when I have been asked by someone what the status of an invoice is. I can easily search by the payee and find all their invoice statuses, when it was submitted, and when it will be paid. This has been extremely helpful as I manage multiple markets.

It has also been helpful to give all my vendors agency and visibility as to when they will be paid. I find myself getting less follow up emails as everyone can see what's going on, and we can just cut to the chase in what needs to be problem solved!

Tipalti: No More Middle Man!

Modules Used

Overall Satisfaction with Tipalti