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What Tipalti can and cannot do for your company
October 18, 2023

What Tipalti can and cannot do for your company

Chris Neal | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Modules Used

  • Invoice Processing
  • Payments

Overall Satisfaction with Tipalti

Our company uses Tipalti to store and maintain vendor information, enter and process vendor invoices and issue vendor payments. The data stored in Tipalti syncs with our ERP - NetSuite to provide an accurate data stream.
  • Excellent filters to sort data
  • Customer service response time is very quick
  • Vendor portal is easy to use and feedback from our vendors is positive
  • Security of company and vendor information
  • poor search functionality (e.g. cannot search for a payment by amount)
  • frequent slowness and connectivity issues - seems unstable more than it should
  • too many false positive sync errors
  • times out every 20 minutes, forcing re-login
  • Tipalti manages the payment process well
  • Tipalti support is very responsive and communicative
  • Tipalti is relatively quick at syncing with our ERP with minimal errors
  • Our Tipalti account manager is very attentive and responsive to our concerns and communicates often
  • Vendor onboarding is relatively easy for our vendors and we have received little negative feedback from them
  • Tipalti is well suited for securing both company and vendor data a
  • Our company experiences frequent slowness with loading pages
  • Recently we have experienced certain actions failing, such as placing invoices on Hold Payment,
  • Tipalti has no separate search engine - you can only filter data by pages to try to locate what you are looking for
  • Vendors have experienced failures adding required signatures to the W9 they load, which requires our company to manually add the W9 tax information
  • The invoice scan does not always recognize what is not an invoice so we receive too many non-invoices that we have to delete, and ultimately pay for
  • sometimes product updates create new sync errors
Overall I think Tipalti is quite usable and has really nice features that work well and benefit our company, but there are definitely improvements that could be made, such as stability of the product, adding a more robust search function, reducing the number of pages the user has to click through to get information (such as payment information), fund the clearing accounts more quickly (currently a four day process), provide more concise remittance advice to our vendors (such as a pdf or xlsx file) and improving reporting capabilities.
Tipalti has made the vendor onboarding process more efficient by allowing vendors to control their own information; approval workflow process by allowing users to approve invoices from the email and the payment process more efficient by funding our clearing accounts based on our payment runs and taking out the process of manually funding our accounts.

Do you think Tipalti delivers good value for the price?

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Tipalti again?

Yes

Tipalti is well suited for invoice processing and coding, payment processing and filtering data, but does not have a robust search engine.

Tipalti Feature Ratings

Accounts Payable
8.0
Automated Accounts Payable Processes
8
Vendor Management
8
Tax Form Preparation
8
Payment Management
7.9
Customizable Approval Policies
8
Financial Document Management
8
Payment Status Tracking
7
Payment Audit Trail
6
Duplicate Bill Detection
8
Advanced OCR
9
Electronic Funds Transfer
9

Tipalti Support

Tipalti does have a great support staff, in that they are usually available at all times, very responsive, and offer immediate solutions, even if they do not work. They have a nice live chat feature as well.
ProsCons
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - We report bugs with Tipalti on a weekly basis, which is part of the issue we have with Tipalti. It's usually resolved to our satisfaction, but sometimes it takes quite a while.
We recently had a ACH transfer from rejected due to an incorrect vendor bank account. We quickly worked with the vendor to update the banking information and Tipalti support was able to quickly waive the small ACH fee so we could reissue the payment by the next day.