Just do it.....just choose Tipalti, you will be glad you did !
November 01, 2023

Just do it.....just choose Tipalti, you will be glad you did !

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Invoice Processing
  • Payments

Overall Satisfaction with Tipalti

[...] is a SaaS company providing case management applications for USA based law firms. I joined [...] in 2022 and implemented Tipalti by the end of the year. I'm a 2nd time selector, implementor, user, and champion of Tipalti. I first used Tipalti in 2020 at a previous SaaS firm. Using Tipalti supports firms that are remote. At [...] we are 100% remote with no plans to return to the office.

My solved problems are how do you receive and circulate for approval invoices in a remote work environment. Tipalti accomplishes all of that. Accounting is able to see all invoices in process, who is next to approve, and initiate payment right from the Tipalti app.

Pros

  • Invoice coding, routing, and approval
  • Complete visibility of all invoices floating around your organization
  • Payment of invoices via numerous methods and multiple currency with just a click of the mouse
  • Captures W9 & W8-BENE information
  • posts all information including a pdf of invoice into your GL/accounting system
  • in my Corporate Controller capacity, I have total visibility of all invoices within the organization
  • total staff time spent on the AP process will decrease easily 75% or more
  • I have a small staff. Even during PTO of my staff member, I can do necessary AP items, start to finish, in minutes, 100% remotely
Two-time Tipalti selector, implementor, and user. The payment features in the app saves many steps in the payment process. No longer do you have to set-up or upload payment information to your bank and then go back to your accounting system and mark items as paid. Tipalti does all of this with a click of a mouse.

The payment feature is the stand out feature. Many vendors can process your invoices. Look at how at the payment process of others.....you will see.
hands down Tipalti has saved countless hours across my organizations
On my second time selecting, I was not going to consider any other vendors. My bank had some arrangement with MineralTree so I was obligated to go through their process. Ultimately it came back to Tipalti's payment processing capabilities as the standout feature.

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

I've been doing accounting for businesses as part of the staff for 30 years. Finally, someone figured out how to improve the tired / old fashioned AP process. Tipalti is the best tool you can implement whether you are remote, hybrid, or office based. Amazing efficiency gained with this app / tool.

Tipalti Feature Ratings

Accounts Payable
8.3
Automated Accounts Payable Processes
10
Vendor Management
10
Tax Form Preparation
5
Payment Management
9.1
Customizable Approval Policies
10
Financial Document Management
10
Payment Status Tracking
8
Payment Audit Trail
10
Duplicate Bill Detection
8
Advanced OCR
8
Electronic Funds Transfer
10

Using Tipalti

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
Not well integrated

Comments

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