Tipalti AP Automation Features

Tipalti AP Automation

Global Payables Automation

4.7/5 (60 reviews)

Tipalti AP Automation Feature Summary

  • Self-Service Supplier Onboarding & Management
  • W-8/W-9 Tax Form Capture & Validation
  • 1099/1042-S Tax Prep Reporting & Withholdings Calculations
  • Local/VAT Tax ID Collection & Validation
  • Invoice Processing, PO Matching, & Approvals
  • Global Remittance - 190 Countries, 120 Currencies
  • Payment Methods: ACH, Wire, Prepaid Debit, PayPal, Check
  • Proactive Payment Status Communications
  • Early Payments
  • Payment Reconciliation & AP Reporting
  • ERP Integration
  • Performance Tracking Integration
  • Proactive OFAC & Other Sanctions Screening
  • Online payment solutions for pay-out processing
  • Affiliate payments processing
  • Customer & vendor payment processing

Competitor Feature Comparison

ACH Payment Processing
API
Access Control
Accounting Integration
Accounting Management
Activity Tracking
Administrative Reporting
Agile Software Development
Alerts / Escalation
Application Integration
Approval Process Control
Audit Trail
Auditing
Automated Scheduling
Automatic Notifications
Bank Reconciliation
Budgeting
Cash Management
Check Printing
Check Processing
Commenting
Compliance Management
Configurable Workflow
Credit Card Processing
Data Capture and Transfer
Data Extraction
Data Import
Data Synchronization
Discount Management
Document Management
Document Review
Document Storage
Duplicate Detection
ERP Integration
Electronic Payments
Email Invitations & Reminders
Email Notifications
Invoice Management
Invoice Processing
Mobile Integration
Multi-Company
Multi-Country
Multi-Currency
Multi-Location
PDF Conversion
POS
Partial Payments
Payments Disbursement
Process Control
Purchase Order Management
QuickBooks Integration
Real Time Data
Reminders
Request Routing
Rules-Based Workflow
Search Functionality
Self Service Portal
Status Reporting
Status Tracking
Supplier Management
Third Party Integration
Transaction History
Two-Factor Authentication
User Management
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Control
Accounting Integration
Accounting Management
Activity Tracking
Administrative Reporting
Agile Software Development
Alerts / Escalation
Application Integration
Approval Process Control
Audit Trail
Auditing
Automated Scheduling
Automatic Notifications
Bank Reconciliation
Budgeting
Cash Management
Check Printing
Check Processing
Commenting
Compliance Management
Configurable Workflow
Credit Card Processing
Data Capture and Transfer
Data Extraction
Data Import
Data Synchronization
Discount Management
Document Management
Document Review
Document Storage
Duplicate Detection
ERP Integration
Electronic Payments
Email Invitations & Reminders
Email Notifications
Invoice Management
Invoice Processing
Mobile Integration
Multi-Company
Multi-Country
Multi-Currency
Multi-Location
PDF Conversion
POS
Partial Payments
Payments Disbursement
Process Control
Purchase Order Management
QuickBooks Integration
Real Time Data
Reminders
Request Routing
Rules-Based Workflow
Search Functionality
Self Service Portal
Status Reporting
Status Tracking
Supplier Management
Third Party Integration
Transaction History
Two-Factor Authentication
User Management
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Control
Accounting Integration
Accounting Management
Activity Tracking
Administrative Reporting
Agile Software Development
Alerts / Escalation
Application Integration
Approval Process Control
Audit Trail
Auditing
Automated Scheduling
Automatic Notifications
Bank Reconciliation
Budgeting
Cash Management
Check Printing
Check Processing
Commenting
Compliance Management
Configurable Workflow
Credit Card Processing
Data Capture and Transfer
Data Extraction
Data Import
Data Synchronization
Discount Management
Document Management
Document Review
Document Storage
Duplicate Detection
ERP Integration
Electronic Payments
Email Invitations & Reminders
Email Notifications
Invoice Management
Invoice Processing
Mobile Integration
Multi-Company
Multi-Country
Multi-Currency
Multi-Location
PDF Conversion
POS
Partial Payments
Payments Disbursement
Process Control
Purchase Order Management
QuickBooks Integration
Real Time Data
Reminders
Request Routing
Rules-Based Workflow
Search Functionality
Self Service Portal
Status Reporting
Status Tracking
Supplier Management
Third Party Integration
Transaction History
Two-Factor Authentication
User Management
Workflow Management
Visit WebsiteCompare App

Tipalti AP Automation Feature Reviews

25 reviewers had the following to say about Tipalti AP Automation's features:

Joel P. Goldstein

Verified Reviewer

Excellent software product, sales and customer support.

2018-09-06

Pros

Simplifies the payment process, while supporting statutory compliance and all at a very reasonable cost.

Cons

We could use improved standardized reporting, but all data can be easily exported and manipulated for reporting..

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
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Itamar Sokolish

Tipalti - makes your life easy with accounts payables

2020-10-21

Pros

Self-billing / invoices Onboarding UX UI

Cons

Should have an option to customize reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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David Markowitz

Great Product & Service

2020-04-23

using tipalti has solved the administrative burden of managing payees and their payment info, allows for easy process of payments, additional users (account managers) have access and can easily understand and provide support to payees (including information on payments - paid or pending) without needing to connect account managers to company's accounting software (which is more complicated to use)

Pros

ease of use, manages supplier payments in logical and comprehensive way - allowing to see current status and allows for payment planning, streamlines invoice approval process for payees, reduces significantly administrative effort to manage payee bank info (and tax-related docs), simple and easy process to issue payments

Cons

some additional flexibility on managing customization of payments and ability to see in single view the unpaid balance of payees

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Alessandro Illuminati

Lean payment management

2020-04-23

Pros

Overall simplicity and provides a good tracking, invoices and payment status.

Cons

Just a small improvement: once payments are submitted to the 2 approvals, if only one person has approved, I'm not able to see which one it is, so I have to solicit both

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Marketing and Advertising company, 1-10 employees)

Low Cost, Easy to Use Payment Software

2019-06-17

We love how easy it is to send payments to vendors worldwide, although initial set up was a chore, overall, this software does a good job of making a tedious task less so.

Pros

Simple to send and receive vendor payments. Lower costs compared to some software options.

Cons

Could be more customizable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Yariv Davidovich

Verified Reviewer

Increase publisher's satisfaction while saving time.

2014-12-22

We have been a satisfied customer of Tipalti's payment management system for several years.

Pros

Increase publisher's satisfaction and retention rates Save time we spend processing and managing payments.

Cons

None so far.

Source: GetApp
15 of 17 people found this review helpful
Helpful?   Yes   No
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Diana Saavedra

Verified Reviewer

Great tool to make multiple payments

2018-12-06

Pros

The invoice feature is one of the most valuable to me and has allowed me to streamline the process.

Cons

The only problems I have is that fee contractors needed to make several attempts to sign in and register in the platform for the first time; also the system does not prevent them from uploading the same invoice more than once.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
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Anonymous
(Electrical/Electronic Manufacturing company, 201-500 employees)

Useful Payment Methods

2019-04-23

Straight Forward System and fantastic customer support. Payments internationally are no longer a periodic issue.

Pros

Truly reduces the hassle of PCI Compliance. Always pays employees on time and handles tax details intuitively.

Cons

Could better integration services with Bank of America, as that tends to be a preferred bank at our organization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Chris Lu

Straight Forward System!

2016-09-09

Overall great support when needed. Data is easily managed and we generally have a seamless AP schedule thanks to Tipalti.

Pros

Easy to manage vendor payments Reconciliations are straight forward Payments are easily executed

Cons

Lack of detail at times for error'd payments Lack of integration with our primary business bank provider - Bank of America

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Mike Patterson

Verified Reviewer

Fantastic Team, Company and Service

2016-08-27

It had to work, it had to work well and we didn't want to deal with all of the hassles that this workflow could potentially entail.

Pros

Payments in different currencies Payments all around the world Different payment formats that the may require (ACH, wire, etc.) 1099 Handling

Cons

None that come to mind

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10
Source: GetApp
13 of 13 people found this review helpful
Helpful?   Yes   No
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Ana Cervantes

User friendly and great customer service

2020-05-27

The customer service is always kind and attentive.

Pros

Invoice processing efficiency has improved by 90%.

Cons

The initial uploads created several duplicate vendors and not all invoices uploaded properly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Wilkes Carter

very good payment automation with some improvements it could be excellent

2018-05-04

Pros

-easy to onboard new vendors/suppliers -easy to pay selected invoices in batches -easy to pickup the system, even for non acct types

Cons

-doesn't sync with our ERP -doesn't automated 1099s yet -doesn't allow for multiple payment setups for same customer yet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Tipalti optimizing payment to reduce finance management times which is a must for business.

2018-04-26

Pros

Some of the benefits include: payment automation features, minimal error and downstream errors, compliance with taxation issues, advanced reporting and lots more.

Cons

There is no perfect solution and businesses really need to understand the product and what they need to find the best solution. This is product has a good value and platforms that do more cost a lot more. You have to request a quote and sometimes you just want to sign up for something.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Erhan Uzun

Great Finance toolfor businesses

2020-11-24

Very valuable asset for the businesses

Pros

Very well automized, easy to use and very clear AP module usage, easy management of transfers

Cons

There should be more visual training support, like video trainings to present all modules

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
rose ramani

Excellent Tool - Awesome - Payment Process

2017-02-23

One recommendation would be like they need work well on customizing the better UI.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Richmond Ang

Verified Reviewer

Excellent Product - Excellent Service

2016-08-31

They have engineered a tool that has allowed us to pay several hundred of our partners in multiple currencies into an organized and simplified approach.

Pros

The Tipalti team is professional, responsive to our needs and questions, and constantly seeking ways to improve our manual processes. We feel we have an invaluable partner in them as they are invested in our success as much as theirs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10

Recommendations to others considering Tipalti AP Automation

We have used Tipalti's solutions over the past few years. In that time, they have literally saved us countless hours by automating our manual processes. Because of their tools, our payment processing to our audit testing/documentation has been improved tremendously. By utilizing their products, we've been able to enhance our own controls and increase our ability to provide greater service to our partners.

Source: GetApp
15 of 15 people found this review helpful
Helpful?   Yes   No
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Diana Castro

Tipalti User

2020-10-21

I think that technical support has improved and our inquiries have been attended promptly. I'm happy with the service

Pros

The platform is very friendly and intuitive to use, the onboarding process facilitates compliance and international payments are good

Cons

Fees are high and partial payments are not available

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Shir Tchwella

Replies are always prompt, clear and helpful, providing all the necessary information at once.

2018-03-14

Pros

The dashboard is clear and easy to use, support is A+.

Cons

Not sure I fully understand how the payment process works.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Ewa Niemiec

Perfect for managing clients from various countries

2020-10-29

Pros

Tipalti made it super easy to manage monthly payments to the clients, no matter what country and currency they bill in.

Cons

The help section is not as easy to navigate as I could wish.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
Controller (Information Technology and Services company, 51-200 employees)
Verified Reviewer

Streamline Process

2018-07-10

Pros

Having Tipalti has reduced emails with payment status as all the info can be found via Tipalti.

Cons

Some users are still having a hard time comprehending the required info to create an account. I would like to see it be more user-friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Valter Buss

Tipalti as a pristine gateway

2020-04-23

Overall, the software and business is exceeding expectations and can be a value to any company in e-commerce or other financial obligation settlement needs.

Pros

The streamlined and ergonomic interface, together with global reach and end-user CRMs, make the payment obligations such an easy task, it's pratically effortless.

Cons

Ocassional payments stuck with less calrity on the reasoning.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Reynaud

Overall saved us a lot of time

2016-12-12

Tipalti has really streamlined our payment process - it saves a ton of hassle in updated payment methods and manually entering wires every week.

Rating breakdown

Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 11-50 employees)

Tipalti lowered the time it took to process payments by over half.

2018-05-10

Huge time saver

Pros

Eliminates needing to enter our online banking's portal for each different type. Easy payment receipts to provide to vendors.

Cons

Some details of the workflow are not as efficient as they could be - but the team is always responsive to my suggestions and they are always improving.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
ram gopal

Worth for Cost

2017-02-23

It saved huge time in improving my accounting process. 3.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Photography company, 11-50 employees)

Software is easy to use and when I have needed customer support they got back to me in minutes.

2018-07-11

The software permitted customers to confidentially add their personal information and update it as needed without interrupting my daily workflow.

Pros

I like how it links payments to customer payment preferences and quickly links it all together for seamless payments.

Cons

When I process a batch of payments at once and receive a required funds figure, I am not entirely clear as to whether or not this includes applicable fees on the transfer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more