Tipalti Features

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.

No cons were added to this review

I used this Software for my payment Operations. It is very easy to use. Wide range of accessibility. Easy to access. Wide range of services. The Distrokid huge music distribution site also use Tipalti fro payment processing. Easy to use. Hassle free Procedure.

Sometime it take bit more time to process payment otherwise it is great option for payment processing.

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

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

Self-billing / invoices Onboarding UX UI

Should have an option to customize reports

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

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

The UI is good and the system is user friendly. It's an out of the box solution with some options to customize.

Missing an easy online purchasing experience for the end user (catalog) + agreements management module.

Thanks for the feedback Moran We have added a contact repository to our vendor module, which allows to (1) Store contracts and assign metadata (2) Schedule reminders for renewals (3) Search and filter vendors by contracts. With regards to punchout capabilities, those are on our immediate roadmap, alongside catalog management.

I like how easy it is to import and manage payees in Tipalti.

I would like to have the ability to search for payees by email. Additionally, at times we're struggling with duplicate records since duplicate detection is based on ID and email.

We love the user friendly interface and the ease of navigating around the system. Tipalti makes it easy to quickly view status of payments and invoices. Having one payment run for international and domestic payments reduces time and costs. It is fantastic having a completely paperless payable process!

The OCR feature is just Ok. There is still a thorough invoice review by our internal accounting team. I have noticed over time that it is getting smarter. During implementation, registering vendors on the software was more work than anticipated, but we appreciate the fact that electronic validation of W-9s helps minimize work for our staff now.

Hi Jill, Your positive and thorough review is so uplifting! Thank you for rating Tipalti a 10/10. It sounds like we have a little more to improve with the OCR technology, but also it's great to know that you're seeing improvements since you first started using Tipalti. We hope to continue making improvements to stay a perfect 10 for your team's workflow.

Our researchers love the lower fees compared to just PayPal payments and the variety of money transfer choices. It's dependable and our researchers get paid in a dependable manner. The ability to capture payment details and tax forms without the headache of PCI compliance has been a big help for us.

Sometimes it would be nice if more of the configuration options were available in the actual application. There are some choices and options that are not easily known unless you go back and forth with support.

The ability to process invoices from time of receipt to actual payment. Ability to handle multi-entity as well as handling of invoice management for a HNW individual.

UI not always that strong - could use some improvements in the structure of the tool and the user interface.

I like the new ACH Debit feature that allows us to save time from manually transferring funds from our bank to Tipalti. This saves us a great deal of time! I also appreciate being able to create unique Payee ID's.

One of the issues I have is when you need to cancel an approval request, you are not able to let the approver know that the request has been cancelled. I It would be nice to be able to add bills to a payment order that has already been scheduled. No option to chat with the Support team when needing to reach out to them. It appears the only way to reach them is via email.

CSV-based transaction files provide more distinguished adaptability. Our licensing software generates fees that may be simply formatted to coordinate with the transaction file's specifications. Tipalti has lessened the time it takes to collect and disperse quarterly royalties from days to hours.

Among my complaints is that it is impossible to notify the approver that a rejected approval claim has been submitted. It might be helpful if invoices could be added to a pending payment order so customer can see the progress easily.

We use Tipalti for AP and it is working great as they provide great approval work flow and payment process.

One of the issues is reporting as Tipalti provide only hand full of standard reports.

It's very user friendly, and gives you control of everything that goes on. As well is very easy to generate reports and the support team is very responsive and helpful.

There's some minimum for payments to specific countries that is kind of a limitation for the staff we have there which lead us to use other platforms. The 1099s have to be processed manually when working on the end of year filing.

I like the Automation how Tipalti read and memorize invoices and putting it to the appropriate Payee, portal, and also I love the Paperless idea.

I wish Tipalti able to sync the PDF file along with the bill over to NetSuite

Hi Phan! Thank you for leaving us such a positive review! We are thrilled to hear that we've helped you to save time on processing invoice payments. That's our goal!

What I like the most in this app that it simplifying the process of procurement for us and it is such an intuitive app to work with.

For my opinion the issue is not the SW itself is it to educate the other departments that needs to use this app and transfer all the data there. the integration with other apps in our orgnization were great and run smoothly.

The product is very easy to use, and the integration was very easy (including great help from the team!). It features a centralized and searchable vendor portal for all vendor data in an easy-to-use interface, and completes it with an automated vendor on-boarding process - which makes life super easy. The product also allows me to easily set up standardized PR and PO processes to streamline the end-to-end procurement cycle, which is a huge help.

The feature I lacked most was automated file uploading. Currently, you have to manually upload files into the system each time. However, I've discussed with the team and they are working on it so very hopeful!

- easy to onborad all the different stakeholders, no more approvals on slack or emails - transparecny on Actual vs. Budget for every stakeholder - suppliers onboarding saved us hours of the finance team every month

- missing vitual credit cards - emails layout doesn't look good, images are too big etc. (I'm using MS outlook)

I've used Tipalti for the last three months. It's straightforward to manage and has allowed me to pay hundreds of new contractors located in different part of the world allowing them to choose between multiple payments methods for a reasonable fee. I love that contractors can create their own account by filling out their personal, tax and bank information, I can customize the app for them to receive notifications of the status of their payments. The invoice feature is one of the most valuable to me and has allowed me to streamline the process. Customer support is excellent.

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. I would like to have the feature to create contractors massively; customer support helps me with this.

The product is pretty easy to use, the supplier management puts the emphasis on the suppliers to get details correct, and because they want to be paid they are motivated to do so. In addition, the control environment is strengthened with the screening of suppliers and the internal digital invoice approval process of invoices means budget accountability is strengthened. It also integrates very well with NetSuite, which is important as that is my book of record.

The dashboard is not the best, it looks a bit out of date and could do with being refreshed. I would also like to see the product handle staff expenses and staff credit cards.

Invoice Processing as well in Vendor management

After doing payment Filtration on payment page for vendor.

Clarity of processes, easy and intuitive UX, flexible workflows, great team

reporting interface needed some improvements, approval matrix set up was not fully available, but it's supposed to be resolved soon. Netsuite integration was not seamless at the beginning, but the team made all possible efforts to resolve it.

The flexiblity of the CSV based payment file. We can easily format our royalty payments coming out of our royalty software to meet the payment file. A quarterly royalty process used to take weeks, now with Tipalti and Curve Royalties it is a matter of hours with much higher customer satisfaction.

Having a payee list in the payee area would be an improvement instead of needing to export a CSV. Similarly, it would be great to be able to select a payee and click some sort of 'issue single payment' button for those instances where you need to issue a quick payment. These are more feature enhancements that would make the software close to perfect.

Helps keep me aware of pending approvals and has all of the relevant data points displayed so that I don't have to go back to our CRM to confirm.

Nothing really comes to mind as the system has always been reliable i.e. have never experienced downtime or had any connectivity issues.

Hi Roger, Your positive review for us is really greatly appreciated! It's amazing to note that you have no "cons" with using Tipalti, and we hope to continue that as we build toward even more user-friendliness and excellence with the product. Thank you!