Tipalti
Review of Tipalti Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Tipalti
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Tipalti Features
Tipalti Integrations
Customer Reviews
See why people love Tipalti
Kirsten C.
Verified UserConsumer Goods · 51-200 employees
Tipalti's Efficiency cutting down AP time
My company chose Tipalti in Fall 2024 and we have just finished our Implementation phase. I appreciate the customer support I receive and the timely responses to issues.
- Tipalti integrates with Sage Intacct, cutting down duplicate input & creating efficiency
- The user interface and the filtering options provide easy access to information I need
- Customer support is available to assist on a multitude of problems
- As an appliance distributor, we have a lot of returns - damaged goods from vendors, recalls, and customers' changed minds
- At the moment, credit memo application does not work well
- I have many vendors that are paid via auto-withdrawals and credit memos are not supported
- Payment processing has been time consuming - we're figuring out what works best for our needs
- I have had to resort to checks or manual ACHs through our bank often to facilitate/expedite payments
Switched From
We wanted to increase automation in invoice processing and payment remittances.
Why they chose it
"Pricing, overall packaging and inclusion of payment processing from day one, and sales experience"
Lana C.
Verified UserInformation Technology and Services · 1001-5000 employees
Easy-to-Use AP Solution with Great Support and Worldwide Features
Tipalti is helping us centralize and streamline our accounts payable processes, which has improved visibility and reduced manual effort. It’s been especially valuable for managing approvals, vendor onboarding, and payments globally, ensuring nothing gets stuck or missed. This has made accruals and budget management easier and more accurate while minimizing risks like missed invoices or delayed payments. Overall, it’s helping us stay organized, save time, and focus on more strategic tasks.
- The system is user-friendly, and features like the revamped invoice and payment screens have made navigating approvals and payments straightforward and efficient
- I really appreciate how everything is centralized, from vendor onboarding to invoice tracking, which helps eliminate manual work and makes processes much easier to handle
- The integration with NetSuite is another big plus—it syncs well with our existing tools, making it seamless to manage POs and approvals across different entities
- The team at Tipalti has been very responsive whenever we’ve had questions or needed help, even offering guidance on NetSuite-related issues
- I’ve seen a clear effort on their part to take customer feedback into account, like when they updated the payment screen based on suggestions
- It’s clear they care about making the system better for users, which has been really refreshing
- Overall, it’s been dependable and has added real value to our workflows
- One thing that could be improved in Tipalti is the approval delegate functionality
- When someone goes on vacation, I have to manually reassign their approvals, which adds extra work
- It would be great if users could set their own delegates or if admins could reassign approvals more flexibly
- Overall small areas for improvement, but I constantly get feedback whether my issues are in a pipeline of improvements
Why they chose it
"great end-to-end process available and price / quality comparison"
Maira C.
Verified UserBanking · 201-500 employees
Tipalti moved us forward but still lacks the structure a $4.5B credit union needs
Tipalti has absolutely brought our AP processes forward compared to Prologue. The platform gives us a cleaner approval trail, OFAC compliance, and a single system for invoices, procurement, expenses, and AMEX cards. But the path to getting there was far more difficult than promised, and even now, the product still requires multiple manual workarounds to meet the needs of a large, compliance driven credit union. [sensitive content hidden] have made the difference between success and failure for us. They are proactive, communicate well, and do everything they can to keep our system running and improving. [sensitive content hidden]’s collaboration with the engineering team and her willingness to bring us into pilots has given us hope that Tipalti will continue evolving toward what large institutions actually need. The system is stable now, but not seamless. For smaller organizations, Tipalti might deliver the out of the box simplicity the sales team describes. For larger ones like ours, it requires ongoing management, creativity, and the right internal resources to make it fit. Advice for other credit unions: Push for a senior implementation team, realistic timelines, and detailed answers about vendor migration, reporting, expenses, AMEX approvals, and invoice review processes before signing. The platform can work, but you will need strong internal project leadership and dedicated vendor contacts like [sensitive content hidden] to get real results.
- We are a $4
- 5B credit union that moved from Prologue, where everything was manual, invoices came by email and were typed in by staff
- Tipalti has definitely brought us into a more modern environment and given us better control over compliance
- Having OFAC screening built directly into the payment process is a major strength for a financial institution, and it helps us maintain stronger oversight
- The biggest positive in our experience has been the ongoing support from [sensitive content hidden] (Customer Success Manager) and [sensitive content hidden] (Customer Support Engineer)
- Once they took over our account, the difference was noticeable
- [sensitive content hidden] is proactive and constantly pushing to make the system better for us
- She keeps us involved in new pilots and invites our team to help test upcoming features like AI generated reporting
- She also connects us directly with Tipalti’s engineers to explain what a large credit union actually needs, which has helped the development team better understand our compliance and accounting requirements
- That collaboration has opened doors for future improvements that could make the system more usable for larger institutions
- [sensitive content hidden], on the other hand, is the backbone of our post implementation experience
- She manages every ticket, follows up consistently, and never lets items go unanswered, even when the response is not what we want to hear like “the platform doesn’t do that
- ” She stays on top of cases until they are resolved or properly escalated, and that reliability matters when you are supporting a platform this size
- Implementation was one of the most difficult system projects I have managed
- We were promised a 6 month timeline, but it took nearly a year to complete, and only because my team pushed aggressively, requested weekly meetings, and drove every milestone
- The team assigned to us was fairly new and did not have the depth of product knowledge needed for a $4
- 5B institution
- We also had to transition 2,818 vendors from manual email entry in Prologue into Tipalti, which we ended up managing ourselves
- I spent many late nights reading manuals and testing imports because the hands on guidance we expected never really happened
- Once live, we discovered several functional gaps that required workarounds: There is no built in review stage for AP before invoices go to approvers
- Our process requires AP to verify coding and GL accuracy first, and Tipalti does not support that structure natively
- The expense module is not flexible enough for organizations with roaming employees
- We have more than 300 employees, many of whom rotate locations
- The system only allows one designated approver per person
- If that person is unavailable, the only option is to upload a new employee sheet, which is inefficient
- On the AMEX side, our compliance policy requires that managers review all purchases after they occur
- Tipalti does not offer that functionality, so we have to export the transactions to Excel, attach them to our legacy approval form, and send them through DocuSign
- It works, but it is completely manual
- Reporting is limited, and there are no dashboards for AP leadership
- We cannot easily see total volumes, invoice aging, or bottlenecks without exporting data
- We still have to manually import Tipalti transactions into Prologue every day to sync with our ledger
- Branded check printing is not available, which creates confusion with vendors and members expecting our name on the checks
- All of these issues make the product feel more tailored to smaller or mid sized businesses rather than a large, regulated credit union with detailed control requirements
Switched From
We needed a more modern AP solution with built in OFAC compliance, automated workflows, and vendor self service. Prologue was outdated and required fully manual invoice entry.
Why they chose it
"Tipalti offered an all in-one platform for invoices, procurement, expenses, and corporate cards. The built in OFAC screening and promise of automation and audit-ready workflows made it seem like the best fit for a regulated credit union environment."
Verified Professional
Hospitality · 201-500 employees
Smooth Multi-Currency Payments with Awesome Support and Easy Automation
Tipalti helps us manage complex, multi-currency payments across our global offices and vendors, which has always been a challenge in the travel industry. Automating payments, handling currency conversions, and ensuring accurate commission distributions have significantly reduced manual effort and errors. By centralizing everything in one platform and offering features like bulk invoice imports and local payment options, Tipalti saves us time, simplifies month-end processes, and improves our efficiency in managing over $2 million in monthly distributions.
- One of the things I really appreciate about Tipalti is how it centralizes and simplifies our payment processes, especially with handling multiple currencies and cross-border transactions
- Our business deals with commissions in various currencies, like USD and Euros, and having a platform that allows for automated currency conversions and payments is a major relief
- Before Tipalti, managing payments through Wells Fargo was cumbersome, but now we can handle payments more efficiently
- The bulk invoice importing and payment batching features save us so much time, and knowing that payments will come from the correct currency account has eliminated a lot of guesswork and potential mistakes
- Another standout is the level of support and communication from the Tipalti team
- [sensitive content hidden] and the support team have been incredibly responsive and helpful throughout setup and implementation
- They’ve guided us through configurations, troubleshooting, and even complex scenarios, like specific currency exchanges
- It’s also a bonus that the platform is user-friendly, so once things are set up, it’s straightforward for our team to execute payments without major issues
OCR scanning longer than expected No support for scaning on one pdf file with multi-invoices Minor issues on notification setting
Why they chose it
"Pricing Structure Multi-currency support Customer services"
McCabe B.
Verified UserTransportation/ Trucking/ Railroad · 501-1000 employees
Tipalti Review
Positive, would recommend. Ability to have vendors self-onboard, then process and pay bills in one platform has been value add. Credits cards have been big value add to cover more use cases for us.
- UI is very new age and easy to use, making the learning curve smaller for the team
- The resources available to us has been impressive, really like having a technical support rep
- The system has been buggy at times, which has slowed operations
- A little slower during month end, which is when we really need to system to running smoothly
Switched From
Outdated and not integrated to anything. Needed automation
Sarah S.
Verified UserHigher Education · 51-200 employees
Sleek system, pricey for international payments
We were considering it to pair with Acumatica ERP as a payment processor. The software UI is sleek and has a modern feel, with plenty of drill-down links between transactions and related tables. As they mention on their website, Tipalti is a Hebrew word meaning “we handled it”, which reflects its Israeli roots as the brainchild of its two [sensitive content hidden], who still head the organization and board. The sales reps and engineers provided comprehensive demos and responded in-depth to our many questions.
- Slick modern looking user interface
- Self-service for vendors, for registration of bank details and submitting invoices
- Image/OCR recognition of imported invoices to pre-fill AP form
- Tailored approval flows
- The system price was not competitive with the other payment systems we were considering, especially for their fees for foreign currency payments, which were four to five times higher their competitor
- Invoice image capture takes a day for turnaround
- Need to pre-fund a separate account for processing outgoing payments
- Duplicated some functions of our ERP (Acumatica), and couldn't have Tipalti import coded AP forms from Acumatica
- Not easily adaptable for self-service AP submission by large number of non-accounting dept
- users
Switched From
Needed a payment processing system for our new ERP
Why they chose it
"We ended up with Bill.com instead due to better pricing and faster processing time."
Diether M.
Verified UserComputer Software · 11-50 employees
Smooth AP Automation with Top-Notch Netsuite Integration
Tipalti has significantly streamlined our Accounts Payable. It automates invoice processing, eliminating manual spreadsheets, reducing errors, and ensuring compliance. The Netsuite integration provides real-time accuracy. This has improved our efficiency and scalability, allowing the finance team to focus on strategic work.
- Tipalti successfully centralized and automated our AP processes
- The Netsuite integration is excellent, with real-time syncing and accurate GL impacts
- Automated approval workflows and OCR scanning are game-changers, saving significant time and simplifying multi-entity accounts
- Customer support has been fantastic ([sensitive content hidden] , specifically), and the system is clearly built to scale for our future growth
- Setting up custom approval workflows and vendor onboarding required a steep initial learning curve, which required a lot of back-and-forth
- However, the system's flexibility and support team helped us manage these issues effectively
Why they chose it
"Support for more currencies and a simpler more intuitive user interface."
Shadia C.
Verified UserInformation Technology and Services · 51-200 employees
Five Stars All Around
Implementation was awesome, go-live was simple, and the support team has been super responsive! What more could you ask for?
- After some disastrous implementations, Tipalti's white glove service was a breath of fresh air
- Our implementation lead, [sensitive content hidden], walked us through each step and always made sure all of our questions were answered
- This was by far the easiest implementation we've made
- It made it completely worth every penny
- The UI is just a tad on the older side
- I know they've got a lot on their roadmap but the automation pieces of it are still a little clunky
Switched From
Ramp was not able to support our global company efficiently.
Trey L.
Verified UserNon-Profit Organization Management · 11-50 employees
Great Integration & Support
Tipalti is successfully helping us reduce the manual workload for both expense and AP processes. By offering tools like mobile receipt uploads and seamless integration, it streamlines tasks that used to take days. This saves time, reduces errors, and allows our finance team to focus on more strategic work.
- The system is intuitive and familiar
- Features like mobile receipt capture are a big win for our traveling team, and the seamless integration with systems like Sage Intacct and Amex adds major efficiency
- Tipalti is clearly listening to users; the recent update for precise coding shows they are committed to improvement and helping us get the automation we need
- The main drawback right now is a limitation in the approval workflow for corporate card spending
- Card transactions currently go straight to finance, by-passing frontline managers, which is a key step for us
- The good news is Tipalti is already addressing this with an enhanced approval workflow slated for release soon
- It’s reassuring to see that a solution is already in progress based on user feedback
Verified Professional
Information Technology and Services · 51-200 employees
Reliable Software. Best for Mid Size Company
Everything works as expected, and I don't face any downtime. For team who use it to approve invoices, it is nice to be able to see previous invoices.
- Easy-to-use software and quite reliable
- It could be expensive for a small or start-up company, but good for a mid-sized company that deals with a lot of suppliers
- It can be quite expensive for a small company
- It is complex if you want to integrate with an ERP system
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