Tipalti Reviews

“Perfect for new AP clerks

Pros

What I appreciate most is how user-friendly and easy the interface is, as someone just starting out as an AP clerk, I can easily find my way around and complete tasks without feeling overwhelmed.

Cons

Sometimes I get annoyed when the system lags, for instance, there are occasions where I have to hit save and then refresh the entire page before I can finally submit a bill for approval which slows me down.

“Easy approvals and smooth workflow

Pros

I find reviewing, approving or dispositioning invoices easy, with a clear interface and Gmail integration seamless.

Cons

Custom reporting and dashboards are limited, as I discovered.

“Easy to use and scales well

Pros

We find the software incredibly easy to use and its integrations work flawlessly which has let our team grow capacity without increasing headcount.

Cons

My only frustration is the lack of a dedicated mobile app and an employee expense management platform which would really make the solution more complete for everyday use.

“does what it suppose to do

Pros

Tipalti is very user-friendly and easy for approvers to work with, it even shows me whether a vendor's status is open, paid or something else. It's simple to navigate so I can quickly check what stage an invoice is at. It also flags duplicate invoices reliably. Vendors can upload their statements directly into Tipalti which makes verification easy and we keep those monthly records on file. Running reports is painless and I use them to manage accruals and review GL coding at month-end.

Cons

We don't have a native KPI report in Tipalti but the team and I worked with the platform to build one so I can track my team's progress and I am actually happy with how that turned out. Every so often payments are rejected for reasons that aren't obvious but when that happens we contact support and they're accommodating and helpful. I also wish there was an upload tool, processing GrubHub entries requires up to thirty GL codes and we have to key them in manually. There's no way to copy an account when it should be the same which adds repetitive work.

“Love the smart ocr features

Pros

I am thrilled by Tipalti's OCR scanning, it really impresses me. The smart features are top-notch as well. After I upload invoices to the Tipalti Hub, I hardly have to type anything anymore. Because it remembers past entries and auto-fills the fields, I am mostly just reviewing invoices now instead of spending hours on manual data entry. I'd definitely suggest Tipalti to any business in need of reliable OCR scanning capabilities.

Cons

For my setup, I wish Tipalti offered more customization options to better align with our existing systems. Even so, the platform has cut down the time I spend on entering data dramatically and overall it has been a huge time-saver for our team.

“Software for making business payments

Pros

The software's impact spans across various departments such as finance, marketing, and accounting.

Cons

Honestly, I haven't encountered any issues with this tool.

“Love the smooth payment flow

Pros

I use Tipalti to forward contractor invoices to accounting and the whole process feels much more streamlined with Tipalti. I really appreciate that contractors can create accounts fast and they're thrilled to get payments deposited straight into their accounts instead of waiting on a paper check now.

Cons

Most of our contractors tell me that Tipalti's emails end up in their junk or trash folders instead of the business inbox they set up. If the onboarding process included a tip to whitelist Tipalti or add it to their safe-senders list, I believe we could avoid many missed payment alerts.

“Really smooth review tracking

Pros

When I log in, any pending reviews I have are saved automatically and I don't have to worry about losing my progress.

Cons

However when I try to update details such as my email, mailing address or phone number, the system doesn't let me make those changes.

“Fast support and easy compliance

Pros

I have experienced prompt support and a variety of payment methods and it also helps me remain compliant across multiple regulatory jurisdictions.

Cons

All in all, there aren't any complaints from my side about Tipalti, it's been trouble-free for us.

“Love the time-saving automation

Pros

I really like that it lets me cut down on paperwork by automating over 65% of the manual accounting work I used to handle.

Cons

What I find a bit frustrating is that there's no mobile app available for iOS.

“Easy and convenient to use

Pros

the interface is really user-friendly and it's simple to get things done. Because it's cloud-based I don't have to install anything or worry about local storage and multiple people can access it remotely. I am grateful for Tipalti.

Cons

I get automatically logged out after just two minutes of inactivity which is frustrating, I'd prefer an auto-logout timeout of at least half an hour, ideally an hour. Also, there's no way for me to pull a report showing how many and how much of the invoices Tipalti paid for a specific vendor in a given year and that reporting gap makes tracking payments harder.

“Easy, secure and dependable

Pros

Setting it up was simple and I found it easy to configure, access and process payments. I also like the security aspects, having a PIN on my phone gives me peace of mind so I don't have to constantly worry about a breach.

Cons

To be honest, I haven't come across anything about Tipalti that bothers me. From where I stand, it truly delivers on what we require from it.

“A great tool to make multiple payments.

Pros

Over the past three months, I have been using Tipalti. Its easy to maintain and has let me pay hundreds of new contractors who are spread out around the globe, giving them the option to choose from a variety of payment methods for a fair price. I like that contractors may set up their own accounts by providing personal, financial, and tax information. I can then personalize the app so that they receive updates about the status of their payments. One of the most useful features for me is the invoice tool, which has helped me simplify the procedure.

Cons

The only issues I have are that fee contractors are required to sign in and register on the platform multiple times before they are successful, and that the system does not stop them from uploading the same invoice more than once. Customer support assists me in this, but I would like to have the ability to establish contractors in large quantities. There are some aspects that I would like to be able to control myself and not be so dependent on the whole customer support system for every little thing. Other than that, there is nothing wrong with the software.

“Smooth and efficient workflow

Pros

Tipalti takes our invoice processing up a notch by keeping invoice workflows orderly and well-managed. It integrates seamlessly with our ERP Netsuite and they work together very smoothly.

Cons

I wish it offered the option to attach physical documents like W9s directly on vendor profiles. Having those files stored in Tipalti would spare me from having to upload them into our ERP.

“Easy and reliable to use

Pros

The technology always works, even when I am using my smartphone.

Cons

Unfortunately some vendors refuse to sign up to the Tipalti system and won't comply which I find frustrating.

“Software selection proves a success

Pros

It efficiently handles the entire invoice processing lifecycle, from receipt to payment. It's capable of managing multiple entities and overseeing invoice management for high-net-worth individuals.

Cons

The user interface doesn't always meet expectations it could benefit from structural improvements and enhancements.

“Super easy bill management

Pros

Tipalti really simplifies paying all of my bills from a single spot. I can easily look up past invoices when needed, too. The whole workflow feels clear, easy and user-friendly.

Cons

there aren't many negatives to mention. I do get an email for every single bill that lands in my queue which can feel a bit overwhelming at times but it does help make sure none of the bills slip through the cracks.

“easy to learn and operate

Pros

I find Tipalti streamlines our AP workflow extremely well and it's easy to pick up and operate. Tipalti keeps rolling out new features and improvements which I appreciate. The team at Tipalti is consistently helpful and quick to respond too.

Cons

In my experience Tipalti is very willing to address any issues we raise so I don't really have major complaints. That said I sometimes run into difficulty getting vendors to complete onboarding on the payment portal.

“Really impressed with tipalti

Pros

There is a lot to appreciate in Tipalti, from the regular updates to the helpful support staff. For me it's a genuinely comprehensive platform for organizations aiming to streamline and better organize their financial operations.

Cons

Honestly I wouldn't say I dislike anything about it since I truly cannot think of any real negatives. One feature I'd love to see added is the ability to export a payee list filtered by categories or by payment terms because that would be incredibly useful.

“Great invoice scanning and ai

Pros

I have been impressed by how it handles invoice scanning and by the intelligence built into the software.

Cons

Occasionally the scanning takes far longer than I'd like which slows down my work.