Tipalti Reviews

“Great for global payments

Pros

What I like most about Tipalti is that it handles global payments which a lot of other platforms don't offer, plus approving invoices is easy and I can even approve them directly via email which I find really convenient.

Cons

From my understanding about this software, it's relatively new to the market and seems to be moving forward in the right direction. That said there are a few limitations I notice in Tipalti. the sync logs don't get captured reliably, there isn't an invoice replacement feature and reporting could use more polish and attention.

“Easy and seamless to use

Pros

Over the course of working at two different companies that use Tipalti, I have found the interface extremely easy and user-friendly. The approve from email option is a real time-saver, it lets teams approve invoices quickly and also handle complicated steps like returning invoices to AP with notes, all from inside an email or browser pop-up. I also appreciate Tipalti's great support for paying international vendors, a feature many other billing platforms simply lack, too.

Cons

Overall I haven't run into any major pain points or issues from my perspective as a user, it's been quite seamless and easy to use.

“Easy and cost-saving

Pros

I find the platform very easy to use and it's helped my small company save money.

Cons

Honestly I don't really have any complaints, the platform is easy to use.

“Great invoice processing speed

Pros

I appreciate the AI-driven coding and the streamlined turnover process that gets invoices processed.

Cons

the new display isn't appealing, I find it less user-friendly and not to my taste.

“Fast invoicing, mixed payment experience

Pros

When I use it, it submits payments and invoices extremely fast and it keeps the invoice details accurate.

Cons

I sometimes struggle to process payments and I also find it difficult to store large amounts of information reliably.

“Love the efficiency gains

Pros

From my experience Tipalti isn't only an outstanding platform for AP teams to handle the entire end-to-end payables workflow, it also serves as an excellent self-onboarding tool for publishers. I have noticed dramatic time savings and measurable efficiency gains since we adopted Tipalti and at this point I cannot imagine managing things any other way.

Cons

I don't think this is strictly a Tipalti problem but I have observed that our engineering team sometimes generates invoices before publishers have finished onboarding which ends up causing NetSuite synchronization errors. We're actively working on a fix internally to prevent those premature invoice creations and the resulting sync failures.

“Easy setup and flexible modules

Pros

I found it easy to implement and appreciate the clear modular separation of functions.

Cons

That modular setup though, has made it a bit confusing for me to determine which customizations are necessary for the modules we've implemented and just so you know, we're only using the payment module.

“helps in fast payouts

Pros

With Tipalti, I usually get paid very quickly once the payer sends funds, it rarely delays and I appreciate that its fees are lower than most other services I have used.

Cons

However I have noticed inconsistency. sometimes transactions clear immediately yet on other occasions it takes a couple of business days, even when it's a recurring payment between the same sender and me which can be frustrating.

“Super smooth and time-saving

Pros

Tipalti's super easy to navigate and automates whole workflow which helps ensure people receive payments sooner and reduces the burden on folks like me who sign off on invoices

Cons

I found it a little hard to use initially but after I got accustomed to it, it operates very smoothly.

“Makes freelancer payments so easy

Pros

As a creative, numbers and finances are what I dislike most and Tipalti has become the tool that handles that crucial part of our business every day. It helps my team keep tabs on freelancers and exactly what we're being billed and the best thing is it organizes all the essential documents we need at year-end into a single place.

Cons

If I could change one thing, I'd make it much simpler to view invoices directly from the payment-history area, right now accessing invoice details from that section is clunky and could be far more easy.

“Easy and efficient to use

Pros

As someone who works with it, I find it very easy for both suppliers and our AP team, cutting down the amount of data everyone has to enter.

Cons

I notice that managing multiple companies gets complicated when each one uses a different ERP and needs separate integrations.

“Great fit with our systems

Pros

We appreciate its compatibility between our ERP platform and our vendors systems

Cons

I am frustrated that I cannot download a report that includes the coding for every invoice

“Easy to use with solid support

Pros

One thing I really appreciate is being able to approve things straight from my email instead of having to log into Tipalti. Sending invoices by email works well for me too. The support team has always been approachable and quick to help. I also value the Intacct integration. Because I work in Tipalti every day, I find the interface fairly easy to get around.

Cons

My main gripe is how long payments can take to process, it's been the biggest letdown for me. I have also run into occasional synchronization glitches so a few bills haven't migrated into Intacct the way they were supposed to.

“Quick, smooth and reliable

Pros

It's fast and easy to use. I used to have a hard time getting invoices returned quickly and this has finally resolved that problem for me.

Cons

Our accounting admin won't allow us to add invoices or additional expense account lines, even though I am convinced the program definitely has those capabilities.

“Great visibility for payments

Pros

I really value how Tipalti increases payment visibility and transparency across the whole organization and it also allows me to bring particular approvers into the loop so that payment requests can be processed more promptly.

Cons

When I click the link in an approver's email from Tipalti, it opens a browser window that only shows the message thread instead of the full invoice review page. Because of that I cannot view the approver messages and the invoice side-by-side to cross-reference details so I usually have to hunt down my original invoice submission to figure out what needs fixing or where the issue is.

“Easy and reliable approval tracking

Pros

I appreciate the tracking, historical records and audit approval workflow, I find the system easy to use and very easy.

Cons

Personally, the search function can be hit-or-miss sometimes, often demanding exact terms for results which frustrates me.

“Helpful alerts and smooth workflow

Pros

I really appreciate the alerts that pop up to let me know when there's something I need to do.

Cons

What annoys me is when a vendor isn't already in the system and I have to go through the process of adding them.

“Totally reliable and stress-free

Pros

The platform has been completely dependable, I never have to fret about it. Their support team responds quickly, consistently and with accurate help every time, based on my experience. Tipalti is one solution I don't lose any sleep over.

Cons

I am not a fan of getting logged out automatically after such a brief period.

“Terrible service and messy onboarding

Pros

I really like the vendor portal for collecting vendor payment details and tax information, it captures everything I need at onboarding. The sales team did a great job of painting a picture of upcoming features and what the product roadmap looks like. The OCR prefill works accurately for documents although in my experience it usually takes about 24 hours before the fields are populated.

Cons

My onboarding was incomplete and dragged out much longer than it should have been, despite Tipalti warning us about a potential fee of a few thousand dollars if we weren't fully implemented within 90 days. Important items they were supposed to set up, like a second admin account, a subcompany and ACH instructions, were never configured even though those were explicitly required to avoid the failure to onboard quickly charge. We had to escalate each of those separately because different teams handled them and our onboarding manager had handed us off to production support before the contracted services were actually implemented. The platform does move money but the process isn't user-friendly and can be misleading in many cases. Apart from the vendor portal which reliably captures CIP and payment details during onboarding, the rest of the product feels like Bill.com/Brex/Chase Billpay wrapped in a more confusing workflow. We completed a survey and spent an hour on a call with a C-suite executive to explain our problems, he opened with a comment about going around the executive team in a circle to decide who gets stuck with these calls and it was my turn which did not instill confidence. Eight weeks later a CS rep followed up and basically pointed us to the online help docs describing how the system is supposed to work. I sent him screenshots that were already three months old proving the system wasn't functioning as the documentation described. Service is poor and ticket resolutions take weeks. A particularly bad example was when we tried to pay an international vendor. Tipalti Risk requested CIP documents which we provided the same day and the vendor was marked as payable in the system, great or so we thought. In reality they weren't truly approved despite the payable status. After a week of unanswered messages and no returned calls, I was asked to resend the CIP documents. Because the vendor needed funds, I paid them outside of Tipalti and then asked Risk to cancel the Tipalti payment to avoid duplication while it sat in quarantine. Support responded that they couldn't process the payment cancellation until CIP documents were received, even though those had already been uploaded and the vendor had been marked payable. Rather than canceling the payment, they asked for the CIP docs again and even removed the payable status. It ultimately took 10 days to reach the outcome I had originally requested and they handled it the wrong way. Edit three months later. after more issues with payments being blocked or duplicated by Tipalti's Risk team, we decided to move away from the platform. We requested a refund for the remaining six months of our contract, Tipalti delayed or didn't respond for three months before issuing a refund for only three months and refused to backdate it, citing legal approval delays. They responded to this review initially but when I followed up they stopped responding altogether.

“Easy and smooth to use

Pros

I can move around the platform with ease and confidence which makes using it easy.

Cons

At the moment, I haven't run into any real issues with Tipalti, everything has been running smoothly so far.