Tipalti Reviews & Product Details

The whole process with Tipalti is straightforward the interface is understandable even for first time users Review collected by and hosted on G2.com.

I'd say the assistance from the support team is a big issue for me, I had some concerns raised with the team when I encountered some delays on my transactions and it seems I just got pushed to another person over and over again. If I compare it to my alternative Talentir, the response time from their end is pretty quick both actually has the same interface straightforward to be understood. Hope they can add more value to the communication part. Review collected by and hosted on G2.com.

Here's a revised version incorporating the additional points:

What I like best about Tipalti is how adaptable and customizable it is to our needs. The system has a wide range of features that support different areas of our payment and procurement processes. For example, being able to tailor files, templates, custom fields, and approval workflows to match how we operate has been a major advantage. The integration with Odoo, while not without its initial challenges, is proving extremely valuable and is helping us create a more streamlined and controlled end-to-end process.

The Purchase Order integration has also been a significant benefit, providing better review and approval controls, increased visibility over spending, and clearer cost ownership across departments. It enables teams to take greater responsibility for budgets and purchasing decisions while ensuring appropriate oversight throughout the approval process.

We have also seen considerable time savings through the reduction of manual payment activities. By consolidating and automating payment processes within Tipalti, we have been able to streamline payment runs, reduce administrative effort, and improve overall efficiency for the finance team.

Another key benefit is the enhanced security and compliance offered through the supplier portal. Vendors can securely maintain their own banking details and tax information, reducing manual intervention, improving data accuracy, and significantly lowering the risk associated with handling sensitive supplier information.

Their customer support also deserves special mention as a standout part of the experience. Andy and Ani have been extremely helpful and responsive to our questions, whether it's tweaking file configurations, setting up workflows, or troubleshooting issues. Having support that is willing to listen and collaborate makes a huge difference, especially during implementation and testing phases. Their responsiveness has saved us a lot of time and made the entire setup process much more manageable. Review collected by and hosted on G2.com.

One area where Tipalti could continue to enhance the experience is around streamlining data alignment with external systems, such as Odoo. As with many complex integrations, ensuring consistency across file formats, invoice structures, and payment matching workflows can require some configuration and fine-tuning, particularly when managing more complex scenarios like invoices with multiple line items.

The implementation process has involved some optimization, but Tipalti’s team has been proactive and collaborative in helping us address these areas. They have been receptive to feedback and willing to explore solutions, including template adjustments and collaboration with their engineering team. Overall, we’ve seen steady progress, and the platform continues to add value to our processes.

It would also be beneficial if the full dashboard functionality were available to a wider group of users across the organization. Providing managers and budget owners with greater visibility into their team or department spend would help drive accountability, support more informed decision-making, and reduce reliance on the finance team for routine reporting requests. Additional self-service reporting and financial insights would further enhance the platform by giving stakeholders easier access to meaningful data and trends, helping them manage costs more effectively and make better-informed purchasing decisions. Review collected by and hosted on G2.com.

What I really appreciate about Tipalti is how much it has simplified and automated our finance operations. Before Tipalti, we were managing payments through a completely manual process in CashPro, which was time-consuming and prone to errors.

Now, with invoice capture and OCR, duplicate bill detection, and PO matching, we’ve cut invoice processing time from about 30 minutes to roughly 5 minutes per invoice—an 83% reduction—while saving more than $60,000 annually. Our weekly AP workload also dropped from around 50 hours spread across three people to about 25 hours handled by a single analyst, and our AP close improved from 6–7 days down to just 1–2.

The integration with Microsoft Dynamics Business Central keeps everything automatically in sync, from vendor records to invoices and payments. The vendor portal has been another major win: nearly all of our vendors handle their own onboarding and banking updates, which has dramatically reduced manual work and support requests.

Tipalti’s tax compliance capabilities have been incredibly valuable as well, especially for W-9 and W-8 management during audits. On top of that, their support team has consistently been responsive and helpful whenever we’ve needed assistance. Review collected by and hosted on G2.com.

One minor challenge has been occasional product updates rolling out without advance notice. Having a preview of upcoming changes would make planning easier. That said, the support team has always been quick to help, and it’s a very small tradeoff compared to the overall value we’ve received. Review collected by and hosted on G2.com.

its very convenient and I save a lot of time with scanning receipts through my phone instead of uploading it on web. saves a lot of steps. It was easy to set up as well. Its the easiest platform I have ever worked on Review collected by and hosted on G2.com.

Nothing that I have found yet. its very easy to use. Review collected by and hosted on G2.com.

- Well defined flow of a bill lifecycle

- Detailed vendor profile via Supplier hub

- Customisations available in vendor profile, user management, reporting and other areas.

- Compliance features Review collected by and hosted on G2.com.

- Time lag between wiring the funds and Tipalti releasing these funds to vendors to pay approved bills

- The inability to pay a bill partially as part of a single batch. Review collected by and hosted on G2.com.

What I like best about Tipalti is the level of automation it has brought to our AP process. We moved from manual payments to fully auto-synced payments, which has significantly improved efficiency and reduced manual effort. Vendor master data is also much more accurate now that suppliers can self-onboard and maintain their own information. As a result, duplicate payments have dropped to almost zero, giving us much greater confidence in our payment process. Review collected by and hosted on G2.com.

One area that could be improved is the synchronization between the ERP and Tipalti. Payments made outside of Tipalti don't sync back from our ERP, which causes the aging report in Tipalti to differ from our actual AP aging. To keep both systems aligned, we have to manually apply those payments, which is time-consuming.

I also still encounter sync errors that require manual intervention, and I would love to see more flexibility in approval workflows, such as the ability to configure approvers at the vendor level. That would make it much easier to support different business scenarios without creating complex workarounds. Review collected by and hosted on G2.com.

AP bill processing, AP bill approvals, procurement solution, and vendor payments. Review collected by and hosted on G2.com.

Vendor registration and collection of vendor information (W-9, banking details, and payment preferences). Review collected by and hosted on G2.com.

The AP Workflow is great. It covers everything from collecting invoices via email, to submitting an invoice and adjusting approvers, and finally providing remittance to the payee. The flow is very straightforward and easy to follow, even for non-finance users. Review collected by and hosted on G2.com.

It would be very helpful to have a clearer, more detailed view of payments and each stage in the payment process. Right now, the estimated funds delivery date is only available for newly submitted payments; it should be accessible at any time so I can check it whenever I need to.

Also, the AI reporting needs improvement. It handles scheduled reports well, but it claims it can work with pre-existing reports and it doesn’t. I’m trying to get a standard bill details report, but instead it creates its own variation. Review collected by and hosted on G2.com.

One of the things I like most about Tipalti is how it gives us greater control over the transactions processed through Accounts Payable. We can access detailed information for each document, including its full history and traceability, which helps us maintain data accuracy and integrity. This level of visibility is extremely helpful, especially when facing more rigorous audit processes. Review collected by and hosted on G2.com.

One disadvantage is that I believe Tipalti could benefit from implementing additional modules focused on better inventory management and control. This could help improve the overall process by creating a more efficient flow between invoices and purchase orders. Review collected by and hosted on G2.com.

What we appreciate most about Tipalti is how much it simplifies our payment processes. Raise handles a significant volume of payments, and Tipalti makes that volume manageable by centralizing everything in one place. Features like the payment ID and reference code have been useful in tracking payments for audit purposes. Being able to bulk upload payments via CSV and sync directly with Salesforce saves us substantial time and manual effort. It has also been valuable to drill into specific rejection reasons and troubleshoot payment issues quickly. Another standout is customer support. The Tipalti team is responsive, collaborative, and consistent with follow-up. Review collected by and hosted on G2.com.

While Tipalti has been a strong tool overall, there are areas where the experience could be more streamlined. We have experienced challenges with batch IDs during bulk uploads, and we would value greater visibility into payment rejection statuses directly. Our international payees have also faced challenges with the mobile experience due to the iframe configuration we use with Tipalti. That said, the Tipalti product team has been responsive and collaborative in helping us work through these issues. Finally, we would value greater urgency and clearer expectation-setting when issues are critical. The recent inability to sync batch IDs is a good example — while the issue was resolved before our large payment batches, we would benefit from a more defined escalation path and more frequent check-in points so we can plan with confidence. Review collected by and hosted on G2.com.