Tipalti Features

Creation of expense reports takes little time and is intuitive for new users

Can easily pull in receipts from all credit card statements

Automatically assigns categories/accounts based on past entries and credit card statements

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Enables easy entry of expenses in other currencies and converts to expense report currency

Integrates with corporate or personal credit cards (import or bi-directional)

Can book Flights, Hotels, and Rental cars directly from software.

Creates travel itineraries based on booking

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Allows users to track mileage from mobile device using maps or GPS.

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Complies with PCI security standards

Access pre-built and custom reports and dashboards.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Offers embedded AI/machine learning

Provides workflow for complex approval structures

Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments.

Corporate debit and credit cards used specifically for B2B payments

Electronic fund transfers between entities

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Workflows to manage every stage of the payment process

Self-service portals and mobile apps to submit invoices for processing

Match invoices, payments, and bank statement information

Clearing of electronic payments to transfer funds from customers to suppliers

Track each stage of the payment process and manage payments history

Point-to-point encryption to convert sensitive financial information into indecipherable code

Features to protect companies from attempts to steal sensitive information like credit card details

Secure Sockets Layer is the standard security protocol for encryption of electronic data

Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud

Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2

The software can be integrated with any other products

Reports are generated using financial data from multiple sources

The vendor provides pugins and APIs that customers can use to create custom integrations

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management

Provide integration with accounting and financial management software

Integrates with other payments software

Deliver integrations with accounting modules of ERP systems

Consolidate information from multiple sources or multiple entities

Classify information by category, supplier, or supplier

Integrate with external sources for market intelligence

Integrates with ERP systems general ledgers for transfering of AP transaction data

Ability to cleanse and consolidate AP data

Provide benchmarking options for comparison with peers

Include standard spending KPIs that can be customized

Deliver reports for compliance purposes

Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Track different types of payment such as deposits or partial payments

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations

Analyze procurement spending and identify future trends.

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Provide features to capture and record invoices, such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

Match invoices with purchases and sales orders, as well as with payments

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Electronically submit invoices to buyers

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Use criteria to add or remove suppliers to/from approved lists.

Manage communications with suppliers on multiple channels such as phone or email.

Capture and maintain documents related to suppliers and their products or services.

Compare goods received with purchase orders and document variations

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement

Allows users to evaluate supplier performance using standard and custom KPIs.

Provide features to compare suppliers and choose the best option for various activities.

Identify potential issues and how they may impact relationships with suppliers.

Identify and assess suppliers for different products and services.

Electronically create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Create and manage supplier profiles that include contact and pricing information.

Identify the services and products provided by suppliers, as well as certifications.

Track history of all interactions and business transactions with suppliers.

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

Manages large volumes of invoices and financial transactions between a company and its suppliers

Facilitates the acceptance of electronic payment for online transactions

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Approve, reject, or query historical payment transactions to identify anomalies

Recover overpayments, duplicate payments, or unused credits from suppliers

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Constantly evaluate AP transactions to optimize workflows

Improves management oversight by reconciling external data against internal transaction data

Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk

Performs and secures payments efficiently on both the user and the consumer ends

Contains a portal to facilitate contractor access to payments

Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR.

Maintains compliance with payroll regulations.

Provides analytics tools that reveal payment metrics of contractors over time

Manages necessary information of contractors for ease of visibiltiy and access.

Generates invoices from HR departments for managing freelance, contract, and extended workforce.

Gives employees the ability to view, manage, and withdraw earned wages before payday.

Makes informed choices based on available data and objectives

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Monitors both incoming and outgoing payments to detect fraud, such as fake payees, bank accounts, or unathorized users.

Reviews every transaction in real‑time using rules, pre-defined criteria or a combination of signals to block, flag, or allow transactions.

Allows configuring custom rules/thresholds and adjusting sensitivity for different types of transactions.

Uses documents, biometrics, or device fingerprinting to verify that a user is who they claim to be.

Detects unusual login or credential usage and requires additional authentication when a risk is present.

Builds behavioral baselines to detect deviations in transactions and device usage.

Monitors and blocks automated fraud bots, such as creating fake accounts.

Tracks actions of users, rule changes, and other system events in secure logs

Generates customlizable reports for regulatory requirements and ongoing compliance.