G2

Brendan M.

Chief Financial Officer and General Manager

Small-Business (50 or fewer emp.)

7/28/2026

"Tax Compliance No Longer Keeps Me Up at Night"

5/5

What do you like best about Tipalti?

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.

What do you dislike about Tipalti?

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.

What problems is Tipalti solving and how is that benefiting you?

Tipalti has automated payments, streamlined invoice processing, and simplified tax compliance. We’ve saved more than 1,300 AP hours annually while continuing to grow invoice volume by 15–20% without adding headcount. Self-service vendor onboarding has significantly reduced inbound questions, and features like PO matching and duplicate bill detection have strengthened our internal controls.

Our month-end close has improved from 20 workdays to just 8, giving our finance team more time to focus on strategic, higher-value work instead of manual processes. Review collected by and hosted on G2.com.