Tipalti Reviews

- easy to onborad all the different stakeholders, no more approvals on slack or emails
- transparecny on Actual vs. Budget for every stakeholder
- suppliers onboarding saved us hours of the finance team every month

- missing vitual credit cards
- emails layout doesn't look good, images are too big etc. (I'm using MS outlook)

We love the user friendly interface and the ease of navigating around the system. Tipalti makes it easy to quickly view status of payments and invoices. Having one payment run for international and domestic payments reduces time and costs. It is fantastic having a completely paperless payable process!

The OCR feature is just Ok. There is still a thorough invoice review by our internal accounting team. I have noticed over time that it is getting smarter. During implementation, registering vendors on the software was more work than anticipated, but we appreciate the fact that electronic validation of W-9s helps minimize work for our staff now.

The software functions pretty well on it's own, and handles invoice processing and vendor payment easily.

We had a ton of issues with our connection between Teampay/Tipalti/Netsuite. We were sold Tipalti and Teampay as a package deal and they definitely have not lived up to the promise. Both softwares would function better on their own, but they need each other to be a full end to end procurement software.

It's very user friendly.
Doesn't feel like there is a need for an ordination before use.
Very intuitive,

Once a request is submitted I found it difficult to make changes to it.

intuitive, easy to implement, flexible and has cool UI!
Support is quick.

Approve is growing startup and they are missing some features as admin page but they are delivering new features very fast .

I like the new ACH Debit feature that allows us to save time from manually transferring funds from our bank to Tipalti. This saves us a great deal of time!
I also appreciate being able to create unique Payee ID's.

One of the issues I have is when you need to cancel an approval request, you are not able to let the approver know that the request has been cancelled. I
It would be nice to be able to add bills to a payment order that has already been scheduled.
No option to chat with the Support team when needing to reach out to them. It appears the only way to reach them is via email.

What I like the most in this app that it simplifying the process of procurement for us and it is such an intuitive app to work with.

For my opinion the issue is not the SW itself is it to educate the other departments that needs to use this app and transfer all the data there. the integration with other apps in our orgnization were great and run smoothly.

The product is very easy to use, and the integration was very easy (including great help from the team!).
It features a centralized and searchable vendor portal for all vendor data in an easy-to-use interface, and completes it with an automated vendor on-boarding process - which makes life super easy.
The product also allows me to easily set up standardized PR and PO processes to streamline the end-to-end procurement cycle, which is a huge help.

The feature I lacked most was automated file uploading. Currently, you have to manually upload files into the system each time.
However, I've discussed with the team and they are working on it so very hopeful!

The streamlined and ergonomic interface, together with global reach and end-user CRMs, make the payment obligations such an easy task, it's pratically effortless.

Ocassional payments stuck with less calrity on the reasoning.

Approve provides a quick integratetion solution that covers the mains procurement requirements, it helps us as a grown company to formalize our procurement process, provide online visibility of the requests, budget, and status easily in one place.
Great product with a great team that cares for the customer requests and understand the needs that can improve Approve - can't wait for the new functions!

Waiting for Invoice integration solutions, this will be awesome

Approve makes the procurement process super simple. It is extremely easy to implement, has a flexible and accurate approval flow and contains all the exact features a valid process needs without the complexity of other tools in its domain. Above all it is very user friendly, providing its users a great and painless experience.

We as early adopters encountered the natural teething pains of a brand new system. Still, we found an extremely supportive team at approve ready to cope with any problem or issue.
It was definitely worth it.

The looks and speed of the system. We were mostly worried about users not adopting, but ended up successfully deploying the process across the company

They don’t deal with invoices. So we had to keep our AP operations in our ERP

-Fairly easy to setup and integrate
-Affordable
-Good customer support
-Visibility for vendors

-Could allow for more customization
-UI is a little antiquated but works

The UI is good and the system is user friendly. It's an out of the box solution with some options to customize.

Missing an easy online purchasing experience for the end user (catalog) + agreements management module.

Excellent Customer Support, I'd rank it among the best. You can actually CALL them (!). Sometimes you have to leave a voice message but they get back to your promptly; same if you email them. Uploading payment instructions is very straightforward.

Knowing if a recipient is indeed “payable” is sometimes a bit difficult to determine. However, such recipients seem to be in hard-to-pay countries. Tipalti is always trying to improve things though.

It is very nice that the analyzes are simpler and more understandable than other software.

Correction of transactions is very difficult and complex. It needs to become simpler

Our researchers love the lower fees compared to just PayPal payments and the variety of money transfer choices. It's dependable and our researchers get paid in a dependable manner. The ability to capture payment details and tax forms without the headache of PCI compliance has been a big help for us.

Sometimes it would be nice if more of the configuration options were available in the actual application. There are some choices and options that are not easily known unless you go back and forth with support.

ease of use, manages supplier payments in logical and comprehensive way - allowing to see current status and allows for payment planning, streamlines invoice approval process for payees, reduces significantly administrative effort to manage payee bank info (and tax-related docs), simple and easy process to issue payments

some additional flexibility on managing customization of payments and ability to see in single view the unpaid balance of payees

Self-billing / invoices
Onboarding
UX
UI

Should have an option to customize reports

I like the Automation how Tipalti read and memorize invoices and putting it to the appropriate Payee, portal, and also I love the Paperless idea.

I wish Tipalti able to sync the PDF file along with the bill over to NetSuite

The software is very user friendly and automated.

Having to fund our Tipalti account to pay vendors.

I am a user of Tipalti who is not particularly well versed in finances, but the platform is so easy to understand that even I can use it with confidence. I also received excellent customer service from Tipalti numerous times.

I cannot say that there is anything I dislike about the software. I haven't had any major negative experiences so far.

Invoice processing efficiency has improved by 90%. Storing of invoices and tax documents, TIN validation and banking information is all in one place. Email inquiries have decreased dramatically.

The implementation was not as smooth and seamless as we would have liked. The initial uploads created several duplicate vendors and not all invoices uploaded properly.

Our business uses Tipalti to manage the payments of thousands of users. We have found the service to be very user-friendly and is easy to onboard new vendors. It streamlines to payables function and increases the efficiency of our accounting team. Additionally their customer service is always quick to respond and help with any problems we have.

If a vendor is not payable, it can sometimes be difficult to understand the cause. No automation of 1099.

Easy to manage vendor payments

Reconciliations are straight forward

Payments are easily executed

Lack of detail at times for error'd payments

Lack of integration with our primary business bank provider - Bank of America