Tipalti Features
What are the features of Tipalti?
Integration
- Accounting
- Payment Integration
- ERP
Analytics
- Due Dates
- KPIs
Invoice Management
- Capture
- Supplier Portal
- Repository
Invoice Processing
- Matching
- Payments
- Workflows
- Tax Compliance
Risk
- Identification
Audit
- Duplicates
Fraud
- Vendor Checks
Technology Glossary Features
View definitions of the features and discover new technology terms.
Tipalti Categories on G2
Filter for Features
Expense Reports
Ease of Creating Expense Reports | Based on 11 Tipalti reviews. Creation of expense reports takes little time and is intuitive for new users | 88% (Based on 11 reviews) | |
Bank / Credit Card Integration | Can easily pull in receipts from all credit card statements | Not enough data | |
Smart Categorization | Automatically assigns categories/accounts based on past entries and credit card statements | Not enough data | |
Digital Receipt Management | 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. | Not enough data | |
Employee Reimbursement | Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system | Not enough data | |
Currency Conversions | Enables easy entry of expenses in other currencies and converts to expense report currency | Not enough data | |
Credit Card Integration | Integrates with corporate or personal credit cards (import or bi-directional) | Not enough data |
Travel Management
Ease of Booking | Can book Flights, Hotels, and Rental cars directly from software. | Not enough data | |
Itinerary Management | Creates travel itineraries based on booking | Not enough data | |
Trip Notifications | Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. | Not enough data | |
Advanced Integrations | Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. | Not enough data |
Client Invoicing
Invoice Creation and Delivery | Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | Not enough data | |
Electronic Payments | Accepts electronic payments from clients | Not enough data | |
Project Accounting / Revenue Recognition | Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | Not enough data |
Mobile
Receipt Capture | Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device | Not enough data | |
Mileage Tracking | See feature definition | Allows users to track mileage from mobile device using maps or GPS. | Not enough data |
Travel Itinerary and Flight Status Updates | Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes | Not enough data |
Administration
Business Tool Integration | Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | Not enough data | |
Workflow | Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | Not enough data | |
Automated Reminders | Sends automatic reminders to employees that have not completed expenses reports and/or timesheets | Not enough data | |
Policy Compliance Management | See feature definition | Enables administrators to create rules that enforce compliances of corporate time and expense policies | Not enough data |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
PCI Regulation Compliant | Complies with PCI security standards | Not enough data |
Platform
Reporting | Access pre-built and custom reports and dashboards. | Not enough data | |
APIs / Integration | 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. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Performance and Reliability | 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. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Offline | Provides users ability to create and access expense reports/timesheets while not connected to internet. | Not enough data | |
Embedded AI / Machine Learning | Offers embedded AI/machine learning | Not enough data | |
Complex Approval Workflow | Provides workflow for complex approval structures | Not enough data |
Payment Methods
ACH | As reported in 41 Tipalti reviews. Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments. | 91% (Based on 41 reviews) | |
Credit and Debit | Corporate debit and credit cards used specifically for B2B payments This feature was mentioned in 31 Tipalti reviews. | 81% (Based on 31 reviews) | |
Wire Transfer | Electronic fund transfers between entities This feature was mentioned in 36 Tipalti reviews. | 88% (Based on 36 reviews) |
Payment Processing
Batch Processing | Payments can be processed by batch without manual intervention 37 reviewers of Tipalti have provided feedback on this feature. | 87% (Based on 37 reviews) | |
Payments Scheduling | Ability to schedule payments at predefined dates and times 34 reviewers of Tipalti have provided feedback on this feature. | 90% (Based on 34 reviews) | |
Automated Workflows | Based on 33 Tipalti reviews. Workflows to manage every stage of the payment process | 87% (Based on 33 reviews) | |
Self Service | Self-service portals and mobile apps to submit invoices for processing This feature was mentioned in 32 Tipalti reviews. | 90% (Based on 32 reviews) | |
Reconciliation | Match invoices, payments, and bank statement information This feature was mentioned in 33 Tipalti reviews. | 82% (Based on 33 reviews) | |
Settlements | Clearing of electronic payments to transfer funds from customers to suppliers This feature was mentioned in 33 Tipalti reviews. | 87% (Based on 33 reviews) | |
Payment Tracking | Track each stage of the payment process and manage payments history This feature was mentioned in 39 Tipalti reviews. | 86% (Based on 39 reviews) |
Security and Compliance
P2PE | Based on 26 Tipalti reviews. Point-to-point encryption to convert sensitive financial information into indecipherable code | 90% (Based on 26 reviews) | |
Fraud Management | As reported in 28 Tipalti reviews. Features to protect companies from attempts to steal sensitive information like credit card details | 93% (Based on 28 reviews) | |
SSL Encryption | Secure Sockets Layer is the standard security protocol for encryption of electronic data This feature was mentioned in 29 Tipalti reviews. | 94% (Based on 29 reviews) | |
SOX | As reported in 20 Tipalti reviews. Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud | 91% (Based on 20 reviews) | |
SOC | Based on 20 Tipalti reviews. Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2 | 92% (Based on 20 reviews) |
Integration
Agnostic Integration | The software can be integrated with any other products 25 reviewers of Tipalti have provided feedback on this feature. | 87% (Based on 25 reviews) | |
Reporting Consolidation | Reports are generated using financial data from multiple sources 26 reviewers of Tipalti have provided feedback on this feature. | 82% (Based on 26 reviews) | |
Plugins and APIs | Based on 23 Tipalti reviews. The vendor provides pugins and APIs that customers can use to create custom integrations | 86% (Based on 23 reviews) | |
Accounting | Based on 93 Tipalti reviews and verified by the G2 Product R&D team. Provide integration with accounting and financial management software | 83% (Based on 93 reviews) | |
Payment Integration | Based on 92 Tipalti reviews and verified by the G2 Product R&D team. Integrate with payment gateways and enterprise payments software | 84% (Based on 92 reviews) | |
ERP | Based on 88 Tipalti reviews and verified by the G2 Product R&D team. Deliver integrations with accounting modules of ERP systems | 78% (Based on 88 reviews) | |
Accounting | Based on 55 Tipalti reviews and verified by the G2 Product R&D team. Provide integration with accounting and financial management software | 84% (Based on 55 reviews) | |
Payments | Based on 53 Tipalti reviews and verified by the G2 Product R&D team. Integrate with payment gateways and enterprise payments software | 86% (Based on 53 reviews) | |
ERP | Based on 51 Tipalti reviews and verified by the G2 Product R&D team. Deliver integrations with accounting modules of ERP systems | 77% (Based on 51 reviews) | |
Account Sync | Based on 53 Tipalti reviews and verified by the G2 Product R&D team. Sync with company accounts to transfer payments for approved invoices | 80% (Based on 53 reviews) | |
Accounting | Provide integration with accounting and financial management software 17 reviewers of Tipalti have provided feedback on this feature. | 86% (Based on 17 reviews) | |
Payments | As reported in 16 Tipalti reviews. Integrate with payment gateways and enterprise payments software | 88% (Based on 16 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems 16 reviewers of Tipalti have provided feedback on this feature. | 84% (Based on 16 reviews) | |
Procurement | Based on 16 Tipalti reviews. Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management | 79% (Based on 16 reviews) | |
Accounting | Based on 40 Tipalti reviews. Provide integration with accounting and financial management software | 84% (Based on 40 reviews) | |
Payments | Based on 40 Tipalti reviews. Integrates with other payments software | 85% (Based on 40 reviews) | |
ERP | Based on 39 Tipalti reviews. Deliver integrations with accounting modules of ERP systems | 80% (Based on 39 reviews) |
Data Management
Consolidation | Consolidate information from multiple sources or multiple entities 63 reviewers of Tipalti have provided feedback on this feature. | 83% (Based on 63 reviews) | |
Classification | Based on 63 Tipalti reviews. Classify information by category, supplier, or supplier | 85% (Based on 63 reviews) | |
External Sources | Integrate with external sources for market intelligence This feature was mentioned in 62 Tipalti reviews. | 77% (Based on 62 reviews) | |
Integration | Integrates with ERP systems general ledgers for transfering of AP transaction data This feature was mentioned in 63 Tipalti reviews. | 80% (Based on 63 reviews) | |
Cleaning | Ability to cleanse and consolidate AP data 62 reviewers of Tipalti have provided feedback on this feature. | 79% (Based on 62 reviews) |
Analytics
Benchmarking | As reported in 56 Tipalti reviews. Provide benchmarking options for comparison with peers | 72% (Based on 56 reviews) | |
KPIs | Include standard spending KPIs that can be customized This feature was mentioned in 56 Tipalti reviews. | 69% (Based on 56 reviews) | |
Compliance | Based on 55 Tipalti reviews. Deliver reports for compliance purposes | 77% (Based on 55 reviews) | |
Errors | Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud This feature was mentioned in 58 Tipalti reviews. | 80% (Based on 58 reviews) | |
Due Dates | Based on 93 Tipalti reviews and verified by the G2 Product R&D team. Track invoices based on due dates to identify overdue payments | 86% (Based on 93 reviews) | |
KPIs | Based on 84 Tipalti reviews and verified by the G2 Product R&D team. Monitor KPIs such as time to process an invoice or erroneous payments | 72% (Based on 84 reviews) | |
Due Dates | Based on 49 Tipalti reviews and verified by the G2 Product R&D team. Track invoices based on due dates to identify overdue payments | 82% (Based on 49 reviews) | |
KPIs | Based on 46 Tipalti reviews and verified by the G2 Product R&D team. Monitor KPIs such as time to process an invoice or erroneous payments | 75% (Based on 46 reviews) | |
Payment Tracking | Based on 50 Tipalti reviews and verified by the G2 Product R&D team. Track different types of payment such as deposits or partial payments | 83% (Based on 50 reviews) | |
Visibility | Improve visibility into procurement activities across the company. 16 reviewers of Tipalti have provided feedback on this feature. | 75% (Based on 16 reviews) | |
Performance | Monitor the performance of procurement operations 16 reviewers of Tipalti have provided feedback on this feature. | 78% (Based on 16 reviews) | |
Spend | Analyze procurement spending and identify future trends. This feature was mentioned in 16 Tipalti reviews. | 73% (Based on 16 reviews) | |
Due Dates | Track invoices based on due dates to identify overdue payments 16 reviewers of Tipalti have provided feedback on this feature. | 89% (Based on 16 reviews) | |
KPIs | Based on 16 Tipalti reviews. Monitor KPIs such as time to process an invoice or erroneous payments | 76% (Based on 16 reviews) |
Invoice Management
Capture | Based on 94 Tipalti reviews and verified by the G2 Product R&D team. Provide features to capture invoices such as import or scanning | 86% (Based on 94 reviews) | |
Supplier Portal | Based on 96 Tipalti reviews and verified by the G2 Product R&D team. Allow suppliers to submit invoices using an online portal | 86% (Based on 96 reviews) | |
Repository | Based on 91 Tipalti reviews and verified by the G2 Product R&D team. Deliver a central repository of AP documents, such as POs and invoices | 86% (Based on 91 reviews) | |
Capture | As reported in 17 Tipalti reviews. Provide features to capture and record invoices, such as import or scanning | 88% (Based on 17 reviews) | |
Supplier Portal | Allow suppliers to submit invoices using an online portal This feature was mentioned in 17 Tipalti reviews. | 93% (Based on 17 reviews) | |
Repository | As reported in 16 Tipalti reviews. Deliver a central repository of AP documents, such as POs and invoices | 92% (Based on 16 reviews) |
Invoice Processing
Matching | Based on 90 Tipalti reviews and verified by the G2 Product R&D team. Ability to match AP invoices to POs, contracts, or payments | 79% (Based on 90 reviews) | |
Payments | Based on 94 Tipalti reviews and verified by the G2 Product R&D team. Identify incomplete or late supplier payments | 85% (Based on 94 reviews) | |
Workflows | Based on 96 Tipalti reviews and verified by the G2 Product R&D team. Include workflows for approvals and invoice processing | 86% (Based on 96 reviews) | |
Tax Compliance | Based on 91 Tipalti reviews and verified by the G2 Product R&D team. Comply with local and global tax regulations for collections | 80% (Based on 91 reviews) | |
Approvals | Based on 54 Tipalti reviews and verified by the G2 Product R&D team. Include workflows for approvals of invoices or payments | 91% (Based on 54 reviews) | |
Batch Processing | Based on 52 Tipalti reviews and verified by the G2 Product R&D team. Process multiple invoices without human intervention | 81% (Based on 52 reviews) | |
Match Invoices | Based on 49 Tipalti reviews and verified by the G2 Product R&D team. Match invoices with purchases and sales orders, as well as with payments | 84% (Based on 49 reviews) | |
Matching | As reported in 18 Tipalti reviews. Ability to match AP invoices to POs, contracts, or payments | 82% (Based on 18 reviews) | |
Payments | As reported in 17 Tipalti reviews. Identify incomplete or late supplier payments | 88% (Based on 17 reviews) | |
Workflows | Include workflows for approvals and invoice processing This feature was mentioned in 18 Tipalti reviews. | 88% (Based on 18 reviews) | |
Tax Compliance | Comply with local and global tax regulations for collections This feature was mentioned in 17 Tipalti reviews. | 86% (Based on 17 reviews) | |
Submittal | Based on 16 Tipalti reviews. Electronically submit invoices to buyers | 82% (Based on 16 reviews) |
Invoice Generation
Templates | Based on 44 Tipalti reviews and verified by the G2 Product R&D team. Provide standard invoice templates that can be customized by users | 74% (Based on 44 reviews) | |
Digital Invoices | Based on 48 Tipalti reviews and verified by the G2 Product R&D team. Ability to convert invoices to digital formats such as PDF | 77% (Based on 48 reviews) | |
Recurring Invoices | Based on 47 Tipalti reviews and verified by the G2 Product R&D team. Automatically generates invoices at pre-defined time intervals | 76% (Based on 47 reviews) |
Management
Approval | Use criteria to add or remove suppliers to/from approved lists. This feature was mentioned in 20 Tipalti reviews. | 89% (Based on 20 reviews) | |
Communication | As reported in 18 Tipalti reviews. Manage communications with suppliers on multiple channels such as phone or email. | 90% (Based on 18 reviews) | |
Documents | Capture and maintain documents related to suppliers and their products or services. 18 reviewers of Tipalti have provided feedback on this feature. | 89% (Based on 18 reviews) | |
Receipt of Goods | Compare goods received with purchase orders and document variations This feature was mentioned in 18 Tipalti reviews. | 76% (Based on 18 reviews) |
Planning
Processses | Manage workflows and business processes for procurement. This feature was mentioned in 18 Tipalti reviews. | 81% (Based on 18 reviews) | |
Contracts | Provide standard procurement contracts that can be customized. 17 reviewers of Tipalti have provided feedback on this feature. | 80% (Based on 17 reviews) | |
Content | Based on 16 Tipalti reviews. Maintain a repository of content such as catalogs and other documents. | 80% (Based on 16 reviews) | |
Requisition | As reported in 17 Tipalti reviews. Define requisition rules for various types of procurement | 79% (Based on 17 reviews) |
Supplier Management
Evaluation | As reported in 17 Tipalti reviews. Allows users to evaluate supplier performance using standard and custom KPIs. | 80% (Based on 17 reviews) | |
Selection | Based on 15 Tipalti reviews. Provide features to compare suppliers and choose the best option for various activities. | 78% (Based on 15 reviews) | |
Risk Management | Identify potential issues and how they may impact relationships with suppliers. 16 reviewers of Tipalti have provided feedback on this feature. | 77% (Based on 16 reviews) |
Execution
Sourcing | Identify and assess suppliers for different products and services. This feature was mentioned in 16 Tipalti reviews. | 75% (Based on 16 reviews) | |
Purchasing | Electronically create and manage purchase orders for products and services. This feature was mentioned in 18 Tipalti reviews. | 80% (Based on 18 reviews) | |
Invoicing | Include features for procurement invoicing and e-invoicing. 16 reviewers of Tipalti have provided feedback on this feature. | 78% (Based on 16 reviews) |
Supplier Information
Profiles | Based on 16 Tipalti reviews. Create and manage supplier profiles that include contact and pricing information. | 83% (Based on 16 reviews) | |
Qualifications | As reported in 16 Tipalti reviews. Identify the services and products provided by suppliers, as well as certifications. | 75% (Based on 16 reviews) | |
History | Track history of all interactions and business transactions with suppliers. 17 reviewers of Tipalti have provided feedback on this feature. | 84% (Based on 17 reviews) |
Bill Generation
Templates | As reported in 42 Tipalti reviews. Provide standard invoice templates that can be customized by users | 84% (Based on 42 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF This feature was mentioned in 40 Tipalti reviews. | 84% (Based on 40 reviews) | |
Recurring Billing | As reported in 39 Tipalti reviews. Automatically generates invoices at pre-defined time intervals | 77% (Based on 39 reviews) |
Bill Processing
Consolidation | Allow users to consolidate multiple invoices into one 40 reviewers of Tipalti have provided feedback on this feature. | 78% (Based on 40 reviews) | |
Batch Invoicing | Ability to create multiple types of invoices This feature was mentioned in 41 Tipalti reviews. | 79% (Based on 41 reviews) | |
Management | Manage invoicing for different types of products or services 41 reviewers of Tipalti have provided feedback on this feature. | 81% (Based on 41 reviews) |
Payment Types
AP Automation | Based on 23 Tipalti reviews. Manages large volumes of invoices and financial transactions between a company and its suppliers | 91% (Based on 23 reviews) | |
E-Commerce | As reported in 21 Tipalti reviews. Facilitates the acceptance of electronic payment for online transactions | 87% (Based on 21 reviews) |
Risk
Analysis | Reduces future risks through root cause analysis and process improvement This feature was mentioned in 78 Tipalti reviews. | 74% (Based on 78 reviews) | |
Identification | Based on 81 Tipalti reviews. Reduces frequency of errors, identifies risk and improves efficiency | 82% (Based on 81 reviews) | |
Scoring | Scores suppliers and employees based on risk factors 73 reviewers of Tipalti have provided feedback on this feature. | 73% (Based on 73 reviews) |
Recovery
Recoup | Identifies and recoups funds and prevents errors from happening again This feature was mentioned in 75 Tipalti reviews. | 74% (Based on 75 reviews) | |
Reporting | Based on 76 Tipalti reviews. Offers reporting to aid in minimizing future lost profits and process breakdown | 72% (Based on 76 reviews) | |
Historical payments | Approve, reject, or query historical payment transactions to identify anomalies This feature was mentioned in 52 Tipalti reviews. | 80% (Based on 52 reviews) | |
Overpayments | Recover overpayments, duplicate payments, or unused credits from suppliers 51 reviewers of Tipalti have provided feedback on this feature. | 72% (Based on 51 reviews) |
Audit
Filters | Includes a library of audit-tested filters to identify AP outliers that are outside company policy This feature was mentioned in 75 Tipalti reviews. | 76% (Based on 75 reviews) | |
Post Audits | As reported in 75 Tipalti reviews. Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims | 72% (Based on 75 reviews) | |
Overpayments | Detects and prevents a wide range of overpayment errors This feature was mentioned in 76 Tipalti reviews. | 74% (Based on 76 reviews) | |
Duplicates | As reported in 82 Tipalti reviews. Detects and prevents a wide range of duplicate payments | 86% (Based on 82 reviews) |
Fraud
Vendor Checks | As reported in 80 Tipalti reviews. Enables automatic checks of new vendors being set up in the system to combat potential billing schemes | 85% (Based on 80 reviews) | |
Data Generation | Based on 76 Tipalti reviews. Generates comprehensive data needed to conduct a thorough investigation | 79% (Based on 76 reviews) | |
Monitoring | As reported in 75 Tipalti reviews. Provides continuous, proactive fraud monitoring across multiple systems and data formats | 78% (Based on 75 reviews) |
AP Data Processing
Workflows | Constantly evaluate AP transactions to optimize workflows This feature was mentioned in 55 Tipalti reviews. | 82% (Based on 55 reviews) | |
Transparency | Improves management oversight by reconciling external data against internal transaction data This feature was mentioned in 54 Tipalti reviews. | 79% (Based on 54 reviews) | |
Controls | Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk This feature was mentioned in 52 Tipalti reviews. | 80% (Based on 52 reviews) |
Platform Basics
Performance | Performs and secures payments efficiently on both the user and the consumer ends This feature was mentioned in 40 Tipalti reviews. | 85% (Based on 40 reviews) | |
Portal | As reported in 40 Tipalti reviews. Contains a portal to facilitate contractor access to payments | 82% (Based on 40 reviews) |
Platform Administration
Integrations | Based on 39 Tipalti reviews. Integrates with third-party HR software, such as systems for payroll, time & attendance, or core HR. | 74% (Based on 39 reviews) | |
Compliance | Maintains compliance with payroll regulations. This feature was mentioned in 39 Tipalti reviews. | 75% (Based on 39 reviews) | |
Reporting | As reported in 39 Tipalti reviews. Provides analytics tools that reveal payment metrics of contractors over time | 75% (Based on 39 reviews) |
Platform Payment Content
Document management | As reported in 39 Tipalti reviews. Manages necessary information of contractors for ease of visibiltiy and access. | 79% (Based on 39 reviews) | |
Invoicing Tool | Generates invoices from HR departments for managing freelance, contract, and extended workforce. 38 reviewers of Tipalti have provided feedback on this feature. | 73% (Based on 38 reviews) | |
Wage access | Based on 36 Tipalti reviews. Gives employees the ability to view, manage, and withdraw earned wages before payday. | 66% (Based on 36 reviews) |
Agentic AI - Accounts Payable (AP) and Spend Analysis
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
