Tipalti Invoice & Accounts Payable Automation
Supplier Onboarding, Vetting, & Communications
Comprehensive supplier management
- 26,000+ rules for verifying supplier payment information in real-time—alerting suppliers of incorrect IBAN or SWIFT codes and account numbers. This proactive validation cuts payment error rates by over 66%.
- Supplier self-service portal available 24 hours, 7 days per week in 17 languages; suppliers can view invoice and payment history, change payment information, see payment status, upload invoices, accept early payment offers, and run reports
- Branded portal matches payer's look and feel
- Automated emails to suppliers for invoice and payment status, when tax forms are invalid or expired, when payments fail (including corrective actions to take), and more
- Sync supplier data and payment history with ERP/accounting systems
- Supplier Portal is offered as a standalone web page or as an embeddable iFrame, white-labeled to match your corporate identity. The iFrame is ideal if you have other secured web content you need to display for the supplier. In many cases, a single line of code is all that’s needed to add the iFrame to your existing site
Tax & Regulatory Compliance
Collect all tax information before the first payment is made
- Accurate support for changing treaty information - Tipalti ensures the most accurate inter-country relationships are represented and proactively works with KPMG on any necessary tax form revisions. This ensures withholding requirements are identified while freeing up your resources from keeping an eye on international tax treaty policies
- W-9 / W-8 series of forms capabilities meet the standards outlined by the IRS, as prescribed by KPMG
- W-8 / W-9 tax form collection through a guided wizard, 1,000+ rules validate tax data
- 1099 / 1042-S tax preparation reporting
- Tax withholding amounts automatically deducted from payments
- Optimized for digital consumption and electronic signatures
- Local / VAT tax ID collection in 50 countries, with 3,000+ rules that validate tax digits
- OFAC and "Do Not Pay" blacklist screening before all payments are processed
Invoice Collection & Processing, Purchase Order Matching, and Approvals
3-way and 2-way PO Matching between Tipalti and Sage
- Electronic OCR scanning extracts invoice details at header and line-level and pre-populates bill information
- OCR scan supports CSV, PDF, JPEG, JPG, BMP, PNG, TIFF, TIF, and GIF formats including multiple languages
- Advanced data extraction services get you to 100% invoice completeness and accuracy
- Machine learning drives approval sequences based on criteria, such as supplier and GL account
- OCR with built-in intelligence, allowing the system to quickly and accurately collect information from scanned invoices
- Tipalti Pi provides automation coverage for expense accounts as well as line and header level custom fields. Tipalti Pi also automates tax coding by pairing the invoice tax amount with the appropriate tax rate and code
- PO and non-PO invoice support, with configurable rules that align with company matching policies based on bill amount or supplier
- 3-way & 2-way auto-matching based on header and line-levels
- Automatic purchase order coding populates PO details on invoices
- Bill Approval Routing - advanced approval workflow powered by Tipalti Pi routes the bill for approval based on patterns from historical invoices. Pre-Defined Invoice Approval rules enable businesses with multiple bill approvers across to define, enforce and have full control of their invoice approval policy without manual intervention
- Approve Email Notifications - automatic email approval notifications are routed to the appropriate approvers, who can approve, update the GL account, send the invoice back to AP, or dispute the bill directly from the email
Cross-Border Payments & Early Payments
Make payments all around the globe and offer early payments to suppliers
- Global payments to 196 countries, 120+ currencies
- Choice of six payment methods – US ACH, wire transfer, eCheck / global ACH, paper checks, PayPal, prepaid debit card
- Advanced payment configuration, such as payment fee-splitting and payment thresholds
- Choose suppliers and how much of the payment is eligible for early payment
- Automatic discount calculations, based on which day of early payment the supplier chooses
- Easy acceptance of early payment offers—online with just a click
- Tipalti's financing partners cover early payment balances, no capital requirements
Payment Reconciliation & Multi-Subsidiary Support
Manage payments across multiple locations and instantly reconcile payment issues
- Tax and regulatory compliance per subsidiary
- Automatic consolidation of data from subsidiaries to total company finances
- Unlimited number of subsidiaries
- Instant cross-payment method and region payment reconciliation reports
- Advanced built-in supplier reporting
- Independent branding, payment methods, tax onboarding flows, supplier communications, reconciliation, reporting, and modules, per subsidiary
- Automatic payment flow routing with virtual accounts, per subsidiary
Similar Apps
BigCommerce for Sage 100
Modernize your ecommerce presence and launch a fully integrated B2C and B2B storefront to reach new customers. BigCommerce’s open SaaS solution combines the best of SaaS and API enabled openness with robust Sage 100 integration capabilities powered by IN-SYNCH for Sage 100. <p>IN-SYNCH, In-Synch, enterprise, eCommerce, transactions, processing orders, order processing, customizable</p>
BigCommerce for Sage 100
BillBjorn
Lightning fast automated data entry into Sage Accounting
BillBjorn
Clarity
Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.
Clarity
Credit Hound for Sage 100cloud
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.
Credit Hound for Sage 100cloud
Credit Hound for Sage 50
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.
Credit Hound for Sage 50
HireHop Equipment Rental Software
Affordable & powerful equipment rental software for rental companies. Manage inventory, jobs and clients with the world's best rental business software.
HireHop Equipment Rental Software
IN-SYNCH
IN-SYNCH enables Sage 100 process automation through real-time data synchronization with any third-party system including e-commerce carts, marketplaces, CRM, 3PL, and more! <p>Sage 100 e-commerce, Sage 100 integration, Sage 100 process automation, BigCommerce, B2B, B2C open SaaS, powered by IN-SYNCH</p>
IN-SYNCH
SYNC
Integrate Sage with your CRM, E-commerce, Service Platforms and more with Commercient SYNC.
SYNC
Simple-Simon
Simple-Simon's smart work order app makes it possible to digitize work orders/job sheets and get rid of the paper hassle. Register your work on the spot via smartphone and tablet and keep track of all work orders via the office module. Save time, money and increase your quality.
Simple-Simon
Swoop Funding for Advisors
Smart tech built by accountants, for accountants As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt and equity.
