Tipalti: automation features and setup

Overview

Tipalti is designed for financial operations: suppliers, accounts payable, mass transfers, procurement, and expenses. Manage invoice approval, payment details, and execution in one place instead of spreadsheets and emails. It is suitable when there are many payees or recurring payments that require controls. Before connecting to a bank or ERP, define approval levels, payee detail checks, and what is blocked when a document is missing.

Features

• Manage accounts payable and supplier payments
• Mass transfers with approval controls
• Procurement and expense tracking alongside payments

Business uses

• Approve a supplier invoice and include it in a consolidated payment run
• Pay dozens of freelancers after checking payee details

Getting started

• Set up a test supplier and a two-signature approval process.
• Submit a sample invoice and check that it is blocked when a document is missing.
• Check the export to accounting software before a live run.

What to check

• An error in payee details could send money to the wrong party.
• Financial automation requires separation of duties, not just fewer steps.