Customer Success Manager

Accounts Payable

• AP Automation Overview: Eliminate manual work and time-consuming reconciliation.
• Built-in Global Payments: Pay your suppliers around the world.
• Self-Service Supplier Management: Multi-language supplier onboarding for complete visibility.
• Automated Tax Compliance: Instantly capture accurate supplier tax information.
• Automated Invoice Management: Hassle-free invoice processing with AI.
• Automated Payment Reconciliation: Accurate spend data integrated with your ERP.
• PO Matching: Ensure accuracy and prevent fraud with 2 and 3-way PO matching.
• Tipalti Card Unified card solution for paying invoices, subscriptions, expenses.

Mass Payments

• Mass Payments Overview: Best-in-class, end-to-end payouts automation.
• Robust Global Payments: Manage multiple currencies, entities, and languages.
• Proactive Fraud Prevention: Enterprise-grade security and fraud protection.
• Advanced Currency Management: Save on FX fees, reduce time and effort on conversions.
• Streamlined Payment Experience: Self-service via a branded portal or embedded on the web.
• Powerful APIs: REST APIs, tools, and documentation.
• Comprehensive Tax Compliance: KPMG-approved, built-in tax engine.
• Self-Billing Invoices: Automated invoice creation, submission, and approval.

Procurement

• Procurement Overview: Unified workflows simplify the intake-to-procure process.
• Advanced PO Approval Workflows: Automated approval routing to eliminate bottlenecks.
• Spend Analytics and Insights: Real-time, comprehensive spend dashboards.
• Simple Intake Management: Customized forms drive greater adoption.
• Streamlined Supplier Management: Self-service registration for frictionless onboarding.
• Streamlined PO Management: Create POs automatically, reduce errors.

Expense Management

• Expense Management Overview: A single platform that scales and grows with you.
• Tipalti Card: Unified card solution for expenses and more.
• Global Reimbursements: Payments to 196 countries in 120 currencies.
• Employee-Friendly App: Intuitive interfaces on mobile and web.
• Automatic Reconciliation: Automatically categorize expenses, sync with your ERP.
• Spend Control and Visibility: Control expenses with spend limits, custom expense policies.
• Tax Support: Capture tax details for each expense, sync with your ERP.

Treasury

• Treasury: Smarter cash management with Statement Treasury.

Connected Suite

• Connected Suite Overview: Choose the solution for today’s needs. Add capabilities as you grow.
• AI: Make payments more efficient and less manual.