Tipalti: Powering Scalable, Streamlined Procurement

In 2010, Tipalti was launched with a mission to transform finance operations by replacing outdated, time-consuming and fragmented payment systems with a modern, partner-first solution. 

Today, it is the payables automation platform of choice for more than 5,000 of the world’s fastest-growing companies. 

Tipalti's end-to-end platform is designed to simplify complexity, eliminate repetitive manual work and enable finance teams to focus on scaling their organisations, shaping strategic direction and attracting top talent. By freeing teams from the burden of inefficiency, it empowers businesses to realise their full potential.

The solution supports the entire purchasing lifecycle with a unified, user-friendly experience, helping organisations reduce uncontrolled spending, mitigate compliance risk and gain granular visibility into spend patterns – all within one connected workflow.

What's more, it streamlines the intake-to-procure process, enabling greater control, transparency and operational efficiency at every stage.

“Our team’s dedication, innovative spirit and commitment to our customers have been instrumental in driving our success on a global scale," says Chen Amit, Co-Founder and CEO of Tipalti.

"We're excited about the future and will continue revolutionising finance operations for businesses worldwide through our unparalleled automation solutions.”

Intake management

Procurement often starts with a request, and Tipalti makes this process clear and controllable from the outset.

Using flexible intake forms powered by AI, Tipalti captures spend intent early. Employees can submit spend requests with all necessary data upfront through customisable forms. These forms are dynamic and tailored to a company’s procurement rules, processes and specific departmental or geographical policies.

The intake forms use a natural language input model via Tipalti AI. That means even if a request lacks specific details, Tipalti auto-generates missing information such as titles, supplier names, pricing, item classifications and more. This ensures that every request is complete and accurate from the start.

Approval routing happens automatically based on custom logic tied to the organisational chart, budget lines and policy-based rules.

Approvers can take action immediately, adding context or looping in finance, IT or legal for support if necessary. All requests are logged and tracked via a dashboard-style purchase table, allowing users to monitor requests across currencies and subsidiaries with ease.

Purchase order approvals

Tipalti eliminates manual email chains for purchase order (PO) approvals by integrating the approval process into your systems. This not only reduces the chances of missed communication but also accelerates the workflow with smart routing rules and automated notifications.

Approvals can be configured to match an organisation’s structure, budgets and locations.

Unlimited budget owners can be assigned and parallel approvals enable multiple stakeholders to approve simultaneously. Approvers have the option to consult with other departments or specialists, and all actions are recorded in Tipalti’s approval logs—providing a complete audit trail.

What’s more, approvals can be managed through tools teams already use, such as Slack and email, supported by real-time status notifications. Budget data is shown in real time, giving approvers clear visibility into current spend levels, supporting policy compliance and preventing overspend.

Supplier management

Managing supplier information and payment preferences is often a drain on procurement teams.

Tipalti streamlines this by shifting ownership to the suppliers themselves via a secure, multilingual self-service hub. Suppliers can onboard, choose preferred payment methods and currencies, manage their details and even track payment statuses.

The supplier hub can be embedded into a site and customised with a company's branding. Built-in checks prevent duplicate entries, and the proprietary rules engine—driven by 26,000 global rules—helps reduce payment errors by over 66%.

It verifies international payment details like IBAN and SWIFT codes, screens against Office of Foreign Assets Control (OFAC) blacklists and flags potential issues before they occur.

Compliance is also baked in. Suppliers are guided through the correct tax form selection using Tipalti’s tax wizard.

The system includes over 1,000 logic rules and supports submission-ready reports such as 1099 and 1042-S. Non-US payers benefit from local tax ID collection in 49 countries.

Supplier data also syncs directly with your enterprise resource planning (ERP) system, maintaining a clean and centralised supplier directory accessible across finance and procurement functions.

PO management

Tipalti ensures approved purchase requests result in automatically generated POs inside your ERP—without requiring any manual input or coding. This eliminates the need for finance teams to duplicate data entry, reducing errors and accelerating the PO process.

POs can be automatically sent to suppliers or vendors from Tipalti, and businesses can choose which suppliers require POs. For spend types that don’t need formal orders—like utilities—teams can configure settings to skip PO generation.

Delivery confirmations are just as streamlined. Tipalti prompts requesters at the right time to confirm goods or services were received.

This auto-updates item status, enabling a full three-way PO match between the order, receipt and invoice. The result is confident payments and enforced spend control.

Flexible APIs and ERP integrations make it easy to send PO data across systems, helping maintain full visibility and control throughout the purchasing lifecycle.

Spend analytics

With the procurement process is up and running, visibility becomes the next critical element. Tipalti offers a real-time spend dashboard that consolidates all procurement data—from purchase requests to contracts. Advanced filtering and search tools let you analyse spend trends, identify bottlenecks and unlock cost-saving opportunities.

Employees and stakeholders can check live request statuses without requesting updates. Custom reports can be generated instantly using either pre-set filters or a free-text search. This streamlines procurement decisions and removes the need to toggle between multiple tools or clean up offline data.

With Tipalti’s analytics, procurement teams get a single source of truth for financial data. Reports can be exported on demand, helping track key metrics such as OKRs and KPIs.

Whether it’s uncovering duplicate spend, identifying non-compliant vendors or optimising supplier contracts, the spend analysis tools provide critical insights that support strategic business decisions.