Tipalti automates the entire accounts payable workflow in one solution to cut 80% of the time you spend managing AP. Tipalti provides a self-service supplier portal to collect and validate W-9 and W-8 tax forms, invoice processing with OCR bill capture, advanced in-email invoice approvals, 2-way and 3-way purchase order matching, AP reporting, and 1099 / 1042-S e-Filing powered by Sovos. It’s payables automation and simplicity to cut the work for AP.

Tipalti automates the entire accounts payable workflow in one solution to cut 80% of the time you spend managing AP. Tipalti provides a self-service supplier portal to collect and validate W-9 and W-8 tax forms, invoice processing with OCR bill capture, advanced in-email invoice approvals, 2-way and 3-way purchase order matching, AP reporting, and 1099 / 1042-S e-Filing powered by Sovos. It’s payables automation and simplicity to cut the work for AP.

Tipalti Invoice & AP Automation for NetSuite

Tipalti makes it painless for finance departments to manage suppliers and process invoices by streamlining:

  1. Supplier onboarding and vetting
  2. Tax compliance
  3. Vendor master file maintenance
  4. Invoice collection
  5. Invoice processing
  6. Invoice approvals
  7. PO matching
  8. Invoice status communications

Beyond invoice management, Tipalti can streamline the entire AP process – from supplier onboarding and vetting, to international payment execution, supply chain financing, through to payment reconciliation and AP reporting (including multi-subsidiary companies). 

Key Benefits

Wipe out 80% of your AP workload. Tipalti cuts the manual work from your accounts payable processes, so you can focus on growth instead of back-office financial operations. Tipalti provides the infrastructure that sets you up for long-term sustainability, so you’ll never have to implement another AP system.

Reduce tax risk. Tipalti digitizes tax form collection and validation to mitigate tax penalty risk and help ensure compliance. W-9 and W-8 forms meet the IRS standards, as prescribed by KPMG.

Empower suppliers to do more work for you. Tipalti’s self-service portal makes it easy for suppliers to onboard, provide their contact and tax details, and view invoice statuses and history, saving time for your finance team.

Customer Quote

We selected Tipalti as our provider to improve efficiency in our invoice and payment processing and to have an end-to-end accounts payable solution. As a fast-growing company, it was important to use AP automation to enable our company to scale rapidly with our global growth. The new invoice text recognition feature and the overall AP software has been really valuable for our finance organization.
- Jennifer Gastorf VP and COO, TradeHelm

NetSuite + Tipalti Highlights

“Built for NetSuite” Verified. Integrates with NetSuite and NetSuite OneWorld.

Multi-subsidiary support. Manage subsidiaries with different supplier management processes and workflows, but still see a consolidated view, by having different branding, tax flows, communications, and reporting in one Tipalti model.

Pre-built integration. Vendor information can be synced both ways through the vendor management module, while bill, payment, and fee data can be synced to NetSuite, ensuring systems are always up-to-date.

Invoice Collection, Processing, & Approvals

  • Bill submission via email using your company’s email alias or via the self-service supplier portal
  • Electronic OCR scanning extracts invoice details and pre-populates bill information
  • Advanced data extraction services on top of OCR get you to 100% invoice completeness and accuracy
  • Machine learning drives invoice approval sequences based on criteria such as supplier, GL account, etc.
  • Automated invoice approval routing emails (can set unlimited number of approvers), with the ability to approve, reject, or request clarification from AP directly from the email
  • Intelligence built in, with OCR and the machine learning engine becoming smarter and more accurate as invoices are scanned and processed
  • Seamlessly integrated with supplier onboarding and tax for ease of use

Purchase Order Matching

  • Support for PO and non-PO invoices, with configurable rules that align with company matching policies based on bill amount or supplier
  • 2-way & 3-way auto-matching based on header and line-levels
  • Automatic purchase order coding populates PO details on invoices

Supplier Onboarding & Communications

  • Branded supplier portal matches your company's look and feel
  • Self-service supplier portal available 24 hours, 7 days per week
  • Suppliers can view and change contact details, tax information, and view invoice status and history
  • Automated emails sent to suppliers when invoices are received, invoices are approved, payments are processed, and when tax forms will expire
  • Portal supports 11 languages

Vendor Master File Maintenance

  • Self-service supplier portal allows vendors to make changes on their own
  • Portal prevents duplicate supplier registrations

Tax Compliance

  • W-9 and W-8 capabilities meet standards outlined by the IRS, as prescribed by KPMG
  • Wizard guides suppliers to select and securely complete the correct tax form (W-9, W-8BEN, W-8BEN-E, W-8EXP, W-8IMY, W-8ECI, for Form 8233)
  • 1,000+ rules and TIN validation validate tax data
  • Withholding amounts automatically deducted from payments
  • 1099 / 1042-S tax preparation reporting
  • 1099 and 1042-S e-Filing powered by our strategic partnership with Sovos
  • Optimized for digital consumption and electronic signatures
  • Seamlessly integrated with the onboarding flow and supplier portal
  • Local / VAT tax ID collection in 50 countries, with 3,000+ rules that validate tax digits
  • Document collection module for countries who require additional documentation stored securely and digitally

Tipalti was founded in 2010, and is a licensed money services business, headquartered in San Mateo, California. We are growing 100% year over year, while maintaining a 98% customer retention rate. With over $6.5B in annual payments running through our platform and 4,000,000 suppliers around the globe, Tipalti is the leading platform for managing the global payables operation. 400+ companies trust Tipalti to run their payables operation, including Twitter, GoPro, Docker, Roku, Uber, Vimeo, GoDaddy, PubMatic, ClassPass, Twitch, Houzz, and Tapjoy.

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