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Software vendor

Tipalti

Tipalti sells AP automation, global payouts, procurement and expenses, with AI agents and an assistant that may use third-party models including Anthropic's.

1 offering in the directory Last verified

Function

Ownership
Not stated
Headquarters
Not stated
SEC reporting
No
SourceSEC EDGAR company name lookups and filing histories for private and deregistered vendors in segment B
Audit firm
No
Website
tipalti.com
Subprocessor list
Not stated
Contract terms
Not stated

Offering · Software

Tipalti Accounts Payable with Tipalti AI (agents and AI Assistant)

Directory recordLast verified Compare with othersBuild questions for this vendor

Tipalti sells accounts payable automation with Tipalti AI, which powers a conversational AI Assistant and AI agents across payables, payouts, procurement, expenses, supplier management and tax compliance. SourceTipalti AI (Redefine Finance Productivity with AI)

Its named agents capture and code invoices, recommend approvers, match bills to purchase orders, scan W-9 forms and receipts, resolve ERP sync issues and flag duplicate bills. SourceTipalti AI (Redefine Finance Productivity with AI)

Tipalti says its AI may use third-party model families, including OpenAI, Anthropic, Amazon, Meta and Google, and that it does not use customer data to train third-party models. SourceTipalti AI (Redefine Finance Productivity with AI)

Where it fits

CoE analysis Payables automation for companies paying suppliers across entities and countries, where AI handles capture, coding, matching and approver routing inside the AP workflow.

CoE analysis The agents described mostly prepare and route work; the pages read do not say whether any agent can release a payment.

What it does

Offering type
Software
SourceTipalti AI (Redefine Finance Productivity with AI)
Workflow areas
  • Accounts payable
  • Expense
  • Spend and procurement
SourceTipalti AI (Redefine Finance Productivity with AI)
Customer size
Not stated

AI

Kind of AI
  • Built into the platform
  • Agents and automated actions
  • Established machine learning and rules
SourceTipalti AI (Redefine Finance Productivity with AI)
Suggests or acts
Suggests and acts
SourceTipalti AI (Redefine Finance Productivity with AI)
Availability
Generally available

Tipalti says its AI agents are available within the Tipalti Accounts Payable solution; no preview or beta label on the pages read.

SourceTipalti AI (Redefine Finance Productivity with AI)
Models named
  • OpenAI
  • Anthropic
  • Amazon
  • Meta
  • Google
SourceTipalti AI (Redefine Finance Productivity with AI)

Control

Who controls it
Vendor
SourceTipalti AI (Redefine Finance Productivity with AI)

Commercial

Pricing model
Quote only
SourceTipalti Pricing & Costs
Public price
USD 99 per month, starting price (plus unpublished per-invoice and per-payment transaction pricing)

Tipalti Accounts Payable

SourceTipalti Pricing & Costs

Evidence

Independent outcomes
None found in the sources read.
Sources read
  • Vendor-stated 9
  • Independent market evidence None read
  • Independently verified outcomes None read
  • Pricing 2
  • Known limitations 1
Coverage
Directory record
Last verified

Security and control

Single sign-on
Not covered in this record
User provisioning
Not covered in this record
Role-based access
Not covered in this record
Administrator controls for AI
Not covered in this record
Audit logs
Not covered in this record
Certifications
Not covered in this record
Data retention
Not covered in this record
Data residency
Not covered in this record
Training on customer data
Not covered in this record

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

  1. Invoice Capture Agent

    Captures invoice data and fills fields to cut manual coding.

    Kind
    Built into the platform, Agents and automated actions
    Suggests or acts
    Acts
    Who controls it
    Vendor
    Availability
    Generally available
    SourceTipalti AI (Redefine Finance Productivity with AI)

  2. Bill Approvers Agent

    Predicts and recommends the right approver.

    Kind
    Agents and automated actions
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Generally available

    Control: Role not stated: the agent operates within the platform's role-based access controls and customers may disable AI features.

    SourceTipalti AI (Redefine Finance Productivity with AI)

  3. PO Matching Agent

    Analyzes contextual descriptions to match bills and purchase orders.

    Kind
    Agents and automated actions
    Suggests or acts
    Acts
    Who controls it
    Vendor
    Availability
    Generally available
    SourceTipalti AI (Redefine Finance Productivity with AI)

  4. Duplicate Bill Detection Agent

    Flags duplicate invoices and anomalies early.

    Kind
    Established machine learning and rules
    Suggests or acts
    Suggests
    Who controls it
    Vendor
    Availability
    Generally available
    SourceTipalti AI (Redefine Finance Productivity with AI)

  5. Tax Form Scan, Expense Receipt Scan, ERP Sync Resolution, Reporting and Purchase Request agents

    Extract W-9 and receipt data, diagnose and guide ERP sync fixes, build reports in natural language, and generate purchase requests from employee descriptions.

    Kind
    Agents and automated actions
    Suggests or acts
    Suggests and acts
    Who controls it
    Vendor
    Availability
    Generally available
    SourceTipalti AI (Redefine Finance Productivity with AI)

  6. Tipalti AI Assistant

    A conversational tool that draws on invoices, purchase requests and purchase orders to answer questions and deliver insights.

    Kind
    Built into the platform
    Suggests or acts
    Suggests
    Who controls it
    Individual user
    Availability
    Generally available
    SourcesTipalti AI (Redefine Finance Productivity with AI)Tipalti Pricing & Costs

Questions to ask

For this offering

  • Which model provider processes our data for each Tipalti AI feature, in which region, and how are we told when that changes?
  • Which agents can create, change or submit records (bills, purchase requests, ERP entries) without a person approving, and where is that limit enforced?
  • Which plan and transaction tier includes each AI agent, and are any AI features metered separately?
  • What personal data reaches third-party model providers, and where is the subprocessor list we can review?
  • If we disable AI features, which functions stop working?

From the diligence question set

  1. DQ-02 Which AI features depend on models, data or services from third parties, and how do you assess and monitor those providers?
  2. DQ-05 Which AI features are switched on by default, which does an administrator have to enable, and can each be switched off on its own?
  3. DQ-06 Does each feature suggest or act? Can it create, post, approve or change records, and where is that limit enforced?
  4. DQ-16 Is our data, including inputs, outputs, documents and corrections, used to train or improve any model, yours or a third party's? Is that off by default, and is the commitment in the contract?
  5. DQ-17 How long are prompts, outputs and logs kept, where are they stored and processed, and can we have them deleted?
  6. DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?

Build questions for this vendor