Implementation Services

Get Up to Speed Quickly and Achieve Rapid ROI with Tipalti Implementation Services

A group of business people sitting around a table in a meeting.

Tipalti Service Options

Tipalti’s implementations are collaborative engagements where our team works closely with you to guide you through the process. Average time to go-live is four weeks, but the timeline can easily be accelerated with fast turnaround from your team. We have had customers go live within eight days. Whether you want a highly customized implementation or a quick go-live, Tipalti can support your organization’s implementation needs.

Standard Implementation

  • Branded payee iFrame (Color customization only) or supplier portal from Tipalti’s preset templates
  • Payee onboarding workflow including global data validation engine
  • Electronic W-9 or W-8 form collection and data validation, including TIN matching
  • Standard Tipalti Products/Modules: Bills, Payments, Approve, Multi-Entity, SSO, Detect, Documents, etc.
  • Standard Reports: Payee reports, payment reconciliation, 1099, etc.
  • Standard Integrations: See this link.
  • ERP Integration: Any other ERP using a CSV based approach
  • Basic API support for processing payments/invoices and reconciliation
  • Setup of financial controls: payment approval workflow, signatory rights, roles, and user privilege
  • Setup of payee email notifications

Advanced Implementation
(Requires Custom Statement of Work)

  • Fully customized payee iFrame or supplier portal
  • Data import (e.g. historical data, bills, etc.)
  • Custom reports or reporting mechanisms (e.g. FTP)
  • Advanced API support for more complex API integrations (using FTP site for processing payments and reconciliation files, developing custom API to API ERP integration, etc.)

Implementation Methodology

Tipalti has a proven framework that infuses best practices with a solution design that fits your requirements.

Jeffrey Magliola | VP of Operations at Content.ad

Tipalti is always on top of what their customers need in both service and technology. They’re a high touch service and always consider the issues we’re having around our processes and strategy beyond what’s currently in their product.