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Home NetSuite Apps Suiteapp Hybrid Tipalti Invoice & Accounts Payable (AP) Automation for NetSuite
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Tipalti Invoice & Accounts Payable (AP) Automation for NetSuite

Status: Unverified

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 tax forms, invoice processing with OCR bill capture, advanced in-email invoice approvals, 2-way and 3-way purchase order matching, accounts payable reporting, and 1099 e-Filing powered by Zenwork. It’s simple invoice management and accounts payable automation that cuts the work for AP.

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Categories: Hybrid, NetSuite Apps, Suiteapp
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  • Description
  • FEATURES
Description

Tipalti Invoice & Accounts Payable Automation for NetSuite

Tipalti, NetSuite’s 2019 SuiteApp of the Year, makes it painless for finance departments to manage their entire suppliers and invoice management process by streamlining:

  1. Supplier onboarding and vetting
  2. IRS & VAT validations; W-9 / W-8 / 1099 tax compliance
  3. Procurement / PO management
  4. Invoice collection, invoice processing, 2&3-way PO matching, and invoice approvals
  5. Proactive OFAC screening
  6. International supplier payments
  7. Supplier communications
  8. Payment reconciliation & AP reporting with NetSuite
  9. Corporate card spend

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

Eliminate 80% of AP workload and avoid additional hiring
As you add more invoices, payments, global suppliers, subsidiaries, costs, and audit controls, automate your payables process so you can easily and rapidly manage the changing needs without requiring more resources. Your AP & finance teams can free up their valuable time and focus on strategic initiatives.

Reduce tax, regulatory, and financial control risk with our KPMG-Approved Tax Engine
Collect and validate IRS, VAT tax IDs, W-9, W-8BEN, VAT Details, 1099 & 1042-S reports, and calculate withholdings. Ensure compliance with digitized tax form collection, which includes built-in audit logs, automatic validation against 3,000+ rules, OFAC (& other) sanctions screenings before every payment, signatory rights, and robust workflow approvals.

Supplier Self-Service
Tipalti features a guided self-service web portal available in 27 languages for suppliers to register and update their contact and billing data quickly. Tipalti’s proprietary rules engine, driven by 26,000 global payment rules, identifies payment issues before they happen to reduce payment error rates by 66%. Suppliers can view the invoice, payment statuses, and history, saving your finance team time managing supplier communications.

Accelerate financial close by 25%+
Automatically reconcile payments into NetSuite/NetSuite OneWorld, including syncing with entity-specific sub-ledgers, which enables real-time cash flow and spend visibility while streamlining payment reconciliation across entities, geographies, currencies, payment methods, and workflows.

Customer Quote

That process is seamless. I can do it all in Tipalti and automatically know it’s back in NetSuite. Our CFO is a lot happier and gets his financials quicker. Plus, the data is accurate, and he can approve everything easily.

– Cherith Aasen, Financial System Administrator, RealWear

NetSuite + Tipalti Highlights

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

NetSuite 2019 SuiteApp of the Year
Tipalti’s global payables automation solution delivers significant benefits to NetSuite’s international customer base, making it a well-deserved choice for the award.

Multi-subsidiary support
Manage subsidiaries with different AP processes and workflows and still see a consolidated view by having different brandings, payment methods, tax flows, communications, reconciliation, and reporting in one solution.

Synced statuses & instant payment reconciliation
Tipalti automatically syncs with NetSuite invoices, PO, and payment details, extending your ERP

Global Partner Payments
The solution is uniquely positioned to help companies manage & fulfill both non-invoice & invoice backed payments to partners, contractors, freelancers, etc., across the globe.

FEATURES

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.
  • Configure advanced approval workflows based on organization structure and budget, and per supplier and expense account.
  • 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
  • Easily handle mismatches with configurable tolerance ranges and thresholds based on a dollar amount or percentage and bill or line level.

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 25 languages

Virtual Card Management

  • Easily for employees to request credit or debit cards on-demand with the proper controls and approvals.
  • Built-in controls - Issue cards with robust controls such as spend limits, vendor limits, and approved categories.
  • Automatic reconciliation, as card transactions are automatically captured and processed like other payment methods.
  • Earn cash back for every dollar spent

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
  • 1099 e-Filing powered by our strategic partnership with Zenwork
  • 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.
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