Tipalti vs. Zip Intake-to-Procure

The invoice processing element is far, far easier than manually inputting invoices are we were doing previously. The OCR is not perfect, but having it scanned in and ready for review saves a lot of time. The approvals process is fast and effective, and approvers can approve directly from the email without having even to log into the system. The audit trail function allows the finance team to see exactly who has done what to each invoice, and when. Payments, however, are where we see the most benefit. Vendor bank details are stored securely and controls can be put in place to ensure that any changes to vendor data must be approved. Once fully approved, invoices can be scheduled for payment either on a particular date or on the invoice due date, which ensures vendors are paid on a 'Just In Time' basis. All invoices and payments sync seamlessly to our ERP each day.

Zip is a newer product in the P2P space, and as such there are still some areas for improvement. They don't have all the "bells and whistles" products and configurations that some of the other players in this space have, but the products they do offer are best in class. Zip is an ideal tool for tactical procurement.

Incentivized

• Support is phenomenal! Incredibly responsive, always have the answers, super knowledgeable and will assist in bringing resolution to various concerns, as well, providing not just support, but education as well!
• System is almost always working efficiently, very few incidents that slow me down.
• System is incredibly user friendly. I was able to learn it pretty quickly.

• No coding - Ability for the administrator to make changes without development resources helps us be agile as a procurement org.
• Visibility to the user in a great user interface
• Accountability (helps us track SLAs on response time), Audit trails keeping track of everything
• The implementation team was incredible, as is ongoing support. They want you to succeed in your goals vs. just implement their tool

• In the PO matching queue, there is some clunkiness surrounding updating PO lines. For example, if you need to delete PO lines picked up from the invoice, you currently have to delete each line individually, instead of being able to select multiple and delete.
• Sometimes PO numbers do not properly pick up from the OCR system. For example, the OCR might pick up "PO 18535" instead of "18535". This causes the AP team to have to manually link the PO, creating an extra step.
• For PO-backed Invoices that require you to manually type in the PO amount, there is no option to save your inputs. If there are any changes to the match details (i.e. linking another PO, or unlinking a PO) all inputs are reset to blank.
• If there are non PO line items for an invoice that is in the PO matching queue, there is no option to select a separate department code for that line item.

Incentivized

• Missing the ability to proxy as another user. Currently, if one approver did not set up their delegation, an admin or the approver of that step must reassign each of the approvals to another person.
• Bulk upload options for admins to update queues and subqueues.
• Missing ability to schedule reports or the option to share a saved view with another user. It would be easier if certain filtered views can be shared with others to avoid each user having to create their own views.

Incentivized

Solid system performance. Suits our needs and solution provider very inclined to accept feedback and involve users in developing the solution to serve both the provider and the ultimate user. Tipalti has streamlined our process that was previously very manual and prone to error. Now there is transparency of information and role.

Incentivized

The system is incredibly easy to use, with most tasks being completed in a small number of clicks. The user interface is very user intuitive and can be navigated very easily. Multiple payments can be made instantaneously and as the vendors manage their payable account we are able to ensure that payments are being sent to the right account. The advanced functionality for duplicate invoices ensures that we are not processing bills twice and we have found that in 100% of cases it has identified a duplicate bill.

Incentivized

Tipalti has always been responsive to our questions and concerns.

No issues here. Generally has been pretty fast.

Since I also work in customer support, I often have to contact Tipalti's team with questions from our users. Tipalti's support team has always been exceptionally helpful and it was a pleasure to communicate with them. I have always received prompt responses to any inquiries and they are excellent at solving our customers' issues within a short time

Incentivized

Incredibly responsive and helpful.

Incentivized

Tipalti provides great How to online guide

Implementation went smooth as we used and tested everything in the sandbox first

Both of these products have treated us well and have their pros and cons. We do a lot of acquisitions though and they are just not friendly the more and more you go. Tipalti has been very helpful with the more we grow. Its a key part in integrating finances

Incentivized

Truth be told, we haven’t seen any other similar products. The alternative was manually tracking in Google Sheets, ticketing systems, and in NetSuite. Coupa was probably the closest in terms of what we were looking for but they were not willing to fit it to our needs like Zip was able to.

We were given the option of only one integration.

• in my Corporate Controller capacity, I have total visibility of all invoices within the organization
• total staff time spent on the AP process will decrease easily 75% or more
• I have a small staff. Even during PTO of my staff member, I can do necessary AP items, start to finish, in minutes, 100% remotely

Incentivized

• Zip Intake-to-Procure has helped clean up forecasting for us - we've improved accuracy by over 30% since now we're forcing folks to make sure spend is captured accurately and checking submitted PO amounts against the bottoms up forecast
• We've also been able to leverage the SLA insights provided by Zip Intake-to-Procure to increase operational efficiencies. We're identified orgs that are slowing down the overall approval process and putting more pressure with shorter SLA times.

Incentivized