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Read IDC’s MarketScape Report for Top Global AP Automation Solutions.
“Look before you leap” has always been good advice. In this case study highlight, we’re letting you take a behind-the-scenes look at six successful implementations of the Tipalti AP automation solution.
Tipalti automation software has a customer retention rate of 99% and a customer satisfaction rate of 98%. These metrics mean that European customers are happy with their decision to use Tipalti for payables automation and mass payments. They’re receiving the benefits of accounts payable automation, automated invoice processing, and payments. Tipalti’s customer list includes several well-known brands, including GoDaddy, Roblox, Noom, and Canva.
This article reviews six success stories of Tipalti accounts payable automation software customers in various industries and stages of global growth. Read these case studies before selecting the time-tested Tipalti solution for your company’s AP automation needs.
6 Accounts Payable Automation Case Studies
The first AP automation case study focuses on Lenus. Five other case studies follow. Each accounts payable automation case study describes the customer, their industry, the main AP problem, their successful solution in the AP process, and results from using Tipalti automation software. For more details, click the link at the end of each company’s section to read Tipalti’s full case study.
How can your business benefit from AP automation?
Download our eBook, “The Ultimate Accounts Payable Survival Guide”
to learn how your growing business can scale and optimise payables with automation.
Use Tipalti AP automation software with self-service supplier onboarding, digital transformation efficiencies, supplier verification, 1099 payments tracking, and financial controls to reduce errors and achieve global regulatory compliance.
1. Lenus
Lenus offers an all-in-one platform designed to help nutrition and fitness coaches scale their online business. By optimising workflows and providing strategic support, Lenus enables coaches to deliver personalised value to their customers.
Company Intro
Danish health-tech company Lenus was established in 2016 with a bold mission: Empower fitness and nutrition coaches to scale their business, enrich their clients’ lives, and improve the holistic health of the world. They offer a comprehensive platform that helps coaches create tailored plans for clients, manage business relationships, and evolve their practises. This makes Lenus one of the most sought-after health industry coaching apps in the world.
Main AP Problem
The rapidly growing company faced several growing pains. Invoice management was manual, where the team had to move invoice files through a series of Google folders. Since vendor payments were often international, teams had to use complex wire transfers to ensure payment.
Solution and Results
With Tipalti AP automation, Lenus:
- Cut the team’s time on invoice payments by 35%
- Standardised the payment process across countries and currencies
- Automated payment terms and invoice approvals
- Integrated payment data into NetSuite
One of the great things about implementing the right technology for specific functions is that your team can focus on growing the business—because automating those processes means they won’t become the limiting factor as your company scales. Dayane Piassi Casagrande | Lenus
2. Linkvertise
Linvertise enables publishers to earn revenue by providing free access to their content, connecting advertisers seeking international recognition with content creators. The marketing and advertising company is a provider that specialises in content monetisation
Company Intro
Companies choose Linkvertise to transform their digital creations and monetise content. By pairing each short URL with advertisements, creators earn money by sharing their links with their audiences and through Linkvertise’s search engine. Users who click on a custom Linkvertise URL are redirected to a display ad before accessing the hosted download link.
Main AP Problem
Linkvertise needed to streamline their payout experience while ensuring all funds were safe. Considering there was a growing number of daily creator payments to fulfil, the number of transactions had become humanly impossible to manually process. In addition, the increase in payouts also left more room for fraudulent activities.
Solution and Results
By implementing Tipalti to manage their payout workflow, Linkvertise was able to:
- Consolidate creator payments into daily batches, taking just minutes to approve
- Issued hundreds of payouts simultaneously without extra exposure to fraud
- Established fraud detection with detailed monitoring and tracking
- Automated Linkvertise’s payouts in 120 currencies
- Tipalti scales alongside them, ensuring payout workflows and processes don’t bog down the business
As part of its functionality, Tipalti software provides digital automatic invoice matching with purchase order (PO) and receiving document matching. This is called three-way matching in accounting.
The main challenges had to be the sheer amount of daily transactions and fraud detection. We started quite slow and steady, but then it picked up pace. We couldn’t even make 50 transactions a day. It was too much. Then it got 200, 300, 500 transactions, and continued to grow. It’s just not doable. Maximilian Bentien | Linkvertise
3. Outset Global
Outset Global offers outsourced trading services to hedge funds, family offices, and asset managers. The company provides a skilled and experienced trading team to execute trades across a variety of global asset classes. The Financial Conduct Authority (FCA) also authorises and regulates Outset Global.
Company Intro
Outset Global is a buy-side trading solutions firm that works with over 200 institutions to deliver best-in-class execution services to investment managers in global equity markets. The global investment management industry trusts Outset Global to trade in equity markets worldwide with efficiency, consistency, and discretion.
Main AP Problem
Although Outset Global was growing steadily, the AP infrastructure hindered scalability. A cost analysis was performed and found that the existing manual processes weren’t sustainable and an entirely new automated solution was critical to continued growth and intelligent supplier onboarding.
Solution and Results
By implementing and using Tipalti automation software, Outset Global:
- Granular data is now automated and integrated into QuickBooks and the company’s ERP system
- They could streamline AP processes in accounting and other backend systems to add value
- Can now conduct the type of robust analytics needed to achieve scalability
- Streamlined AP into QuickBooks and fully automated AP systems
- Cut closing time in half and reduced staff hours
Tipalti’s award-winning accounts payable automation software reduced bottlenecks for Outset Global and gave them additional room to grow.
Just do it. Don’t wait to implement this solution until you have to and then you’re firefighting. If you do a simple cost analysis, it’s a no-brainer. Cristina Escalante | Outset Global
4. Plentific
Plentific is an AI-powered platform that streamlines operations by connecting property managers, contractors, and residents, facilitating efficient workflows and real-time collaboration. Their comprehensive solutions encompass work order management, workforce management, inspections, compliance, and resident portals.
Company Intro
Plentific is simplifying real-time property operations with an end-to-end solution that seamlessly connects owners, operators, service providers, and tenants on a single platform. This eliminates time-consuming processes and creates a greater level of efficiency. By working with clients to streamline operations, unlock revenue, increase tenant satisfaction, and remain compliant, Plentific empowers clients with data-driven insights that drive action.
Main AP Problem
As the company grew, the finance team wanted to add value to their function. It was important for them to work as a central strategic unit—going beyond the average team that only focused on invoice processing times and paying bills. To get a unique 360-degree view of the company’s finances, the AP team knew they needed to centralise specific operations and collect key data points from all business areas.
Solution and Results
With Tipalti AP automation and global payments software, Plentific:
- Automated the entire procure-to-pay process
- Implemented a self-service supplier portal for increased cost savings
- Adopted Tipalti Card to consolidate spend and track expenses
- Closes its month-end on the first working day of the month
Our tech stack is quite large for a company of our size, and it makes things a lot easier. It takes that manual burden away from us so we can concentrate on more exciting things and adding value to the business rather than day-to-day tasks. Alun Davies | Plentific
5. Akixi
Akixi offers real-time reporting and business insights that help companies monitor and optimise communication performance. The brand offers features like agent activity analysis, call tracking, and customisable dashboards. It’s widely used to improve customer service, enhance productivity, and support data-driven decision-making.
Company Intro
Akixi works with leading service providers to offer cloud-based, real-time call reporting and business insights software to SMBs and telecommunication companies across the world.
Main AP Problem
The finance team was dealing with time-consuming and error-prone manual work, and there was a growing need to improve AP operations and internal processes. Additionally, AP processes were not integrated with Xero.
Solution and Results
After implementing Tipalti AP automation, Akixi:
- Was able to automate processes and minimise headcount
- Create more efficient workflows when processing supplier invoices
- Establish seamless integration with the accounting platform Xero
- Tackle any inefficiencies and button up the end-to-end AP process
- Improve the onboarding experience for all suppliers
We have fewer of our suppliers saying, ‘Oh, where’s our payment?’ They can now log into the portal, view their invoices, and check the status, all in the platform. Elena Cardnell | Akixi
6. Vivino
Vivino is a popular online wine marketplace that provides personalised recommendations, user-generated reviews, and a massive database of millions of wines. It’s the one-stop shop for wine enthusiasts, combining convenience with community insights.
Company Intro
Vivino is out to democratise wine, bringing the industry down to earth and helping people across the globe discover the best wines for them. It is also the most downloaded wine app, and boasts a vibrant global community of millions of wine drinkers. With 233+ million ratings and reviews across 15 million winemakers, the brand is quickly expanding.
Main AP Problem
Vivino struggled with both manual invoice processing and routing approvals, resorting to manually attaching approval email files to NetSuite. There are no features for vendor onboarding or the vendor approval process in place. Everything is done through manual data entry. Thus, it became important to have as much automation in each financial system as possible.
Solution and Results
Vivino gained the benefits it was seeking from Tipalti software:
- Global visibility of invoices due and remitted payments
- Saved time, improved efficiency, and eliminated paper invoices
- Optimised the payable process from hours to just minutes
- Streamlines cash flow management and future cash planning
- Digitzes the approval workflow and enables strategic planning
Having a platform that had localised languages was a must have for us. That’s kind of how we came to use Tipalti. It really was a no brainer. Becca Simmons | Vivino
Many of the use cases described in this article mention ERP integrations with Intacct and NetSuite, which are Tipalti partners. Tipalti integrates with most ERP systems and accounting software like QuickBooks and Xero.
Why Are These Case Studies so Important?
Case studies are critical tools that tell real-world stories on how a product or service has solved a specific issue or problem. In this respect, they offer tangible proof of success, making case studies an invaluable asset for any informed decision-making. Unlike more generic testimonials or statistics, case studies always dive deeper, showcasing a narrative that includes the challenges faced, the solution provided, and the measurable outcomes achieved. By painting this type of detailed picture, they help potential customers see how their own pain points could be addressed.
One of the primary reasons case studies are so meaningful is that these stories build trust and credibility. Naturally, people are sceptical of marketing claims, but when they see real examples of how others benefit from a solution, they are more likely to believe in its effectiveness. This is even more true when the featured client in the case study mirrors the potential customer’s industry, size, or specific challenges. It transforms abstract advantages into relatable, actionable insights.
Case studies will also serve as versatile content assets. They can always be used at any stage of the buyer’s journey—from awareness to decision-making. For example, a well-written case study can be shared as a downloadable resource, highlighted on a website, or presented during a sales pitch. They are also effective in B2B contexts, where buying decisions require in-depth consideration and stakeholder agreeance.
Finally, case studies emphasise customer success. This positions a business not just as a provider of products or services, but as a partner invested in growth and satisfaction. This strategy fosters stronger relationships and can lead to increased customer loyalty and referrals. In a world where buyers crave authenticity and results, case studies deliver both, making them a critical component of any marketing strategy.
Conclusion
Tipalti customers are loyal because Tipalti has saved them time and money by streamlining processes and reducing the end-to-end payables workflow by 80%. Your business will have time to take supplier early payment discounts, saving substantial costs on purchases. You should be able to reduce AP department hiring with less human intervention needed.
Tipalti AP automation and global payments software includes:
- Self-service supplier onboarding with supplier payments tax compliance tracking
- OCR data capture scanning to convert paper-based invoices to digital invoices
- Artificial intelligence / Machine learning (AI / ML) and robotic process automation (RPA)
- Supplier validation, discrepancy alerts, and financial controls to reduce errors and fraud risks
- Automated global regulatory compliance
