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The evolution of AI has moved beyond just automating tasks – it’s about unlocking productivity like never before. AI in finance is now being used to deliver real-time insights to guide business decision-making. Value-add generative and agentic AI capabilities are freeing up significant amounts of employee time to elevate focus beyond operational work to more strategic priorities. As people grow comfortable using common AI tools like ChatGPT and Gemini in their everyday lives, they naturally expect the same level of intelligence and experience in the workplace.
For finance teams, this shift is game-changing, and it also means AI is no longer optional. Teams that have AI working seamlessly beside them are not just more efficient; they move faster, make smarter decisions, and scale their impact.
At Tipalti, we have been actively working to bring this new way of working in finance to life today, with the control and confidence finance teams need.
The Next Chapter in the Tipalti AI Journey
Tipalti has been investing AI for years, building on our heritage of machine learning and automation. We have always believed that finance leaders need to be able to choose their level of automation, adopting AI in ways that match their organization’s risk profile, policies, and readiness. This ensures AI is introduced with the right balance of productivity, compliance, and control.
Today, we are announcing the next evolution of Tipalti AI, designed with an agentic focus in mind to automate tasks where needed and collaborate with finance teams to accomplish more complex work.
Below is a snapshot of these powerful updates:
Unified AI across Tipalti finance automation solutions
- We’ve fundamentally enhanced the breadth and depth of Tipalti AI to leverage data and context across our platform. Our AI is now embedded throughout our finance automation solutions – accounts payable, global payouts, procurement, employee expenses, supplier management, and tax compliance.
- Our AI agents perform tasks and deliver smarter, cross-functional insights by using broader context across integrated financial operations workflows.
More powerful AI agents work with finance teams to help them be more productive
- Our bench of AI agents continues to grow, automating tasks and workflows in collaboration with finance teams.
- We recently launched a reporting agent that generates complex reports simply by asking questions in natural language. Reporting Agent joins other AI agents designed for specific tasks such as approving invoices, requesting purchase orders, scanning/coding invoices, and more.
- Our Tax Form Scan Agent automates supplier onboarding with embedded tax compliance scanning to extract W-9 data and accelerate approvals. Also, our updated Purchase Request Agent auto-generates complete purchase requests from simple employee descriptions.
An even more capable AI Assistant for finance professionals
- Tipalti AI Assistant is a conversational agent that combines deep Tipalti knowledge with advanced reasoning to save time on routine tasks, deliver insights, and uncover opportunities.
- With the AI Assistant, finance teams can easily access our platform’s full power by simply asking a question through an intuitive chat interface, with multilingual support built in.
- Get instant answers about finance operations
- Onboard faster and become super Tipalti users
- Generate custom reports in seconds
AI with the Guardrails and Controls Finance Needs
We understand the importance of a delicate balance between automation and control, which is why we believe AI must still enable finance professionals with the ability to review and override AI-powered decisions, such as critical approvals and payments. For this reason, Tipalti AI works by design with the built-in financial and regulatory controls that are part of Tipalti Accounts Payable and our other finance automation solutions.
Some examples of key control capabilities include:
- Duplicate Bill Detection: Prevent fraud and overpayment as Tipalti AI strengthens AP controls by flagging duplicate invoices and anomalies early.
- Approval Chain and Audit Trails: Manage approvals, payments, and audit trails across multiple entities in one consolidated view with clear visibility into each entity.
- Two and Three-way PO-matching: Strengthen reviews with built-in two- and three-way PO matching at both the header and line level, combining automation and control.
What’s Next: The AI Journey Continues
Our AI-powered platform helps over 5,000 global companies manage billions in payments and millions of transactions across the globe. This unique scale and expertise are the foundation of Tipalti AI. From spend patterns to cash flow optimization, we can surface unique insights with AI to help finance teams see the bigger financial picture and act with confidence. Customers benefit from AI that continuously learns and optimizes based on our years of experience with mid-market businesses.
We provide a unified, intelligent set of AI agents and an interactive conversational AI assistant that supports finance teams across our finance automation platform. And there is still so much more to come…
We are creating more AI agents to take on additional manual and repetitive tasks, but also to help finance teams with strategic tasks such as closing the books even faster or generating real-time insights on business spend in new and impactful ways.
Our vision is bold: to redefine what’s possible in finance by empowering finance professionals to achieve a level of productivity never seen before. We are not replacing people; the power of both human expertise and the productivity of purpose-built AI for finance creates transformational possibilities. The future of finance isn’t just faster and smarter—it’s truly re-imagined.
