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Finance teams thrive when liberated from manual processes so they can focus on strategic growth. This vision has guided Tipalti’s innovation journey from day one.
Today, I am excited to highlight Tipalti’s AI Report Builder as part of Tipalti Accounts Payable. Recently launched, this transformative feature uses generative AI to solve one of the most pressing challenges finance teams face—creating custom reports that deliver actionable insights. The AI Report Builder can also pull insights from our Procurement module, providing complete visibility across your finance operations.
By integrating AI capabilities across our entire Finance Automation platform, Tipalti is supercharging our customers’ productivity through a wide range of features, including automated invoice processing with AI Smart Scan and auto-coding, detecting duplicate bills, and auto-generating intake requests. These capabilities and others enable finance teams to redirect valuable time from routine tasks to driving business value.
The Reporting Dilemma
In our many conversations with finance leaders and customers, we’ve heard a consistent theme: Despite collecting vast amounts of spend data, extracting meaningful insights is still complex and time-consuming.
Traditionally, finance teams face a frustrating dilemma. Either wait for the analytics team to build reports using complex BI tools, or invest many hours creating their own spreadsheet reports with pivot tables and formulas. This technical bottleneck delays crucial insights for making key business decisions.
Spend Insights at Your Fingertips
Tipalti’s AI Report Builder transforms how finance teams generate insights by making custom reporting as simple as asking a question. With a natural language prompt, finance teams can now generate customized reports in seconds.
For instance, a controller can simply type:
- “Show me all invoices greater than $10k that are due by the end of this month.”
- “List unapproved purchase requests from last month with details.”
- “Find pending approval invoices with creation dates and approver names.”
And just like that, custom reports are generated in seconds. Finance teams can refine parameters and select specific columns or sort them. They can even save the report and download it for deeper analysis.
Transforming Finance: Elevating Strategic Advisors
What truly excites me about Tipalti’s AI Report Builder is how it elevates finance teams within their organizations. As a product leader, there’s nothing more rewarding than creating innovation that both improves productivity and increases the strategic value of an entire function.
By democratizing financial insights, we’re eliminating a key bottleneck. Finance professionals no longer wait for specialists or spend hours creating reports themselves. Instead, they can instantly access the insights they need, allowing them to focus on analysis and strategic recommendations rather than report building.
Our CFO, Sarah Spoja, who implemented this feature within Tipalti’s finance team, shares, “I often get asked by finance leaders how my team uses AI to be more efficient and impactful. AI Report Builder is the prime example—it transformed how our team operates. What used to take hours of effort now happens in seconds with a simple prompt.”
This shift from technical reporting to strategic analysis represents the future of finance teams. Technology handles the mechanical aspects of data gathering and analysis so finance professionals can operate more efficiently and turn data into business decisions.
Coming Soon: Your Finance Assistant
As we continue our AI innovation journey, we will evolve Tipalti AI into your all-in-one finance assistant that extends beyond reporting. Soon, you’ll be able to instantly access information about your payees, bills, and POs with just a simple prompt. Tipalti AI will answer your product-specific questions to help you quickly get up to speed on the platform and direct you to support resources when needed. My product team and I are dedicated to bringing more innovative solutions to your daily workflow to elevate your team’s productivity.
Try AI Report Builder Yourself
Our AI Report Builder is currently in Beta as part of Tipalti Accounts Payable, with the ability to pull insights from our Procurement module as well. If you’re a Tipalti customer interested in joining the Beta program, please reach out to your Tipalti Representative. If you haven’t implemented Tipalti yet, we’d like to give you a live demo of these newest capabilities—contact us using the link below.
