Implementation Process

Tipalti provides a unique partnership with customers to help establish best practices and payment automation implementation. We’ve been a part of some of the most complex payment processes in varied industries and continue to be a reliable provider for integrating a range of operational requirements.

Below is a snapshot of our process for getting you and your suppliers on-boarded quickly and without major headaches.

  • KYC Evaluation

    Because of our strict adherence to federal and international laws for money transmission, we are required to perform due diligence on our customers (you, the payer) as part of a KYC (Know Your Customer) evaluation process. This will involve basic identification of company officers, business model review, and analysis of payee profiles. Our goal is to make this process as simple as possible.

  • Planning

    Once the KYC process is complete and approved, Tipalti provides a schedule to set up accounts, integration with ERP systems, website integrations and branding, and identifying testing and launch milestones. We work directly with your team based on when you want to go live, which users you want to have role-based access to, your payment workflow, and more.

  • Branding Assets

    Because of Tipalti’s unique ability as a white-labeled service that matches the payer’s corporate branding, we work directly with your marketing or design organization to ensure a consistent, seamless look and feel for any payee-facing content or assets. That includes branding for the Payee Portal (IFRAME), Supplier Portal, and HTML template work for any automatically generated emails.

  • Testing

    Tipalti works with your team to set up your first payments, test all functionality, and answer any questions you may have before you launch. We can do so in a sandbox account or in a live production environment. You have peace of mind, as we’ve experienced the launch of over a hundred companies and have pretty much seen it all.

  • Data Migration

    Tipalti can streamline implementation by migration assistance around your existing payee and transaction data. This ensures information is consistent and in one place.

  • Launch

    Launch Day is always exciting. We’re there with you when you release the portal to your payees and when you make your first payments. And we’re there should anything fall through the cracks to help clean it up. We’re not successful until you’re successful.

  • Post-Launch Services

    Our involvement doesn’t end after you’ve launched. We make a commitment to our customers for as long as they’re with us to provide world-class support.

    • Technical and Customer Support – Our local and global support team have you covered should issues or questions arise, and are available by phone, support desk, or email during normal business hours.
    • Payee Onboarding Assistance – Having been involved in over a hundred implementations, we possess the best practice knowledge for onboarding payees to the new payment platform. Our operations team can provide the necessary advice and assistance to streamline the process.
    • Fee Optimization Consulting – One of Tipalti’s most appreciated features is the ability to share transaction fee costs between the payer and payees. Over time, there are ways to encourage payees to opt for payment methods that reduce everyone’s overall transaction fee costs. Our team can offer an assessment and recommendations for optimizing your fee structures.
    • Expansion Planning – We’ve seen how employing Tipalti in even a single business unit can deliver great value. Our team can work with you to expand your use of Tipalti in other areas or divisions that require AP automation.
    • Product and Roadmap Updates – Our product team is constantly upgrading the platform with new features and functionalities. We take in your feedback and improve Tipalti as great ideas and reasonable requirements come up.

Standard and Advanced Implementations

The cost of a standard Tipalti implementation is included in the year 1 service fees. Work above and beyond this will be incurred as an additional cost. The chart below outlines the differences between what falls into the category of a standard implementation and what is considered an advanced implementation. Both implementations include helping to setup financial controls of the system (including Payment Approval Workflow, Signatory Rights, Roles and User Privileges) and setup of payee email notifications.

Standard Implementation Advanced Implementation
  • Branded Payee IFRAME or Supplier Portal from Tipalti’s pre-sets
  • Payee Onboarding Workflow inc. Global Data Validation Assistance Engine
  • Electronic W-9 or W-8 Form Collection
  • Global Payments Capability using Standard Account
  • Accounts Payable Reporting (Payee Reporting, Payment Reconciliation, 1099)
  • HasOffers, Paladin, HitPath, Cake Integrations
  • Basic API Implementation Support for processing payments/invoices and reconciliation
  • Fully Customized Payee IFRAME or Supplier Portal
  • Data Import or Additional IFRAME Fields
  • Document collection or Foreign Tax ID Collection (e.g. VAT)
  • Global Payments Using AD Account (Special Account Consideration)
  • Custom Reports or Reporting Mechanism (e.g. FTP)
  • NetSuite Integration
  • API Automating/Transferring Payment Reconciliation Data
  • Advanced API Implementation Support for more complex API integrations such as using FTP site for processing payments and reconciliation files, developing custom ERP integration, etc.