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PO Matching

Eliminate overspending and strengthen financial controls

  • 2-way and 3-way matching
  • Fully configurable purchase order policies
  • Highly visual exception and reconciliation
GET STARTED
Accounts Payable Automation

Reduce waste and streamline your accounts payable operations with purchase order matching integrated seamlessly with your end-to-end AP workflow. Tipalti’s modern user experience helps drive high process adoption, so buyers and suppliers comply with your PO policy to control company spend.

Tipalti PO Matching is the most modern and intuitive solution I have seen and will help our financial operation gain even more efficiencies, while eliminating costs.

Jason Chen

Vice President of Finance & Operations at Exxact

GET FREE PRODUCT TOUR NOW

Configure Personalized PO Policies

Purchase order processes that work for you and save time. Ensure greater compliance with your company’s purchasing policies. All invoices go through the standard OCR, advanced data extraction, and approval workflows before payment is processed.

  • Set up rules to determine if an invoice is PO-backed and if it should go through the matching process
  • Base rules on suppler or bill amount
  • If an invoice has a purchase order, the PO bill coding data pre-populates the invoice
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Cut the Manual Work with Tipalti’s Matching Engine

Built for 2-way and 3-way matching, Tipalti provides the flexibility you need to eliminate overspending. Even if an invoice is auto-matched, you can still require additional approvals before payment is processed.

  • Matches headers and line levels
  • Aligns currencies, units of measure, and more
  • Supports multiple POs against one invoice and vice versa

Set Tolerance Ranges that Work for Your Business

Want even more flexibility? Rather than manually reviewing all mismatches between invoices, purchase orders, and receiving reports, you can create tolerance thresholds based on amounts or percentages, so an invoice is still considered “matched” if it falls within the threshold.

  • Design rules for freight, delivery, taxes, and discounts
  • Reduce the amount of exceptions that require further investigation
  • Improve first-time match rates to cut costs
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Easily Manage & Reconcile Exceptions

Exception reconciliation has never been easier or more intuitive. Tipalti shortening cycle time from invoice receipt to payment and maximizing discount opportunities.

  • Clear highlights of exceptions, where they occur, and steps to resolve them
  • Configure exception approval rules, so the buyer can approve or reject directly via email without logging in to Tipalti
  • If the exception exceeds the threshold, AP can dispute the bill or the PO can be updated in the ERP system

Frictionless Approval Cycle

Exception approvals on purchase orders are easy. Any exceptions that exceed established thresholds can be sent for immediate approval through email and approved or contested with a single click.

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Sync with ERP for Automatic Updates

With pre-built integrations to ERP systems such as NetSuite, Tipalti syncs POs and GRNs. Integrations are bi-directional, so PO statuses are automatically updated in ERP too, such as the amount billed and if it’s complete or partial payment. Tipalti processes operating expenses and fixed assets the same way for matching, so there’s no change to the workflow. You get automated syncing and matching that works for your business.

Select the right capabilities for your needs

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Supplier Management
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Tax Compliance
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Invoice Management
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PO Matching
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Self Billing Module
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Global Payouts
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Payment Reconciliation
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Tipalti Detect
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NetNow
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Multi-Entity
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Tipalti Multi-FX
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Financial Controls
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Payment API
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Secure Cloud
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Integrations
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Artificial Intelligence

I need Tipalti to:

Get Started

Contact us today to schedule a demo to see if Tipalti can help automate your payables processes.

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WHY TIPALTI

  • Overview
  • Benefits by Role
  • AP Automation
  • Mass Payment
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COMPANY

  • About Us
  • Careers
  • Partnerships
  • Support
  • Events
  • Press
  • In The News
  • Contact Us

CUSTOMERS

  • Overview
  • Business Services
  • Software and Technology
  • Ecommerce and Retail
  • Marketplaces and Gig Economy
  • Video and Digital Media
  • Video Gaming
  • Financial Services
  • Online Services
  • Education
  • Healthcare
  • Advertising Technology
  • Affiliate and Influencer Networks
  • Manufacturing and Wholesale

PRODUCT

  • Overview
  • Supplier Management
  • Invoice Management
  • PO Matching
  • Tax and VAT Compliance
  • Global Payments
  • Self-Billing Module
  • Payment Reconciliation
  • Tipalti Detect
  • Invoice-Based
  • Performance-Based

RESOURCES

  • BoldCFO Blog
  • Financial Advisor Blog
  • BFF Podcast
  • The Total Guide to ERP Integration
  • FAQs

PLATFORM

  • Overview
  • Multi-Entity Architecture
  • Financial Controls
  • Payment API
  • Secure Cloud
  • Money Services Business
  • Integrations
  • Pi Payables Intelligence

ADDITIONAL SERVICES

  • Tipalti Multi-FX Currency Management
  • NetNow Accelerated Payments
  • FX Hedging
  • Implementation Services
  • Supplier Onboarding Services
CONTACT US
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