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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
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(2019) PO Matching - Product Page 1

Features

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 supplier 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 still have the option to require additional approvals before payment is processed.

  • Matches headers and line levels
  • Aligns currencies, units of measure, landed cost, and more
  • Supports multiple POs against one invoice and vice versa
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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 and on the bill or line level, so an invoice is still considered “matched” if it’s within the threshold.

  • Improve first-time match rates to cut costs
  • Gain insights into exceptions with a color-coded and intuitive interface
  • Reduce the number of exceptions requiring further investigation
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Easily Manage & Reconcile Exceptions

Exception reconciliation has never been easier or more intuitive. Tipalti shortens 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
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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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Exxact

Jason Chen | Vice President of Finance & Operations at Exxact

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.
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Innovation and efficiency come built-in

Tipalti offers the most comprehensive payables technology to help your business streamline, simplify, and evolve.

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AP & PO Management
Global Partner Payments
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Invoice Management

Ditch the busy work with touchless invoice processing with smart OCR. Advanced approvals with AI streamlines the approval process and minimizes delays.

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Supplier Management

Effortlessly onboard vendors with a multilingual, self-service portal that’s brandable. Plus, give suppliers a real-time view of payment and invoice status.

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PO Management

Manage spend all in one place. Streamline purchase requests, PO’s, approvals, and vendors with budget visibility to make informed decisions.

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PO Matching

Eliminate overspending and strengthen financial controls with automated 2-way and 3-way matching and enjoy a frictionless approval cycle.

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Global Payments

Send payments in 120 currencies in 196 countries through six unique payment methods.

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Tipalti Card

Gain complete control and visibility over your corporate credit and debit card spend with a solution integrated into the most powerful global payables solution with automatic reconciliation.

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Currency Management

Save time and money on FX conversion payouts with highly competitive exchange rates.

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Multi-Entity

Manage unique payables workflows and centralize AP for subsidiaries and entities within a single instance.

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Payment Reconciliation

Speed up financial close by 25%+ by synching and reconciling multi-entity payables data with ERP and Accounting systems.

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Tax Compliance

Take the headaches out of collecting and validating IRS and VAT IDs. KPMG-approved for W-8/W-9 IRS requirements and generate 1099/1042-S tax prep reports.

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Self-Billing Module

Simplify self-billing processes with automated invoice creation and submission while ensuring global regulatory compliance.

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Financial Controls

Enterprise-grade financial controls: Fraud, tax, regulatory, audit, spend and cash flow.

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ERP Integration

Best-in-class integration with your existing ERP and accounting systems and sync invoices, suppliers, payments and purchase orders.

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Fraud Detection

Tipaliti Detect lets you proactively identify payee fraud risk and maintain a full audit trail.

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Payments API

Integrate any system through our highly secure API that offers full-featured interfaces.

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Secure Cloud

Rest assured that data is collected, stored, and transmitted securely in the cloud. Tipalti is SSAE 18 and ISAE 3402 SOC 1 Type II and, SOC 2 Type I certified, and GDPR Compliant.

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Money Transmitter License

Get peace of mind for global transactions, more transparent controls and compliance review process by leveraging Tipalti’s banking and compliance rails.

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Simplify Performance-to-Pay

Easily sync data from marketplace platforms and tie performance analytics to pay partners.

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Artificial Intelligence/Tipalti Pi

Take advantage of proactive, smarter processes for the entire payables operation as well as greater efficiency and risk mitigation.

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Talk to an expert and learn how you can take control of your payables.

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