PO Matching

Eliminate overspending and strengthen financial controls
  • 2-way and 3-way matching
  • Fully configurable purchase order policies
  • Highly visual exception and reconciliation

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.

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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, Exxact

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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

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

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.

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.

Continue exploring Tipalti's rich payables platform

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Supplier Management
Tipalti’s white-labeled self-service portal offloads data collection to suppliers and lets them choose payment options and view status.

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Invoice Workflow Automation
Touchless invoice OCR capture, approval processing, and PO matching for faster, more accurate invoice management 24×7.

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Global Payments
Effortless mass payments to 190 countries and 120 currencies without bank portals. Drive cost savings and audibility by shifting toward electronic payment methods.

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Tax and Regulatory Compliance
Tipalti’s KPMG-certified compliant tax module automates tax identity collection and validation for IRS and VAT compliance.

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Reconciliation and AP Reporting
Instant payment reconciliation and financial reports avoid the time-consuming and error-prone process of manual reconciliations to better guide cash flow decisions.

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NetNow Accelerated Payments
Remove the challenge of extending supplier payment terms and offer early payments to them without touching your company’s own cash.

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Multi-Entity Support
Manage AP across global and domestic subsidiaries and entities through a single platform, helping finance departments grow and scale compliantly.

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Financial Controls
Audit trails and role-based views are just a few of the governance capabilities to mitigate risk and fraud – and ensure compliance.

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Secure Cloud Infrastructure
SSAE 16 SOC compliant and ISAE 3402 Type II certified – All data is collected and transmitted securely over HTTPS and PII is stored encrypted using AES.

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System Integrations
Connect to ERPs, accounting packages, or performance tracking systems like NetSuite, QuickBooks, and many others to provide closed-loop accounting.

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Built-In API
Directly connect to your business applications with Tipalti’s powerful and secure supplier payments web application programmable interface.


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