Your No-code and AI Automation Partner

Automate Reconciliation with Tipalti & Zapier

Streamline your financial operations by automating payment reconciliation between your bank account and Tipalti. Reduce manual workload, prevent errors, and improve record accuracy with this seamless integration.

When a New Transaction Occurs

1. Bank Transaction Trigger

Trigger automation with new bank transactions.

Fetch Transaction Data

2. Retrieve Bank Transaction

Fetch transaction details via API or integration.

Check Transaction in Tipalti

3. Verify Tipalti Record

Verify if the transaction is recorded in Tipalti.

Generate Flagged Report

4. Flag Discrepancies

Alert discrepancies in Slack or email.

Update Discrepancy Log

5. Log Discrepancies

Update a shared Google Sheet for discrepancies.

- Repeat -

Automation Benefits

Advantages of Automating Reconciliation

Discover the benefits your business will enjoy with this automation in place.

Improved Efficiency

Streamline reconciliation processes to save time.

Error Reduction

Minimize manual errors and improve accuracy.

Real-time Monitoring

Receive instant alerts on discrepancies.

Focus on Strategy

Allow finance teams to focus on strategic tasks.

Enhanced Compliance

Ensure accurate financial records for compliance.

Centralized Documentation

Maintain a comprehensive log of all discrepancies.

Features

Key Features of the Automation

Explore the features that make this automation a must-have for efficient financial management.

1
Seamless Integration
Connect your bank account with Tipalti effortlessly.
2
Real-time Alerts
Get immediate notifications of any discrepancies.
3
Centralized Record Keeping
Maintain a running log of discrepancies in Google Sheets.

Outcomes

Transformative Outcomes

Experience the significant impact this automation will have on your business operations.

90%

Reduced Manual Errors

50+ hours/month

Time Saved on Reconciliation

99%

Enhanced Financial Accuracy

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FAQ

Frequently Asked Questions

Address common questions about this automation to help you get started smoothly.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time

One-time Fee

Pay once for build out.

Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly

Build Fee + Maintenance Fee

from 300$/month

Pay for build + lower recurring maintenance fee.

Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract

Recurring

from $600/month

Use our pre-built solution with no changes.

Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.