Operating KPI Dashboard for Accounts Payable Managers with Tipalti
The Problem
Every AP Operations KPI lives in a different tool and the owner only sees them when the controller rebuilds the deck.
What We Build in Tipalti
AI pipes KPIs from Bill.com and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running Tipalti — uses the native API or agent integration so nothing leaves the system of record.
Tipalti Integration Approach
Audit your Tipalti configuration
We map the specific Tipalti objects, custom fields, and workflows the automation needs to touch for your ap operations practice.
Build on the Tipalti API or agent
Integration happens inside Tipalti — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Tipalti with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Tipalti instance
30-minute call. We'll look at your actual Tipalti setup and show exactly how this workflow fits.