Does Tipalti train AI on customer data?

Tipalti's published policy says customer data is not used to train AI models. Tipalti says it does not use customer data to train or fine-tune the third-party models behind its AI features, does not use one customer's data to train or improve AI for other customers, and uses inputs and outputs only to serve the customer that made the request.

Does Tipalti have SOC 2?

Tipalti states that it holds a SOC 2 Type II report.

Which accounting systems does Tipalti integrate with?

Tipalti documents integrations with QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Dynamics.

How much does Tipalti cost?

Tipalti lists pricing starting at $99/month on its site, as of October 14, 2026.

What are alternatives to Tipalti?

Other ap & invoices tools in this directory include AppZen, Auditoria.AI, AvidXchange, Basware and BILL.

Tipalti

Tipalti is a finance automation platform for mid-market companies that handles supplier onboarding, invoice processing, approvals and global payments, along with mass payouts, procurement and expenses. Its AP product uses a set of AI agents to capture invoice data, match bills to purchase orders, suggest approvers and flag duplicates before payment.

Last verified October 14, 2026. Vendor site: tipalti.com (opens in a new tab)

What the AI does

Invoice Capture Agent reads invoices and fills in bill fields, including line-level data
PO Matching Agent matches bills to purchase orders by comparing line descriptions
Bill Approvers Agent predicts and recommends the right approver for each bill
Duplicate Bill Detection Agent flags duplicate bills and anomalies early
Tax Form Scan Agent extracts W-9 data during supplier onboarding; an AI Assistant answers questions and builds reports in plain language

Summarized from tipalti.com.

Facts, checked against the source

Category: AP & invoicesSource: tipalti.com (opens in a new tab)
Built for: Mid-marketSource: tipalti.com (opens in a new tab)
Ledger integrations: QuickBooks Online, Xero, NetSuite, Sage Intacct, Microsoft DynamicsAlso documents: SAP S/4HANA, SAP Business One, Oracle Fusion, Workday, Acumatica, Infor SyteLine, Odoo, Slack.Source: tipalti.com (opens in a new tab)
Pricing: From $99/month$99/month (Tipalti Accounts Payable plan; per-invoice and payment transaction fees and add-on modules extra)Source: tipalti.com (opens in a new tab)
Free plan: NoThe vendor's pricing shows no free plan.Source: tipalti.com (opens in a new tab)
SOC 2: Type IISource: tipalti.com (opens in a new tab)
Trains on customer data: NoTipalti says it does not use customer data to train or fine-tune the third-party models behind its AI features, does not use one customer's data to train or improve AI for other customers, and uses inputs and outputs only to serve the customer that made the request.Source: tipalti.com (opens in a new tab)
Human review: Human reviewTipalti says AI runs within existing role-based access controls and approval chains, that users should review important outputs before acting, and that customers can turn off any or all AI features.Source: tipalti.com (opens in a new tab)
Company: Privately held. Based in Foster City, CASource: tipalti.com (opens in a new tab)
Funding: $750M total raised, per the companyLast round: Growth financing, $200M, September 24, 2025. Investors named: Wicklow Capital, SGVC (now Group 11), Zeev Ventures, 01 Advisors, Greenspring Associates, Durable Capital Partners, Greenoaks Capital, G Squared, Marshall Wace, Counterpoint Global (Morgan Stanley), JPMorgan Chase Bank, Hercules CapitalSource: tipalti.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Tipalti pricing: plans, fees and trial terms

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
Announced	Round	Amount	Led by	Source
October 22, 2014	Series B	$13M	Wicklow Capital	tipalti.com
September 15, 2016	Undisclosed round	$14M	SGVC	tipalti.com
February 13, 2018	Series C	$30M	Zeev Ventures	tipalti.com
September 24, 2019	Series D	$76M	Zeev Ventures	tipalti.com
October 6, 2020	Series E	$150M	Durable Capital Partners	tipalti.com
December 8, 2021	Series F	$270M	G Squared	tipalti.com
May 15, 2023	Growth financing	$150M	Not named	tipalti.com
September 24, 2025	Growth financing	$200M	Not named	tipalti.com

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

Tipalti questions

Does Tipalti train AI on customer data?: Tipalti's published policy says customer data is not used to train AI models. Tipalti says it does not use customer data to train or fine-tune the third-party models behind its AI features, does not use one customer's data to train or improve AI for other customers, and uses inputs and outputs only to serve the customer that made the request.
Does Tipalti have SOC 2?: Tipalti states that it holds a SOC 2 Type II report.
Which accounting systems does Tipalti integrate with?: Tipalti documents integrations with QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Dynamics.
How much does Tipalti cost?: Tipalti lists pricing starting at $99/month on its site, as of October 14, 2026.
What are alternatives to Tipalti?: Other ap & invoices tools in this directory include AppZen, Auditoria.AI, AvidXchange, Basware and BILL.