Case Study

European Family Office Automates Invoice Processing With Tipalti Accounts Payable

Tipalti has given us all peace of mind. It really doesn’t matter how much we scale and grow; we can easily handle any volume of invoices. I just check Tipalti to make sure our payments are moving forward according to plan, and they always are.

Lisa

Finance Director, European Family Office

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European Family Office Overview

Industry

Business services

Company Size

Sub 100

Current ERP

QuickBooks

Region

Europe

Tipalti Products Used

Accounts Payable

Challenge

Manual email-based payment processes consumed significant team resources, diverting focus from strategic work. Additionally, manual workflows created payment delays and missed approval requests.

Solution

European Family Office implemented Tipalti Accounts Payable to automate payments processes, integrating with QuickBooks and Microsoft Navision for seamless finance operations.

Results

European Family Office automated the payment process for 180+ monthly invoices, saving roughly ½ of a full-time-equivalent employee’s time and empowering the team to devote more time to strategic initiatives.

The Challenge

Manual Payment Processes Impeded Strategic Focus

A European Family Office dedicated to investing in climate technology faced operational inefficiencies due to its manual, email-based invoice payment system. Handling over 180 invoices monthly from vendors across multiple countries, the team found that this cumbersome process consumed about half of a full-time employee’s capacity. This diversion of resources hindered their ability to focus on their core mission of accelerating decarbonization efforts.

We’ve got a significant strategic mission here, and it’s not approving invoices. We recognized this manual process was distracting our team and diverting attention from the strategic work we needed to be doing.

Lisa

Finance Director, European Family Office

The Solution

Automated Payments With Tipalti Accounts Payable

A European Family Office implemented Tipalti Accounts Payable to automate their invoice payment process, reduce delays, and eliminate missed approvals. Tipalti’s integration with both QuickBooks and Microsoft Navision allowed for efficient data extraction and payment processing in vendors’ local c