Features
Multi-account aggregation (bank, credit, investment)
Automated bank statement parsing (PDF/CSV)
Budget creation and tracking with alerts
Goal setting for savings, debt payoff, etc.
Debt and asset management dashboard
Recurring expense tracking and reminders
GST input tax credit tracking for Indian users
AI chat assistant for financial questions
Privacy-focused architecture (local processing)
Expense categorization and tagging
Net worth calculation and trends
Investment portfolio tracking (manual or linked)
AI-powered invoice processing and data capture
Global payments to 196 countries in 120 currencies
Self-service supplier onboarding with multi-language support
Automated tax compliance (KPMG-approved tax engine)
2-way and 3-way PO matching for fraud prevention
Mass payments with batch processing
Expense management with mobile employee app
Real-time cash visibility across all bank accounts
AI-driven cash flow forecasting and alerts
Proactive fraud detection and prevention
Automated payment reconciliation and ERP sync
Customizable procurement approval workflows
Spend analytics dashboards with real-time insights
Tipalti Card for unified invoice, subscription, and expense payments
REST APIs for custom integrations
