Tipalti for your voice agent

Tipalti is an accounts payable automation platform for payees, invoices, payments, and tax data. It helps finance teams streamline payment operations and maintain accurate financial records.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Tipalti and paste it on a secure page in Connected apps.
What it reads
24 actions, such as get Custom Field, get Custom Field Value Option and get GL Account.
What it changes
12 actions, such as create Custom Field Value Option, create Invoice Batch and create Payee.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 36. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Tipalti actions

Reads 24

  • Get Custom Field
  • Get Custom Field Value Option
  • Get GL Account
  • Get Invoice
  • Get Invoice Batch
  • Get Invoice Line
  • Get Payee
  • Get Payee Invitation
  • Get Payer Entity
  • Get Payment
  • Get Payment Batch
  • Get Payment Term
  • Get Tax Code
  • List Custom Fields
  • List Custom Field Value Options
  • List GL Accounts
  • List Invoice Lines
  • List Invoices
  • List Payees
  • List Payer Entities
  • List Payment Batch Instructions
  • List Payments
  • List Payment Terms
  • List Tax Codes

Changes 12

  • Create Custom Field Value Option
  • Create Invoice Batch
  • Create Payee
  • Create Payee Invitation
  • Create Payment Batch
  • Create Payment Term
  • Create Tax Code
  • Update Custom Field Value Option
  • Update Payee
  • Update Payee Payment Method
  • Update Payment Term
  • Update Tax Code

Tipalti setup

  1. Pasting a Tipalti API key

    Create an API key in Tipalti, choose Tipalti in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 36 actions the agent may use. Start with lookups and add the ones that change Tipalti when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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