Add Tipalti to your AI agent
Tipalti is an accounts payable automation platform for managing payees, invoices, payments, tax data, and financial account configuration.
- Things your agent can do in Tipalti
- 36
Things your AI can do in Tipalti
Your FormWise AI can handle any of these in Tipalti — on its own, without you needing to click a button.
Create Custom Field Value Option
Create an allowed value for an existing Tipalti custom field.
Create Invoice Batch
Start asynchronous creation of up to 200 Tipalti invoices.
Create Payee
Create a Tipalti payee with optional profile and custom-field details.
Create Payee Invitation
Send a Supplier Hub invitation to an existing Tipalti payee.
Create Payment Batch
Send a batch of up to 5,000 Tipalti payment instructions that can pay out real money and cannot be undone once processed.
Create Payment Term
Create a Tipalti payment term with an ERP identifier, name, and due-day offset; optionally make it the sole default, which unsets the previous default.
Create Tax Code
Create a Tipalti tax code with an ERP identifier, rate, active state, and optional payer-entity assignments.
Get Custom Field
Retrieve one custom-field definition by its Tipalti ID.
Get Custom Field Value Option
Retrieve one allowed value from a specific Tipalti custom field.
Get GL Account
Retrieve one general-ledger account by its Tipalti ID.
Get Invoice
Retrieve one invoice by its Tipalti ID.
Get Invoice Batch
Return one page of processing results for an invoice batch upload.
Show 24 more things it can do
Get Invoice Line
Retrieve one line item from a specific Tipalti invoice.
Get Payee
Retrieve one payee by its Tipalti ID.
Get Payee Invitation
Retrieve Supplier Hub invitation information for a payee.
Get Payer Entity
Retrieve one payer entity by its Tipalti ID.
Get Payment
Retrieve one payment by its Tipalti ID.
Get Payment Batch
Retrieve summary and processing status for a Tipalti payment batch.
Get Payment Term
Retrieve one payment term by its Tipalti ID.
Get Tax Code
Retrieve one tax code by its Tipalti ID.
List Custom Field Value Options
Return one filtered page of allowed values for a Tipalti custom field.
List Custom Fields
Return one filtered page of Tipalti custom-field definitions.
List GL Accounts
Return one filtered page of Tipalti general-ledger accounts.
List Invoice Lines
Return one page of line items for a Tipalti invoice.
List Invoices
Return one filtered page of Tipalti invoices and their line details.
List Payees
Return one filtered page of Tipalti payees.
List Payer Entities
Return one filtered page of Tipalti payer entities.
List Payment Batch Instructions
Return one page of instructions and results for a Tipalti payment batch.
List Payment Terms
Return one filtered page of Tipalti payment terms.
List Payments
Return one filtered page of Tipalti payments and payment details.
List Tax Codes
Return one filtered page of Tipalti tax codes.
Update Custom Field Value Option
Update the external ID, display value, active state, or payer-entity assignment of an existing Tipalti custom-field value option.
Update Payee
Update a Tipalti payee's entity type, status, contact information, or custom fields; optionally close the account, which makes it uneditable. Omitted fields remain unchanged.
Update Payee Payment Method
Replace where a Tipalti payee's future payouts go using complete ACH, check, e-check, or PayPal details.
Update Payment Term
Update an existing Tipalti payment term's name, business-day due-date offset, or default status; making it default unsets the previous default. Omitted request fields remain unchanged.
Update Tax Code
Update an existing Tipalti tax code's name, active state, rate, or payer-entity assignments. Omitted fields remain unchanged.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Tipalti is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Tipalti, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Tipalti for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Tipalti work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Tipalti to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Tipalti in your connected apps
Inside FormWise, open Connectors and look for Tipalti.
- 3
Hit "Connect"
Click "Connect Tipalti" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Tipalti
Build a quick AI Agent (it's like writing instructions, not code), and pick the Tipalti actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Tipalti for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Tipalti workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Tipalti users had before signing up
Do I need to know how to code?
Not even a little. If you can use Tipalti today, you can set this up. You'll connect Tipalti, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Tipalti login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Tipalti or delete everything any time.
What happens when Tipalti updates their app?
We handle it. When Tipalti adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Tipalti takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Tipalti — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Tipalti on FormWise
Tipalti is an accounts payable automation platform for managing payees, invoices, payments, tax data, and financial account configuration.
Connect Tipalti once and your FormWise AI gets 36 things it can do inside it. That means your AI can handle the Tipalti work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Tipalti? Take a look at tipalti.com.
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Stop doing the Tipalti work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.