How Tipalti's changing the payments systems worldwide.

1. Tipalti Confidential – Do Not Distribute
Transforming the Global Payments Operation
Tipalti Confidential – Do Not Distribute
EFFICIENCY SCALABILITY COMPLIANCE

2. Tipalti Confidential – Do Not Distribute
Increasingly Competitive
Crowd Space
• Break through the noise
• Must attract & retain
partners
• Maintain efficiency, speed &
competitiveness
• Global expansion key to
expand demand & supply
• Focus resources on growth &
innovation

3. Tipalti Confidential – Do Not Distribute
Why Payouts Matter in Crowdsourcing?
• One of the Most Critical Touchpoints in the Partner Experience
• Can Slow Down Your Ability to Scale
• Distracts Talent from Innovation & Growth
• One of Most Time-Consuming Business Functions
• Exposes Business to Risk if Done Manually
• Poses a Barrier to Entry for Global Supplier Expansion
74%
Would leave a marketplace
because of a payment issue

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Tipalti Confidential – Do Not Distribute
FINANCIAL REPORTING
• Payment reconciliation
• 1099 / 1042-S reporting
Today’s Manual Mass Payment Workflow
PAYMENT COMMUNICATIONS
• Payment status communications
• Payment issue management
DOMESTIC & GLOBAL PAYMENTS
• Support for a range of payment methods
• Cross-border remittance coverage
• Currency conversion
• Payment approval process
PARTNER MANAGEMENT
• Partner registration
• Partner data validation
• Ongoing record updates
TAX COMPLIANCE
• Tax form collection
• Tax data vetting & TIN matching
• Withholding
REGULATORY COMPLIANCE
• OFAC & other sanctions screening at
onboarding & before every payment
• Partner risk assessment
AP is the #1 most time-consuming finance function.
IOFM Controller Survey
MANUAL INEFFICIENT RISKY

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Tipalti Confidential – Do Not Distribute
A Typical Payment Process:
Manual Onboarding
through email, phone, or in person*79%
Rejected Payments
have a global payment error rate
of 3%+**47%
Challenging Global Payments
spend 40+ hours / month on payments*67%
Poor Supplier Management
of issue resolution is manual**78%
Painful Payment Reconciliation
is manual with spreadsheets every month**66%
Costly Tax Reporting
penalty for each 1099 / 1042 not submitted***30%
Inefficient Risky Chaotic Manual
*GatePoint Research Trends Report
**TechValidate Survey Report Trends in Accounts Payable
Today’s Payable Process
***IRS

6. Tipalti Confidential – Do Not Distribute
Focus team on being a key strategic driver of business performance
Your Opportunity: Use Technology to Free Your Team Up to Drive Value
AP
Risk
Detection
Global &
Divisional
Expansion
Leading
M&A
Analysis &
Visibility
Operational
Improvements
Enabling
Rapid Growth
Dreaming
Bigger

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Tipalti Confidential – Do Not Distribute
The Stages of Payables Evolution
Impact
Risk Mitigation
Scalable Operations
 Strengthen partner relationships
 Focus personnel on high impact
 Headcount avoidance
 Accelerated payments
 Eliminate fraud & audits
 Reduce tax penalties
 Avoid OFAC hits
 Accurate payments
 Manage volume
 Meet obligations – timing,
currency, format

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Tipalti Confidential – Do Not Distribute
Our mission is to liberate finance
teams to make strategic impact
by automating global payable
operations and eliminating risk
8
• The leading global payables automation solution
• Hundreds of customers with 98% customer satisfaction
• Pays $8B in payments annually to 4M global suppliers
• A regulated financial institution; a money transmitter
Tipalti: We Took Care of It

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Tipalti Confidential – Do Not Distribute
Mass Scalability & Productivity for the Future
Scaled from
$6millionto$150million
annual revenue without adding AP resources
Productivity Improvement:
4 people reallocated to
other initiatives
85%+Reduced AP
workload by
Scaled to
30 regional markets

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Tipalti Confidential – Do Not Distribute
WHITE-LABELED
PARTNER ONBOARDING
TAX COMPLIANCE
RECONCILIATION & REPORTING
GLOBAL REMITTANCENETNOW
INTEGRATION PLATFORM
CLOUD INFRASTRUCTURE
MULTI-ENTITY
FRAUD CONTROLS
Tipalti: The Only Global Payables System for Today and the Future

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Tipalti Confidential – Do Not Distribute
One holistic platform
to future-proof your
entire global payables
operation
1
2
3
4
5
Self-service partner onboarding and vetting with 26,000+ rules engine
Tax module meets IRS standards, as prescribed by KPMG
Global remittance and payment method / currency choice
Enterprise-grade financial and fraud controls
NetNow: Frictionless accelerated payments to differentiate your network
What
Distinguishes
Tipalti?

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Tipalti Confidential – Do Not Distribute
PARTNER
MANAGEMENT
TAX
COMPLIANCE
INVOICES &
PO MATCHING
DOMESTIC
PAYMENTS
CROSS-BORDER
PAYMENTS
EARLY
PAYMENTS
PAYMENT
RECONCILIATION
BANK
CUSTOM
BUILD
PAYMENT
AUTOMATION
ERP
Today’s Solutions are Incomplete and Disconnected
MANUAL INEFFICIENT RISKY

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Tipalti Confidential – Do Not Distribute
PARTNER
MANAGEMENT
TAX
COMPLIANCE
INVOICES &
PO MATCHING
DOMESTIC
PAYMENTS
CROSS-BORDER
PAYMENTS
EARLY
PAYMENTS
PAYMENT
RECONCILIATION
BANK
CUSTOM
BUILD
PAYMENT
AUTOMATION
ERP
TIPALTI
Tipalti Sets You Up to Scale for Rapid Growth

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Tipalti Confidential – Do Not Distribute
m
98% Customer Satisfaction | $8B+ in Transactions Managed Annually | 4M+ Payees
Solving Crowdsourcing Payment Operations

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Tipalti Confidential – Do Not Distribute
Tipalti: Customer Success at the Core
Using Tipalti has reduced our man-hours (and costs) considerably. We send weekly and monthly
payments in the thousands and I'd hate to go back to doing this ourselves. Excellent customer
support - I'd rank it among the best. You can actually call them!
98% Customer Satisfaction
98% Customer Retention
0.5% Support Ticket
per Payment Rate
500+ Customers
$8B+ Annual Remittance
4M+ Global Suppliers

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Tipalti Confidential – Do Not Distribute
Customer Success
Kathleen Simon,
Controller
“Our Influencers often
asked how to get paid
faster. Tipalti delivered
and within 3 months,
we’ve had 17%+ early
payment adoption”
An A.I. influencer technology firm with 25,000
influencers on Facebook, Instagram, Snapchat,
Twitter, and YouTube. 5 billion+ users.
Spend less time coding invoices and email ping pong
from manual payments
Support international partners
Collecting & validating of tax forms both IRS W-9 and W-8
Provide multiple payment methods as choice for partner
– ACH, PayPal, Wire, Check, eCheck
Avoid payment errors, failing tax and regulatory
compliance, and payment fraud
Opportunity to offer early payments

17. Tipalti Confidential – Do Not Distribute
“The ROI of Tipalti really is not having AP involved in outbound partner
payments. That's huge. We've outsourced our AP function into a shared-services
organization. So, the ability to hand it all off to Tipalti obviously is a huge labor
cost savings, and a much more efficient process.”
Phil Newell, Director of Finance & Accounting IT
Global partners paid$20M+
New AP hires needed0
● 17.5M global customers
● 76M domain names
● $12.5B market cap
AP staff involved in
outbound partner payments
0
Partners onboarded150k+
Countries124

18. Tipalti Confidential – Do Not Distribute
Future-Proof Global Payable Operations
Tipalti Confidential – Do Not Distribute
EFFICIENCY SCALABILITY COMPLIANCE
Provide one holistic solution to simplify the entire
end-to-end payables workflow

19. Tipalti Confidential – Do Not Distribute
Product Screens

20. Tipalti Confidential – Do Not Distribute
Modernize with the AP Hub
Tipalti makes it simple for finance
to manage the entire supplier
payments operation

21. Tipalti Confidential – Do Not Distribute
Approve bill
Send back to AP
Update account
Dispute bill

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Tipalti Confidential – Do Not Distribute
BEST-IN-CLASS PARTNER PAYMENTS EXPERIENCE
• White-labeled
• Choice of payment methods, currency,
thresholds, etc.
• Proactively eliminates payment errors
with 26,000+ global validation rules
• Pay any supplier, anywhere in the world
• NetNow: Frictionless accelerated
payment options
• Branded proactive payment status
communications
• 24/7 portal access to update
information & view payment history

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Tipalti Confidential – Do Not Distribute
White labeled solution | A few lines of code for iFrame | Host on our site or yours
Branded Supplier Experience

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Tipalti Confidential – Do Not Distribute
PARTNER MANAGEMENT
• Suppliers register through online portal,
all self-service & branded
• Choice of payment methods, currency,
thresholds, etc.
• 26,000+ global validation rules to
eliminate payment errors
• 24/7 portal access to update
information & view payment history
• Proactive branded payment status
emails

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Tipalti Confidential – Do Not Distribute
TAX COMPLIANCE
• Meets IRS standards, as prescribed by KPMG
• Digital W-9 / W-8 form capture, forms
available 247
• Wizard helps suppliers select correct form
• Data validation across 1,000+ rules
• Automatic withholding calculations
deducted from payments
• 1099 / 1042-S tax preparation reports
• Local / VAT tax ID collection in 50 countries
with 3,000+ validation rules

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Tipalti Confidential – Do Not Distribute
• Pay suppliers anywhere in the world – 190
countries, 120 currencies, 6 methods
• Automated branded payment status and
payment issue email notifications
• “Do Not Pay” blacklist screening before all
payments are processed
• Instant payment reconciliation across all
currencies and payment methods
GLOBAL PAYMENTS

27. Tipalti Confidential – Do Not Distribute
Tipalti: One System for Multi-Entity Payables
SUPPLIER MANAGEMENT
TAX COMPLIANCE
INVOICE PROCESSING
RECONCILIATION &
REPORTING
GLOBAL REMITTANCE
INTEGRATION PLATFORM
CLOUD INFRASTRUCTURE
MULTI-ENTITY
FRAUD CONTROLS
EARLY PAYMENTS
Country A
Country B
Country C
Country D

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Tipalti Confidential – Do Not Distribute
DETECT RISK MODULE
• Integrated supplier fraud management
• Block or suspend supplier payments, managed blocked
lists, prevent multiple accounts
• Reduce fraud and suspicious supplier payment activities
“The largest fraudulent account
was about $1,000 in payments,
and another four accounts had
over $5,000 of associated
payments to fake accounts
coupled to them. Because
Tipalti’s Detect module operates
at the point of payment,
including across multiple
payment methods, it has the
unique operational insight to
flag those bad actors.”
ZIV ELIRAZ
CEO

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Tipalti Confidential – Do Not Distribute
NETNOW
• Automatic same-day payment
processing upon acceptance
• No changes to current processes
• No impact on working capital, payors
pay on original due date
• Choose eligible suppliers and
percentage of payment
• Offer based on invoice due date or
payment file with scheduled dates
• Easy supplier acceptance through
branded email notification and portal
• Dynamic discounting based on
number of days early

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Tipalti Confidential – Do Not Distribute
ENTERPRISE-GRADE FINANCIAL CONTROLS
• Multi-user and role signatory privileges and views
• Invoice and payment approval workflows
• Secure payment information collection
• Tax compliance verification prior to onboarding
• VAT and tax ID document collection
• “Do Not Pay” blacklist checking before all
payments are processed
• Audit trails for finance users and suppliers
• Risk Management Module proactively identifies and blocks
suspected fraudsters

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Tipalti Confidential – Do Not Distribute
What Makes Tipalti the Only Future-Proofed Global Payables System?
Tipalti Confidential – Do Not Distribute
Cut 80% of AP workload and realign
resources to strategic priorities
EFFICIENCY
Expand globally without adding
more staff
SCALABILITY Protect from business risk with advanced
tax, fraud, and regulatory controls
COMPLIANCE