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Tipalti is a finance automation platform that has been around since 2010. The integration with other platforms isn’t always as flawless as it should be; “Sync Errors” with QuickBooks, ERPs, and other business systems can erode trust in the product over time.
And so I was doing QuickBooks data entry mostly and I had some clients on the side. A lot of what I did, I would say 80% of what I did was keying in transactions into QuickBooks from PDF bank statements are actually more likely printed ones at that point. Manually keying in data is not necessary. I jumped on that. Some not at all.
If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get the income, and fees recorded correctly so the deposit amounts match the bank statement, so you can reconcile.
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