Tipalti
89 Case Studies
A Tipalti Case Study
Fundbox, a San Francisco–based fintech serving more than 100,000 small-business customers, relied on a growing partner channel (referral, integration and accounting partners) to drive acquisition. As partner volume rose, onboarding, tax compliance and monthly partner payments became time-consuming and error-prone — a manual process that required collecting W-9s and voided checks, exporting earnings from HasOffers, entering invoices in QuickBooks, and disbursing funds via Bill.com, taking roughly 20 hours each month.
Fundbox implemented an end-to-end payables automation workflow with Tipalti integrated with HasOffers, deployed in three weeks. Monthly partner earnings are now pushed automatically to Tipalti with partner bank accounts and tax details prepopulated, the controller approves the run on day one, and payments are typically disbursed by day two — eliminating the 20-hour monthly workload, speeding partner payouts, reducing errors, and freeing the team to focus on business development and growth.
Sasha Dobrolioubov
Business Development