Case Study: Uptake saves 600 hours a year with Tipalti

Uptake Saves 600 Hours a Year with Tipalti

Uptake, a Chicago-based industrial AI software company experiencing rapid growth (300 to 800 employees and 100% YoY growth), faced a strained finance function: teams were spending roughly 70 hours a month—and up to two weeks each month—on manual accounts payable tasks (data entry into Sage Intacct, invoice processing, chasing approvals, cutting checks). The company needed to scale financial operations without adding headcount, improve compliance and approvals, and gain better cash flow visibility.

Uptake implemented Tipalti as a fully integrated, end-to-end AP automation solution. The platform automated invoice processing and payments, added rigorous controls and transparency, moved payments from bi-monthly to weekly to improve forecasting, and shaved two days off month-end close—saving about 600 hours annually. As a result, finance regained strategic capacity, strengthened cash protection, and established scalable, auditable processes.

Uptake

Andrew Cole

Senior Accounting Manager