AI case study

TipaltiSelf-service analytics

Sales and marketing lacked coding skills to query data. Now, an internal AI prompt store lets them pull instant answers in Salesforce.

Published|today

Key results

Speed Increase
up to 5x
Ad-hoc Analyses
600+
Features Deployed
10+

Result highlights

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The story

Context

A global payables automation platform processes $75 billion in transactions annually for hundreds of high-growth businesses.

Challenge

Internal teams like sales and marketing needed timely insights but lacked the coding capabilities to query data effectively. Additionally, moving...

Solution
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Scope & timeline

  • 50+ internal users adopting new AI features

Quotes

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The company

Global payables automation platform for accounts payable and payment management.

IndustrySoftware & Platforms
LocationSan Mateo, CA, USA
Employees1K-5K
Founded2010

The vendor

Cloud-based data warehousing, processing, and analytics platform.

IndustrySoftware & Platforms
LocationBozeman, MT, USA
Employees5K-10K
Founded2012

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