The Power of Proactive Data

Overview

BonData Success Bot

Tipalti’s dashboards slowed the business, leaving signals unseen, adoption low and opportunities missed. BonData replaced passive reporting with proactive insight delivery, pushing curated alerts into workflows and converting signals into measurable tasks. Teams cut tasks from hours to minutes, protected revenue with early anomaly detection and unlocked growth with timely upsell alerts.

Increased Efficiency

Frustrating manual tasks reduced from hours to minutes freeing capacity companywide 

Churn Reduced

Early warning system for anomalies preventing costly client issues

Increased Upsell Opportunities

Smart alerts notifying reps in time to upgrade packages with clients

Background

As Tipalti scaled globally, dashboards became a liability. Teams lost hours stitching reports, adoption collapsed and leadership only spotted anomalies and upsell signals after it was too late. Revenue leaked through blind spots, delays and missed opportunities

Challenge

Three problems stalled growth

01
Hidden Risks

Anomalies buried in dashboards escalated into costly issues

02
Low Adoption

Frontline teams ignored dashboards leaving insights unseen

03
Missed Opportunities

Upsell chances surfaced too late to capture

The result: Slower decisions, preventable churn and lost revenue

Solution with BonData

BonData broke the dashboard bottleneck. Instead of static pull-based reporting it pushed curated, contextual insights straight into workflows turning data into action:

Notification-driven Engagement

Insights delivered automatically to the right people

Operational Integration

Salesforce alerts converted into measurable, trackable tasks

Business User Empowerment

Non-technical teams accessed insights without analyst support

Defensive & Offensive Alerts

Dips, onboarding gaps and upsell signals flagged in real time

Deploy
< 10 h
Deploy
< 10 h
Records/Day 
+ 10 M
Updates/Day
0.9 M

BonData seamlessly connected our data sources into a unified foundation, dramatically reducing the manual work our data team spent on integration

– Dror Yosef, CDO

Key Takeaway

BonData turned Tipalti’s dashboards from a bottleneck into a growth engine. By embedding trusted insights directly where work happens Tipalti accelerated decisions, protected revenue and unlocked scalable growth. 

Customer
Tipalti
Industry
Fintech
Company size​
1,000-1,500 employees

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