Coupa Features
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Expense Reports (7)
- Ease of Creating Expense Reports 
- Based on 65 Coupa reviews. Creation of expense reports takes little time and is intuitive for new users 
- Bank / Credit Card Integration 
- Based on 57 Coupa reviews. Can easily pull in receipts from all credit card statements 
- Smart Categorization 
- Automatically assigns categories/accounts based on past entries and credit card statements This feature was mentioned in 54 Coupa reviews. 
- Digital Receipt Management 
- As reported in 56 Coupa reviews. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. 
- Employee Reimbursement 
- Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system This feature was mentioned in 58 Coupa reviews. 
- Currency Conversions 
- Enables easy entry of expenses in other currencies and converts to expense report currency This feature was mentioned in 48 Coupa reviews. 
- Credit Card Integration 
- Integrates with corporate or personal credit cards (import or bi-directional) This feature was mentioned in 35 Coupa reviews. 
Travel Management (4)
- Ease of Booking 
- Can book Flights, Hotels, and Rental cars directly from software. This feature was mentioned in 34 Coupa reviews. 
- Itinerary Management 
- Creates travel itineraries based on booking This feature was mentioned in 24 Coupa reviews. 
- Trip Notifications 
- As reported in 25 Coupa reviews. Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. 
- Advanced Integrations 
- Based on 27 Coupa reviews. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. 
Client Invoicing (3)
- Invoice Creation and Delivery 
- As reported in 46 Coupa reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. 
- Electronic Payments 
- Based on 39 Coupa reviews. Accepts electronic payments from clients 
- Project Accounting / Revenue Recognition 
- As reported in 41 Coupa reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately 
Mobile (3)
- Receipt Capture 
- Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device 54 reviewers of Coupa have provided feedback on this feature. 
- Mileage Tracking 
- Allows users to track mileage from mobile device using maps or GPS. 45 reviewers of Coupa have provided feedback on this feature. 
- Travel Itinerary and Flight Status Updates 
- Based on 31 Coupa reviews. Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes 
Administration (8)
- Business Tool Integration 
- Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 55 Coupa reviews. 
- Workflow 
- Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer This feature was mentioned in 54 Coupa reviews. 
- Automated Reminders 
- Based on 56 Coupa reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets 
- Policy Compliance Management 
- Enables administrators to create rules that enforce compliances of corporate time and expense policies 49 reviewers of Coupa have provided feedback on this feature. 
- User, Role, and Access Management 
- Based on 56 Coupa reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 
- PCI Regulation Compliant 
- Complies with PCI security standards This feature was mentioned in 29 Coupa reviews. 
- Dashboards 
- The ability to access important or pertinent data in a single, customizable place. 
- Data Management 
- The ability to organize and manage a large amount of data so that data is easily searchable and accessible. 
Platform (8)
- Reporting 
- Access pre-built and custom reports and dashboards. 55 reviewers of Coupa have provided feedback on this feature. 
- APIs / Integration 
- Based on 45 Coupa reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 
- Internationalization 
- As reported in 42 Coupa reviews. Enables users to view and transact business with the same content in multiple languages and currencies. 
- Performance and Reliability 
- Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 53 reviewers of Coupa have provided feedback on this feature. 
- Mobile User Support 
- Allows software to be easily used on multiple mobile devices include phone and tablet devices. 45 reviewers of Coupa have provided feedback on this feature. 
- Offline 
- Based on 33 Coupa reviews. Provides users ability to create and access expense reports/timesheets while not connected to internet. 
- Embedded AI / Machine Learning 
- As reported in 23 Coupa reviews. Offers embedded AI/machine learning 
- Complex Approval Workflow 
- As reported in 31 Coupa reviews. Provides workflow for complex approval structures 
Contract Management Platform Features (10)
- Contract Creation 
- Users can create new contracts within the platform using built-in document creation features. 51 reviewers of Coupa have provided feedback on this feature. 
- Contract Templates 
- Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. 50 reviewers of Coupa have provided feedback on this feature. 
- Contract Editing 
- As reported in 49 Coupa reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. 
- Contract Attachments 
- Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. 47 reviewers of Coupa have provided feedback on this feature. 
- Contract Collaboration 
- Based on 46 Coupa reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. 
- Approval Process 
- Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. This feature was mentioned in 49 Coupa reviews. 
- Notifications & Reminders 
- Based on 49 Coupa reviews. Receive notifications and schedule reminders with alerts according to contract milestones. 
- Contract Database 
- Contracts can be stored in a central online repository with built in search capabilities. This feature was mentioned in 46 Coupa reviews. 
- Integrations / APIs 
- The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. 48 reviewers of Coupa have provided feedback on this feature. 
- Reporting & Dashboards 
- Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. 48 reviewers of Coupa have provided feedback on this feature. 
Payment Methods (3)
- ACH 
- Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments. 
- Credit and Debit 
- Corporate debit and credit cards used specifically for B2B payments 
- Wire Transfer 
- Electronic fund transfers between entities 
Payment Processing  (7)
- Batch Processing 
- Payments can be processed by batch without manual intervention 
- Payments Scheduling 
- Ability to schedule payments at predefined dates and times 
- Automated Workflows 
- Workflows to manage every stage of the payment process 
- Self Service 
- Self-service portals and mobile apps to submit invoices for processing 
- Reconciliation 
- Match invoices, payments, and bank statement information 
- Settlements 
- Clearing of electronic payments to transfer funds from customers to suppliers 
- Payment Tracking 
- Track each stage of the payment process and manage payments history 
Security and Compliance (6)
- PCI Compliant 
- Comply with information security standards for credit card processing 
- P2PE 
- Point-to-point encryption to convert sensitive financial information into indecipherable code 
- Fraud Management 
- Features to protect companies from attempts to steal sensitive information like credit card details 
- SSL Encryption 
- Secure Sockets Layer is the standard security protocol for encryption of electronic data 
- SOX 
- Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud 
- SOC 
- Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2 
Integration (18)
- Agnostic Integration 
- The software can be integrated with any other products 
- Reporting Consolidation 
- Reports are generated using financial data from multiple sources 
- Plugins and APIs 
- The vendor provides pugins and APIs that customers can use to create custom integrations 
- Financial Systems 
- Integrate with ERP and accounting products 
- Analytics 
- Integrate with Business Intelligence and Corporate Performance Management solutions 
- FX and Trading Paltforms 
- Pull data from foreign exchange and commodities trading platforms 
- Multiple Data Sources 
- Consolidate data from multiple sources such as spreadsheets, databases, banking systems, and software 
- Accounting 
- Provide integration with accounting and financial management software 50 reviewers of Coupa have provided feedback on this feature. 
- Payment Integration 
- Based on 52 Coupa reviews. Integrate with payment gateways and enterprise payments software 
- ERP 
- Based on 51 Coupa reviews. Deliver integrations with accounting modules of ERP systems 
- Accounting 
- Provide integration with accounting and financial management software 66 reviewers of Coupa have provided feedback on this feature. 
- Payments 
- As reported in 63 Coupa reviews. Integrate with payment gateways and enterprise payments software 
- ERP 
- Deliver integrations with accounting modules of ERP systems This feature was mentioned in 64 Coupa reviews. 
- Account Sync 
- Sync with company accounts to transfer payments for approved invoices 57 reviewers of Coupa have provided feedback on this feature. 
- Accounting 
- Provide integration with accounting and financial management software This feature was mentioned in 55 Coupa reviews. 
- Payments 
- Integrate with payment gateways and enterprise payments software 55 reviewers of Coupa have provided feedback on this feature. 
- ERP 
- As reported in 59 Coupa reviews. Deliver integrations with accounting modules of ERP systems 
- Procurement 
- Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management 62 reviewers of Coupa have provided feedback on this feature. 
Routing (3)
- Master Routing 
- Matches customer requests with routes and driver or vehicle availability. 
- Default Routes 
- Define default routes per customer, geography, type of vehicle or type of cargo. 
- Route Assignment 
- Routes can be assigned to drivers individually or by batch base on criteria such as qualifications or experience. 
Scheduling (4)
- Master Schedule 
- Defines schedules for a geographical area, customer group, or type of delivery. 
- Constraints 
- Define and implement constraints such as maximum distance or number of required stops. 
- Adjustments 
- Administrators can override schedules when unexpected changes occur. 
- ETA 
- Estimated time of arrival can be shared with customers and adjusted when needed. 
Optimization (3)
- Priorities 
- Allows users to establish and change priorities for routing activities. 
- Real Time 
- Routes can be automatically adjusted in real time based on predefined rules. 
- Dynamic Routing 
- Adjust routes based on company constraints and customer requirements. 
Analytics (37)
- Performance 
- Analyse the performance of different routes or schedules. 
- Time & Costs 
- Track time (for travel, load/unload, etc.) and the associated costs. 
- Productivity 
- Monitor driver productivity based on KPIs such as time to destination. 
- Analytics 
- Tools to analyze large amounts of data in order to gain usable insights. 
- Cost Analysis 
- Tools specifically to analyze the costs of various aspects of a supply chain. 
- Forecasting - Supply Chain Planning 
- Analyzes aggregated supply chain and shipping data to gain predictive insight 
- Asset Tracking - Supply Chain Planning 
- Monitors and tracks the physical status of goods and materials 
- Data Collection - Supply Chain Planning 
- Aggregates and centralizes data regarding product movement, materials management, and financial information 
- Business Reporting - Supply Chain Planning 
- Generates reports that identify KPIs and other relevant metrics 
- Cash Balances 
- Calculate cash balances by geography or business entity 
- Risk Positions and Scenarios 
- Create scenarios to estimate the impact of possible changes in cash positions 
- Expiring Contracts and Payments 
- Determine how they may impact the liquidity of the company 
- Direct Spend Analysis 
- Analysis of products and services directly incorporated into finished products 
- Visibility 
- Improve visibility into procurement activities across the company. This feature was mentioned in 98 Coupa reviews. 
- Performance 
- Monitor the performance of procurement operations. This feature was mentioned in 103 Coupa reviews. 
- Spend 
- Based on 98 Coupa reviews. Analyze procurement spending and identify future trends. 
- Benchmarking 
- As reported in 81 Coupa reviews. Provide benchmarking options for comparison with peers 
- KPIs 
- As reported in 85 Coupa reviews. Include standard spending KPIs that can be customized 
- Compliance 
- Deliver reports for compliance purposes This feature was mentioned in 87 Coupa reviews. 
- Errors 
- Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud This feature was mentioned in 87 Coupa reviews. 
- Due Dates 
- Track invoices based on due dates to identify overdue payments This feature was mentioned in 57 Coupa reviews. 
- Benchmarking 
- Based on 44 Coupa reviews. Ability to compare AP automation metrics with other companies 
- KPIs 
- Monitor KPIs such as time to process an invoice or erroneous payments 47 reviewers of Coupa have provided feedback on this feature. 
- Due Dates 
- Based on 77 Coupa reviews. Track invoices based on due dates to identify overdue payments 
- Cashflow 
- As reported in 56 Coupa reviews. Analyze variations between incoming and outgoing cash 
- KPIs 
- Monitor KPIs such as time to process an invoice or erroneous payments 61 reviewers of Coupa have provided feedback on this feature. 
- Payment Tracking 
- Based on 61 Coupa reviews. Track different types of payment such as deposits or partial payments 
- Reporting 
- Provides users with automated reports and dashboards on all demand plans, and forecast KPIs 
- Segmentation analysis 
- Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by business users. 
- Product lifecycle 
- Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation 
- Simulation 
- Allows users to create simulation scenarios with factors such as changed pricing 
- Historical Forecast 
- Allows users to pull historical data in order to more accurately predict future demand 
- Visibility 
- As reported in 58 Coupa reviews. Improve visibility into procurement activities across the company. 
- Performance 
- As reported in 57 Coupa reviews. Monitor the performance of procurement operations 
- Spend 
- Analyze procurement spending and identify future trends. 58 reviewers of Coupa have provided feedback on this feature. 
- Due Dates 
- Based on 61 Coupa reviews. Track invoices based on due dates to identify overdue payments 
- KPIs 
- Monitor KPIs such as time to process an invoice or erroneous payments 52 reviewers of Coupa have provided feedback on this feature. 
Warehouse Management  (4)
- Sales and Operations Planning - Supply Chain Planning 
- Provides comprehensive visibility and oversight into supply chain operations 
- Production Planning - Supply Chain Planning 
- Provides inventory scheduling and inventory management functionalities 
- Workforce Management - Supply Chain Planning 
- Provides employee scheduling and employee management functionalities 
- Process Automation - Supply Chain Planning 
- Automates the tracking and recording of activities within the entire supply chain lifecycle 
Cash Management (6)
- Monitor Cash Positions 
- Ability to track cash positions across all accounts, banks, business units, and countries 
- Debt and Investments 
- Manage the investments of the company and its debts such as loans, lines of credit, or credit cards 
- Cash Pooling 
- Consolidate the balances of multiple bank accounts and manage them as a single account 
- Cash Operations 
- Such as deposits, Money Market deals, loans, Forex, facilities, and trade finance 
- Schedules 
- Schedules automate internal and external movements of funds 
- Automated Cash Operations 
- Define workflows to automate cash management operations 
Risk and Compliance (4)
- Manage Different Types of Risk 
- Such as fluctuations in currency and interest rates, or natural hazards 
- Comply with Financial Regulations 
- Ensure compliance with local and global financial standards and legislation 
- Counterparty Risk Management 
- Manage the risks to each party involved in a contract 
- Hedging 
- Hedging against investment risks to reduce potential loss 
Banking (4)
- Banking Connectivity 
- Support multiple banking and financial messaging protocols such as SWIFT 
- Bank Account Management 
- Manage multiple accounts from different banks 
- Intercompany Lending 
- Management of loans between business entities 
- Automated Banking 
- Operations for banking data gathering and consolidation 
Setup (3)
- Data 
- Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. 49 reviewers of Coupa have provided feedback on this feature. 
- Approvals 
- As reported in 54 Coupa reviews. Define rules and workflows that managers can use to approve different kinds of spending. 
- Alignment 
- Based on 47 Coupa reviews. Align spending across various departments such as procurement and accounting. 
Performance (7)
- KPIs 
- As reported in 47 Coupa reviews. Provide standard spend KPIs that can be customized by users. 
- Benchmarks 
- As reported in 45 Coupa reviews. Use historical spend data to create benchmarks per company or department. 
- Forecasting 
- Provide forecasts on future trends that may impact spending performance. 40 reviewers of Coupa have provided feedback on this feature. 
- Savings 
- Identify savings opportunities per activity, department, or at the company level. This feature was mentioned in 44 Coupa reviews. 
- Evaluation 
- Based on 21 Coupa reviews. Allows users to evaluate supplier performance using standard and custom KPIs. 
- Selection 
- Provide features to compare suppliers and choose the best option for various activities. This feature was mentioned in 20 Coupa reviews. 
- Risk Management 
- Identify potential issues and how they may impact relationships with suppliers. This feature was mentioned in 18 Coupa reviews. 
Management (7)
- Approval 
- Use criteria to add or remove suppliers to/from approved lists. 31 reviewers of Coupa have provided feedback on this feature. 
- Communication 
- Manage communications with suppliers on multiple channels such as phone or email. This feature was mentioned in 30 Coupa reviews. 
- Documents 
- Capture and maintain documents related to suppliers and their products or services. 25 reviewers of Coupa have provided feedback on this feature. 
- Approval 
- Use criteria to add or remove suppliers to/from approved lists. 74 reviewers of Coupa have provided feedback on this feature. 
- Communication 
- Based on 66 Coupa reviews. Manage communications with suppliers on multiple channels such as phone or email. 
- Documents 
- As reported in 66 Coupa reviews. Capture and maintain documents related to suppliers and their products or services. 
- Receipt of Goods 
- Compare goods received with purchase orders and document variations 67 reviewers of Coupa have provided feedback on this feature. 
Supplier Information (6)
- Profiles 
- Create and manage supplier profiles that include contact and pricing information. This feature was mentioned in 28 Coupa reviews. 
- Qualifications 
- As reported in 17 Coupa reviews. Identify the services and products provided by suppliers, as well as certifications. 
- History 
- Track history of all interactions and business transactions with suppliers. This feature was mentioned in 25 Coupa reviews. 
- Profiles 
- Create and manage supplier profiles that include contact and pricing information. 60 reviewers of Coupa have provided feedback on this feature. 
- Qualifications 
- Identify the services and products provided by suppliers, as well as certifications. This feature was mentioned in 53 Coupa reviews. 
- History 
- Based on 60 Coupa reviews. Track history of all interactions and business transactions with suppliers. 
Planning (15)
- Processes 
- Manage workflows and business processes for procurement. 115 reviewers of Coupa have provided feedback on this feature. 
- Contracts 
- Based on 90 Coupa reviews. Provide standard procurement contracts that can be customized. 
- Content 
- As reported in 102 Coupa reviews. Maintain a repository of content such as catalogs and other documents. 
- Requisition 
- Based on 103 Coupa reviews. Define requisition rules for various types of procurement. 
- Planning dashboard 
- Provides users with a planning dahsboard for real-time data 
- Capacity Planning 
- Allows users to ensure production capacity meets demand 
- Assortment Planning 
- Allows users to conduct demand planning for seasonal and intermittent demand 
- Business functions 
- Allows users to tailor demand planning by business function including sales and marketing 
- Goal planning 
- Allows users to customize demand planning that take all data on particular goals into consideration. 
- Comprehensive Planning 
- The system automatically accounts for data related to consumer demand and any planned network changes. 
- Workflow 
- Allows users to automate routine steps for demand planning or data preparation 
- Processses 
- Based on 68 Coupa reviews. Manage workflows and business processes for procurement. 
- Contracts 
- Based on 64 Coupa reviews. Provide standard procurement contracts that can be customized. 
- Content 
- As reported in 67 Coupa reviews. Maintain a repository of content such as catalogs and other documents. 
- Requisition 
- Based on 66 Coupa reviews. Define requisition rules for various types of procurement 
Execution (6)
- Sourcing 
- Based on 91 Coupa reviews. Identify and assess suppliers for different products and services. 
- Purchasing 
- As reported in 110 Coupa reviews. Create and manage purchase orders for products and services. 
- Invoicing 
- Include features for procurement invoicing and e-invoicing. This feature was mentioned in 108 Coupa reviews. 
- Sourcing 
- As reported in 58 Coupa reviews. Identify and assess suppliers for different products and services. 
- Purchasing 
- Electronically create and manage purchase orders for products and services. This feature was mentioned in 66 Coupa reviews. 
- Invoicing 
- Include features for procurement invoicing and e-invoicing. This feature was mentioned in 65 Coupa reviews. 
Data Management (5)
- Consolidation 
- Based on 90 Coupa reviews. Consolidate information from multiple sources or multiple entities 
- Classification 
- As reported in 95 Coupa reviews. Classify information by category, supplier, or supplier 
- External Sources 
- Based on 83 Coupa reviews. Integrate with external sources for market intelligence 
- Integration 
- Based on 98 Coupa reviews. Integrates with ERP systems general ledgers for transfering of AP transaction data 
- Cleaning 
- As reported in 79 Coupa reviews. Ability to cleanse and consolidate AP data 
Invoice Management (6)
- Capture 
- Based on 44 Coupa reviews. Provide features to capture invoices such as import or scanning 
- Supplier Portal 
- Allow suppliers to submit invoices using an online portal This feature was mentioned in 57 Coupa reviews. 
- Repository 
- Deliver a central repository of AP documents, such as POs and invoices 46 reviewers of Coupa have provided feedback on this feature. 
- Capture 
- As reported in 57 Coupa reviews. Provide features to capture and record invoices, such as import or scanning 
- Supplier Portal 
- Based on 66 Coupa reviews. Allow suppliers to submit invoices using an online portal 
- Repository 
- As reported in 58 Coupa reviews. Deliver a central repository of AP documents, such as POs and invoices 
Invoice Processing (13)
- Matching 
- As reported in 55 Coupa reviews. Ability to match AP invoices to POs, contracts, or payments 
- Payments 
- Based on 52 Coupa reviews. Identify incomplete or late supplier payments 
- Workflows 
- Include workflows for approvals and invoice processing This feature was mentioned in 57 Coupa reviews. 
- Tax Compliance 
- Comply with local and global tax regulations for collections 41 reviewers of Coupa have provided feedback on this feature. 
- Approvals 
- As reported in 80 Coupa reviews. Include workflows for approvals of invoices or payments 
- Batch Processing 
- Based on 70 Coupa reviews. Process multiple invoices without human intervention 
- Consolidation 
- Allow users to consolidate multiple invoices into one This feature was mentioned in 59 Coupa reviews. 
- Match Invoices 
- Match invoices with purchases and sales orders, as well as with payments 62 reviewers of Coupa have provided feedback on this feature. 
- Matching 
- Based on 59 Coupa reviews. Ability to match AP invoices to POs, contracts, or payments 
- Payments 
- Based on 56 Coupa reviews. Identify incomplete or late supplier payments 
- Workflows 
- Include workflows for approvals and invoice processing 57 reviewers of Coupa have provided feedback on this feature. 
- Tax Compliance 
- As reported in 53 Coupa reviews. Comply with local and global tax regulations for collections 
- Submittal 
- Electronically submit invoices to buyers 57 reviewers of Coupa have provided feedback on this feature. 
Invoice Generation (3)
- Templates 
- Provide standard invoice templates that can be customized by users This feature was mentioned in 65 Coupa reviews. 
- Digital Invoices 
- Ability to convert invoices to digital formats such as PDF This feature was mentioned in 70 Coupa reviews. 
- Recurring Invoices 
- Automatically generates invoices at pre-defined time intervals This feature was mentioned in 67 Coupa reviews. 
Collaboration (4)
- Integrations 
- Allows users to integrate their demand planning software with ERP and SCM software 
- Multiple users 
- Allows multiple users to simultaneously input thier data online, offline or remotely 
- Forecast collaboration 
- Allows multiple stakeholders into planning data for increased visibility 
- Inventory collaboration 
- Allows users to have multi-tier visibility into current stock and purchase orders 
Supplier Management (3)
- Evaluation 
- Allows users to evaluate supplier performance using standard and custom KPIs. This feature was mentioned in 66 Coupa reviews. 
- Selection 
- Provide features to compare suppliers and choose the best option for various activities. This feature was mentioned in 63 Coupa reviews. 
- Risk Management 
- As reported in 58 Coupa reviews. Identify potential issues and how they may impact relationships with suppliers. 
Financial Data Transfer (4)
- Data Exchange 
- Schedules the exchange of information between internal and external systems 
- Reporting 
- Automatically extracts data required for dashboards and reports on cash positions and liquidity 
- Access 
- Restricts access to certain users within an organization, or provides access for third parties 
- Integration 
- Integrates with other financial software, such as Accounting, ERP, and Corporate Performance Management software 
Expense Reporting (4)
- Expense Automation 
- Captures data using scanned receipts and electronic invoices and automatically aligns invoices and expenses This feature was mentioned in 10 Coupa reviews. 
- Integration 
- Integrates seamlessly and securely into IT ecosystems 
- Compliance 
- Based on 11 Coupa reviews. Set regulations set forth by each company and keeps travel and reimbursement policies in compliance 
- Mobile Functionality 
- As reported in 11 Coupa reviews. Snaps receipts, capture and approve expense on the move, and track travel through GPS 
Approval  (3)
- Rules 
- Incoporates company travel restrictions and guidelines to help stay in compliance and on budget 10 reviewers of Coupa have provided feedback on this feature. 
- Workflows 
- Based on 11 Coupa reviews. Creates a path of tasks that need to be completed and assigns approval tasks to individuals 
- Submit 
- Based on 11 Coupa reviews. Allows users to submit travel requests and expense reports directly to the correct approvers 
Payment Types (3)
- AP Automation 
- Manages large volumes of invoices and financial transactions between a company and its suppliers 
- E-Commerce 
- Facilitates the acceptance of electronic payment for online transactions 
- Retail 
- Features a common interface for in-store, online, and on-the-go set across all acceptance points 
Risk (3)
- Analysis 
- Reduces future risks through root cause analysis and process improvement 53 reviewers of Coupa have provided feedback on this feature. 
- Identification 
- Based on 44 Coupa reviews. Reduces frequency of errors, identifies risk and improves efficiency 
- Scoring 
- Scores suppliers and employees based on risk factors 45 reviewers of Coupa have provided feedback on this feature. 
Recovery (4)
- Recoup 
- Identifies and recoups funds and prevents errors from happening again 35 reviewers of Coupa have provided feedback on this feature. 
- Reporting 
- Based on 58 Coupa reviews. Offers reporting to aid in minimizing future lost profits and process breakdown 
- Historical payments 
- Approve, reject, or query historical payment transactions to identify anomalies This feature was mentioned in 83 Coupa reviews. 
- Overpayments 
- Recover overpayments, duplicate payments, or unused credits from suppliers 80 reviewers of Coupa have provided feedback on this feature. 
Audit (4)
- Filters 
- As reported in 58 Coupa reviews. Includes a library of audit-tested filters to identify AP outliers that are outside company policy 
- Post Audits 
- As reported in 40 Coupa reviews. Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims 
- Overpayments 
- Based on 40 Coupa reviews. Detects and prevents a wide range of overpayment errors 
- Duplicates 
- Detects and prevents a wide range of duplicate payments This feature was mentioned in 54 Coupa reviews. 
Fraud (3)
- Vendor Checks 
- Enables automatic checks of new vendors being set up in the system to combat potential billing schemes 43 reviewers of Coupa have provided feedback on this feature. 
- Data Generation 
- Generates comprehensive data needed to conduct a thorough investigation This feature was mentioned in 45 Coupa reviews. 
- Monitoring 
- Provides continuous, proactive fraud monitoring across multiple systems and data formats This feature was mentioned in 45 Coupa reviews. 
AP Data Processing (3)
- Workflows 
- As reported in 89 Coupa reviews. Constantly evaluate AP transactions to optimize workflows 
- Transparency 
- As reported in 82 Coupa reviews. Improves management oversight by reconciling external data against internal transaction data 
- Controls 
- Based on 89 Coupa reviews. Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk 
Payment Cards (3)
- One-time Virtual 
- As reported in 25 Coupa reviews. Online credit card number that can be instantly sent to employees and used for secure, one-time purchases 
- Recurring Virtual 
- Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services 23 reviewers of Coupa have provided feedback on this feature. 
- Physical 
- As reported in 24 Coupa reviews. Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets 
Reporting (4)
- Real time 
- Report on spend transactions as they happen in real time 33 reviewers of Coupa have provided feedback on this feature. 
- Multiple Views 
- Reports that allow the user to sort and filter by vendor, team, GL, department, etc. This feature was mentioned in 33 Coupa reviews. 
- Export 
- Based on 33 Coupa reviews. The ability to export reports in various formats, such as excel, CSV, and Google Sheets 
- Budgets 
- Report on and track spending against budgets 25 reviewers of Coupa have provided feedback on this feature. 
Payments (4)
- Vendor 
- Based on 34 Coupa reviews. Pay vendors through a dashboard or portal and maintain vendor payment information 
- Recurring 
- As reported in 26 Coupa reviews. Manage and execute recurring payments, such as subscriptions, services, utilities, etc. 
- Employee Reimbursements 
- Based on 29 Coupa reviews. Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment 
- ACH 
- As reported in 26 Coupa reviews. Allows for the electronic transfer of funds between banks 
Fraud & Risk Management (3)
- Notifications 
- Real-time notifications for fraudulant and/or duplicate spending 37 reviewers of Coupa have provided feedback on this feature. 
- Unique Cards 
- As reported in 25 Coupa reviews. Individual, unique cards for each vendor to help manage duplicate and overpayments 
- Controls 
- Control spend limits, expiration dates, and lock and unlock stolen or lost cards This feature was mentioned in 30 Coupa reviews. 
Supplier Marketplace (3)
- Library 
- Provides a centralized library containing product data. This feature was mentioned in 21 Coupa reviews. 
- Categorization 
- Enables users to assign custom categories to products. This feature was mentioned in 21 Coupa reviews. 
- Data Management 
- Creates and manages product catalogs. This feature was mentioned in 22 Coupa reviews. 
Contract Management (3)
- Compliance 
- As reported in 21 Coupa reviews. Assists with maintaining compliance with controlled processes, automated tracking, and audit trails. 
- Revenue 
- Based on 20 Coupa reviews. Identifies revenue opportunities by providing better visibility into spend data, improving supplier relationships, streamlining procurement processes, and identifying cost savings opportunities 
- Negotiations 
- Based on 22 Coupa reviews. Provides organizations with the tools and data they need to negotiate contracts more effectively, such as data analysis, collaboration, and contract management. 
Data Collection (3)
- Spend 
- Increases spend visibility into pricing and unintended or excessive use of discounts or promotions by customers. This feature was mentioned in 21 Coupa reviews. 
- Compliance Reports 
- Identifies noncompliant spending, fraud, and other activity outside of company policy. 21 reviewers of Coupa have provided feedback on this feature. 
- Savings 
- Analyzes spending patterns and identifies areas to reduce costs. This feature was mentioned in 20 Coupa reviews. 
Project Management (3)
- Dashboard 
- Provides a dashboard for searching and reporting on contracts and projects. 22 reviewers of Coupa have provided feedback on this feature. 
- Repository 
- Manages contracts in a single, online central repository. 21 reviewers of Coupa have provided feedback on this feature. 
- Lifecycle 
- Manages the entire contract lifecycle process by providing visibility into projects and allocating resources across sourcing initiatives. 21 reviewers of Coupa have provided feedback on this feature. 
Generative AI (2)
- AI Text Generation 
- Based on 27 Coupa reviews. Allows users to generate text based on a text prompt. 
- AI Text Summarization 
- Condenses long documents or text into a brief summary. This feature was mentioned in 27 Coupa reviews. 
Supplier Collaboration -  Supply Chain Business Networks (4)
- Onboarding 
- Streamlines the process of onboarding new suppliers to a network 
- Order Tracking 
- Provides visibility into the movement of goods/products 
- Quotes 
- Enables users to acquire and evaluate quotes for services 
- Performance Analysis 
- Provides an overview of supplier performance and actions to take to mitigate risks 
AI - Travel Management (5)
- Personalization 
- Uses AI to offer highly personalized experiences by analyzing data from previous travel patterns, preferences, and behaviors 
- Predictive Analytics 
- Uses ML and AI to analyze historical data to identify trends and make predictions for travel costs, peak travel times, weather conditions, or flight cancellations 
- Cost Savings 
- Uses AI and ML to automate tasks such as booking, expense reporting, and itinerary management, to reduce admin costs 
- Efficiency 
- Uses AI and ML to analyze spending patterns to identify cost-saving opportunities, such as recommending alternative travel options of similar quality at lower prices 
- Real-Time Assistance 
- Provides AI guided chatbots to provide real-time assistance to travelers, answering questions, providing updates, and offering support 24/7 
Analytics - Supply Chain Cost-To-Serve Analytics (3)
- Profability 
- Displays profit opportunities by comparing revenue and cost-to-serve data 
- Scenario Analysis 
- Provides in-depth analysis of product impact on supply chain network 
- Cost Breakdown 
- Provides visibility into the supply chain costs of product 
Agentic AI - Spend Management (1)
- Proactive Assistance 
- Anticipates needs and offers suggestions without prompting 
Agentic AI -  Procure to Pay (1)
- Multi-step Planning 
- Ability to break down and plan multi-step processes 
Agentic AI -  Accounts Payable (AP) and Spend Analysis (1)
- Decision Making 
- Makes informed choices based on available data and objectives 
Agentic AI - Contract Management (1)
- Autonomous Task Execution 
- Capability to perform complex tasks without constant human input 
Agentic AI - Purchasing (2)
- Proactive Assistance 
- Anticipates needs and offers suggestions without prompting 
- Decision Making 
- Makes informed choices based on available data and objectives 
Agentic AI - Expense Management (2)
- Autonomous Task Execution 
- Capability to perform complex tasks without constant human input 
- Cross-system Integration 
- Works across multiple software systems or databases 
Agentic AI - Travel Management (2)
- Autonomous Task Execution 
- Capability to perform complex tasks without constant human input 
- Proactive Assistance 
- Anticipates needs and offers suggestions without prompting 
Agentic AI - Strategic Sourcing (3)
- Multi-step Planning 
- Ability to break down and plan multi-step processes 
- Cross-system Integration 
- Works across multiple software systems or databases 
- Adaptive Learning 
- Improves performance based on feedback and experience 
Agentic AI - Invoice Management (3)
- Cross-system Integration 
- Works across multiple software systems or databases 
- Adaptive Learning 
- Improves performance based on feedback and experience 
- Proactive Assistance 
- Anticipates needs and offers suggestions without prompting 
Agentic AI - AP Automation (3)
- Autonomous Task Execution 
- Capability to perform complex tasks without constant human input 
- Proactive Assistance 
- Anticipates needs and offers suggestions without prompting 
- Decision Making 
- Makes informed choices based on available data and objectives 
Agentic AI - Enterprise Payment (1)
- Adaptive Learning 
- Improves performance based on feedback and experience 
Agentic AI - Treasury Management Systems (3)
- Natural Language Interaction 
- Engages in human-like conversation for task delegation 
- Proactive Assistance 
- Anticipates needs and offers suggestions without prompting 
- Decision Making 
- Makes informed choices based on available data and objectives 
Transaction Monitoring - Financial Fraud Prevention (3)
- Payment monitoring 
- Monitors both incoming and outgoing payments to detect fraud, such as fake payees, bank accounts, or unathorized users. 
- Real-time risk monitoring 
- Reviews every transaction in real‑time using rules, pre-defined criteria or a combination of signals to block, flag, or allow transactions. 
- Threshold Management 
- Allows configuring custom rules/thresholds and adjusting sensitivity for different types of transactions. 
Identity & Authentication - Financial Fraud Prevention (2)
- Identity Verification 
- Uses documents, biometrics, or device fingerprinting to verify that a user is who they claim to be. 
- MFA 
- Detects unusual login or credential usage and requires additional authentication when a risk is present. 
Behavioral & Analytics Detection - Financial Fraud Prevention (2)
- Behavioral Analytics 
- Builds behavioral baselines to detect deviations in transactions and device usage. 
- Bot Detection 
- Monitors and blocks automated fraud bots, such as creating fake accounts. 
Audit & Compliance - Financial Fraud Prevention (2)
- Audit Trail 
- Tracks actions of users, rule changes, and other system events in secure logs 
- Reporting 
- Generates customlizable reports for regulatory requirements and ongoing compliance. 
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.