Coupa Features

Creation of expense reports takes little time and is intuitive for new users

Can easily pull in receipts from all credit card statements

Automatically assigns categories/accounts based on past entries and credit card statements

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.

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

Enables easy entry of expenses in other currencies and converts to expense report currency

Manage and track credit cards that are distributed to employees to use for authorized business expenses

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Can book Flights, Hotels, and Rental cars directly from software.

Creates travel itineraries based on booking

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Book meetings and appointments through a website or digital platform

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Create, update, and manage bookings, itineraries, and reservations

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Establish limitations based on certain conditions

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Design, communicate, and distribute incentives to perform a specific action

Create, design and manage workflows for repetitive tasks

Upload, track, and submit receipts in a central database

Manage all supplier data and operations

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage, and track policies and procedures within an organization

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Notifications that are delivered to users as soon as an event occurs

Set up connections to third-party platforms to improve business processes

Track the amount of time spent on a job or task

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Notifications that are delivered to users as soon as an event occurs

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

Facial or other physical recognition to confirm identity

Ability to recognize printed or written text within digital images or scanned documents

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

Allows users to track mileage from mobile device using maps or GPS.

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

Monitor and record expenses such as purchases or charges incurred

Receive system updates as soon as any changes are made

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Track the amount of time spent on a job or task

Manage employee salary processes, data, taxes, and records administration efficiently

Track employee schedules, availability, and performance across projects and tasks

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Access software remotely via mobile devices

Access software remotely via mobile devices

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Complies with PCI security standards

The ability to access important or pertinent data in a single, customizable place.

The ability to organize and manage a large amount of data so that data is easily searchable and accessible.

Access pre-built and custom reports and dashboards.

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.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Provides users ability to create and access expense reports/timesheets while not connected to internet.

Integrate with a third-party accounting system

Integrates with QuickBooks

Active reporting of data and metrics

Set up connections to third-party platforms to improve business processes

Facilitates integration with multiple third-party payroll systems

Integrate with a third-party accounting system

Offers embedded AI/machine learning

Provides workflow for complex approval structures

Use AI to generate content in the form of text, images, videos, etc.

Users can create new contracts within the platform using built-in document creation features.

Pre-designed layouts that can be customized to match preferences and requirements

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

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.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Contracts specific to government agencies or organizations who deal with government agencies

An agreement that's only valid if signed by all involved parties, sealed, and delivered

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set up connections to third-party platforms to improve business processes

Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments.

Corporate debit and credit cards used specifically for B2B payments

Electronic fund transfers between entities

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Workflows to manage every stage of the payment process

Self-service portals and mobile apps to submit invoices for processing

Match invoices, payments, and bank statement information

Clearing of electronic payments to transfer funds from customers to suppliers

Track each stage of the payment process and manage payments history

Comply with information security standards for credit card processing

Point-to-point encryption to convert sensitive financial information into indecipherable code

Features to protect companies from attempts to steal sensitive information like credit card details

Secure Sockets Layer is the standard security protocol for encryption of electronic data

Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud

Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2

The software can be integrated with any other products

Reports are generated using financial data from multiple sources

The vendor provides pugins and APIs that customers can use to create custom integrations

Integrate with ERP and accounting products

View and track pertinent metrics to find patterns and gain insights from data

Pull data from foreign exchange and commodities trading platforms

Consolidate data from multiple sources such as spreadsheets, databases, banking systems, and software

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management

Matches customer requests with routes and driver or vehicle availability.

Define default routes per customer, geography, type of vehicle or type of cargo.

Routes can be assigned to drivers individually or by batch base on criteria such as qualifications or experience.

Defines schedules for a geographical area, customer group, or type of delivery.

Define and implement constraints such as maximum distance or number of required stops.

Administrators can override schedules when unexpected changes occur.

Estimated time of arrival can be shared with customers and adjusted when needed.

Allows users to establish and change priorities for routing activities.

Receive system updates as soon as any changes are made

Adjust routes based on company constraints and customer requirements.

Analyse the performance of different routes or schedules.

Track time (for travel, load/unload, etc.) and the associated costs.

Monitor driver productivity based on KPIs such as time to destination.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Tools to analyze large amounts of data in order to gain usable insights.

Tools specifically to analyze the costs of various aspects of a supply chain.

Forecast customer demand using historical insights and simulations

Monitors and tracks the physical status of goods and materials

Aggregates and centralizes data regarding product movement, materials management, and financial information

Generates reports that identify KPIs and other relevant metrics

Track the status over time for a request, process, asset, or transaction

Receive data and information in real time

Calculate cash balances by geography or business entity

Create scenarios to estimate the impact of possible changes in cash positions

Determine how they may impact the liquidity of the company

Analysis of products and services directly incorporated into finished products

Analyze potential risks across the organization

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations.

Analyze procurement spending and identify future trends.

Generate reports to assess the financial performance of an organization

Provide benchmarking options for comparison with peers

Include standard spending KPIs that can be customized

Deliver reports for compliance purposes

Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud

Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments

Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash

Monitor KPIs such as time to process an invoice or erroneous payments

Track different types of payment such as deposits or partial payments

Provides users with automated reports and dashboards on all demand plans, and forecast KPIs

Allows users to perform ABC and XYZ analyses and assess forecastability with rules adjustable by business users.

Allows users to forecast the demand impact of events such as new product launches product up-gradation, pricing, rebates, marketing activities, product discontinuation

Allows users to create simulation scenarios with factors such as changed pricing

Allows users to pull historical data in order to more accurately predict future demand

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations

Analyze procurement spending and identify future trends.

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Provides comprehensive visibility and oversight into supply chain operations

Provides inventory scheduling and inventory management functionalities

Provides employee scheduling and employee management functionalities

Automates the tracking and recording of activities within the entire supply chain lifecycle

A record of all activities within the system, including user access, changes made, etc.

Organize and manage all processes/procedures involved in purchasing goods and/or services

Manage all supplier data and operations

Track and manage inventory levels to maintain proper supply

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Create, design and manage workflows for repetitive tasks

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Management of the flow of things between point of origin and point of consumption.

Track and facilitate returns of products sold

Manage and track customer orders for goods, investments, or any other purchases

Manage and track operations and inventory within warehouses

Negotiate best prices and choose the right vendor for various purchases

Management of inbound and outbound shipments in the context of international trade

Store, manage, and track all electronic documents in a centralized location

Manage and track orders being shipped to customers

Organize and track the physical movement of goods from one location to another

Ability to track cash positions across all accounts, banks, business units, and countries

Manage the investments of the company and its debts such as loans, lines of credit, or credit cards

Consolidate the balances of multiple bank accounts and manage them as a single account

Such as deposits, Money Market deals, loans, Forex, facilities, and trade finance

Schedules automate internal and external movements of funds

Define workflows to automate cash management operations

Such as fluctuations in currency and interest rates, or natural hazards

Ensure compliance with local and global financial standards and legislation

Manage the risks to each party involved in a contract

Hedging against investment risks to reduce potential loss

Manage budgeting and financial planning operations to control and eliminate debt

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Plan, manage, and track the financial activities of an individual or organization

Handling payments and invoices between a company and its vendors or customers

Create, design and manage workflows for repetitive tasks

Support multiple banking and financial messaging protocols such as SWIFT

Manage multiple accounts from different banks

Management of loans between business entities

Operations for banking data gathering and consolidation

Record customer information, purchase history, and other notes

Track and manage adherence to policies for any service, product, process, or supplier

Consolidates procurement data from multiple systems such as ERP systems and supply chain suites.

Define rules and workflows that managers can use to approve different kinds of spending.

Align spending across various departments such as procurement and accounting.

Receive data and information in real time

Provide standard spend KPIs that can be customized by users.

Use historical spend data to create benchmarks per company or department.

Provide forecasts on future trends that may impact spending performance.

Identify savings opportunities per activity, department, or at the company level.

Allows users to evaluate supplier performance using standard and custom KPIs.

Provide features to compare suppliers and choose the best option for various activities.

Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain

Record and track all relevant internal and external communications

Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Manage, organize, and store contact information

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Track and manage inventory levels to maintain proper supply

Organize and manage all processes/procedures involved in purchasing goods and/or services

Manage all supplier data and operations

Use criteria to add or remove suppliers to/from approved lists.

Manage communications with suppliers on multiple channels such as phone or email.

Capture and maintain documents related to suppliers and their products or services.

Use criteria to add or remove suppliers to/from approved lists.

Manage communications with suppliers on multiple channels such as phone or email.

Capture and maintain documents related to suppliers and their products or services.

Compare goods received with purchase orders and document variations

Create and manage supplier profiles that include contact and pricing information.

The process of assessing potential suppliers based on required credentials, quality standards, etc.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Create and manage supplier profiles that include contact and pricing information.

Identify the services and products provided by suppliers, as well as certifications.

Track history of all interactions and business transactions with suppliers.

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allows users to ensure production capacity meets demand

Allows users to conduct demand planning for seasonal and intermittent demand

Allows users to tailor demand planning by business function including sales and marketing

Allows users to customize demand planning that take all data on particular goals into consideration.

The system automatically accounts for data related to consumer demand and any planned network changes.

Allows users to automate routine steps for demand planning or data preparation

Develop potential scenarios to identify risks and opportunities

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement

Pre-designed layouts that can be customized to match preferences and requirements

Identify and assess suppliers for different products and services.

Create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Organize and manage all processes/procedures involved in purchasing goods and/or services

Manage and track customer orders for goods, investments, or any other purchases

Identify and assess suppliers for different products and services.

Electronically create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Consolidate information from multiple sources or multiple entities

Classify information by category, supplier, or supplier

Integrate with external sources for market intelligence

Integrates with ERP systems general ledgers for transfering of AP transaction data

Ability to cleanse and consolidate AP data

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Provide features to capture and record invoices, such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Electronically submit invoices to buyers

Configure existing workflows to meet your organization's needs

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Allows users to integrate their demand planning software with ERP and SCM software

Allows multiple users to simultaneously input thier data online, offline or remotely

Allows multiple stakeholders into planning data for increased visibility

Allows users to have multi-tier visibility into current stock and purchase orders

Integrate with existing ERP systems

Allows users to evaluate supplier performance using standard and custom KPIs.

Provide features to compare suppliers and choose the best option for various activities.

Identify potential issues and how they may impact relationships with suppliers.

Track and manage inventory levels to maintain proper supply

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Review, approve and cancel requests for goods/services to be purchased

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Allows businesses to create and manage auctions.

Negotiate best prices and choose the right vendor for various purchases

Track and facilitate returns of products sold

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Track, store, and access client contracts or licenses

Manage all supplier data and operations

Track the amount of money spent on a certain product or with a certain supplier

Manage and track customer orders for goods, investments, or any other purchases

Manage and track orders being shipped to customers

Manage and track operations and inventory within warehouses

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create and manage digital catalog of products/services with their details, specifications, and price

Upload, track, and submit receipts in a central database

Schedules the exchange of information between internal and external systems

Automatically extracts data required for dashboards and reports on cash positions and liquidity

Restricts access to certain users within an organization, or provides access for third parties

Integrates with other financial software, such as Accounting, ERP, and Corporate Performance Management software

Receive data and information in real time

Set up connections to third-party platforms to improve business processes

Manages large volumes of invoices and financial transactions between a company and its suppliers

Facilitates the acceptance of electronic payment for online transactions

Features a common interface for in-store, online, and on-the-go set across all acceptance points

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Approve, reject, or query historical payment transactions to identify anomalies

Recover overpayments, duplicate payments, or unused credits from suppliers

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Constantly evaluate AP transactions to optimize workflows

Improves management oversight by reconciling external data against internal transaction data

Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk

Online credit card number that can be instantly sent to employees and used for secure, one-time purchases

Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services

Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets

Active monitoring of systems, applications, or networks

Reports that allow the user to sort and filter by vendor, team, GL, department, etc.

Import and export data to and from software applications

Report on and track spending against budgets

Receive system updates as soon as any changes are made

Active reporting of data and metrics

Analyze and gain insights into data in real-time

Pay vendors through a dashboard or portal and maintain vendor payment information

Manage and execute recurring payments, such as subscriptions, services, utilities, etc.

Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment

Allows for the electronic transfer of funds between banks

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Real-time notifications for fraudulant and/or duplicate spending

Individual, unique cards for each vendor to help manage duplicate and overpayments

Control spend limits, expiration dates, and lock and unlock stolen or lost cards

Manage and monitor spending to align with the financial constraints or goals

Manage the process of evaluating documents or requests submitted for approval

Set allowances and ensure employees don't spend more than the allotted amounts

Bank cards with approved funds pre-loaded that employees can use for corporate purchases

Provides a centralized library containing product data.

Enables users to assign custom categories to products.

Create and manage digital catalog of products/services with their details, specifications, and price

Receive data and information in real time

Create, design and manage workflows for repetitive tasks

Manage the planning and execution of supply chain activities

Create, save, and re-purpose templates for emails, forms, etc.

Track, store, and access client contracts or licenses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Review, approve and cancel requests for goods/services to be purchased

Plan and coordinate all the resources, costs and time needed to execute assignments

Create, send, and track purchase orders and their statuses

Procure goods, materials, or services from international suppliers

Track the amount of money spent on a certain product or with a certain supplier

Allows businesses to create and manage auctions.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage all supplier data and operations

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Store, manage, and track all electronic documents in a centralized location

Organize and manage all processes/procedures involved in purchasing goods and/or services

The process of submitting requests for quotes, proposals, information, etc.

Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Assists with maintaining compliance with controlled processes, automated tracking, and audit trails.

Identifies revenue opportunities by providing better visibility into spend data, improving supplier relationships, streamlining procurement processes, and identifying cost savings opportunities

Provides organizations with the tools and data they need to negotiate contracts more effectively, such as data analysis, collaboration, and contract management.

Increases spend visibility into pricing and unintended or excessive use of discounts or promotions by customers.

Identifies noncompliant spending, fraud, and other activity outside of company policy.

Analyzes spending patterns and identifies areas to reduce costs.

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manages contracts in a single, online central repository.

Manages the entire contract lifecycle process by providing visibility into projects and allocating resources across sourcing initiatives.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Streamlines the process of onboarding new suppliers to a network

Provides visibility into the movement of goods/products

Enables users to acquire and evaluate quotes for services

Provides an overview of supplier performance and actions to take to mitigate risks

Displays profit opportunities by comparing revenue and cost-to-serve data

Provides in-depth analysis of product impact on supply chain network

Provides visibility into the supply chain costs of product

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes

Ability to autonomously complete end-to-end procurement tasks such as PO creation, invoice coding etc.

Ability to proactively flag out-of-policy spend, duplicate invoices, and overdue approvals before issues escalate

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Create budgets based on historical data and future projections

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Set up connections to third-party platforms to improve business processes

Integrate with existing ERP systems

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Form predictions based on past and present data/trends

Monitors both incoming and outgoing payments to detect fraud, such as fake payees, bank accounts, or unathorized users.

Reviews every transaction in real‑time using rules, pre-defined criteria or a combination of signals to block, flag, or allow transactions.

Allows configuring custom rules/thresholds and adjusting sensitivity for different types of transactions.

Monitoring employee behavior for suspicious activity to detect internal fraud

Track and report on everything that happens within the system or network

Monitor or audit historical and current transactions to analyze customer account activities

Control and manage access to company resources

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Electronically collect payments for goods or services

Track and manage adherence to policies for any service, product, process, or supplier

Uses documents, biometrics, or device fingerprinting to verify that a user is who they claim to be.

Detects unusual login or credential usage and requires additional authentication when a risk is present.

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Builds behavioral baselines to detect deviations in transactions and device usage.

Monitors and blocks automated fraud bots, such as creating fake accounts.

Predict future data based on historical data sets

Analyze and gain insights into data in real-time

Automatically identify unusual behavior

Detection of fraudulent checks to prevent financial losses

Tracks actions of users, rule changes, and other system events in secure logs

Generates customlizable reports for regulatory requirements and ongoing compliance.

Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Recommends optimal suppliers using AI models based on historical sourcing outcomes and performance.

Executes sourcing decisions and actions autonomously based on goals, constraints, and learned policies.

Improves sourcing recommendations over time using feedback loops and historical event data.

Automatically invites qualified suppliers to sourcing events based on matching criteria.

Enhances supplier profiles with third-party or internal data such as risk, diversity, and financial metrics.

Identifies and recommends relevant suppliers based on category, geography, risk, and past performance data.

Optimizes sourcing outcomes across multiple competing objectives using AI-driven models.

Simulates alternative sourcing outcomes to compare trade-offs across different award strategies.

Provides transparent reasoning and justification behind AI-generated sourcing decisions or recommendations.

Evaluates supplier bids and generates optimized award scenarios based on cost and constraints.

Identifies sourcing opportunities using spend analysis and pattern recognition.

Forecasts sourcing outcomes and risks using predictive analytics models.

Automatically generates RFx events based on intake data, historical events, or predefined rules.

Captures sourcing requests through guided workflows that structure demand and trigger sourcing processes.

Generates RFx documents, line items, and requirements using generative AI based on category and historical data.

Interprets unstructured user requests and converts them into structured sourcing events using NLP.

Automates sourcing event steps including approvals, supplier invitations, and timeline management.

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Ability to manage transactions online with a mobile device or computer.

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Track and manage inventory levels to maintain proper supply

Issue payments to third parties via checks

Access software remotely via mobile devices

A record of all activities within the system, including user access, changes made, etc.

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify unusual behavior

Application programming interface that allows for integration with other systems/databases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Plan, manage, and track the financial activities of an individual or organization

Streamlining repetitive tasks and activities through automated and predefined workflows

Use AI to generate content in the form of text, images, videos, etc.

Identify which applications need to exchange data and enable these data connections

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Organize, track, and automate the entire contract process

Create budgets based on historical data and future projections

Track and manage adherence to policies for any service, product, process, or supplier

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and manage inventory levels to maintain proper supply

Manage the process of evaluating documents or requests submitted for approval

Provides a channel for team members to share media files, communicate, and work together

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Define levels of authorization for access to specific files or systems

Track orders throughout the fulfillment process

Monitor product stock levels

Create budgets based on historical data and future projections

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Analyze and gain insights into data in real-time

Review and uncover trends in spending activity

Manage and handle various international currencies

A record of all activities within the system, including user access, changes made, etc.

Active reporting of data and metrics

Track and document all activities across devices, networks, and other systems

Search and filter data across systems to locate required information by entering keywords or certain criteria

Set allowances and ensure employees don't spend more than the allotted amounts

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Creation, processing, verification, and execution of invoices till the payment is made

Manage all receiving processes within a warehouse

Store and organize documents in a centralized system

Generate quotes or estimates for customers

Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects.

The process of assessing potential suppliers based on required credentials, quality standards, etc.

The process of creating a questionnaire and submitting it to prospective vendors.

Timed notification for any upcoming task, deadline, appointment, or activity

Online portal through which end users can access the system, manage tasks, or obtain information

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Initiate collection and analysis of known risks

Manage the process of evaluating documents or requests submitted for approval

Provides a channel for team members to share media files, communicate, and work together

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Define levels of authorization for access to specific files or systems

Track orders throughout the fulfillment process

Monitor product stock levels

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Analyze and gain insights into data in real-time

Review and uncover trends in spending activity

Manage and handle various international currencies

A record of all activities within the system, including user access, changes made, etc.

Active reporting of data and metrics

Track and document all activities across devices, networks, and other systems

Search and filter data across systems to locate required information by entering keywords or certain criteria

Set allowances and ensure employees don't spend more than the allotted amounts

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Creation, processing, verification, and execution of invoices till the payment is made

Manage all receiving processes within a warehouse

Store and organize documents in a centralized system

Generate quotes or estimates for customers

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Manage and support multiple locations

Monitor and record expenses such as purchases or charges incurred

Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of reports

Receive data and information in real time

View and track pertinent metrics to find patterns and gain insights from data

Digitally sign online documents

Search for specific words or phrases within a document or database

Import and export data to and from software applications

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Electronic signing method that validates the authenticity and integrity of a digital document

Create, edit, and revise contracts/written agreements

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

An agreement between a buyer and a seller for the sale and delivery of goods or services

Create, manage and track all task activities and progression

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Highlight content and/or make notations about parts of content

Create, design and manage workflows for repetitive tasks

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

A record of all activities within the system, including user access, changes made, etc.

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

Assemble applications and processes by dragging over and arranging pre-built components

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Track revisions and updates made to files and navigate between different versions

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Manage, organize, and store contact information

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Review and analyze existing information across documents

Add customized logos and colors to align with company branding

Configure existing workflows to meet your organization's needs

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

An agreement between a business and an external supplier for the delivery of a set of products or services

Accept, record, and reconcile financial transactions

Qualify, select, and monitor supply chain partners

Active monitoring of systems, applications, or networks

Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Generate quotes or estimates for customers

Graphical representation of data

Monitoring and measurement of relevant metrics to assess the performance of IT resources

Set up connections to third-party platforms to improve business processes

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A record of all activities within the system, including user access, changes made, etc.

Designed for multiple vendors

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Provides a channel for team members to share media files, communicate, and work together

Alter the layout and content of reports

Receive data and information in real time

A record of all activities within the system, including user access, changes made, etc.

Securely stores data to prevent data loss or breaches

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage the process of evaluating documents or requests submitted for approval

Import and export data to and from software applications

Compare new data with existing records to detect duplicate entries

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Create budgets based on historical data and future projections

Customize data fields to support various needs and use cases

Set allowances and ensure employees don't spend more than the allotted amounts

Pre-designed layouts that can be customized to match preferences and requirements

Define levels of authorization for access to specific files or systems

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Match digital receipt images or data with corresponding expense entries

Scan and upload receipts to a central database using a mobile device

Track billable hours and/or non-billable expenses for work performed

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Organize and group data or items based on various criteria

Allow users to access multiple services after entering their login credentials once

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Access software remotely via mobile devices

Assemble applications and processes by dragging over and arranging pre-built components

Create, manage, and send invoices or bills to customers

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Plan availability and assign specific time slots for tasks and resources

Track all personnel who operate company vehicles

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Digitally sign online documents

Manage sending personnel and resources to a site as needed

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track employee schedules, availability, and performance across projects and tasks

Send messages via SMS

Organize customer data and accounts by user or geography

Manage and track customer orders for goods, investments, or any other purchases

Track driver locations on a map in real time

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Set up connections to third-party platforms to improve business processes

Finding the most optimal routes for drivers based on various factors and constraints

Monitor and track fuel consumption and costs

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Track and manage inventory levels to maintain proper supply

Track the status over time for a request, process, asset, or transaction

Manage and track orders being shipped to customers

Organize and track the physical movement of goods from one location to another

Track orders throughout the fulfillment process

Online portal through which end users can access the system, manage tasks, or obtain information

Use AI to generate content in the form of text, images, videos, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Create, send, and track purchase orders and their statuses

Alter the layout and content of reports

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Provides a channel for team members to share media files, communicate, and work together

Track and manage inventory levels to maintain proper supply

Forecast customer demand using historical insights and simulations

Analyze and gain insights into data in real-time

Import and export data to and from software applications

Manage the buying, selling, and holding of stocks

Manage the planning and execution of supply chain activities

Receive data and information in real time

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Design, communicate, and distribute incentives to perform a specific action

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Graphical representation of data

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and support multiple locations

Manage and track operations and inventory within warehouses

Use AI to generate content in the form of text, images, videos, etc.

Track stock count levels to manage product reordering

Track the management and flow of data throughout the organization

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Graphical representation of data

Initiate collection and analysis of known risks

Receive system updates as soon as any changes are made

Analyze potential risks across the organization

Rules that can be customized/created based on business requirements for fraud prevention

Receive notification of issues as soon as they occur

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Approve legitimate financial transactions after reviewing for fraud or other risks

Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.

Discover and connect variety of data sources to the application for analysis

Set up connections to third-party platforms to improve business processes

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Receive data and information in real time

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Verify the identity of users/devices to enable secure access

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Intended to be used by online stores

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Notifying as a warning or reminder of a potential or imminent hazard

Intended to be used by banks

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Intended to be used by insurers

Complies with the Payment Services Directive Two (PSD2), set by the European Union for electronic payment services

Import, collect, and capture data from multiple sources

Search and filter data across systems to locate required information by entering keywords or certain criteria

System alerts about the need to escalate an issue or request

Track visitors'/audience's responses across web pages and other optimized content

Record customer information, purchase history, and other notes

Timed notification for any upcoming task, deadline, appointment, or activity

Track and document all activities across devices, networks, and other systems

Creation, processing, verification, and execution of invoices till the payment is made

Integrate with a third-party accounting system

Organize and group data or items based on various criteria

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Configure existing workflows to meet your organization's needs

Review and uncover trends in spending activity

Monitor and record expenses such as purchases or charges incurred

Set up connections to third-party platforms to improve business processes

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Route documents and other data through one or more stakeholders for review and approval

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage all supplier data and operations

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Create, manage, and send invoices or bills to customers

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Create, send, and track purchase orders and their statuses

A record of all activities within the system, including user access, changes made, etc.

Use AI to generate content in the form of text, images, videos, etc.

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Create, design and manage workflows for repetitive tasks

Log and record hours worked and costs spent to assist in billing and invoicing

Manage and handle various international currencies

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Organize and manage all processes/procedures involved in purchasing goods and/or services

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Track and manage adherence to policies for any service, product, process, or supplier

Review, approve and cancel requests for goods/services to be purchased

Alter the layout and content of reports

Generate one-off reports that meet information requirements

Plan, manage, and track the financial activities of an individual or organization

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Upload, track, and submit receipts in a central database

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

A collection of customer information such as contact details, demographics, previous interactions, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Scan barcodes to ensure accurate pricing and label tracking

Manage the process of receiving, preparing, and delivering orders for goods/products

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

View and track pertinent metrics to find patterns and gain insights from data

Material list of manufacturing parts and associated costs

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Set up connections to third-party platforms to improve business processes

Transfer of data from one computer system to another

Maintain and control the stock level of inventory

Manage and support multiple locations

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Generate quotes or estimates for customers

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage and handle various international currencies

Initiate collection and analysis of known risks

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Monitor or audit historical and current transactions to analyze customer account activities

Manage the process of evaluating documents or requests submitted for approval

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Alter the layout and content of reports

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Observe and track the demand, usage, progress or quality of a system, product, or user

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Active monitoring of systems, applications, or networks

A record of all activities within the system, including user access, changes made, etc.

Allow users to access multiple services after entering their login credentials once

Securely stores data to prevent data loss or breaches

Software specialized for accountants and accounting firms

Develop potential scenarios to identify risks and opportunities

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Compare and match accounting/financial records with corresponding bank statements