[ Coupa Reviews ](https://www.g2.com/products/coupa-software-coupa/reviews) [ Coupa Reviews ](https://www.g2.com/products/coupa-software-coupa/reviews) # Coupa Features ##### ## Expense Reports (8) Ease of Creating Expense Reports Creation of expense reports takes little time and is intuitive for new users Bank / Credit Card Integration Can easily pull in receipts from all credit card statements Smart Categorization Automatically assigns categories/accounts based on past entries and credit card statements Digital Receipt Management 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 Currency Conversions Enables easy entry of expenses in other currencies and converts to expense report currency Corporate Card Manage and track credit cards that are distributed to employees to use for authorized business expenses Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Show More ##### ## Travel Management (26) Ease of Booking Can book Flights, Hotels, and Rental cars directly from software. Itinerary Management Creates travel itineraries based on booking Trip Notifications Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. Advanced Integrations Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. Online Booking Book meetings and appointments through a website or digital platform Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Booking Management Create, update, and manage bookings, itineraries, and reservations User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Restriction Management Establish limitations based on certain conditions Reservations Management Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Travel Management Promotions Management Design, communicate, and distribute incentives to perform a specific action Workflow Management Create, design and manage workflows for repetitive tasks Receipt Management Upload, track, and submit receipts in a central database Supplier Management Manage all supplier data and operations Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Policy Management Create, manage, and track policies and procedures within an organization Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Third-Party Integrations Set up connections to third-party platforms to improve business processes Timesheet Management Track the amount of time spent on a job or task Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## Client Invoicing (5) Invoice Creation and Delivery Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. Electronic Payments Accepts electronic payments from clients Project Accounting / Revenue Recognition Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Biometric Recognition Facial or other physical recognition to confirm identity Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Show More ##### ## Mobile (5) Receipt Capture Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device Mileage Tracking Allows users to track mileage from mobile device using maps or GPS. Travel Itinerary and Flight Status Updates Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes Expense Tracking Monitor and record expenses such as purchases or charges incurred Real-Time Updates Receive system updates as soon as any changes are made Show More ##### ## Administration (19) Business Tool Integration Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Automated Reminders 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 User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Employee Management Track employee schedules, availability, and performance across projects and tasks Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Mobile Access Access software remotely via mobile devices Mobile Access Access software remotely via mobile devices Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier PCI Regulation Compliant Complies with PCI security standards 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. Show More ##### ## Platform (15) Reporting Access pre-built and custom reports and dashboards. APIs / Integration 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 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. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Offline Provides users ability to create and access expense reports/timesheets while not connected to internet. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Real-Time Reporting Active reporting of data and metrics Third-Party Integrations Set up connections to third-party platforms to improve business processes Payroll Integration Facilitates integration with multiple third-party payroll systems Accounting Integration Integrate with a third-party accounting system Embedded AI / Machine Learning Offers embedded AI/machine learning Complex Approval Workflow Provides workflow for complex approval structures Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Contract Management Platform Features (14) Contract Creation Users can create new contracts within the platform using built-in document creation features. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Contract Editing 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. Contract Collaboration 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. Notifications & Reminders 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. 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. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Government Contracts Contracts specific to government agencies or organizations who deal with government agencies Specialty Contracts An agreement that's only valid if signed by all involved parties, sealed, and delivered Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Integration (19) 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 Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data 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 Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems ERP integration Integrate with existing ERP systems Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Account Sync Sync with company accounts to transfer payments for approved invoices Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Procurement Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Optimization (3) Priorities Allows users to establish and change priorities for routing activities. Real-Time Updates Receive system updates as soon as any changes are made Dynamic Routing Adjust routes based on company constraints and customer requirements. Show More ##### ## Analytics (44) 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. Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 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. Demand Forecasting Forecast customer demand using historical insights and simulations 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 Status Tracking Track the status over time for a request, process, asset, or transaction Real-Time Data Receive data and information in real time 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 Risk Analysis Analyze potential risks across the organization Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations. Spend Analyze procurement spending and identify future trends. Financial Reporting Generate reports to assess the financial performance of an organization Benchmarking Provide benchmarking options for comparison with peers KPIs Include standard spending KPIs that can be customized Compliance Deliver reports for compliance purposes Errors Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud Due Dates Track invoices based on due dates to identify overdue payments Benchmarking Ability to compare AP automation metrics with other companies KPIs Monitor KPIs such as time to process an invoice or erroneous payments Due Dates Track invoices based on due dates to identify overdue payments Cashflow Analyze variations between incoming and outgoing cash KPIs Monitor KPIs such as time to process an invoice or erroneous payments Payment Tracking 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 Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations Spend Analyze procurement spending and identify future trends. Due Dates Track invoices based on due dates to identify overdue payments KPIs Monitor KPIs such as time to process an invoice or erroneous payments Show More ##### ## Warehouse Management (24) 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 Audit Trail A record of all activities within the system, including user access, changes made, etc. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Supplier Management Manage all supplier data and operations Inventory Management Track and manage inventory levels to maintain proper supply Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Workflow Management Create, design and manage workflows for repetitive tasks User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Logistics Management Management of the flow of things between point of origin and point of consumption. Returns Management Track and facilitate returns of products sold Order Management Manage and track customer orders for goods, investments, or any other purchases Warehouse Management Manage and track operations and inventory within warehouses Sourcing Management Negotiate best prices and choose the right vendor for various purchases Import/Export Management Management of inbound and outbound shipments in the context of international trade Document Management Store, manage, and track all electronic documents in a centralized location Shipping Management Manage and track orders being shipped to customers Transportation Management Organize and track the physical movement of goods from one location to another Show More ##### ## 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 Show More ##### ## Risk and Compliance (11) 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 Debt Management Manage budgeting and financial planning operations to control and eliminate debt Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Financial Management Plan, manage, and track the financial activities of an individual or organization Payment Management Handling payments and invoices between a company and its vendors or customers Workflow Management Create, design and manage workflows for repetitive tasks Liquidity Management Show More ##### ## Banking (6) 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 Customer Accounts Record customer information, purchase history, and other notes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Setup (4) Data Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. Approvals Define rules and workflows that managers can use to approve different kinds of spending. Alignment Align spending across various departments such as procurement and accounting. Real-Time Data Receive data and information in real time Show More ##### ## Performance (18) KPIs Provide standard spend KPIs that can be customized by users. Benchmarks Use historical spend data to create benchmarks per company or department. Forecasting Provide forecasts on future trends that may impact spending performance. Savings Identify savings opportunities per activity, department, or at the company level. Evaluation 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. Supplier Risk Management Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain Communications Management Record and track all relevant internal and external communications Vendor Master Data Management Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Contact Management Manage, organize, and store contact information Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Inventory Management Track and manage inventory levels to maintain proper supply Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Supplier Management Manage all supplier data and operations Show More ##### ## Management (7) Approval Use criteria to add or remove suppliers to/from approved lists. Communication Manage communications with suppliers on multiple channels such as phone or email. Documents Capture and maintain documents related to suppliers and their products or services. Approval Use criteria to add or remove suppliers to/from approved lists. Communication Manage communications with suppliers on multiple channels such as phone or email. Documents Capture and maintain documents related to suppliers and their products or services. Receipt of Goods Compare goods received with purchase orders and document variations Show More ##### ## Supplier Information (6) Profiles Create and manage supplier profiles that include contact and pricing information. Supplier Qualification The process of assessing potential suppliers based on required credentials, quality standards, etc. Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Profiles Create and manage supplier profiles that include contact and pricing information. Qualifications Identify the services and products provided by suppliers, as well as certifications. History Track history of all interactions and business transactions with suppliers. Show More ##### ## Planning (18) Processes Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities 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 Scenario Planning Develop potential scenarios to identify risks and opportunities Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Processses Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Execution (8) Sourcing Identify and assess suppliers for different products and services. Purchasing Create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Order Management Manage and track customer orders for goods, investments, or any other purchases Sourcing Identify and assess suppliers for different products and services. Purchasing Electronically create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Show More ##### ## Data Management (5) Consolidation Consolidate information from multiple sources or multiple entities Classification Classify information by category, supplier, or supplier External Sources Integrate with external sources for market intelligence Integration Integrates with ERP systems general ledgers for transfering of AP transaction data Cleaning Ability to cleanse and consolidate AP data Show More ##### ## Invoice Management (6) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Capture Provide features to capture and record invoices, such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (15) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Recurring Payments Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.) Approvals Include workflows for approvals of invoices or payments Batch Processing Process multiple invoices without human intervention Consolidation Allow users to consolidate multiple invoices into one Match Invoices Match invoices with purchases and sales orders, as well as with payments Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Submittal Electronically submit invoices to buyers Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Invoice Generation (3) Templates Provide standard invoice templates that can be customized by users Digital Invoices Ability to convert invoices to digital formats such as PDF Recurring Invoices Automatically generates invoices at pre-defined time intervals Show More ##### ## Collaboration (5) 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 ERP integration Integrate with existing ERP systems Show More ##### ## Supplier Management (23) Evaluation 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. Risk Management Identify potential issues and how they may impact relationships with suppliers. Inventory Management Track and manage inventory levels to maintain proper supply Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Requisition Management Review, approve and cancel requests for goods/services to be purchased Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Auction Management Allows businesses to create and manage auctions. Sourcing Management Negotiate best prices and choose the right vendor for various purchases Returns Management Track and facilitate returns of products sold Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Contract/License Management Track, store, and access client contracts or licenses Supplier Management Manage all supplier data and operations Spend Management Track the amount of money spent on a certain product or with a certain supplier Order Management Manage and track customer orders for goods, investments, or any other purchases Shipping Management Manage and track orders being shipped to customers Warehouse Management Manage and track operations and inventory within warehouses User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Receipt Management Upload, track, and submit receipts in a central database Show More ##### ## Financial Data Transfer (6) 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 Real-Time Data Receive data and information in real time Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## 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 Show More ##### ## Risk (3) Analysis Reduces future risks through root cause analysis and process improvement Identification Reduces frequency of errors, identifies risk and improves efficiency Scoring Scores suppliers and employees based on risk factors Show More ##### ## Recovery (4) Recoup Identifies and recoups funds and prevents errors from happening again Reporting Offers reporting to aid in minimizing future lost profits and process breakdown Historical payments Approve, reject, or query historical payment transactions to identify anomalies Overpayments Recover overpayments, duplicate payments, or unused credits from suppliers Show More ##### ## Audit (4) Filters Includes a library of audit-tested filters to identify AP outliers that are outside company policy Post Audits Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims Overpayments Detects and prevents a wide range of overpayment errors Duplicates Detects and prevents a wide range of duplicate payments Show More ##### ## Fraud (3) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Data Generation Generates comprehensive data needed to conduct a thorough investigation Monitoring Provides continuous, proactive fraud monitoring across multiple systems and data formats Show More ##### ## AP Data Processing (3) Workflows Constantly evaluate AP transactions to optimize workflows Transparency Improves management oversight by reconciling external data against internal transaction data Controls Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk Show More ##### ## Payment Cards (3) One-time Virtual 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 Physical Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets Show More ##### ## Reporting (7) Real-Time Monitoring Active monitoring of systems, applications, or networks Multiple Views Reports that allow the user to sort and filter by vendor, team, GL, department, etc. Data Import/Export Import and export data to and from software applications Budgets Report on and track spending against budgets Real-Time Updates Receive system updates as soon as any changes are made Real-Time Reporting Active reporting of data and metrics Real-Time Analytics Analyze and gain insights into data in real-time Show More ##### ## Payments (5) Vendor Pay vendors through a dashboard or portal and maintain vendor payment information Recurring Manage and execute recurring payments, such as subscriptions, services, utilities, etc. Employee Reimbursements Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment ACH Allows for the electronic transfer of funds between banks Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Show More ##### ## Fraud & Risk Management (7) Notifications Real-time notifications for fraudulant and/or duplicate spending Unique Cards 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 Budget Control Manage and monitor spending to align with the financial constraints or goals Approval Process Control Manage the process of evaluating documents or requests submitted for approval Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Prepaid Cards Bank cards with approved funds pre-loaded that employees can use for corporate purchases Show More ##### ## Supplier Marketplace (26) Library Provides a centralized library containing product data. Categorization Enables users to assign custom categories to products. Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Real-Time Data Receive data and information in real time Workflow Management Create, design and manage workflows for repetitive tasks Supply Chain Management Manage the planning and execution of supply chain activities Template Management Create, save, and re-purpose templates for emails, forms, etc. Contract/License Management Track, store, and access client contracts or licenses Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Requisition Management Review, approve and cancel requests for goods/services to be purchased Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Purchase Order Management Create, send, and track purchase orders and their statuses Global Sourcing Management Procure goods, materials, or services from international suppliers Spend Management Track the amount of money spent on a certain product or with a certain supplier Auction Management Allows businesses to create and manage auctions. Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Supplier Management Manage all supplier data and operations Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Document Management Store, manage, and track all electronic documents in a centralized location Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Rfx Management The process of submitting requests for quotes, proposals, information, etc. Supplier Risk Management Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Contract Management (3) Compliance Assists with maintaining compliance with controlled processes, automated tracking, and audit trails. Revenue Identifies revenue opportunities by providing better visibility into spend data, improving supplier relationships, streamlining procurement processes, and identifying cost savings opportunities Negotiations Provides organizations with the tools and data they need to negotiate contracts more effectively, such as data analysis, collaboration, and contract management. Show More ##### ## Data Collection (4) Spend Increases spend visibility into pricing and unintended or excessive use of discounts or promotions by customers. Compliance Reports Identifies noncompliant spending, fraud, and other activity outside of company policy. Savings Analyzes spending patterns and identifies areas to reduce costs. Customizable Reports Alter the layout and content of reports Show More ##### ## Project Management (3) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Repository Manages contracts in a single, online central repository. Lifecycle Manages the entire contract lifecycle process by providing visibility into projects and allocating resources across sourcing initiatives. Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Spend Management (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Procure to Pay (3) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Ability to autonomously complete end-to-end procurement tasks such as PO creation, invoice coding etc. Proactive Assistance Ability to proactively flag out-of-policy spend, duplicate invoices, and overdue approvals before issues escalate Show More ##### ## Agentic AI - Accounts Payable (AP) and Spend Analysis (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Contract Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Purchasing (3) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## 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 Show More ##### ## Agentic AI - Strategic Sourcing (5) 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes ERP integration Integrate with existing ERP systems Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Enterprise Payment (1) Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Agentic AI - Treasury Management Systems (4) 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 Forecasting Form predictions based on past and present data/trends Show More ##### ## Transaction Monitoring - Financial Fraud Prevention (10) 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. Internal Fraud Monitoring Monitoring employee behavior for suspicious activity to detect internal fraud Activity Monitoring Track and report on everything that happens within the system or network Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities Access Management Control and manage access to company resources Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Electronic Payments Electronically collect payments for goods or services Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Identity & Authentication - Financial Fraud Prevention (3) 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. Data Verification Process of checking different types of data for accuracy to avoid errors or inconsistencies Show More ##### ## Behavioral & Analytics Detection - Financial Fraud Prevention (6) 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. Predictive Analytics Predict future data based on historical data sets Real-Time Analytics Analyze and gain insights into data in real-time Anomaly Detection Automatically identify unusual behavior Check Fraud Detection Detection of fraudulent checks to prevent financial losses Show More ##### ## 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. Show More ##### ## Generative AI - Expense Management (3) Image-to-Text Converts images into a textual description, identifying key elements. Text Generation Allows users to generate text based on a text prompt. Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## AI & Agentic Capabilities - Autonomous Sourcing (3) Supplier Recommendation Engine Recommends optimal suppliers using AI models based on historical sourcing outcomes and performance. Autonomous Decision Agents Executes sourcing decisions and actions autonomously based on goals, constraints, and learned policies. Continuous Learning & Improvement Improves sourcing recommendations over time using feedback loops and historical event data. Show More ##### ## Supplier Management & Discovery - Autonomous Sourcing (3) Automated Supplier Invitation Automatically invites qualified suppliers to sourcing events based on matching criteria. Supplier Data Enrichment Enhances supplier profiles with third-party or internal data such as risk, diversity, and financial metrics. Supplier Discovery & Matching Identifies and recommends relevant suppliers based on category, geography, risk, and past performance data. Show More ##### ## Optimization & Decisioning- Autonomous Sourcing (4) Multi-Objective AI Optimization Optimizes sourcing outcomes across multiple competing objectives using AI-driven models. What-If Scenario Modeling Simulates alternative sourcing outcomes to compare trade-offs across different award strategies. Explainable AI Recommendations Provides transparent reasoning and justification behind AI-generated sourcing decisions or recommendations. Bid Optimization & Scenario Analysis Evaluates supplier bids and generates optimized award scenarios based on cost and constraints. Show More ##### ## Intelligence & Insights - Autonomous Sourcing (2) Spend & Opportunity Identification Identifies sourcing opportunities using spend analysis and pattern recognition. Predictive Sourcing Insights Forecasts sourcing outcomes and risks using predictive analytics models. Show More ##### ## Sourcing Automation - Autonomous Sourcing (5) Autonomous RFx Creation Automatically generates RFx events based on intake data, historical events, or predefined rules. Guided Intake & Demand Capture Captures sourcing requests through guided workflows that structure demand and trigger sourcing processes. Generative RFx Authoring Generates RFx documents, line items, and requirements using generative AI based on category and historical data. Natural Language Intake Processing Interprets unstructured user requests and converts them into structured sourcing events using NLP. Event Workflow Automation Automates sourcing event steps including approvals, supplier invitations, and timeline management. Show More ##### ## Additional Functionality (354) Data Import/Export Import and export data to and from software applications Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Online Banking Ability to manage transactions online with a mobile device or computer. 1099 Preparation Generate, file and review 1099 tax forms for IRS (Internal Revenue Service) Generative AI Use AI to generate content in the form of text, images, videos, etc. Receipt Management Upload, track, and submit receipts in a central database AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Fraud Detection Identify and prevent suspicious activity Duplicate Payment Alert Receive an automatic notification when the exact same payment is about to be initiated for the second time Document Management Store, manage, and track all electronic documents in a centralized location Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Inventory Management Track and manage inventory levels to maintain proper supply Check Writing Issue payments to third parties via checks Mobile Access Access software remotely via mobile devices Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Multi-Currency Manage and handle various international currencies Status Tracking Track the status over time for a request, process, asset, or transaction Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing & Invoicing Create, manage, and send invoices or bills to customers Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Anomaly Detection Automatically identify unusual behavior API Application programming interface that allows for integration with other systems/databases ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Aging Tracking Categorizes outstanding invoices based on the amount of time they have remained unpaid Supplier Management Manage all supplier data and operations General Ledger Centralized accounting record which tracks all financial transactions Expense Tracking Monitor and record expenses such as purchases or charges incurred Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Approval Process Control Manage the process of evaluating documents or requests submitted for approval Electronic Funds Transfer Transfer money electronically between two bank accounts Purchase Order Reconciliation Aligns purchase orders with incoming invoices and receiving reports Financial Management Plan, manage, and track the financial activities of an individual or organization Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Generative AI Use AI to generate content in the form of text, images, videos, etc. Integration Management Identify which applications need to exchange data and enable these data connections Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Contract Lifecycle Management Organize, track, and automate the entire contract process Budgeting/Forecasting Create budgets based on historical data and future projections Compliance Management Track and manage adherence to policies for any service, product, process, or supplier AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Inventory Management Track and manage inventory levels to maintain proper supply Approval Process Control Manage the process of evaluating documents or requests submitted for approval Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Access Controls/Permissions Define levels of authorization for access to specific files or systems Order Tracking Track orders throughout the fulfillment process Inventory Control Monitor product stock levels Budgeting/Forecasting Create budgets based on historical data and future projections AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Analytics Analyze and gain insights into data in real-time Spend Analysis Review and uncover trends in spending activity Multi-Currency Manage and handle various international currencies Audit Trail A record of all activities within the system, including user access, changes made, etc. Real-Time Reporting Active reporting of data and metrics Activity Tracking Track and document all activities across devices, networks, and other systems Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Receiving Manage all receiving processes within a warehouse Document Storage Store and organize documents in a centralized system Quotes/Estimates Generate quotes or estimates for customers Supplier Web Portal Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects. Supplier Qualification The process of assessing potential suppliers based on required credentials, quality standards, etc. RFP Creation The process of creating a questionnaire and submitting it to prospective vendors. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Risk Assessment Initiate collection and analysis of known risks Approval Process Control Manage the process of evaluating documents or requests submitted for approval Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Access Controls/Permissions Define levels of authorization for access to specific files or systems Order Tracking Track orders throughout the fulfillment process Inventory Control Monitor product stock levels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Analytics Analyze and gain insights into data in real-time Spend Analysis Review and uncover trends in spending activity Multi-Currency Manage and handle various international currencies Audit Trail A record of all activities within the system, including user access, changes made, etc. Real-Time Reporting Active reporting of data and metrics Activity Tracking Track and document all activities across devices, networks, and other systems Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Receiving Manage all receiving processes within a warehouse Document Storage Store and organize documents in a centralized system Quotes/Estimates Generate quotes or estimates for customers Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Location Manage and support multiple locations Expense Tracking Monitor and record expenses such as purchases or charges incurred Purchasing Reports Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Electronic Signature Digitally sign online documents Full Text Search Search for specific words or phrases within a document or database Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Contract Drafting Create, edit, and revise contracts/written agreements Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Sell Side (Customers) An agreement between a buyer and a seller for the sale and delivery of goods or services Task Management Create, manage and track all task activities and progression Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Annotations Highlight content and/or make notations about parts of content Workflow Management Create, design and manage workflows for repetitive tasks Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Audit Trail A record of all activities within the system, including user access, changes made, etc. Contract Negotiation Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases AI Redlining The use of AI to automate the process of reviewing, identifying and marking changes in contracts Version Control Track revisions and updates made to files and navigate between different versions Completion Tracking Track the current status and completion of activities, tasks, goals or deliverables via progress indicators Contact Management Manage, organize, and store contact information Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Review Review and analyze existing information across documents Customizable Branding Add customized logos and colors to align with company branding Configurable Workflow Configure existing workflows to meet your organization's needs Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Buy Side (Suppliers) An agreement between a business and an external supplier for the delivery of a set of products or services Payment Processing Accept, record, and reconcile financial transactions Supplier Quality Control Qualify, select, and monitor supply chain partners Real-Time Monitoring Active monitoring of systems, applications, or networks Supplier Web Portal Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Quotes/Estimates Generate quotes or estimates for customers Data Visualization Graphical representation of data Performance Monitoring Monitoring and measurement of relevant metrics to assess the performance of IT resources Import/Export Data Third-Party Integrations Set up connections to third-party platforms to improve business processes Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Audit Trail A record of all activities within the system, including user access, changes made, etc. Multi-Vendor Designed for multiple vendors Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Audit Trail A record of all activities within the system, including user access, changes made, etc. Secure Data Storage Securely stores data to prevent data loss or breaches AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Approval Process Control Manage the process of evaluating documents or requests submitted for approval Data Import/Export Import and export data to and from software applications Duplicate Detection Compare new data with existing records to detect duplicate entries Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Budgeting/Forecasting Create budgets based on historical data and future projections Customizable Fields Customize data fields to support various needs and use cases Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Access Controls/Permissions Define levels of authorization for access to specific files or systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Mobile Receipt Upload Scan and upload receipts to a central database using a mobile device Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Categorization/Grouping Organize and group data or items based on various criteria Single Sign On Allow users to access multiple services after entering their login credentials once Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Mobile Access Access software remotely via mobile devices Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Billing & Invoicing Create, manage, and send invoices or bills to customers Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Scheduling Plan availability and assign specific time slots for tasks and resources Driver Management Track all personnel who operate company vehicles GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Electronic Signature Digitally sign online documents Dispatch Management Manage sending personnel and resources to a site as needed Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Employee Management Track employee schedules, availability, and performance across projects and tasks SMS Messaging Send messages via SMS Territory Management Organize customer data and accounts by user or geography Order Management Manage and track customer orders for goods, investments, or any other purchases Live Driver Tracking Track driver locations on a map in real time Delivery Tracking Track item deliveries through dispatch notifications, status and location tracking, and ETA updates Third-Party Integrations Set up connections to third-party platforms to improve business processes Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Fuel Tracking Monitor and track fuel consumption and costs Voice Recognition Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Inventory Management Track and manage inventory levels to maintain proper supply Status Tracking Track the status over time for a request, process, asset, or transaction Shipping Management Manage and track orders being shipped to customers Transportation Management Organize and track the physical movement of goods from one location to another Order Tracking Track orders throughout the fulfillment process Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Generative AI Use AI to generate content in the form of text, images, videos, etc. Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Purchase Order Management Create, send, and track purchase orders and their statuses Customizable Reports Alter the layout and content of reports Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Inventory Management Track and manage inventory levels to maintain proper supply Demand Forecasting Forecast customer demand using historical insights and simulations Real-Time Analytics Analyze and gain insights into data in real-time Data Import/Export Import and export data to and from software applications Stock Management Manage the buying, selling, and holding of stocks Planning Tools Supply Chain Management Manage the planning and execution of supply chain activities Real-Time Data Receive data and information in real time Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Retail Inventory Management Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Promotions Management Design, communicate, and distribute incentives to perform a specific action Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Data Visualization Graphical representation of data Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Multi-Location Manage and support multiple locations Warehouse Management Manage and track operations and inventory within warehouses Generative AI Use AI to generate content in the form of text, images, videos, etc. Inventory Replenishment Track stock count levels to manage product reordering Data Mapping Track the management and flow of data throughout the organization Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Visualization Graphical representation of data Risk Assessment Initiate collection and analysis of known risks Real-Time Updates Receive system updates as soon as any changes are made Risk Analysis Analyze potential risks across the organization Custom Fraud Rules Rules that can be customized/created based on business requirements for fraud prevention Real-time Alerts Receive notification of issues as soon as they occur Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Financial Transaction Approval Approve legitimate financial transactions after reviewing for fraud or other risks Payment Fraud Prevention Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc. Data Discovery Discover and connect variety of data sources to the application for analysis Third-Party Integrations Set up connections to third-party platforms to improve business processes Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Real-Time Data Receive data and information in real time Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Authentication Verify the identity of users/devices to enable secure access Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period For eCommerce Intended to be used by online stores Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Risk Alerts Notifying as a warning or reminder of a potential or imminent hazard For Banking Intended to be used by banks AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications For Insurance Industry Intended to be used by insurers PSD2 Compliant Complies with the Payment Services Directive Two (PSD2), set by the European Union for electronic payment services Data Capture and Transfer Import, collect, and capture data from multiple sources Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Escalation System alerts about the need to escalate an issue or request Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Customer Accounts Record customer information, purchase history, and other notes Reminders Timed notification for any upcoming task, deadline, appointment, or activity Activity Tracking Track and document all activities across devices, networks, and other systems Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Accounting Integration Integrate with a third-party accounting system Categorization/Grouping Organize and group data or items based on various criteria Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Configurable Workflow Configure existing workflows to meet your organization's needs Spend Analysis Review and uncover trends in spending activity Expense Tracking Monitor and record expenses such as purchases or charges incurred Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Approval Workflow Route documents and other data through one or more stakeholders for review and approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Supplier Management Manage all supplier data and operations Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Billing & Invoicing Create, manage, and send invoices or bills to customers Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Purchase Order Management Create, send, and track purchase orders and their statuses Audit Trail A record of all activities within the system, including user access, changes made, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Workflow Management Create, design and manage workflows for repetitive tasks Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Multi-Currency Manage and handle various international currencies Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Requisition Management Review, approve and cancel requests for goods/services to be purchased Customizable Reports Alter the layout and content of reports Ad hoc Reporting Generate one-off reports that meet information requirements Financial Management Plan, manage, and track the financial activities of an individual or organization API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Receipt Management Upload, track, and submit receipts in a central database Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Order Fulfillment Manage the process of receiving, preparing, and delivering orders for goods/products API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Bills of Material Material list of manufacturing parts and associated costs Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes EDI Transfer of data from one computer system to another Inventory Optimization Maintain and control the stock level of inventory Multi-Location Manage and support multiple locations Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Reports Alter the layout and content of reports AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Quotes/Estimates Generate quotes or estimates for customers Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Multi-Currency Manage and handle various international currencies Risk Assessment Initiate collection and analysis of known risks Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities Approval Process Control Manage the process of evaluating documents or requests submitted for approval Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Real-Time Monitoring Active monitoring of systems, applications, or networks Audit Trail A record of all activities within the system, including user access, changes made, etc. Single Sign On Allow users to access multiple services after entering their login credentials once Secure Data Storage Securely stores data to prevent data loss or breaches For Accountants Software specialized for accountants and accounting firms Scenario Planning Develop potential scenarios to identify risks and opportunities Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Show More ## Top-Rated Alternatives [ ![SAP Ariba](https://images.g2crowd.com/uploads/product/hd_favicon/d1325eced74c78f93322576ca6fe3007/sap-ariba.svg "SAP Ariba") SAP Ariba 4.1/5(792) ](https://www.g2.com/products/sap-ariba/reviews) [ ![Stampli](https://images.g2crowd.com/uploads/product/hd_favicon/db5b196831e229857ef330aa175cc061/stampli%282%29.svg "Stampli") Stampli 4.6/5(1,978) ](https://www.g2.com/products/stampli/reviews) [ ![Tipalti](https://images.g2crowd.com/uploads/product/hd_favicon/8b734965fa74873a977ac575367958dd/tipalti.svg "Tipalti") Tipalti 4.5/5(419) ](https://www.g2.com/products/tipalti/reviews) [ View All 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[View Glossary](/glossary) [Policy Compliance Management](/glossary/policy-compliance-management) 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. [Mileage Tracking](/glossary/mileage-tracking) Mileage tracking means keeping a mileage log for reimbursement or tax deductions. See why accurate mileage tracking matters for individuals and companies. 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