We connect Coupa to your ERP, HRIS, banking, and contract systems—NetSuite, Workday, ADP, Ironclad, and more—so purchase requests, supplier invoices, and payment files flow across platforms without human error. Using Coupa APIs, SFTP integrations, and middleware like Workato, we build secure, audit-ready pipelines that automate everything from requisition approvals to payment status syncs and GL allocations. No rekeying. No mismatches.

We configure Coupa to reflect your operational reality—custom approval workflows, GL coding rules, supplier onboarding flows, expense policies, and commodity classifications. Whether you’re standing up Procure-to-Pay (P2P), Expense, or Invoice Management, we tune the configuration so it works for the business and for finance—no compliance gaps, no user confusion.

We audit and optimize underutilized Coupa instances—consolidating approval logic, cleaning up supplier records, refactoring chart of accounts mappings, and enabling smarter budget controls. We ensure real-time visibility into committed spend, invoice accruals, and payment timing—so FP&A isn’t left in the dark when it’s forecasting OPEX or cash flow.

We document your Coupa instance from end to end—workflow maps, user roles, integration schemas, and supplier onboarding SOPs. Then we train your procurement, AP, and business approvers to use Coupa like pros—so you don’t just have a system, you have an efficient, compliant procurement operation.

Launching Coupa? Migrating from legacy systems? Expanding into global entities or integrating with NetSuite? We lead every phase—requirements, change management, sandbox testing, integration UAT, and post-go-live hypercare. We coordinate with IT, procurement, finance, and vendors to deliver a seamless rollout and full adoption.

We design Coupa’s architecture to match your ERP chart of accounts, subsidiaries, tax rules, and AP workflow logic. Whether you’re using NetSuite, Oracle, or Workday, we map every requisition, PO, and invoice to its downstream GL impact—ensuring clean handoffs from procurement to AP to month-end close.