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Coupa Treasury API from Coupa Software
Secured APIs for real-time data access across cash management, bank connectivity, payments, and in-house banking. Facilitates seamless ERP integration and bank communication.
Product analysis by function
API Management Platforms for Treasury Technology
Solutions that facilitate integration between treasury systems and external services such as banks, market data providers, and ERPs through modern API architectures.
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Integration Capabilities
(6 Yes /6 Known /12 Possible features)
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Multi-bank connectivity The ability to connect with multiple banking partners through a single platform |
Product notes mention multi-bank connectivity and bank communication via API. | |
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ERP system integration Built-in connectors for popular Enterprise Resource Planning systems like SAP, Oracle, or Microsoft Dynamics |
Notes specify seamless ERP integration; Coupa Treasury provides ERP connectors. | |
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TMS integration Ability to connect with Treasury Management Systems for comprehensive treasury operations |
No information available | |
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Real-time data synchronization The capability to update financial data across systems in real-time rather than batch processing |
Product is marketed as providing real-time data access across modules. | |
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API connection types supported The variety of API protocols supported (REST, SOAP, GraphQL, etc.) |
No information available | |
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Custom connector development The platform provides tools or services to develop custom connectors for proprietary systems |
API platform context and 'custom connectors' mentioned in API documentation (external reference). | |
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Pre-built connectors Number of ready-to-use connectors for common financial services and platforms |
No information available | |
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File format support Range of financial data formats supported (ISO 20022, SWIFT, BAI2, CSV, etc.) |
No information available | |
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Webhook support Ability to configure event-driven notifications for real-time processing |
No information available | |
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Bulk data processing Capacity to handle large volumes of financial transactions efficiently |
Indicated support for high-volume data and bulk payments suggests bulk processing capability. | |
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API throughput Maximum number of API calls the system can process per second |
No information available | |
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Integration SLAs Guaranteed service level agreements for integration availability and performance |
Coupa offers contractual SLAs for their platform as per public documentation. |
Security and Compliance
(8 Yes /8 Known /13 Possible features)
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Multi-factor authentication Support for multiple layers of authentication to verify user identity |
API documentation mentions support for multi-factor authentication. | |
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Role-based access control Ability to define user permissions based on specific roles within the treasury department |
Support for configurable permissions aligns with role-based access control in enterprise offering. | |
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Data encryption Encryption methods used for data at rest and in transit |
Coupa states encryption at rest and in transit throughout its documentation. | |
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Audit trails Comprehensive logging of all system activities and user actions |
Comprehensive audit trails are standard for treasury products targeting large enterprises. | |
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Regulatory compliance frameworks Number of regulatory frameworks the platform is certified for (PSD2, GDPR, SOX, etc.) |
No information available | |
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Fraud detection capabilities Built-in tools to identify suspicious transactions or activities |
Fraud detection and anti-fraud controls are referenced in payments module overview. | |
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API rate limiting Controls to prevent API abuse through excessive requests |
API documentation describes mechanisms for API rate limiting. | |
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Penetration testing frequency How often the platform undergoes security penetration testing |
No information available | |
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Security certifications Number of formal security certifications held (ISO 27001, SOC 2, etc.) |
No information available | |
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Tokenization capabilities Support for replacing sensitive data with non-sensitive equivalents |
No information available | |
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IP whitelisting Ability to restrict API access to specific IP addresses or ranges |
No information available | |
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Data residency options Ability to specify geographic locations for data storage to meet compliance requirements |
Data residency options offered to meet compliance in different geographies. | |
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Security breach notification protocol Formalized process for quickly notifying clients of potential security incidents |
Security incident and notification procedures noted in trust/security documentation. |
Cash Management Features
(7 Yes /7 Known /12 Possible features)
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Real-time cash position visibility Ability to view current cash positions across all accounts in real-time |
Real-time cash position and banking APIs are a core marketing proposition. | |
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Cash forecasting tools Analytical tools to predict future cash positions based on historical data and upcoming transactions |
Cash forecasting capabilities called out in product features on the site. | |
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Multi-currency support Number of currencies supported for transactions and reporting |
No information available | |
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Automated cash pooling Ability to automatically optimize cash positions across accounts through concentration or notional pooling |
Automatic cash pooling across accounts is a highlighted use-case for Coupa Treasury. | |
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Liquidity planning capabilities Tools for strategic planning of liquidity needs across different time horizons |
Liquidity planning and analytics are core features in the solution portfolio. | |
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Bank fee analysis Features to track, analyze, and optimize banking service fees |
Bank fee analysis tools documented in Coupa Treasury’s features. | |
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Intraday liquidity monitoring Ability to track cash movements throughout the day for better liquidity management |
No information available | |
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Cash flow categorization Automated classification of cash flows for better analysis and forecasting |
No information available | |
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Working capital optimization tools Features specifically designed to improve the efficiency of working capital |
Working capital optimization, analytics, and reporting tools described in Coupa collateral. | |
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Cash investment management Tools to manage and track short-term investments of excess cash |
No information available | |
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Historical cash data retention Length of time cash flow data is retained for historical analysis |
No information available | |
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Forecast accuracy tracking Tools to measure and improve cash forecasting accuracy over time |
Forecast variance tracking and historical analytics referenced in detailed feature lists. |
Payment Capabilities
(11 Yes /11 Known /13 Possible features)
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Bulk payment processing Ability to process multiple payments in a single batch |
Bulk/batch payments processing is marketed and described in user scenarios and documentation. | |
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Payment approval workflows Configurable approval paths for different payment types or thresholds |
Payment approval workflows described as configurable according to organization thresholds. | |
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Real-time payment tracking Ability to monitor the status of payments in real-time from initiation to settlement |
Product enables real-time payment status and tracking throughout payment lifecycle. | |
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Payment method diversity Number of supported payment methods (wire, ACH, SEPA, SWIFT, etc.) |
No information available | |
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Instant payment support Support for real-time payment schemes in various countries |
Instant/real-time payment support for regional schemes indicated in payment module. | |
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Payment reconciliation tools Automated matching of payments with invoices or receivables |
Automatic payment-to-invoice reconciliation marketed as a product differentiator. | |
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Cross-border payment optimization Features to reduce cost and improve speed of international payments |
Specific features for lower-cost and faster cross-border payments highlighted on site. | |
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Payment scheduling Ability to schedule payments for future dates or recurring intervals |
Payment scheduling capability is described for automated and recurring payment scenarios. | |
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Payment template library Reusable payment templates to streamline repetitive transactions |
Payment templates and standardization discussed in product workflow examples. | |
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Sanction screening Automated checking of payments against global sanction lists |
Sanction screening automation is included in description for international payments. | |
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Payment confirmation notifications Automated alerts for payment status changes via email, SMS, or in-app notifications |
Automated notification/alerting for payment status is a common feature in Coupa’s workflow descriptions. | |
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Payment fee transparency Clear visibility into all fees associated with different payment methods |
Product and API documentation cite end-user visibility into all payment charges. | |
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Maximum transaction volume Maximum number of payment transactions the system can handle per day |
No information available |
Risk Management
(5 Yes /5 Known /12 Possible features)
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FX risk monitoring Tools to track and analyze foreign exchange exposure |
Risk and exposure analytics for global cash and FX referenced for corporate multinationals. | |
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Interest rate risk management Capabilities to assess and manage interest rate vulnerabilities |
Interest rate modules described as part of risk analytics toolkit. | |
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Counterparty risk assessment Features to evaluate and monitor the financial stability of business partners |
Third-party and counterparty risk assessment described in risk management documentation. | |
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Liquidity risk indicators Early warning systems for potential liquidity constraints |
No information available | |
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Value-at-Risk (VaR) calculations Statistical models to quantify potential financial losses |
No information available | |
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Stress testing capabilities Tools to model the impact of extreme market scenarios on the company's financial position |
No information available | |
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Limit management Features to set and monitor compliance with risk exposure limits |
No information available | |
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Risk dashboard customization Ability to create personalized risk monitoring dashboards |
Risk dashboard customization and analytics are part of Coupa’s reporting capabilities. | |
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Risk scenario modeling Tools to create and analyze various risk scenarios |
No information available | |
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Hedging strategy analysis Features to evaluate the effectiveness of different hedging approaches |
No information available | |
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Risk report automation Scheduled generation and distribution of risk reports to stakeholders |
Automated and scheduled risk reporting is mentioned for compliance and audit requirements. | |
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Risk metrics coverage Number of different risk metrics the system can track and report |
No information available |
Analytics and Reporting
(10 Yes /10 Known /13 Possible features)
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Customizable dashboards Ability to create personalized data visualization dashboards |
Highly customizable dashboards and analytics noted throughout UI/UX documentation. | |
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Report builder Tools to create custom financial reports without programming knowledge |
Users can create custom reports without programming; referenced in reporting features. | |
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Scheduled reporting Automated generation and delivery of reports on a predetermined schedule |
Scheduled and periodic reporting capabilities referenced under analytics. | |
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Data visualization options Number of different visualization types available (charts, graphs, tables, etc.) |
No information available | |
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Predictive analytics Machine learning capabilities to forecast trends and identify patterns |
Predictive analytics and trend identification called out in product collateral. | |
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Historical data analysis Tools to analyze and compare financial data across different time periods |
Historical analytics and the ability to compare periods are part of Coupa’s reporting. | |
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Regulatory reporting templates Pre-built reports that comply with various regulatory requirements |
Pre-configured regulatory reporting templates offered for common standards. | |
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Data export capabilities Options for exporting data in various formats (PDF, Excel, CSV, etc.) |
Multiple export options including PDF, Excel, CSV outlined in documentation. | |
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Real-time analytics Ability to perform analysis on current data rather than historical snapshots |
Ability to generate real-time reports and analytics on current balances/data summarized in product notes. | |
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Anomaly detection Automated identification of unusual patterns or outliers in financial data |
No information available | |
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KPI tracking Features to set, track, and report on key performance indicators |
KPI tracking for treasury metrics is explicitly mentioned in Coupa documentation. | |
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Report sharing and collaboration Tools to share reports and collaborate with other users or departments |
Report sharing and collaboration tools outlined for users across departments. | |
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Data retention period Length of time detailed financial data is stored and available for analysis |
No information available |
Developer Experience
(6 Yes /6 Known /13 Possible features)
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API documentation quality Comprehensive, accurate, and up-to-date documentation for all API endpoints |
API reference suggests detailed and versioned API documentation in developer portal. | |
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Interactive API testing Tools to test API calls directly from the documentation or developer portal |
Online sandbox and interactive API testing tools are offered according to developer site. | |
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SDK availability Number of programming languages with official Software Development Kits |
No information available | |
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Code examples Ready-to-use code snippets for common operations in various languages |
Code examples for common use-cases in documentation. | |
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Developer portal Dedicated resource center for developers with tools, documentation, and support |
Developer portal with docs, guides, and test tools confirmed. | |
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Sandbox environment Testing environment that simulates the production API without affecting real data |
Sandbox environment confirmed via developer portal. | |
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API versioning Clear versioning strategy for API endpoints with backward compatibility considerations |
API versioning and support policies outlined for backward compatibility. | |
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API status dashboard Real-time visibility into API operational status and historical uptime |
No information available | |
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Request/response logging Detailed logging of API interactions for debugging and audit purposes |
No information available | |
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API throttling transparency Clear communication of rate limits and current usage |
No information available | |
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Error handling clarity Comprehensive error codes and messages that help diagnose issues |
No information available | |
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Developer community Active forum or community for developers to share knowledge and solutions |
No information available | |
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API change notification period Advance notice period for API changes or deprecations |
No information available |
Scalability and Performance
(5 Yes /5 Known /12 Possible features)
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API response time Average time to complete standard API requests |
No information available | |
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System uptime guarantee Contractual availability percentage in the Service Level Agreement |
No information available | |
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Maximum concurrent users Number of simultaneous users the system can support without performance degradation |
No information available | |
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Horizontal scaling Ability to add more resources to accommodate increased demand |
Horizontal scaling is part of cloud-native architecture described for API. | |
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Disaster recovery capabilities Features ensuring business continuity in case of system failure |
Disaster recovery and business continuity included in product’s infrastructure discussion. | |
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Geographic redundancy System deployment across multiple geographic regions for reliability |
Cloud deployment across multiple geographic regions documented on site. | |
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Load balancing Automatic distribution of workload across computing resources |
Load balancing is a standard feature in cloud applications as stated in technical details. | |
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Recovery point objective Maximum acceptable data loss in case of system failure |
No information available | |
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Recovery time objective Maximum acceptable time to restore system functionality after failure |
No information available | |
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Data backup frequency How often the system automatically backs up data |
No information available | |
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Planned maintenance windows Scheduled downtime for system updates and maintenance |
No information available | |
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Traffic spike handling Ability to maintain performance during unexpected surges in usage |
High-traffic enterprise clients covered under performance-related topics. |
User Experience and Support
(9 Yes /9 Known /13 Possible features)
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User interface intuitiveness How easily users can navigate and use the platform without extensive training |
The interface / dashboard is described as highly intuitive. | |
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Mobile app availability Native mobile applications for various platforms |
Mobile app availability is documented for Coupa's treasury suite. | |
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Responsive design Interface automatically adapts to different screen sizes and devices |
Responsive design referenced for user experience across devices. | |
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User customization options Ability for users to personalize their interface and workflows |
User personalization options discussed in interface configuration section. | |
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Multi-language support Number of languages available in the user interface |
No information available | |
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24/7 support availability Support team available at all hours, including weekends and holidays |
24/7 global support for enterprise clients is standard, according to support materials. | |
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Support response time guarantee Maximum time to initial response for support inquiries |
No information available | |
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Support channels Number of different ways to contact support (phone, email, chat, etc.) |
No information available | |
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Training resources Availability of documentation, videos, webinars, and other learning materials |
Training resources—webinars, videos, documentation—readily available from Coupa. | |
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User community Forum or platform for users to share knowledge and best practices |
User community indicated by support and best practice forums on site. | |
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Onboarding assistance Dedicated support for initial setup and implementation |
Onboarding assistance provided by Coupa Professional Services according to implementation resources. | |
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In-app help features Contextual help, tooltips, and guidance within the application |
In-app help features described in UI/UX sections of Coupa Treasury documentation. | |
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User feedback mechanisms Tools for users to provide suggestions and report issues |
No information available |
Vendor Reliability and Ecosystem
(5 Yes /5 Known /13 Possible features)
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Years in business How long the vendor has been operating in the treasury technology space |
No information available | |
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Client base size Number of active client organizations using the platform |
No information available | |
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Banking partner network Number of financial institutions directly integrated with the platform |
No information available | |
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Technology partner ecosystem Number of third-party technology providers integrated with the platform |
No information available | |
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Financial stability Evidence of the vendor's financial health and long-term viability |
Coupa is a publicly traded, financially stable vendor. | |
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Geographic presence Number of countries where the vendor has offices or significant operations |
No information available | |
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Product roadmap transparency Clear communication about future development plans and priorities |
Product roadmap transparency described in customer communication and analyst materials. | |
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Client retention rate Percentage of clients who remain with the vendor year over year |
No information available | |
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Industry recognition Number of awards or analyst recognitions received in the past three years |
No information available | |
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Implementation partners Network of certified consultants who can help with platform implementation |
Network of global implementation partners available as referenced by Coupa. | |
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User conference Regular events bringing together clients for education and networking |
Annual client and user conferences held as part of Coupa events calendar. | |
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Client advisory board Formal mechanism for clients to influence product development |
Client advisory boards referenced in customer success and consulting information. | |
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R&D investment Percentage of revenue dedicated to research and development |
No information available |
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