Case Study: Cash Checking and Loan Service Provider achieves centralized spend visibility and streamlined purchasing and invoicing with Coupa Software

Cash Checking and Loan Service Provider - Customer Case Study

A U.S. cash checking and loan provider with more than 300 service centers needed to replace a manual purchasing process (paper orders and email approvals) that left them without proactive, enterprise-wide visibility into spend across interdependent departments.

Coupa implemented a centralized purchasing and invoicing platform with four GP integration points, punchouts to Office Depot and Insight, and a reusable custom invoice integration that supports split billing with weighted tax and shipping allocation. The integration team also developed a data-allocation process to handle 90 GP databases; the rollout (106 users, ~2,919 suppliers, 39K active accounts, 1,100 catalog items) delivered consolidated reporting, real-time spend visibility, and streamlined administrative purchasing and invoicing.