Coupa integration guide


This article refers to a feature that might not be available in your current Brex plan. If you'd like to learn more about this feature and how to unlock additional capabilities in Brex's upgraded plans, please have your account or card admin reach out to Brex Support by clicking on Support in your dashboard.

Brex’s integration with Coupa Pay allows you to provision Brex virtual cards for approved POs and Invoices without leaving Coupa. This results in greater efficiency, control, and visibility over your business spend. 

Through the integration, Coupa will generate a virtual card using Brex APIs and will securely send the virtual card number to the vendor for processing. You will see the previous day’s transactions within Coupa for statement reconciliation. The card details and transaction history will also be visible in your Brex dashboard.

You can use the Coupa Pay integration to create cards for:

  1. Invoices for suppliers with high-value purchases

  2. Purchase orders for suppliers with low-value commodities

  3. One-time suppliers

  4. Airline and hotel bookings with Coupa Travel

  5. Centralizing spend across employees for a designated vendor

Benefits

Brex’s Coupa Pay integration overall provides greater efficiency through automation, better control and compliance, as well as increasing working capital for your organization. Check out our full list of benefits below.

  • Dramatically reduce time-to-payment by integrating payments into procurement flows, and pay one-time suppliers without having to onboard them via W-9s.

  • Centralize invoice tracking within Coupa.

  • Increase working capital.

  • Enjoy added security through limited charge amounts and quick expiration of the virtually-created account numbers.

  • Take advantage of favorable terms for early payments by leveraging extended credit from Brex, and maximize rebates by driving more invoicing spend through virtual cards.

Cost and Brex Empower considerations

While Brex does not charge any fees for the Coupa Pay integration, Coupa itself does have an additional annual licensing fee for their virtual card entitlement.

If you use Brex Empower, your implementation consultant will help you create a Coupa Pay procurement spend limit on Brex.

Note: When you create the API token to set up the integration, please select Read/Write permissions for spend limits in addition to the other permissions.

When Coupa generates the virtual card via the Coupa Pay integration, it will automatically appear in the Brex dashboard, nested under that procurement spend limit. That's it — no further action required.

Setup instructions

Follow the steps in How do I set up the Coupa Pay integration? to link your Coupa account to Brex.

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