Story
Coupa
Charles SchwabHow Charles Schwab Runs Source to Pay on Coupa Pay
Charles Schwab, a financials organization in the United States, uses Coupa Pay from Coupa to support source to pay for procurement and AP.
Value results
| Category | Value result |
|---|---|
| Capability | Procurement and AP work from the same Coupa Pay record for procurement and payables |
| Capability | Procurement and payables can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for procurement and payables |
Story
Financials work at Charles Schwab spans more than one site, even when headquarters sits in the United States. Procurement and payables was splitting across regional habits. Procurement and AP asked for a shared way to run source to pay without freezing local judgment.
Coupa (Coupa Pay) is what they standardized on. Coupa is a spend management platform for procurement, invoicing, expenses, and supply chain design used by finance and procurement teams. Charles Schwab uses it as the system of record for procurement and payables, with procurement and AP as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
