Financial services use case · Coupa + SAP + Microsoft 365
Invoice approval and procurement
Invoices are approved by email without checking procurement records, and errors reach payment. Invoices are checked against procurement records and approved before they are created.
Architecture
One governed run
How it starts: A webhook, schedule or file arrival starts the run.
Step by step
How the process runs
- 01
Intake
Invoice data arrives and is validated by Rules + Code.
- 02
Check SAP
SAP procurement, invoice and finance records are compared.
- 03
Approval
Approvers are notified in Teams or email.
- 04
Create
Coupa creates the quantity invoice and invoice lines.
Control
Human decision and exception path
Human decision
Invoices outside tolerance require a named approver.
Exception path
- Unmatched purchase records route to procurement.
- Coupa errors are retried.
- Duplicate invoices are blocked.
Evidence
What gets audited
- Invoice data.
- SAP comparison.
- Approval.
- Coupa response.
Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.
Sovereignty and deploymentRelated
Patterns, connectors and next steps
- Coupa connector
2 pre-built actions
- SAP connector
97 pre-built actions
- Microsoft 365 connector
45 pre-built actions
- Enterprise automation
Governed processes across the systems you already run.
- Lead to account and ERP handoff
Another financial services use case.
FAQ
Questions about this use case
- Does Nexus replace any of these systems?
- No. Each system keeps its own records. Nexus runs the process between them and records each decision.
- How does the run start?
- A webhook, schedule or file arrival starts the run.
- What if a step is not covered by a pre-built action?
- Coupa provides invoice and invoice line creation as pre-built actions. Other Coupa operations use the Coupa API.
Use case review
Discuss this use case
Bring your version of the process. We will map the systems, approvals and evidence it needs.