Coupa's agent finds invoices and POs from a chat prompt. Spendflo's AI copilot shows why a request is stuck, who owns it and what the contract says, then sends it to Coupa.
Coupa describes it as an agent that retrieves documents and transactions, such as invoices and POs, across the platform through chat.
According to Coupa, it queues work ahead of time, brings up pending tasks and approvals, and points users to their priority actions, so they can stay focused, move faster and clear bottlenecks.
Watch Coupa's demo video
Source: Coupa AI, Document Discovery Agent, read 21 October 2026
The agent sits inside the Coupa Navi chat. A user selects Find a Transaction or writes their own prompt in natural language, and Navi identifies the transactions that match the request.
Navi returns the matches as preview cards that are quick to scan. Each card shows the transaction number, total amount and status, plus details that depend on the transaction type, such as the supplier, item or report name.
Selecting a preview card opens the full detail view. If the user is the active approver, they can approve or reject it in-line, give a reason where one is required, and submit the decision straight away.
Navi confirms the result in real time, so the user can see the status of what they just did.
Finding an invoice answers "where is it". Procurement teams usually also ask three more questions.
A "pending" status does not say which task or which person is holding a request.
Approvers want the vendor's contracts and history in front of them before they decide.
Many requests begin in Slack, email or a form, well before a requisition exists in Coupa.
Ask a question in plain language. Flo reads your requests, vendors and contracts, and answers with the evidence behind it. It recommends. A person decides.
| Coupa Document Discovery Agent | Spendflo AI Copilot | |
|---|---|---|
| Where you ask | Navi chat, inside Coupa | In Spendflo, in plain language |
| What it finds | Transactions such as invoices and POs | Open, closed and overdue procurement requests |
| Stuck work | Status on each card | The blocking task and its owner |
| Context | The full transaction record | Vendor history and contracts |
| Approvals | Approve or reject in-line | Recommends with evidence; a person approves |
| With Coupa | Native to Coupa | Creates requisitions in Coupa; status syncs back daily |
Keep Coupa for requisitions and purchase orders. Let Flo handle the requests in front of it.
Intake, policy checks and approvals happen in Flo.
Flo creates the purchase requisition in Coupa from your field mapping.
Requisition status and PO details sync to Spendflo every day.
Vendors, items and accounts import from Coupa every hour.
Source: Spendflo Help, Coupa ERP Integration.
Bring a few stuck requests. We will show how Flo finds the blocker and sends the approved request to Coupa.
Book a DemoAbout the Coupa Document Discovery Agent and running Spendflo with Coupa.
A Coupa Navi agent that finds invoices, POs and other transactions from a chat prompt, shows them as cards, and lets the active approver approve or reject in-line.
Spendflo's Procurement AI Copilot. It answers questions about open requests, blockers, vendor history and contracts, and recommends a decision with its evidence.
Yes. Requests handled in Spendflo create purchase requisitions in Coupa, and Spendflo syncs requisition status and PO details back every day.
No. It recommends approve, reject or hold and shows why. A person makes the decision.
A Coupa administrator creates an OAuth2 client in Coupa and enters the credentials in Spendflo. An admin then maps Spendflo request fields to Coupa's requisition fields.
Coupa and Coupa Navi are trademarks of Coupa Software Inc. Spendflo is not affiliated with Coupa. Coupa features are described from Coupa's public pages as of 21 October 2026.
