Coupa Software Inc.

Neha Arora

Carl Rydbeck

Sandip Mandlecha

Magnus Nyquist

Tony Darugar

Rohit Arolkar

Shashank Dass

Rebecca Mengell

Keeyoung Kim

Tim Durkin

A computer implemented method comprising receiving invoice data comprising at least one of invoice descriptions and invoice characters from user computers, each of the invoice descriptions and invoice characters defines contexts and patterns, wherein each of the invoice data comprising a supplier-customer information that corresponds to a supplier-customer transaction; analyzing the at least one of the invoice descriptions and the invoice characters with corresponding contexts and patterns; determining that amount of the invoice characters is more than a threshold number of characters, for performing: matching invoice data, invoice characters with predefined historical invoice data that corresponds to the same supplier-customer information; computing a similarity score for each of the invoice data; and displaying recommendations including first account codes to map the one or more first account codes to each of the one or more invoice data based on the similarity score; determining that amount of the invoice characters is not more than the threshold number of characters, for performing: filtering the invoice descriptions of the invoice data based on predetermined constraints to extract filtered invoice data comprising filtered description lines; identifying categories associated with each of the filtered description lines of the filtered invoice data; matching each of the identified categories, including corresponding contexts and patterns that is associated with a supplier-customer information with one or more predefined historical categories associated with predefined invoice description of the one or more predefined historical invoice data that corresponds to the same supplier-customer information, wherein each of the contexts and the patterns are matched with predefined contexts and patterns of the predefined historical invoice data that corresponds to the same supplier-customer information; computing a categorical similarity score for each of the categories associated with the supplier-customer information; and displaying on the graphical user interface, second recommendations including second account codes based on the computed categorical similarity score of each of the categories to map the second account codes to the invoice data.

Systems and methods for automatically recommending account codes

In one embodiment, a method includes detecting activity of one or more agents of a customer that modifies a processing state of a first of multiple invoices, each invoice requesting approval from the customer. The activity is conducted by the one or more agents through interacting with the procurement processing system. The method includes updating, based on the detected activity, an invoice interaction history record associated with the first invoice in an invoice interaction history datastore communicatively coupled to the procurement processing system. The method includes generating one or more metrics regarding activity of the agents affecting a processing state of the invoices based on the updated invoice interaction history datastore. The method includes providing the one or more metrics for presentation to a user of the procurement processing system associated with the customer.

Method of observing and evaluating processes and user action efficiency with recommendations on change

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San Mateo, CA, United States of America

Neha Arora