04 — Success stories
Operating in enterprises that process thousands of transactions.
Strengthen your BSM and ERP application with intelligent CFDI validation, automatic payment receipt reconciliation, and optimized purchase requests — embedded in your Coupa.
Coupa, SAP, Oracle, and other global platforms are designed for international compliance — but Mexico has its own rules that demand CFDIs, payment receipts, SAT catalogs, and a validation cycle that changes constantly.
CFDIs not validated against the SAT arrive with errors that stall AP — duplicates, invalid UUIDs, incorrect CFDI usage, mismatched amounts.
Receiving and reconciling REPs (Electronic Payment Receipts) manually breaks traceability and blocks monthly accounting closes.
Building purchase requests by splitting by buyer, commodity, or category wastes time that adds no value — and frustrates everyone.
Each submodule closes a specific gap between the global capabilities of your P2P and the local requirements of the SAT and day-to-day operations in LATAM.
Validates all CFDIs (Income, Transfers, Payments, etc.) against the SAT portal, along with the supplier's RFC in accordance with articles 69 and 69B of the CFF. Additionally reconciles received payment receipts.
The process runs within the platform when creating the invoice. The documentation to validate (XML and PDF) is attached and passes through an approval node with automated validations.
Fiscal coverage: Mexico primary · expansion to other LATAM countries on roadmap.
Validates status changes for each fiscal document — Invoice, Credit Note, Payment Receipt — and provides visibility into changes made to documents without prior notice.
The process runs daily, logging each status change and affected documents within the platform. It automatically notifies users in the document comments.
Validates and uploads Payment Receipts (REP) via email, facilitating reconciliation with already approved invoices within the platform. No user has to enter them manually.
Within each invoice on the platform, the related Payment Receipt(s) are attached, automatically indicating the REP Pending Amount.
Optimizes the purchasing experience for your users, eliminating the need to analyze and segment their orders by criteria such as category or assigned buyer.
Amazon-like experience in Coupa: users fill their carts as they would on any cloud store (Amazon, eBay, Mercado Libre) — iVal Split automatically separates the request by buyer or commodity and triggers the corresponding approval chains.
iVal Source to Pay operates as an intelligence layer within Coupa — validating, reconciling, monitoring, and automating without the end user ever changing interfaces. Correct data flows back to the P2P automatically.
Results flow back to Coupa automatically — updated fields, statuses, reconciled receipts. Zero manual rework.
iVal Source to Pay and its AWS infrastructure are covered under our ISO 27001:2022 certification — the same security standards as banks and fintech.
Schedule a demo of iVal Source to Pay and see how it integrates with your Coupa.
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