1Reason
A missing PO number, fixed
The PO was raised in Coupa, but the emailed invoice doesn’t quote it. The clerk asks whoever raised the order, adds the number and matches every line to the PO and receipt.
Clerked vs Coupa
Coupa runs your buying and matches each invoice line to the PO and receipt on rules you set.
When an invoice lacks its PO number or bills for more than arrived, Clerked’s AI clerks get the answer and update the invoice.
Finance teams running AP on Clerked
Buying stays in Coupa.
The AI clerks act on exceptions.
2Reason
Vendor emails from live ERP data
An invoice bills the full order, but receiving logged a partial shipment. The clerk drafts the vendor email quoting the PO line and what arrived, and you send it.
3Reason
Each exception to its owner
Freight nobody approved goes to the buyer who placed the order, and a missing receipt to receiving at that site. Each answers by replying to the email, with no login.
4Reason
Memories in plain English
Before go-live, the clerks read your invoice history and keep memories like: this vendor quotes a release number, so look the PO up by release. Your team can edit or delete any of them.
What Coupa and Clerked both cover,
and where Clerked’s agents act.
Reads any invoice format
Coupa: YesClerked: YesLine-level three-way matching
Coupa: YesClerked: YesApproval workflows
Coupa: YesClerked: YesDuplicate invoice checks
Coupa: YesClerked: YesWrites invoices to your ERP
Coupa: YesClerked: YesResolves exceptions itself
Coupa: NoClerked: YesEmails vendors for missing info
Coupa: NoClerked: YesRoutes each exception by type
Coupa: NoClerked: YesReadable, editable memories
Coupa: NoClerked: YesScheduled custom agents
Coupa: NoClerked: YesRun AP without logging in
Coupa: NoClerked: Yes
