Connect Coupa and
S&P Capital IQ with AI

Automate supplier financial research, enrich procurement workflows with credit data, and sync spend intelligence with market insights. Stop manually exporting vendor lists, researching supplier financials in separate tabs, and copying data between procurement and finance systems.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

SPI

Enrich new supplier records with financial health scores and credit ratings

When a new supplier is added to Coupa, automatically pull their financials, credit ratings, and risk indicators from S&P Capital IQ. Append this data to the supplier master record so procurement teams see financial health at approval time. Update quarterly as new data becomes available.

SPI

Flag high-risk suppliers based on deteriorating credit metrics and spending thresholds

Monitor S&P Capital IQ for credit downgrades, covenant breaches, or liquidity warnings for your active suppliers. Cross-reference against Coupa spend data to identify exposure concentrations. Send alerts to procurement and treasury when high-spend vendors show financial stress signals.

SPI

Build supplier concentration reports combining spend data with market cap and revenue

Pull spend-by-supplier data from Coupa and enrich with company size, revenue, and market position from S&P Capital IQ. Generate quarterly reports showing procurement exposure relative to supplier financial capacity. Identify single-source dependencies and diversification opportunities.

SPI

Automatically research and score new vendor requests for strategic procurement reviews

When a requisition is submitted for a new supplier above threshold amounts, trigger research in S&P Capital IQ for financials, ownership structure, and peer comparisons. Package findings with Coupa requisition data for accelerated strategic sourcing decisions. Archive complete vendor profiles for audit trails.

SPI

Sync M&A activity alerts to update supplier ownership and relationship hierarchies

Monitor S&P Capital IQ for acquisitions, divestitures, and corporate restructurings involving your suppliers. Automatically flag affected vendor records in Coupa for review. Update parent-subsidiary relationships and consolidate spend reporting when supplier ownership changes.

SPI

Export supplier payment performance to compare against industry benchmarks and peer data

Push invoice timing, payment terms, and early payment discount utilization from Coupa into financial models in S&P Capital IQ. Compare your organization's payment practices against industry norms and competitor behavior. Identify working capital optimization opportunities based on sector benchmarks.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Coupa and S&P Capital IQ with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands both Coupa's procurement data structures and S&P Capital IQ's financial intelligence schemas — so your supplier records, spend categories, and market research connect automatically.

AI that speaks procurement and financial intelligence

Redbird maps supplier names and identifiers from Coupa to company tickers and entity IDs in S&P Capital IQ, handling name variations, subsidiaries, and parent-child relationships. It understands spend categories, commodity codes, and invoice data alongside credit ratings, financial statements, and comparable company metrics. The platform normalizes currencies, fiscal periods, and financial ratios so procurement and finance teams work from a single source of truth.

Supplier-to-entity matching
Credit rating normalization
Spend category enrichment
Multi-currency reconciliation
10×

faster than manually researching supplier financials and updating procurement records

No CSV exports, no manual Capital IQ searches, no spreadsheet copying between systems

Auto-generated reports

Redbird can pull from Coupa and S&P Capital IQ simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Coupa or S&P Capital IQ.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Coupa into S&P Capital IQ, or from S&P Capital IQ back into Coupa. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start from any procurement event in Coupa or financial data update in S&P Capital IQ — Redbird handles the rest.

Coupa
Triggers & Actions
Trigger

New supplier created

Fires when a supplier record is added to the vendor master in Coupa.

Trigger

Purchase order exceeds threshold

Triggers when a PO is issued above a specified dollar amount to any supplier.

Trigger

Invoice received

Fires when a supplier invoice enters Coupa for approval or processing.

Action

Update supplier custom fields

Write financial metrics, risk scores, or research notes to custom supplier fields in Coupa.

Action

Create supplier risk flag

Apply risk tags or status indicators to supplier records based on external financial data.

Action

Add comment to requisition

Append research findings, credit notes, or approval recommendations to procurement requests.

SPI
S&P Capital IQ
Triggers & Actions
Trigger

Credit rating downgrade

Fires when S&P or other rating agencies lower a company's credit rating or outlook.

Trigger

Financial statement filed

Triggers when a company publishes quarterly or annual financials in S&P Capital IQ.

Trigger

M&A transaction announced

Fires when an acquisition, merger, or divestiture involving a tracked company is disclosed.

Action

Retrieve company financials

Pull income statement, balance sheet, cash flow, and ratio data for specified entities.

Action

Run screening query

Execute custom screens based on financial criteria, industry, geography, or company attributes.

Action

Export comparable company set

Generate peer group financial data for benchmarking, valuation, or risk analysis workflows.

Coupa
+
SPI S&P Capital IQ

Ready to connect your stack?

Connect Coupa and S&P Capital IQ with Redbird AI to automate supplier research, enrich procurement decisions with financial intelligence, and eliminate manual data work between procurement and finance systems.

Get started → Book a demo