Vendor Onboarding Automation
You're chasing a W-9 while the project is already running.
Agents collect the W-9, run sanctions checks, normalize the banking details, and hold anything unusual for your call. You approve — the vendor lands in your system filed, paid, and ready.
~2 hrs/vendor instead of half a day · every new supplier filed + ready to pay within 24 hrs
HOW IT WORKS
Three steps per supplier.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents collect the W-9 and banking from the vendor.
A short, branded intake link — no email ping-pong. Tax classification, banking details, and business documents gathered in one pass and stored against their vendor record.
Step 2
Agents check the packet against your onboarding checklist. Gaps surface, not assumptions.
W-9, banking validation, COI on file, NDA + MSA executed, sanctions screen (OFAC + consolidated watchlists), beneficial-owner ID, ACH match against the registered entity — every required item from your checklist confirmed or flagged. Anything missing surfaces in one view: what’s still owed, who owes it, and what’s blocking the file. No more discovering a missing COI on the day the PO needs to ship.
Step 3
Your Controller approves. The vendor is filed, payable, ready.
One approval view with the full packet — W-9, screening result, banking check. Approve and the vendor is live in your ERP. Reject and agents send a reworded request back to the supplier.
Where the line sits.
Agents run the repetitive work your finance lead and Controller shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Make a supplier live in your ERP without your Controller approving the packet.
- Skip sanctions or banking checks because a PO is urgent.
- Accept banking changes from a supplier over email without a re-verification.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
No. New suppliers flow through the onboarding pipeline; existing ones stay as-is. If you want a vendor-master cleanup, that’s a separate project.
The flag comes with the watchlist match detail. Your Controller reviews and clears — agents never block or approve a screening match autonomously.
Yes. Coupa, Airbase, Procurify, Zip, and native ERP vendor masters. Supplier packets post into whichever system owns your vendor record.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
