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Vendor Due Diligence

Vet new vendors in one pass by collecting insurance, policies, financial-health evidence, and a signed compliance attestation.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Liability Insurance Certificate

4 fields filled

Insurer Name Policy Number Coverage Limit Policy Expiry

Internal Policies

3 fields filled

Policy Titles Last Reviewed Approving Officer

Financial-Health Evidence

5 fields filled

Period End Total Revenue Net Profit Total Assets Total Liabilities

Every field this template collects. Without extraction your client copies all 16 values off their own documents by hand — and still sends you the 3 files.

Client sends
3
3 files to upload
Client types
4
the rest is read for them
AI fills
12
extracted from the files
On the form
16
fields in total

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