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Vendor / Supplier Onboarding

Onboard new vendors and suppliers in one step — collect tax forms, insurance certificates, licenses, and banking details before the first payment.

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.

W-9 / W-8

5 fields filled

Company Name Tax ID / VAT Entity Type Business Address Certification Date

Certificate of Insurance

5 fields filled

Insurer Name Policy Number Coverage Type Coverage Limit Policy Expiry

Business License

4 fields filled

License Number Issuing Authority License Type License Expiry

Signed MSA / SLA

4 fields filled

Agreement Date Term End Governing Law Signatory Name

Every field this template collects. Without extraction your client copies all 22 values off their own documents by hand — and still sends you the 4 files.

Client sends
4
4 files to upload
Client types
4
the rest is read for them
AI fills
18
extracted from the files
On the form
22
fields in total

Start with Vendor / Supplier Onboarding

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