Ask once.
Get it back complete.
You decide what each type of vendor gets asked. An LLC gets the full packet. A student getting an honorarium doesn't get asked for insurance.
- Set up your vendor types and fields yourself — our agent suggests best practice.
- Basics first. Banking and compliance only once you decide to engage.
- Reviews run at the same time, not one after another.
- Approved records go straight into your ERP. Live as fast as you need it.
The workflow console.
The inbox: every supplier in your queue, with status and who's handling it.
The review: checks, documents and form data — all in one view.
Documents, routing, and the approve button — all on one screen.
You don't file a requirements document and wait. Describe the vendor types you deal with and what you need from each, and the agent builds the forms with you — adopting best practice by default, with the flexibility to work however you want it to.
What comes out is a working configuration. You review it and approve it. It isn't a draft your team then has to finish.
Reviews run simultaneously, not as a waterfall.
Procurement
Runs the initial review.
Compliance and risk
Runs alongside procurement's review, in parallel — not queued behind it.
AP
Confirms tax ID, bank details and vendor number. A named backup is auto-delegated if someone is out.
ERP hand-off
The vendor record is created automatically once all tracks clear. Live for SAP, Workday, Oracle, Salesforce and Coupa.
Vendor types handled: standard vendor, new supplier, honorarium, low-risk catalogue, IT vendor needing security review. All configurable.
AI approval, where you want it
Any of these four tracks can be automated end to end if you choose — the agent approves against the criteria you set, rather than routing every clean record to a person. You decide which tracks stay manual and which run themselves.
Access and monitoring
Onboarding gets a supplier into the system. Monitoring keeps them safe to work with.
What runs continuously
- Sanctions and watch-list screening — OFAC, EPLS, UN, LEIE — rechecked automatically, not annually.
- Insurance and certification expiry — reminders at 90, 60, 30, 15 and 1 day, then access suspends.
- Uploaded certificate — every uploaded form, document, attestation or affidavit tracked against its expiry date.
What happens when something lapses
- An expiry triggers a notification chain — you get an alert, then a follow-up reminder, until the supplier re-verifies.
- A watch-list hit triggers an immediate alert for your review. False-positive triage runs first so your team sees context, not just a notification.
- All of this is logged: what changed, when, and what action was taken.
Financial and legal monitoring
Financial stress and legal events — liens, judgments, credit deterioration, bankruptcy warnings — monitored across your supplier base through the Experian integration. This is a separate subscription, priced by how many suppliers you monitor.