Vendor Onboarding & Risk
Onboards vendors with verified details and tracks their risk reviews
Vendor Onboarding & Risk collects new-vendor information — W-9, insurance certificates, security and privacy questionnaires — verifies bank details by calling a number already on file, and schedules periodic risk reviews.
It works end to end with a named human owner who approves each vendor. Any bank-detail change is verified through a known contact before it is recorded.
AI does it end to end with a human owner.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: sends onboarding packets to two new vendors. Midday: calls a vendor on the number on file to verify a bank-detail change request. Afternoon: reviews a security questionnaire for gaps. Monthly: expiring-certificate and review report.
- ·Collect vendor tax, insurance and compliance documents
- ·Verify bank details through known contacts
- ·Send security and privacy questionnaires
- ·Schedule periodic vendor risk reviews
- ·Track expiring certificates
- ●Vendors onboarded with complete files
- ●Bank-detail changes verified (target: 100%)
- ●Risk reviews completed on schedule
- · Companies with many vendors
- · Regulated businesses
Procurement Manager
Runs sourcing events and supplier comparisons for people to award
Security GRC Analyst (SOC 2 / ISO 27001)
Security controls, evidence and questionnaires ready for auditors and customers
Insurance & Claims Coordinator
Renewal data, certificates and claims paperwork, organized for your broker