Vendor Compliance documents, read and checked.
W-9 and W-8 forms, certificates of insurance, banking forms and business licenses. Every field comes back with a confidence score, checked against the page by a second, independent pass.
Documents it reads
- ›Forms W-9 and W-8
- ›Certificates of insurance (ACORD 25)
- ›Banking / ACH forms
- ›Business licenses
Checks it runs
- ›Coverage and licenses haven't expired
- ›You're listed as additional insured
- ›Forms are signed and routing numbers are valid
- ›Every value verified against the document by a second, independent pass
Choose the document type when you upload, or let it be detected. Digital PDFs are where it reads best, and every field on a scan or a photo carries the same confidence score, so anything doubtful comes back marked for a look rather than guessed.
Gaps go to the right person, with your approval.
Missing or doubtful fields are listed with why they matter and who owns the answer: the vendor, or your procurement team for internal sign-off. Requests outside your company go only to an address from the document or a contact you've saved, never a guessed one, and only after someone on your team approves them.
More on these documents.
How to verify a certificate of insurance (ACORD 25): check the insured name, policy dates, limits, additional insured and waiver boxes, then track expiry.
Read it →How to verify a W-9 before paying a new vendor: check the line 1 name, tax classification, TIN, signature and form revision, then use IRS TIN Matching.
Read it →A vendor onboarding documents checklist: what to check on a W-9, certificate of insurance and bank letter, and which problems to flag before payment.
Read it →