Supplier Intake Management
Streamline supplier onboarding with automated information intake.
Accelerate supplier intake with a self-service experience that makes the whole process simple and painless. Save days on adding new suppliers by streamlining the collection of contact, financial, and contractual information and automatically uploading them to your ERP.
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Intuitive self-service experience for easy adoption
Make process adoption inevitable and missing steps impossible with dynamic forms that tailor questions based on the user’s context. Instantly upload supplier information into Netsuite, Salesforce, or your system of choice.
- Automatically create and send W-9s to relevant stakeholders via DocuSign
- Access forms from anywhere (Slack, Teams, email, or custom portal)
- Automatically triage requests to add new suppliers across teams and systems
- Learn more
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Centralized supplier information for greater spend control
Consolidate your most meaningful purchasing data into a single, configurable dashboard. Access contact details, payment terms, and insight into spend at all times.
- Easy integration with existing systems
- Prevent information silos by integrating and streamlining related functions
- Automatically match invoices to purchase orders, eliminating duplicate invoice payments, fraud, and rogue spending.
- See integrations
Fully auditable transactions for stronger security and less risk
Ensure your organization remains compliant with critical processes, policies, and controls. Track internal checks in preparation for audits, drastically reducing the potential for human error.
- Comprehensive role-based access control
- Full audit log
- Item-level data retention policies
- Data encrypted in-transit and at-rest
- Flexible deployment options: public cloud, private cloud, and on-premise
