Vendor Portal Software | Next Renewal

Give every vendor a self-service portal to upload W-9, COI, and banking information. AI dedup at invite, 72-hour banking fraud hold, and multi-buyer architecture included in every plan — no add-ons, no modules.

How Vendor Onboarding Works

  1. Invite Sent: AI dedup checks for duplicates first (trigram similarity, threshold 0.75).
  2. Vendor Claims Portal: Personalized invite link → vendor registers, self-service, no IT needed.
  3. Docs & Compliance: Vendor uploads W-9, COI, banking, diversity certs directly to Vendor Vault.
  4. Banking Fraud Hold: 72-hour hold + multi-party OTP verification on any banking change.
  5. Buyer Review: You review and approve each document and section. One-click approve or request changes.

Vendor Vault — Document Control

Every compliance document lives in a structured Vault with per-document approval status. Vendors see exactly what's needed; you see exactly what's pending or expired. W-9 forms, Certificates of Insurance, diversity certifications — all organized, all versioned.

Banking Fraud Protection

When a vendor changes banking information, a configurable hold period (24–72 hours) begins. A verification code is sent to both the vendor's finance contact and your AP team. Both must confirm before the change activates. If either reports fraud, the change is blocked immediately.

Multi-Buyer Single Login

If a vendor's email domain is already registered from another buyer's invite, they log in with existing credentials and accept the new relationship. One account, multiple buyers, zero credential sprawl.

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