Vendor onboarding here is an AI employee that drafts the request for the documents a new supplier or client must provide, checks what arrives for anything missing or expired, and files it all with a register row. It is offered and built to order, and a person approves every new record.
Offered, built to order: not yet running for a client.
Vendor onboarding takes off the asking, chasing and checking that comes before a new supplier or client can be set up.
Every business has a list of what it needs from a new partner: company details, bank details, insurance papers, signed terms. By hand, someone writes the request, waits, checks what came back against the list, writes again for what is missing and saves the files somewhere.
That is where gaps appear: a supplier set up without its papers, a document that expired without anyone noticing, a file that sits in one person's inbox instead of the company folder.
Supplier onboarding here follows your own list every time, and nothing is set up until a person approves.
You get every new partner's papers requested, checked and filed in one place before anyone is set up.
It fits any business that must collect papers before it can buy from or sell to someone new. On the sales side it is client onboarding automation: your customer onboarding process gets the same order as your supplier side.
This robot asks, checks and files; it never sets anyone up on its own.
No new supplier or client is created in your accounting system until a person approves the record. It does not judge whether a partner can be trusted, it does not check documents against any public register, and it does not advise on what you should require. The list of documents is yours.
Your data stays in your own accounts, and nothing runs without your yes.
It works with Gmail and Google Workspace mailboxes, Google Drive, Google Sheets and Xero. Nothing is switched on without your yes, every action is written to an audit record, anything the robot cannot do exactly goes to a person instead of being guessed, and a kill switch stops it in one command.
The AI employee is ours: it is rented monthly and runs on our servers against your own accounts, and the documents, the register and the records stay yours. If the rental stops, the workflow stops and you keep everything.
Whatever your own list requires. The list comes from you, and it can differ for suppliers and for clients.
No. It checks that each required document has arrived and has not expired. Judging the partner, and approving the new record, stays with a person.
Not on its own. A new record is created only after a person approves it, the same rule the supplier bills workflow already follows today.
No. It is offered and built to order. The supplier bills workflow, which runs today for a client, already works under the same approval rule for new suppliers.
Write to [email protected] with the hours onboarding new partners takes you, and we will tell you plainly whether this AI employee fits.
Three lines are enough: what you do, which tasks take your time, and roughly how much of your week they cost. You get a plain answer on whether an AI employee fits and which one would be built first. Write to [email protected].
Replies come from a person who signs, not from a robot.