The problem we're solving
Across our audited customer base, the median time-to-onboard a new supplier on legacy P2P platforms is 17 business days. The platform is rarely the bottleneck — coordination is. Procurement waits for legal, legal waits for tax, tax waits for the supplier to upload a W-9 they didn't know was needed.
Step 1 — Invitation (0:00–0:40)
Procurement clicks 'Invite supplier' and enters an email. The platform sends a branded onboarding link with a clear list of what's needed: tax form, banking details, certificate of insurance, and any category-specific compliance documents.
Step 2 — Supplier completes onboarding (0:40–2:00)
The supplier opens the link, fills the form, and uploads documents directly. The platform validates each document on submission: it parses the W-9 to confirm the EIN, checks the COI expiration date, and runs the supplier name against sanctions lists.
The supplier sees real-time validation. No back-and-forth emails.
- Auto-extraction of tax ID, legal name and address from W-9
- COI parsing with expiration alerts wired into renewal workflow
- Real-time sanctions screening (OFAC, denied parties)
- Banking details captured securely with anti-fraud verification
Step 3 — Internal approval (2:00–3:00)
Once the supplier submits, the platform routes the file to the correct internal owners in parallel — not in series. Legal, tax and category owner each get a focused review queue with everything they need pre-validated.
Median end-to-end time on the platform: 3.4 days. Median time on legacy P2P platforms: 17 days.