Vendor onboarding software that turns the checklist into a 5-minute review
Stop chasing W-9s, COIs, and security questionnaires across email. Drop a vendor's submission into Vera. Get every required field, certificate, and answer checked against your onboarding checklist - with a clear answered / partial / missing status per item.
Vendor onboarding is mostly admin friction. Procurement sends a checklist. Finance asks for a W-9. Legal asks for the DPA. Security asks for the questionnaire. Insurance asks for the COI. The vendor sends back a folder of files in three different formats. Someone has to open every one and tick boxes. That someone wastes a day per vendor - and still misses things.
Onboarding checklists go unfinished
Every vendor onboarding starts with a checklist of 15-30 items. Half of them get completed properly. The rest sit in 'in-progress' until something goes wrong.
Missing COIs, expired W-9s, no DPA
Without an automated check, vendors get approved with stale tax forms, expired insurance, or missing data processing agreements. The risk surfaces months later.
Security questionnaires read manually
A 200-question security questionnaire takes hours to read, even when the answers are mostly fine. Most teams just skim and approve.
Different vendors, different checklists
Software vendor needs DPA + SOC 2. Construction vendor needs COI + safety policy. Marketing vendor needs neither. Templating per category is a constant headache.
Evidence Review Agent
Vera
Reviews vendor submissions against your onboarding checklist. Each required item is marked answered, partial, or missing - with the supporting file or clause cited as evidence.
1-2 days saved per vendor onboarding
Contract Review Agent
Grant
Reviews the vendor's MSA, DPA, or framework agreement clause by clause. Flags one-sided terms, missing protections, and price-escalation clauses before signing.
3-5 hours saved per vendor contract
Review time per vendor
Under 5 min
Checklist coverage
100%
Status per item
Answered / partial / missing
Setup required
Upload your checklist once
- 1Upload your onboarding checklist once - the questions you ask every new vendor
- 2Drop the vendor's submission folder: W-9, COI, DPA, security questionnaire, certificates
- 3Vera matches each checklist item against the supporting files and produces a status per question
- 4Review the gap list, request missing items from the vendor, and approve when complete
- New software vendor - Check the DPA, SOC 2 attestation, and security questionnaire against your checklist before signing the MSA
- Construction subcontractor - Verify COI, safety policy, and license documentation against your safety-and-insurance checklist
- SME supplier onboarding - W-9, banking details, anti-bribery acknowledgement, and DPA - matched in one pass
- Annual vendor recertification - Re-run the same checklist against the vendor's updated documents to catch expirations and policy drift
What does Vera check on a vendor submission?
Whether the files the vendor uploaded actually answer the questions on your onboarding checklist. Each item is marked answered, partial, or missing - with the source file or clause cited.
Do I need to write a checklist from scratch?
No. Use your existing onboarding checklist - the questions procurement, legal, finance, and security ask new vendors. Vera reads it as-is.
How is this different from a vendor management platform?
Vendor management platforms store, route, and notify. Vera reviews. The two work together - keep your VMS, use Vera as the review layer that turns submissions into a checked, evidenced approval pack.
Does Vera replace TrustLayer, Billy, or myCOI?
Those tools track COI expiry well. Vera is broader: any onboarding checklist (security, DPA, finance, safety) becomes a structured review. If you only need COI tracking, those tools are fine. If you onboard vendors with 15+ checklist items, Vera turns the whole pack into a 5-minute review.
What file types are supported?
PDFs, Word documents, scanned files. Multi-file submissions are normal - Vera matches each item against the relevant evidence.
Is my data secure?
Yes. Documents are processed and not stored after analysis. We do not use your data to train models.
Stop reading vendor submission folders manually
Drop a vendor's onboarding pack into Vera. Get every checklist item marked answered, partial, or missing - in under 5 minutes.
AI-powered review provides decision support and does not replace qualified professional judgment. Always review flagged items before approving a vendor.