Review vendor onboarding evidence against your checklist
Upload the onboarding checklist and vendor evidence. Vera prepares an answered, partial, or missing status for each item so your team can review the gaps.
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.
Checklist coverage and source notes
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.
Structured first-pass contract review
Starting files
Checklist + evidence
Coverage status
Answered / partial / missing
Status per item
Answered / partial / missing
Decision owner
Human reviewer
- 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?
Dedicated tools may manage certificate expiry and vendor records. Vera focuses on comparing a supported checklist with uploaded evidence and preparing a first-pass gap view; it does not replace a vendor management system.
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?
Review Arthur & Co's current privacy and security terms for processing, retention, and model-use details before uploading vendor information.
Stop reading vendor submission folders manually
Upload the checklist and evidence pack. Review Vera's answered, partial, and missing items before approving the vendor.
AI-powered review provides decision support and does not replace qualified professional judgment. Always review flagged items before approving a vendor.