Document Management | Platform
Vendor & Customer Documents
W-9, certificate of insurance, licences, bank details, NDA and MSA. Each document attached to the vendor or customer master with its validity tracked and expiry alerts ahead of the date. Full-text search across the document body. Your auditor sees every document alongside the transactions it supports, rather than in somebody's inbox.
What it does
Inside Vendor & Customer Documents.
Free trial. Add five vendors via the portal. The W-9 collection, the taxpayer-number match and the insurance expiry checks all run in seconds, and the result sits on the master and surfaces at every bill.
01
Vendor portal upload
02
W-9 on file
03
Taxpayer number match
04
Insurance expiry
05
Bank detail verification
06
Validity tracking
07
Documents at the bill
Where it sits
Part of Document Management.
Contract Management MSAs, addendums, NDAs, service orders. Searchable. Renewal alerts. Incorporation Documents Vault CIN, COI, MOA, AOA, board resolutions, share certificates, DIN/DSC, ROC filings. Audit Evidence Packs Per-filing evidence packs auto-assembled. One-click pack export with hash-verified chain. Document Versioning Replace a document; the old version stays. Audit trail of every upload, edit and delete. Document Full-Text Search Full-text search across PDFs, Word, Excel and image-OCR text. Filter by counterparty and period. Secure Document Sharing Time-boxed links for auditors and lenders. Role-based access, watermarks, view-only or download. E-Signature Aadhaar e-Sign + DSC support. Audit-trailed signing for contracts and approvals. Data Privacy Personal data in finance records held to purpose, with retention, access control and deletion handling built for a patchwork of state laws rather than one statute.
Run Vendor & Customer Documents against your books.
A working session on your structure and a month of your documents.