Vendor Management | Procure to Pay
TIN Matching
A W-9 in your file tells you what the vendor typed. Matching tells you whether the name and taxpayer number actually go together in IRS records. The difference shows up months after you file, as a notice, with a withholding obligation attached and a vendor who has already been paid.
What it does
Inside TIN Matching.
Connect your books, free. Names and taxpayer numbers are matched in bulk, and the mismatches come back with their likely cause.
01
Match at onboarding
02
Mismatch handling
03
Common-cause hints
04
Re-match on change
05
Pre-filing sweep
06
Result history
Where it sits
Part of Vendor Management.
Vendor Master One governed record per vendor, per entity relationship. Onboarding A vendor is transactable only once the evidence is in. Qualification Category approvals with expiry dates that are enforced. Performance Delivery, quality and price measured from your own transactions. Risk Concentration, dependency and exposure made visible. Vendor Portal Vendors maintain their own details and see their own status. Vendor Statements Their balance against ours, with the difference worked out for you. Holds and Bank Changes A vendor stopped, the reason recorded, and one named role able to release it. W-9 Collection W-9s collected through the vendor portal at onboarding, held against the vendor record, and required before the first payment rather than chased in January.
Run TIN Matching against your books.
A working session on your structure and a month of your documents.