Vendor Onboarding

  1. Features
  2. Vendor Onboarding

Streamline vendor onboarding with automated registration, document collection, AI verification, compliance checks, and approval workflows.

RoundInfinity's Vendor Onboarding simplifies bringing new suppliers into your ecosystem by automating documentation, verification, and approval processes. Vendors complete onboarding through a self-service portal, uploading required documents like tax forms, licenses, certifications, and insurance — while AI validates information, performs background checks, and routes for internal approvals.

Reduce onboarding time from weeks to days with automated compliance screening, risk assessment, and approval workflows. Once approved, vendors are automatically created in your ERP system with complete audit trails for compliance and procurement visibility.

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Vendor Onboarding Workflow ① Vendor Portal 📝 Supplier self-registration Company info submitted ② Document Upload 📄 Required documents Tax ID, licenses, insurance ③ AI Verification 🤖 Automated validation ✓ Documents validated ④ Compliance Check ✅ Sanctions screening ✓ No flags found ⑤ Approval Workflow 👥 Internal review Procurement + Legal ⑥ Risk Assessment 📊 Financial & compliance risk ⚠ Medium risk ⑦ Category Setup 🏷️ Vendor classification IT Services | Tier 2 ⑧ ERP Sync ✅ Vendor master created ✓ Active in system Onboarding Pipeline Status 12 Pending Registration Documents required 8 In Verification AI validation in progress 5 Awaiting Approval With procurement team 24 Approved This Month Average: 4.2 days Features 📝 Custom forms 🔍 OCR extraction ✅ Auto-validation 🌐 Sanctions screening 📊 Risk scoring 👥 Multi-level approval 🔐 Encrypted storage 🔗 ERP integration 📧 Auto-notifications 📋 Audit trails 🏷️ Category mgmt 📊 Analytics dashboard
Vendor Self-Service Portal
Branded portal where suppliers complete registration, submit company information, and upload required documents without manual data entry by your team.
Document Collection
Automatically collect and organize tax forms, business licenses, certifications, insurance certificates, and banking details with smart validation.
AI-Powered Verification
Validate vendor information and documents using AI and OCR. Extract data from uploaded documents, verify authenticity, and flag inconsistencies automatically.
Compliance Screening
Screen vendors against sanctions lists, politically exposed persons databases, and verify certifications to ensure regulatory compliance.
Approval Workflows
Route new vendors through multi-level approvals from procurement, legal, and finance teams with parallel or sequential approval chains.
ERP Integration
Automatically create vendor master records in your ERP system upon approval with all verified information synced in real time.
Risk Assessment
Evaluate vendor risk based on financial health, compliance history, and business metrics with automated risk scoring and tiering.
Category Management
Classify vendors by category, product type, or service area and automatically assign to appropriate procurement teams and buyers.
Onboarding Analytics
Track onboarding cycle times, approval bottlenecks, rejection reasons, and vendor quality metrics with detailed dashboards and reports.