Coming soon
Vendor onboarding
KYC · KYB
A self-service home for every vendor
The Vendor Portal lets your suppliers onboard themselves, stay compliant, and get paid — all without emailing your team. Vendors log in with a magic link bound to the client who invited them, then complete everything in a guided flow.
Self-serve KYCTax formsYour branding
Coming soon
NG
Northwind GmbH
Germany
Onboarding
0
vendors
verified
verified
Profile
Identity
Bank
Tax
Legal name
Registered in
Bank account
Tax form
KYC
KYB
Bank
Tax
Vendor verified
Vendor Portal
What vendors can do — all in one self-service portal
Vendors log in with a magic link bound to the client who invited them, then complete everything in a guided flow — onboarding, identity and tax forms, payment-method setup, invoices, and early-payment requests.
Self-serve vendor onboarding
An onboarding wizard guides vendors through steps in a configurable order — with an AI onboarding agent to help. They log in passwordlessly with a magic link or email OTP, bound to the client who invited them.
Vendor onboarding
Preview
NG
Northwind GmbH
Germany
Profile
Invite
Profile
Bank
Verify
Active
Onboarded this week184
Tax forms, done right
Vendors complete W-9 and W-8 forms digitally, with TIN matching to catch errors at submission. Identity, corporate, and address verification — plus bank-account ownership — are confirmed in the same guided flow.
Tax form validation
Validated
Legal nameHelios Studios LLC
Tax IDEIN 47-•••8210
CountryUnited States
Signaturee-signed
Forms validated3,120
Vendors pick how they get paid
Set up ACH, wire, PayPal, Venmo, Payoneer, check, crypto, push-to-card, prepaid/reloadable, or gift card — each with its own guided, schema-driven page. Then submit invoices, track them, and request early payment.
Payout method
Vendor choice
Local bank
PayPal
Card
Crypto (USDC)
Gift card
MethodLocal bank
Arrives1–2 business days
Fee$1.20
Payouts routed48,200
Why Vendor Portal
A vendor portal that earns trust — and ends the email back-and-forth
Vendors onboard themselves, verify identity and bank details, complete tax forms, and resolve outstanding requirements in a compliance center — all without emailing your team. You get clean data, fewer support tickets, and one source of truth.
Activation funnel
This month · 1,000 invited
-
Invite0
-
Onboard0
-
KYC & KYB0
-
Active0
Vendors activated48,200
Benefits
Built for the way vendors actually work.
Passwordless onboarding, identity and bank verification, every tax form, every payment method, invoices, factoring, and messaging — handled by vendors in a guided flow. Vendors do the work; you keep the record.
Self-serve onboarding
An onboarding wizard walks every vendor through steps in a configurable order, with an AI onboarding agent to help. They sign in with a magic link or email OTP — no passwords, no chase emails.
Identity & bank verification
Vendors submit ID, company details, and proof of address, then confirm bank-account ownership. A compliance center surfaces any outstanding requirements so every vendor record is complete and audit-ready.
Vendor portal at a glance
One portal for onboarding, tax, and pay
Globalcoverage
6tax form types
8payout methods
94%self-serve onboarding
Every tax form, year-round
Vendors complete W-9 and W-8 forms digitally, with TIN matching to validate details at submission. Everything stays on the vendor record so compliance is current without spreadsheets or email.
Vendors pick how they’re paid
ACH, wire, PayPal, Venmo, Payoneer, check, crypto, push-to-card, prepaid/reloadable, or gift card — each with its own guided, schema-driven setup page. Vendors choose; Payouts routes every payment.
Invoices, factoring & messaging
Vendors submit invoices, track them, and see payments received with remittance detail — and can request early payment on invoices. A communication thread keeps them in touch with the AP team or Digital Employee.
Vendors onboard themselves
Every vendor, compliant and ready to pay
Manual vendor management means emailing tax forms, re-keying bank details, and tracking KYC in spreadsheets. The Vendor Portal walks each vendor through a guided, self-serve flow — invite to active, verified and ready to pay.
Onboarding checklist
Invite to active, without the chase
Each vendor walks a guided checklist — profile, identity and tax forms, KYB screening, and bank verification — all passwordless and self-serve. You watch them go active; we keep the audit trail.
- Tax & KYBauto-validated
- Bank detailsverified once
- Vendor recordone source of truth
Onboarding · preview
Northwind GmbH
Invite sent
Branded link delivered
Profile complete
Company & contact details
KYB verified
Screened & tax form valid
Bank verified
Account confirmed for payout
Active
Ready to receive payouts
Vendors activated0
Time to onboard6 min
FAQ
Vendor Portal questions, answered
Everything you need to know about how vendors log in, onboard, verify identity, complete tax forms, set up payment methods, and connect their own AI assistant.
Still have questions?
How do vendors log in?
With a passwordless magic link or 6-digit code bound to the client who invited them. Revoked invites are rejected, so only the right vendors ever get in.
What payment methods can a vendor set up?
ACH, wire, PayPal, Venmo, Payoneer, check, crypto, push-to-card, prepaid/reloadable cards, and gift cards — each with its own guided, schema-driven setup page.
Can vendors connect their own AI assistant?
Yes, via Vendor MCP, which exposes their portal tools to an AI assistant so the vendor's own AI can complete tasks on their behalf.
Onboard every vendor.
Pay every vendor. Once.
Give every supplier a self-service home — passwordless login, guided onboarding, identity and tax verification, payment-method setup, invoices, and early payment. Talk to our team about your vendor base.