Every vendor question, answered from the record.
Query
Tell me about Acme.
Vendorsify AI
Everyvendorquestion,answeredfromtherecord.
Risk, contracts, certifications, open issues. Ask Vendorsify AI and the answer comes from live vendor records.
Tell me about Acme Inc
Sticky vendor · Acme Inc
Three jobs, in the places you already work.
Vendorsify AI answers questions. Scanning pre-fills forms from a document. Validation checks a W-9, insurance certificate, SOC 2, or NDA against your policy. Pick one to see where it lives.
Where you use it
A docked panel inside the app, next to the vendor you are looking at.
What you get
- A briefing on status, owner, risk, contracts, certifications, and open issues.
- Portfolio answers: highest risk, expiring certifications, tasks assigned to you.
- How-to answers on the product, such as creating an approval workflow.
Chat answers from the record. Scanning fills the form. Validation checks the file. Each one lives in the place you already work.
Vendor answers, from records you already keep.
Ask about one vendor, or the whole portfolio. Vendorsify AI pulls the matching records, then answers from those facts. After you name a vendor, you can ask about their contracts without repeating the name.
One vendor, the whole portfolio, or how Vendorsify works.
Incoming question
WhendoesAcme'sSOC 2expire?
A single vendor
Profile, owner, risk, certifications, contracts, performance, security, issues, and the files on the record.
The whole portfolio
Highest risk, highest contract value, lowest rating, most issues, certifications expiring, tasks assigned to you.
How Vendorsify works
A short walkthrough for how-to questions, such as creating an approval workflow.
Example questions
“Tell me about Acme Inc”
A briefing from the record: status, category, criticality, owner, location, risk score, certifications, open issues.
“When does Acme's SOC 2 expire?”
The expiry date stored on the vendor.
“Which vendors have the highest risk scores?”
A ranking. Then you can say “tell me more about the first one.”
“What tasks are assigned to me?”
Your home dashboard tasks, scoped to the signed-in user.
“How do I create an approval workflow?”
A short walkthrough from the product guide, without leaving the panel.
Stop filling vendor forms by hand.
Upload a PDF, PNG, or JPEG. Vendorsify reads the page and proposes name, dates, fees, and contacts. You review each suggestion, then apply. Values that are not on the page are dropped.
New vendor wizard
Upload an onboarding pack before the vendor exists, review, then create the record.
Add contract
Upload an MSA and pre-fill dates, fees, and payment terms.
Vendor Files card
Extract from a file already attached to the vendor.
Forms
Fill selected fields into a draft. The vendor master is not overwritten until the form is submitted and accepted.
Suggested fields
Vendor profile · Northstar onboarding pack
7 selected. In the product, Apply writes only the ticked fields.
Is this the right document, and does it meet the bar?
Drop a W-9, insurance certificate, SOC 2, or NDA on the Files card. Vendorsify checks it against the policy you set, then a person approves, rejects, or asks for a replacement.
Policy requires GL $1,000,000 each occurrence, additional insured, and holder Vendorsify Holdings Ltd. Certificate is expired, GL is $500,000, and the holder is the vendor themselves.
COI_POLICY_EXPIRED
Expiration 2025-12-31, review date 2026-08-15.
COI_LIMIT_BELOW_MINIMUM
Each-occurrence GL below the required $1,000,000.
COI_HOLDER_MISMATCH
Certificate holder does not match your legal entity.
COI_ADDITIONAL_INSURED
Additional insured is not confirmed.
Recommended action: Request a current certificate with the right holder, limits, and endorsement.
Outcomes a reviewer can see
- Passed
- Passed with warnings
- Requires review
- Failed
- Unsupported
- Unreadable
Markers such as DRAFT, SAMPLE, or VOID are flagged for the reviewer. A person still makes the call.
Northstar, from the pack to the briefing.
Scan the onboarding pack and the contract, validate the files, then ask about the vendor you just created.
Step 01
Scan the onboarding pack
In the new-vendor wizard, upload Northstar's company profile PDF. Apply name, contact, website, and tax ID. The vendor record exists in minutes instead of retyping.
Scanning · Vendor profile
- Vendor name → Northstar Office Supplies Ltd.
- Location → Manchester, UK
- Contact → Jordan Lee, Account Manager
- Tax ID → masked until you confirm
A person still makes the call.
Ask a vendor question and the answer comes from data already in Vendorsify.
Suggested fields write only when you apply them.
A W-9 or insurance check ends with approve, reject, or replace.
Bank details stay out of chat. Tax ID digits stay hidden.
The machine prepares the work. You apply the field, or you accept the document.
The same intelligence, four different jobs.
Select your team
Pre-fill the onboarding pack. Ask which vendors have open issues.
For Procurement
- Scan an onboarding pack in the new-vendor wizard and apply name, contact, and commercial terms
- Ask Vendorsify AI which vendors have the most open issues, or what tasks are assigned to you
- Check W-9s and insurance on the Files card, then walk into the meeting with the briefing already written
Pre-fill the onboarding pack. Ask which vendors have open issues.
For Procurement
- Scan an onboarding pack in the new-vendor wizard and apply name, contact, and commercial terms
- Ask Vendorsify AI which vendors have the most open issues, or what tasks are assigned to you
- Check W-9s and insurance on the Files card, then walk into the meeting with the briefing already written
See it live
Walk into the meetingalready briefed.
Bring a vendor you already manage. We will ask Vendorsify AI about their risks and certifications, scan an onboarding pack onto the record, and run a W-9 and insurance check in front of you.