Use case

Finance setup

Prepare clean payment setup notes before vendors are added to finance systems.

Start Vendor Intake

How teams use this

Send an intake link, collect vendor documents, review the AI-generated packet, and approve when ready. Typical packet review: 15–45 minutes.

Create vendor packetSee sample

Ready to start vendor intake?

Create a vendor packet and collect documents in minutes.

Start Vendor IntakeSample packet