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Operations · Supplier onboarding

Add a batch of new suppliers to your systems in one session

Drop the folder in. Every supplier lands in your tracking sheet with the missing paperwork already flagged.

Why it matters

Onboarding a supplier means opening each document, retyping the details into a tracking sheet, and noticing what is missing. Twenty minutes each, done by hand, and expired certificates slip through until they become a problem.

Plugs into

Your supplier folderYour tracking sheetYour accounting tool

These are examples. Every use case is built around the tools you already run, whatever they are, and you keep using them exactly as before.

Then it runs on its own

  1. 1

    Reads every document in the folder

  2. 2

    Works out what each one is and who it belongs to

  3. 3

    Fills your tracking sheet, field by field

  4. 4

    Flags anything missing, expired or inconsistent

Delivered where you already work

Whenever new files land in the supplier folder, in whichever channel your team already uses. We set the timing around how you work, not the other way round.

EmailWhatsAppSlackTeams

What you get back

  • Each supplier added to your tracking sheet
  • Missing or expired documents flagged before they become a problem
  • The standard forms filled in and ready for review

What it actually looks like

The real output, using sample data. Every line traces back to the source it came from.

Supplier intake · 14 files, one batchOpen full size →
20 min
saved per supplier
Once it's running

Half an hour for the whole batch

We build it with your team

Every workshop is built around the use cases you pick. This one is usually covered in the Accelerator, on your own tools and your own data.

  • We work on real supplier files from your business
  • Your team learns where to check before accepting what comes out
  • The setup matches the system you already use

Want it extended, maintained and connected to more of your systems afterwards? Let's discuss →

Want this running in your team?

30 minutes. Tell us what your team spends its week on and we'll tell you which of these would save the most time.