Vendor onboarding
Vendor compliance dashboard for your full roster
See W-9, COI, screening, and questionnaire status on one dashboard so compliance gaps surface before vendors get paid or onboarded.
Last updated:
Related: Vendor Packet · Vendor onboarding · Third party vendor compliance · Vendor due diligence software · Vendor onboarding checklist · All solutions
The common problem
Compliance status lives in five different systems. Leaders ask for a roster view and finance spends days reconciling spreadsheets.
- No single view of vendor documentation status
- Missing items discovered only at payment or audit
- Risk tier is not reflected in compliance tracking
- Executives cannot report completion rates
How vendor onboarding works
Define
Set the documents and attestations each vendor type must complete before they are approved to work or get paid.
Collect
Send a single portal link so vendors upload W-9s, insurance, contracts, and questionnaires in one place.
Approve
Review completeness, assign owners, and release vendors to AP and operations with a dated audit record.
Benefits
- One portal instead of scattered email threads
- Checklists tied to vendor type and spend tier
- Status visibility for procurement, AP, and risk
- Evidence packet for internal and external audits
Visibility
Roster-wide compliance visibility
Dashboards show complete, pending, and blocked vendors across W-9, COI, OIG screening, and questionnaires.
Prioritization
Filter by tier, owner, and gap type
Slice the roster by risk tier, business unit, or missing document type to prioritize follow-up work.
- Gap filters by document type
- Owner assignment on each vendor
- Completion rates by tier and unit
Reporting
Export roster status for audits
Download compliance snapshots showing vendor status on a given date for internal or external audit requests.
Who it's for
- Vendor management leaders reporting to executives
- Compliance officers overseeing third-party risk
- Procurement managers tracking onboarding queues
- Controllers linking compliance to payment controls
What good looks like
- Full roster visible on one dashboard
- Gaps filterable by document and tier
- Owners assigned to outstanding items
- Blocked vendors flagged before payment
- Roster status exports on demand
Need a tracked version? Set up a vendor portal, vendor onboarding workflow, or browse all solution guides.
FAQ
W-9, COI, OIG screening, questionnaires, and other items in your vendor packet configuration.
Yes. Filter and report by entity, department, or vendor tier.
Status updates when vendors submit documents or screening runs complete.
Yes. Export snapshots or share dashboard views for leadership reviews.
Keelstar covers W-9, COI, OIG screening, contracts, invoices, and policies on shared vendor records.