Every vendor your company works with came in through a process. Can you show it?
Clover helps procurement teams onboard vendors, collect insurance and compliance documents, and run risk assessments as structured workflows, so the vendor file is complete, current, and provable.
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New product setup — SKU 4821
Request from Ontario Cooperative
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Due today | Action needed | |
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Update Certificate of Insurance
Annual renewal · Crosswind Foodservice
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Due Tue | In progress | |
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Kosher certificate expiring
Maple Ridge Industries · renew by Apr 30
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Due Apr 30 | Not started | |
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FSMA 204 readiness confirmation
Pacific Trade Co · campaign response
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Due May 3 | In progress | |
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Price change submission — Q2
Euro Materials · completed Apr 18
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— | Done |
Built for procurement teams onboarding vendors by email.
Somebody in the business picks a vendor, and now it's your problem: the W-9, the COI, the security questionnaire, the banking details, the signed terms. Each one is an email thread, each vendor asks the same questions, and the folder that holds the results is complete right up until someone checks.
Clover turns vendor intake into a workflow the vendor completes and your team reviews by exception. We work with procurement teams who need it live in weeks, not months, without an enterprise suite implementation.
Where vendor management breaks down
Onboarding a vendor means chasing five documents through five threads.
W-9, COI, banking details, signed agreements, a security or diversity questionnaire. Each arrives on its own schedule, in its own format, to whoever asked. The business wants the vendor live yesterday, and your team is the bottleneck because the process is manual.
The vendor file was complete at onboarding. It's been drifting ever since.
The COI expired, the contact left, the banking details changed by email nobody verified. Vendor records age silently across your ERP, AP system, and shared drives, and the gaps surface as risk: an uninsured vendor on site, a payment sent to a fraudulent account.
Risk review happens once, if it happens at all.
The risk assessment ran when the vendor was new, under whatever process existed that year. There's no record of what was evaluated, no cadence for reassessment, and no way to show an auditor that your vendor base meets the policy your company actually wrote.
Vendor intake, compliance, and the record, on one system.
Clover is a supplier operations platform for procurement teams. It structures the work between you and your vendors (onboarding, document collection, risk assessments, record upkeep) and keeps one complete, current vendor file with the history behind every decision.
Onboarding the vendor completes, not your team
The vendor gets one guided workflow: tax forms, insurance, banking, agreements, questionnaires. AI validates documents at submission, reminders chase the stragglers, and your team reviews exceptions instead of running the checklist by hand.
Insurance and compliance that stay collected
COIs and compliance documents carry expiry dates and renewal windows. Renewal tasks fire automatically, replacements are validated against your coverage requirements at upload, and every version is retained, so continuous coverage is provable, not assumed.
Risk assessments with a record and a cadence
Run your assessment as a structured questionnaire with scoring and required evidence, at onboarding and on reassessment cycles you set. The decision, the criteria, and the reviewer all land on the vendor record.
One vendor record, maintained at the source.
The vendor's own team keeps their record current through validated updates: contacts, certificates, banking. Sensitive changes route through approval steps your policy defines, every field carries its history, and clean data syncs to your ERP and AP systems. The alternative is what you have now: five partial records that agree by coincidence.
A vendor emails that their remittance account changed. Instead of AP acting on the email, the change runs through Clover: the vendor submits it through their portal, verification steps your policy requires run before approval, and the update syncs to AP with the full trail. The most common invoice-fraud pattern dies because the process, not a busy inbox, is the gatekeeper.
Vendor risk is an AI use case. Vendor data usually isn't ready for it.
Procurement teams are piloting AI for vendor risk monitoring, spend anomaly detection, and compliance gap analysis. The models are ready; the vendor master isn't. A record that says a vendor exists, with documents in a shared drive and decisions in email, gives an AI nothing to reason over.
Clover's data is different. Every vendor record carries validated fields with history, documents with verification status, and assessment decisions with their criteria. When you ask 'which active vendors have lapsed insurance or an overdue reassessment?', Clover's data answers it in one query.
Explore the workflows behind this solution
Supplier Onboarding
Tax forms, insurance, banking, and agreements collected before the first invoice, in one structured workflow the vendor completes.
Learn moreDocument Collection
Any document, from any set of vendors, requested once and driven to done, with AI validation at submission.
Learn moreCertificates & Renewals
COIs and compliance certificates tracked to expiry, renewed automatically, with the version history to prove continuous coverage.
Learn moreRecord & Profile Management
One living vendor record, maintained by the vendors themselves, with approval steps for sensitive changes like banking details.
Learn morePrebuilt templates for Corporate Procurement
Turn-key solutions Clover builds and maintains: each the workflows, data model, and reporting for a whole process. Start from a proven configuration instead of from scratch. Plus any process you can define.
CTPAT
Supply-chain security profiles collected and scored for importers and their suppliers.
UFLPA / Forced Labor
Forced-labor due-diligence attestations and supplier-origin mapping, documented per supplier.
PFAS Compliance
Certificates of compliance for packaging, textiles, and components: collected and validated.
ESG / Scope-3
Emissions and ESG data requests cascaded across your supplier base for CSRD and customer reporting.
Chargebacks
Structured corrective actions: dispute, document, resolve, and close the loop, tied to every supplier record.
Price Management
Structured price-change requests with approvals, effective dates, and a full price history.
Frequently asked questions
You define what onboarding requires by vendor type: tax forms, insurance certificates, banking details, signed agreements, questionnaires. The vendor completes it all through one guided workflow, AI validates documents at submission, and reminders drive completion. Your team reviews exceptions and approves, and the complete onboarding record is captured automatically.
Yes. Certificates of insurance carry coverage requirements and expiry dates in Clover. Collection runs as validated tasks, renewals fire automatically ahead of expiry, replacements are checked against your minimums at upload, and every version is retained, so continuous-coverage questions are answered from the record.
Your assessment runs as a structured questionnaire with scoring and required evidence, at onboarding and on the reassessment cadence you set. The criteria, the vendor's responses, the score, and the reviewer's decision all land on the vendor record, so you can show what was evaluated and when, for any vendor.
No. Clover runs the collaborative work between you and your vendors that ERPs and sourcing suites weren't built for: onboarding, document collection, compliance, and record upkeep. Clean, validated vendor data syncs back to your ERP and AP systems, so they stay the systems of record for transactions.
Banking details change through the vendor's portal, not by email. The change request runs through the verification and approval steps your policy defines before anything updates, and the full trail (who requested, who verified, who approved) is on the record. The classic business-email-compromise pattern has no process to exploit.
Both. Corporate procurement teams use Clover mostly for indirect and services vendors: contractors, agencies, facilities, software and professional services. Each vendor type runs its own onboarding track and compliance requirements, on the same platform.
See Clover built around your vendor management process
We'll map your vendor onboarding and compliance workflow in a live product walkthrough, and show you what a complete vendor file looks like in practice.
A real product walkthrough with someone who understands vendor operations.
Typical deployments cost less than a single procurement coordinator.
- SAML 2.0 SSO
- AES-256 + TLS 1.2+
- Immutable audit trail
- SOC 2 (in progress)
- Security questionnaire on request
- Security details →