Platform

The execution layer
between you and
your suppliers.

Configurable workflows that execute, validate, and record every structured process between companies. The system that runs the work, alongside the systems that record it.

Suppliers managed in Clover include

Where Clover fits

Stop buying a new tool for every problem

Need documents signed? There's a tool for that. Need certifications collected for a compliance program? Another one. Product data managed? A PIM suite. Every problem gets its own tool, each another login, another contract. Underneath, they all do the same job: run a process, collect information, share it back. Clover does that job once, for every process between you and your suppliers, on a platform that scales from 10 suppliers to 50,000.

Single-purpose tools

One process each

A tool for onboarding here, another for collecting certifications, a PIM for product data. Each handles its one process well, and adds one more login your suppliers have to learn. The dozen other processes stay in email and spreadsheets.

Enterprise suites

Powerful, but rigid

Source-to-pay and procurement platforms are powerful and complete, but they do a fixed set of things. The wide, varied work that surrounds the transaction rarely fits their mold, and reshaping them takes six figures and quarters of implementation.

Clover

One layer for all of it

One configurable system for every process between you and your suppliers, built to adapt to the problems you have today and the ones you'll have tomorrow. Super simple for suppliers. Live in weeks, not months.

How it works

Three building blocks, one outcome.

Almost everything you run with suppliers is a mix of three: a workflow, the tasks it sends out, and the conversation around them. Combine them and the process runs itself, with a complete record.

Workflows · any process

Whatever moves between you and your suppliers, Clover can manage it

Companies and products come built in, so you can start onboarding suppliers and managing your catalog on day one. When you're ready, model any other process you run with suppliers, and it gets the same treatment: clear workflows, structured responses, and a full history of who did what and when.

  • Companies and products built in: start on day one
  • Add what your industry needs: documents, compliance records, orders, chargebacks, trade terms, contracts, and more
  • Supplier contacts as a living directory: suppliers keep their own people up to date, so your team doesn't have to
Business objects · configurable per industry
Built-in
Ready
Companies
Suppliers, buyers, partners — 254 connected
Ready
Products
Catalog items, SKUs — 12,481 managed

Add what your industry needs
Invoices
Chargebacks
Purchase orders
Certifications
Compliance filings
Contracts
Trade promotions
Your own
Task assignment

Send it to one supplier or ten thousand: each gets a guided task

Pick the workflow, pick who gets it, and send. Clover spawns a task for every supplier and tracks them as a group. On the supplier's side it's a guided, step-by-step task that's simple to complete. They work through it, upload what's needed, and AI checks the work at the point of entry. The result is higher response rates and far fewer follow-ups.

  • One send reaches your whole supplier base, and every task is tracked as a group
  • Suppliers get a guided task that's simple to complete, no training needed
  • AI validates at submission, so only clean work reaches your team's queue
Supplier task · Step 2 of 3
Back to tasks · Crosswind Trading Co.
New Supplier Onboarding
Provide your business information and upload the documents Crosswind needs to add you as an approved supplier.
Business details
2
Legal & tax
3
Review & sign
Legal company name *
Legal type *
D-U-N-S number *
W-9 document *
Meridian-W9-2026.pdf
142 KB · uploaded just now
Valid
AI verified: EIN 47-8832901 matches, legal name matches, address matches.
Communication

The conversation lives inside the work, not in a separate inbox

Most supplier back-and-forth happens over email, disconnected from the task it's about and impossible to find six months later. In Clover, questions get asked and answered right on the task they belong to. Your team replies in real time, the whole exchange is captured with the work, and connecting Gmail or Outlook pulls supplier email into the same place.

  • Every question is tied to the exact task, not a side-channel email thread
  • Your whole team can see and answer, so nothing is trapped in one person's inbox
  • Connect Gmail or Outlook so supplier email lives with the work
In-task conversation · Document collection
Document Collection · Task #4521
2 participants · 4 messages
Yesterday
Aria Turner Meridian Supply Co. · 3:41 PM
Our Certificate of Insurance lists all three of our sites on one master policy. Is that fine, or do you need a separate COI per location?
Jordan Smith Crosswind Trading Co. · 3:44 PM
One master policy is fine, as long as all three sites are named on it. Upload it under Step 2 and the AI will check the named insured.
Today
Aria Turner Meridian Supply Co. · 9:15 AM
Done — master COI uploaded and AI validation passed. W-9 is attached too.
Type your message here…
The result

The process runs itself. The record writes itself.

The workflow executes the process, the tasks capture the data and decisions, and the conversations stay attached to the work, so the record builds itself: a complete, time-stamped history of who did what and why, without anyone assembling it after the fact.

A complete record

You don't assemble the record. The work leaves it behind.

When a supplier submits an updated certificate of insurance, that submission is work in Clover: a task your team reviews, verifies against the required coverage, approves with a note, and closes. Every other system just stores the new document. Clover ran the work that produced it, so the record already exists: who verified it, when, how the coverage changed, what was required, and why it was accepted.

Six months later when management, finance, or an auditor asks how you verified that supplier's coverage, you don't reconstruct the answer from email. You open the record and read the decision.

The same holds for every process in Clover. Whether it's an onboarding approval, a price change, a compliance exception, or a product data update, the work leaves its own record behind.

  • Every step, approval, and exception recorded as it happens, not reconstructed later
  • The record is tamper-evident: hash-linked and immutable, so history can't be quietly rewritten
  • Full version history on every record: see each prior value and what changed it
Decision Context · Tallgrass Provision Co. — supplier record
Record history
Tallgrass Provision Co. · 247 events since May 2024
COI renewal accepted — valid through Apr 22, 2027
Jordan Smith · hash: 0x7a2f…b91c
2 hrs ago
Coverage amount updated on COI record
General $1,000,000 → $2,000,000
Aggregate $2,000,000 → $5,000,000
"Crosswind requires $2M/$5M for FTL categories. Tallgrass provided updated COI from The Hartford — verified via AI extraction (98% confidence)."
Aria Turner · Tallgrass Provision Co. · hash: 0x3c91…a04e
2 hrs ago
AI validated uploaded COI — all 8 required fields matched
Clover AI · confidence 98% · template: COI v3.2
2 hrs ago
Late renewal exception granted — kosher certificate
Jordan Smith · "Tallgrass confirmed in writing the cert was renewed by their certifier and will arrive within 5 days"
3 days ago
AI in Clover

Because the decisions are captured, AI can actually reason about them

Most supplier data gives AI a name, a date, and a status. Clover's gives it the full decision history, so the AI doesn't just build lists, it reasons about risk. It works in two places: across everything, answering questions that used to take your team a day; and at the door, validating every document the moment it's uploaded.

Across everything · the agent

Questions that took your team a day now take seconds

The Clover AI agent is a conversational way to ask about your suppliers, workflows, tasks, and the data underneath them. Because every piece of data in Clover carries its full lineage (who changed it, who approved it, what conditions were attached), the agent doesn't just look things up. It reasons about patterns, risk, and history, not just the current state.

"Which products are missing required spec sheets or images?" · "Which of my suppliers have certifications expiring in the next 90 days?" · "Which suppliers haven't completed onboarding but already have open orders?"

  • Ask in plain language: no query building, no exports to a spreadsheet first
  • Answers you can trust for decisions: every result carries the decision history behind it
  • Act on the spot: launch a campaign, export a list, or send reminders straight from an answer
Clover AI — ask your data
Assistant
Grounded in your network data · 742 suppliers
Ask anything about your suppliers…
At the door · validation

Extracted, validated, and cleared before it ever reaches your team

When a supplier uploads a document, Clover's AI reads it in real time. It pulls the key fields (legal name on a W-9, coverage dates on an insurance certificate, expiry on a certification) and checks each one against your rules. If something fails, the supplier sees it immediately and can't move forward until it's fixed. Your team only reviews what already passed.

  • Configurable review templates: you define what to extract and what rules apply
  • Works across document types: W-9s, insurance certificates, certifications, spec sheets, and more
  • Confidence scores and reasoning on every extraction: your team makes the call when it matters
  • Every extraction logged to the record: the validation itself becomes part of the audit trail
Supplier task · Step 4 of 5 — Tax Information Review
Crosswind Foodservice · New Supplier Onboarding
Tax Information Review
Validate the uploaded W-9 against the supplier's legal business details.
Step 4 of 5 AI review
Extracted & validated
3 of 4 passed
Legal name
Tallgrass Provision Co.
Matches supplier entry · confidence 99%
EIN
47-8832901
Valid format · confidence 98%
Business type
Sole proprietorship
Does not match supplier entry (LLC) · re-upload required
Signature date
Apr 22, 2026
Current · confidence 100%
Resolve 1 issue before continuing
Upload a corrected W-9, or update your business type to match the document.
Works alongside your existing systems

Complementary, not a rip and replace

Clover doesn't replace the systems you already run. It fills the gap they leave: the collaborative work that happens between you and your suppliers, which none of them were built to handle. Here's how it fits alongside what you have.

Your stack handles
EDI
Purchase orders, invoices, and ASNs: the structured transaction messages that keep moving.
Clover handles
The work around the transaction
Getting suppliers ready before a PO ever flows (onboarding, qualification, documents), and resolving the issues that come up after: chargebacks, late or short shipments, and disputes, each as a structured process with suppliers, not another email chain.
Your stack handles
ERP
SAP, Oracle, Workday: your systems of record for transactions, financials, and master data, supplier, product, and more.
Clover handles
Keeping that data current from the supplier side
Whatever master data lives in your ERP, Clover collects it at the source, supplier details, tax forms, certifications, product attributes, validates it, and syncs clean, current records back.
Your stack handles
Procurement & sourcing suites
Ariba, Jaggaer, Coupa: sourcing events, RFPs, and spend management for your strategic suppliers.
Clover handles
Supplier collaboration across your supplier base
Clover complements your sourcing system, picking up the collaborative work once a supplier is selected: onboarding, compliance, document collection, and the conversations around them.
Your stack handles
Data standards
GDSN data pools synchronize standardized product data with your trading partners. Your largest suppliers keep publishing there.
Clover handles
What standards don't
GDSN only works for the suppliers big enough to publish to it. Clover gets product data from everyone else, the smaller regional suppliers who never join, and turns what they send into the format your eCommerce, ERP, and PIM systems actually need.
Your stack handles
Quality & compliance
Your QMS and contract repository stay the systems of record for quality data and signed agreements.
Clover handles
Getting suppliers to meet the requirements
A QMS assumes the certifications are valid and the corrective actions are already done. Clover runs the supplier-facing work that gets them there: collecting certificates, chasing expirations, and running corrective actions with the supplier, then feeding the results back to your systems of record.
And it all connects
Integrations & API

A documented API and pre-built integrations for ERPs, PLMs, MDMs, PIMs, and collaboration tools like Slack, Teams, and email. Cloud-based, with no on-premise deployment. Implementation measured in weeks, not months.

Security

Built to pass security review

Supplier records, compliance documents, business-critical workflows: it’s sensitive data, and Clover is built to protect it at every layer.

Request our security docs

Frequently asked questions

Clover is a supplier operations platform. It runs the recurring processes between a company and its suppliers, onboarding, compliance, document collection, product data, price changes, and more, as structured workflows instead of email and spreadsheets. Suppliers complete guided tasks, AI validates their work at submission, and every step is recorded in a complete audit trail.

ERPs (SAP, Oracle, Workday) are systems of record for transactions and financials. Procurement suites (Ariba, Coupa, Jaggaer) focus on sourcing and spend. Clover runs the collaborative work between you and your suppliers that neither was built for: onboarding, compliance, document collection, and the back-and-forth around them. It complements those systems rather than replacing them, and syncs clean data back to them.

Clover includes a supplier portal, and does much more than one. Suppliers get a guided, no-training place to complete tasks, upload documents, and message your team. Behind that portal is a configurable workflow engine, AI validation, campaign management, and a complete audit trail. Most portals collect information and stop there; Clover runs the whole process and keeps the record.

Yes. Clover's workflow engine is fully configurable. You build processes visually from steps like forms, document collection, approvals, e-signatures, AI validation, and conditional branching. If you can describe your process, Clover can model it, as a configuration, not a development project.

Most deployments are live in weeks, not months. Clover is cloud-based with no on-premise infrastructure, so there's no custom development or lengthy integration project. Your team defines the workflows to match your processes, you invite your suppliers, and they start receiving structured tasks right away. Ongoing changes are configuration you make in the platform, not an IT project.

No. Suppliers complete a guided, step-by-step task with nothing to learn and no manual to read. They open a task, work through it, and submit. This is a big reason Clover sees higher supplier response rates than traditional portals, the easier it is for suppliers to respond, the faster your processes finish.

Typical deployments range from $10K to $100K per year, depending on your supplier count and how many processes you automate. That's a fraction of what enterprise procurement suites charge, and a fraction of the labor cost of running these processes by hand. Suppliers are never charged for completing your requests. You can see full pricing on our pricing page.

Most supplier tools apply AI to flat, current-state data: a record with today's values. Clover's AI works on the full decision history behind every record, who changed what, when, and why. That lets it reason about risk and patterns instead of just retrieving fields, validate documents the moment they're uploaded, and answer plain-language questions across your entire supplier base.

No. Clover's AI handles the repetitive checking, extracting fields, validating documents, and flagging issues, so your team spends its time on decisions instead of manual review. Every AI action comes with its reasoning and a confidence score, and your team makes every approval and judgment call.

No. Your supplier data is never used to train models and is never shared with other customers. Clover processes your data in isolated, secure environments, and you retain full ownership and control of it.

Yes. Your data is yours. You can export your supplier records, documents, and the full decision history at any time in standard formats. Clover is where the work runs, not a place your data gets locked in.

Yes. Clover runs on enterprise-grade cloud infrastructure and is built to SOC 2 Trust Services Criteria across security, availability, and confidentiality, with formal SOC 2 Type II certification on the near-term roadmap. It uses AES-256 encryption at rest, TLS 1.2+ in transit, SAML 2.0 single sign-on, and role-based access controls, and security questionnaire responses (SIG Lite, CAIQ) are available on request.

Yes. Clover is cloud-based and accessible to suppliers anywhere in the world, with the same guided task experience regardless of a supplier's location or size. If your suppliers span multiple regions, we're happy to talk through the specifics of your setup.

See the full platform configured for your workflows

We'll walk you through a live workflow for one of your most painful supplier processes, tailored to how your organization actually works. We start with your problems, then show you exactly how Clover would solve them.

  • SAML 2.0 SSO
  • AES-256 + TLS 1.2+
  • Immutable audit trail
  • SOC 2 (in progress)
  • Security questionnaire on request
  • Security details →