Handles vendor onboarding, KYC, banking details, and approval workflow.
Activation complexity
Medium
Time to activate
10-14 days
Volume share
5-10% of role volume
Impact range
30-50% faster
Inherited pricing
€0.60 – €1.80 per invoice processed
This capability shares the AP Specialist's metered unit. A invoice processed is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Vendor Onboarding & KYC runs new-vendor intake — KYC validation, banking details capture, approval workflow, vendor-master write — with controls against duplicate or fraudulent vendor creation.
Workflow summary
Intakes request, validates KYC, captures banking, routes approval, writes to master.
Stages
Decision logic
Uses KYC rules, duplicate-detection logic, and approval policy to route onboarding or flag risk.
Systems and data
{"ERP or AP automation",email,"KYC provider"}
{"vendor form data","KYC documents","banking details","approval policy"}
Exceptions & human handoff
KYC concerns, duplicate-vendor matches, or banking-detail anomalies route to finance control.
KYC red flag, duplicate match, or banking-detail mismatch.
Readiness
Vendor master accessible, KYC provider wired, approval policy documented.
Owner on client side · Finance Control Lead
Impact contribution
10-20% of role impact is the vendor-onboarding loop running clean.
Primary KPI · Onboarding cycle time · 30-50% faster
The chat opens with AP Specialist and Vendor Onboarding & KYC pre-selected. You can add other capabilities during the conversation.