Organize vendor diligence documents by vendor and document type automaticallyautomatically
When vendor diligence docs arrive, get uniform names with vendor and doc type so you can pass audits.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Organize vendor diligence with consistent naming and status tracking.
- Connect vendor document intake folders or email processing.
- AI extracts vendor name, document type, and validity dates.
- Organize with status indicators for audit preparation.
Proof: 2.3k vendor documents organized last quarter at 95.6% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Multi-vendor support: Handle diligence documents from multiple vendors with consistent organization.
Document type classification: Automatically classify certificates, licenses, insurance, and financial documents.
Audit trail ready: Maintain document status and expiry tracking for compliance requirements.
How it works
Vendor docs auto-name to Vendor_DocType_YYYY-MM-DD_Status.pdf with 95%+ accuracy, ready for audit review.
- Connect vendor document intake folders or email processing.
- AI extracts vendor name, document type, and validity dates.
- Organize with status indicators for audit preparation.
FAQ
Can I handle different types of vendor documents?
Yes. Configure rules for certificates, licenses, insurance documents, and financial statements with appropriate naming.
Will it work with scanned vendor certificates?
OCR handles scanned documents, extracting vendor details and expiry information.
How do I track document expiry dates?
Extract expiry dates from documents and include them in filenames for easy monitoring and renewal tracking.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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