Nuvo's Vendor Onboarding application is fully configurable. It can collect:
Business Details (Always Required)
Data | Description | Configurable? |
Organization information | Legal name, DBA, EIN, business address, and entity type | No - Always Required |
Accounts Receivable contact | The vendor's AR contact email and remittance inbox for invoicing | No - Always Required |
Owners, Officers & Signatories | Identity verification for principals | No - Always Required |
Payment Settings (Configurable)
Data | Description | Configurable? |
W-9 | Automatic W-9 recognition; if the uploaded document isn't a W-9, the system will flag it for review | Yes - Optional or Required |
ACH Verification | Real-time bank account verification via Plaid and micro-deposits for US-based vendors | Yes - Optional or Required |
Financial References (Configurable)
Data | Description | Configurable? |
Bank References | Direct bank connections for transaction history (same as customer onboarding) | Yes - Optional or Required |
Financial Statements | Upload and automatic document type recognition for balance sheets, P&L statements, and other financials | Yes - Optional or Required |
Additional Information (Configurable)
Data | Description | Configurable? |
Custom fields | Add any custom questions or data points specific to your business | Yes - Optional or Required |
Terms & Conditions | Require acceptance of your vendor terms | Yes - Optional or Required |
Custom signatures | Collect authorized signer agreements | Yes - Optional or Required |
Configuration Flexibility
You have complete control over which sections to show, hide, or make optional. For example:
Require ACH verification for all vendors, or make it skippable for specific relationships
Show financial statements only for high-value supply chain vendors
Hide bank references for low-risk service vendors