Vendor and customer records are often overlooked until there is a payment dispute, delivery issue, credit review, contract conflict, or due-diligence request. We help companies review and organize vendor and customer files so the business can better understand its obligations, receivables, terms, authorizations, and supporting documentation.
Reduce exposure in vendor and customer accounts
- Onboarding records, W-9s, and tax-form completeness
- Contracts, amendments, and consignment agreements
- Payment terms versus actual payment behavior
- Unpaid balances with invoice and delivery proof
- Purchase orders, authorizations, and credit-limit files
Vendor Approval Preparation is available when a large customer or marketplace is about to underwrite you as a supplier. We assemble the packet they will request before they request it.