Product · Onboarding & compliance
Onboard a supplier without the email chain
Company details, W-9, banking, insurance, and certifications — collected once, verified by you, stored against the vendor in Sage Intacct.
Onboarding a new supplier usually means four emails, one spreadsheet, a PDF someone has to find again in March, and a bank account number sitting in an inbox.
APIXX Supplier Connect gives the supplier a guided form, gives you a review step, and puts the approved result where it belongs.
What it does
Items marked Roadmap are not shipped yet.- Guided supplier profile with your required fields enforced
- W-9 collection with structured fields and version history
- Certificate of insurance tracking with expiry reminders
- Banking capture with verification gate and masked display
- Buyer approval before anything writes to the vendor record
- Documents attached to the vendor in Sage IntacctRoadmap
Security
We do not store full tax identification numbers in the application database, banking details are encrypted with a key scoped to your company, and every document is served through short-lived private links.
See the review step
A working session walks the supplier form, the approval queue, and what reaches the vendor record.