Vendor onboarding software that enforces compliance and speeds up procurement

Standardize onboarding, track approvals, and automate follow-ups with Cora, your AI compliance engine.

Vendor onboarding software that enforces compliance and speeds up procurement

Trusted by more than 3000 companies

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Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo

What's your biggest vendor onboarding challenge?

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Use structured workflows to enforce reviews, documentation, and approvals for every vendor.
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Vendor relationships start with the right onboarding process.
But when teams rely on email threads, shared drives, or disconnected tools, onboarding gets delayed, and compliance is left to chance.

Process Street's vendor onboarding software gives you a trackable, auditable system for bringing vendors on board. Cora makes sure every document is collected, every task is completed, and every decision is documented.

Automate the vendor intake process

Trigger workflows when a new vendor form is submitted or a request is approved.

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Automate the vendor intake process
Collect documents and data securely

Collect documents and data securely

Capture W-9s, NDAs, COIs, banking info, and more with version control and access restrictions.

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Route tasks by department

Assign reviews and approvals to legal, finance, IT, or procurement based on vendor category or risk.

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Route tasks by department
Track onboarding status in real time

Track onboarding status in real time

See where every vendor stands in the process and what's blocking progress.

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Maintain a full audit trail

Every action, upload, and signoff is logged with time stamps and user history.

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Maintain a full audit trail

Meet Cora, your AI compliance partner

Cora is your onboarding control tower. Integrated into Process Street, Cora oversees every step, flags gaps, and ensures vendors aren't approved until all requirements are met.

  • Launches workflows from intake forms or requests Automatic workflow triggers
  • Flags missing documents or incomplete tasks Proactive gap identification
  • Enforces policy logic based on vendor type or region Smart compliance enforcement
  • Prepares audit logs instantly with complete approval chains Comprehensive audit trails

Cora makes sure vendors are onboarded quickly, and by the book.

Customize by vendor type or risk

Customize by vendor type or risk

Use conditional logic to route high-risk vendors through additional reviews.

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Control access and permissions

Set who can view or edit vendor information by team or role.

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Control access and permissions
Integrate with procurement and ERP systems

Integrate with procurement and ERP systems

Push approved vendors into your purchasing, finance, or contract management platforms.

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Track KPIs across vendor categories

Monitor time to onboard, document completeness, and approval rates.

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Track KPIs across vendor categories
Procurement, finance, and legal teams use Process Street's vendor onboarding software to:
Standardize new vendor workflows
Standardize new vendor workflows

Make sure every vendor is reviewed, documented, and approved before activation.

Collect and store required documentation
Collect and store required documentation

Capture all critical info — tax forms, compliance certs, payment details — in one place.

Route approvals by policy
Route approvals by policy

Ensure stakeholders sign off before vendors enter the system or receive payment.

Segment vendors by risk
Segment vendors by risk

Add extra steps for international, regulated, or high-spend vendors.

Track and prove compliance
Track and prove compliance

Maintain time-stamped proof of every vendor's onboarding path for audits and reviews.

Speed up purchasing
Speed up purchasing

Onboard vendors faster so sourcing and procurement can move forward with confidence.

Frequently asked questions

Can't find the answer you need? Contact our support team.

What is vendor onboarding software?
How does Process Street support vendor onboarding?
Can this integrate with our ERP or procurement tools?
Does this help with compliance or audit requirements?
How fast can we launch this?

Trusted by 3000+ companies

From finance to healthcare to manufacturing, Process Street powers vendor onboarding that's fast, compliant, and reliable.
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From finance to healthcare to manufacturing, Process Street powers vendor onboarding that’s fast, compliant, and reliable.

AI compliance
Data protection & security

ISO27001 compliance
Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.
SOC 2 Type II compliance
Data protection & security

SOC 2 Type II compliance
Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.
HIPAA compliance
Healthcare information privacy

HIPAA compliance
HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.
AI compliance
Data protection & security

AWS CIS compliance
The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.
GDPR compliance
EU Data protection & privacy

GDPR compliance
The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement
AI compliance
Data protection & privacy

CCPA compliance
The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.
Security & privacy

Artificial intelligence
Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.
Data sovereignty & infrastructure

Data residency & private cloud
Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

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With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results
Linda White
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
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Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us. It helped our team move quicker"
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Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
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An industry-leading solution

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