Vendor Onboarding

Transform your vendor management journey

[data-wf-bgvideo-fallback-img] { display: none; } @media (prefers-reduced-motion: reduce) { [data-wf-bgvideo-fallback-img] { position: absolute; z-index: -100; display: inline-block; height: 100%; width: 100%; object-fit: cover; } }

End-to-end process control

Take command of your entire vendor lifecycle with automated workflows that handle everything from initial qualification to ongoing compliance monitoring, eliminating the endless email chains and document hunts.

Compliance without compromise

Sleep easier knowing your vendor documentation is always audit-ready, with automated compliance tracking, instant verification, and a complete audit trail of every interaction and document exchange.

Smart document management

Say goodbye to chasing vendors for missing W-9s and insurance certificates. Our intelligent system automatically requests and tracks all required documentation, alerting you only when action is needed.

Vendor relationship excellence

Create a seamless onboarding experience that vendors actually enjoy, with clear task lists, automated reminders, and a professional portal that reflects your brand standards.

Assign roles
with precision

Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.

Procurement Manager

Vendor Representative

Finance Controller

Compliance Officer

Procurement manager

Leads the strategic vendor evaluation and selection process while overseeing the onboarding journey. Drives key decisions on vendor approval, ensures alignment with procurement policies and orchestrates cross-functional collaboration to accelerate vendor activation. Monitors vendor performance metrics and optimization opportunities to maximize value from vendor relationships.

Vendor representative

Serves as the primary point of contact for the vendor organization, managing documentation submission and driving internal coordination. Completes registration requirements, provides essential business information, and ensures timely responses to maintain onboarding momentum. Participates in training sessions to understand organizational processes and requirements.

Finance controller

Reviews and validates vendor financial documentation, payment terms, and banking details to enable smooth transaction processing. Sets up vendor payment systems, ensures compliance with financial policies, and maintains accurate vendor records in financial systems. Monitors financial health metrics and payment performance.

Compliance officer

Conducts comprehensive due diligence checks and ensures vendors meet all regulatory requirements and internal compliance standards. Validates vendor credentials, certifications, and insurance documentation while monitoring ongoing compliance status. Implements risk mitigation strategies and maintains compliance documentation.

Questions + answers

What makes Moxo different from managing vendor onboarding through our current tools?

Unlike traditional email and spreadsheet-based processes, Moxo provides a centralized platform that combines automated workflows, real-time collaboration tools, and secure document exchange in one integrated solution.

How does Moxo reduce the administrative burden on our procurement team?

Moxo automates routine tasks like document collection, compliance tracking, and vendor communications, while providing real-time dashboards and analytics to monitor progress and identify bottlenecks.

Can we customize the onboarding process for different types of vendors?

You can create distinct onboarding playbooks for different vendor categories, with customized forms, workflows, and compliance requirements tailored to specific supplier types.

How does Moxo ensure compliance throughout the vendor lifecycle?

Moxo automatically tracks expiration dates, maintains audit trails, and provides secure document exchange that adheres to strict security standards including SOC 2 and GDPR compliance.

Orchestrate your vendor onboarding