Make the next step visible.
See payment-hold flags based on the current COI result and W-9 status, with a vendor record behind each line.
Payment-hold exports · Business
A clearer handoff to accounting.
Put certificate and W-9 status beside the vendor record. Give accounts payable a useful Clear or Hold view through an export, live feed, or signed webhook.
Your payment-hold view
Northline HVAC
HoldW-9 on file
Evergreen Grounds
ClearW-9 on file
Brightside Cleaning
ClearW-9 on file
Illustrative workflow · Sample data
A simpler way through the paperwork.
Work with your existing tools.
Download a CSV or use a live spreadsheet feed. Business also includes signed webhooks for status changes.
Keep the paperwork connected.
Track whether a W-9 is on file alongside certificate checks. Sensitive tax IDs are masked in the interface.
Helpful reading for your next step.
Bring a little clarity to your workday.
Collect the paperwork, see what needs attention, and keep the next step moving.