Netsona CORE captures documents and requests, routes them into workflows, extracts key details, checks for missing or expired evidence, and keeps approvals and audit trails clear across vendor and compliance teams.
Vendor onboarding, contracts, certificates, insurance, and licences rarely sit in one place. They live in email inboxes, shared drives, and personal folders, where missing or expired evidence often surfaces only when something goes wrong.
On Netsona CORE, specialist agents take in documents and requests, route them into the right workflow, extract key details, and check for what is missing or expired. Humans approve important actions at clear gates. Netsona keeps the evidence and audit trail.
New vendor requests captured in a controlled workflow with owner, category, risk, and the documents required before the vendor can be approved for business.
Company profile, tax documents, bank details, and supporting forms are captured against the vendor record, with the agent classifying each file and flagging anything inconsistent.
Vendor and customer contracts logged with parties, term, value, renewal date, and key clauses extracted for human review, so the operational team knows what each contract actually commits to.
ISO, quality, and product certificates kept against the vendor or item, with type, scope, issuer, and expiry extracted into structured fields.
Public liability, professional indemnity, and workers compensation policies captured with cover, limits, insurer, and expiry, so the right policy is on file before work begins.
Trade, professional, and regulatory licences linked to the vendor or staff record, with issuer, scope, and validity period captured for review.
The workflow surfaces certificates, insurance, and licences before they expire, so vendor managers can request updated documents and renewals before they become a problem.
Vendor approvals, contract sign-off, and exception cases are routed to the right reviewer with full document context, so decisions are made on evidence rather than memory.
Every document, extracted detail, approver identity, and decision is stored together as the compliance evidence for the vendor or contract, ready for internal or external audit.
Workflow sets the boundary. Specialist Vendor and Compliance Agents classify incoming documents, extract key details, check for missing or expired evidence, and prepare the next step. Humans approve important actions. Netsona keeps the evidence and audit trail.
ERP is an optional action layer. Where an approval needs to flow into supplier records, payment runs, or procurement actions, CORE can prepare ERP-ready actions for Netsona ERP or hand off to an existing ERP or finance system.
Each vendor, contract, and compliance case moves through defined statuses, owners, and approval gates, so the agent never acts outside the boundaries the team has set.
Agents classify documents, extract structured fields, match to existing vendors or contracts, and flag missing, inconsistent, or expired evidence for human review.
Vendor onboarding, contract sign-off, certificate acceptance, and exceptions are routed to the right approver with the full document pack and extracted summary.
Source documents, extracted details, status changes, and approver identity are all kept together as the compliance evidence for the case.
Vendor forms, contracts, certificates, insurance, and licences arrive by email, upload, or portal and are captured into a controlled workflow case.
The agent classifies each document, extracts key fields (parties, value, scope, issuer, expiry), and links it to the right vendor or contract.
The workflow flags missing required documents, mismatched details, and upcoming or past expiry so the team can request what is needed before approval.
Onboarding, sign-off, and renewal decisions are routed to the right approver with full context, and the document pack plus decisions become the compliance evidence.
Procurement and vendor management teams onboarding suppliers and keeping their documents current.
In-house legal and contract administrators tracking parties, terms, renewals, and obligations.
Operations in regulated industries where insurance, licences, and certificates must be on file and current.
Corporate teams whose vendor and contract evidence currently sits in shared drives and email folders.
We can review your current vendor, contract, and compliance process and shape the agents, statuses, and approval gates that fit your team.
Request Workflow Review