Every supplier your company works with came in through a process. Can you show it?
Clover helps procurement teams onboard suppliers, collect insurance and compliance documents, and run risk assessments as structured workflows, so the supplier file is complete, current, and provable.
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Complete W-9 and banking details
New supplier onboarding
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Due today | Action needed | |
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Update Certificate of Insurance
Annual renewal
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Due Tue | In progress | |
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Information security questionnaire
Annual reassessment
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Due Apr 30 | Not started | |
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Sign Master Services Agreement
Contract renewal
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Due May 3 | In progress | |
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Update remittance contact
Completed Apr 18
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— | Done |
Built for procurement teams onboarding suppliers by email.
Somebody in the business picks a supplier, and now it's your problem: the W-9, the COI, the security questionnaire, the banking details, the signed terms. Each one is an email thread, each supplier asks the same questions, and the folder that holds the results is complete right up until someone checks.
Clover turns supplier intake into a workflow the supplier completes, and your team only reviews what needs a decision. We work with procurement teams who need it live in weeks, not months, without an enterprise suite implementation.
Where supplier management breaks down
Onboarding a supplier means chasing five documents through five threads.
W-9, COI, banking details, signed agreements, a security or diversity questionnaire. Each arrives on its own schedule, in its own format, to whoever asked. The business wants the supplier live yesterday, and your team is the bottleneck because the process is manual.
The supplier file was complete at onboarding. It's been drifting ever since.
The COI expired, the contact left, the banking details changed by email nobody verified. Supplier records age silently across your ERP, AP system, and shared drives, and the gaps surface as risk: an uninsured supplier on site, a payment sent to a fraudulent account.
Risk review happens once, if it happens at all.
The risk assessment ran when the supplier was new, under whatever process existed that year. There's no record of what was evaluated, no cadence for reassessment, and no way to show an auditor that your supplier base meets the policy your company actually wrote.
Supplier intake, compliance, and the record, on one system.
Clover is a supplier operations platform for procurement teams. It structures the work between you and your suppliers (onboarding, document collection, risk assessments, record upkeep) and keeps one complete, current supplier file with the history behind every decision.
Suppliers onboard themselves. Your team approves.
The supplier gets one guided workflow: tax forms, insurance, banking, agreements, questionnaires. AI validates documents at submission, reminders chase the stragglers, and your team only reviews what needs a decision instead of running the checklist by hand.
Insurance and compliance that stay collected
COIs and compliance documents carry expiry dates and renewal windows. Renewal tasks fire automatically, replacements are validated against your coverage requirements at upload, and every version is retained, so continuous coverage is provable, not assumed.
Risk assessments with a record and a cadence
Run your assessment as a structured questionnaire with scoring and required evidence, at onboarding and on reassessment cycles you set. The decision, the criteria, and the reviewer all land on the supplier record.
Supplier risk is an AI use case. Supplier data usually isn't ready for it.
Procurement teams are piloting AI for supplier risk monitoring, spend anomaly detection, and compliance gap analysis. The bottleneck isn't the AI. It's the data. A supplier master that says a supplier exists, with documents in a shared drive and decisions in email, gives an AI nothing to reason over.
Clover's data is different. Every supplier record carries validated fields with history, documents with verification status, and assessment decisions with their criteria. When you ask 'which active suppliers have lapsed insurance or an overdue reassessment?', Clover's data answers it in one query.
Explore the workflows behind this solution
Supplier Onboarding
Tax forms, insurance, banking, and agreements collected before the first invoice, in one structured workflow the supplier completes.
Learn moreDocument Collection
Any document, from any set of suppliers, requested once and driven to done, with AI validation at submission.
Learn moreCertificates & Renewals
COIs and compliance certificates tracked to expiry, renewed automatically, with the version history to prove continuous coverage.
Learn moreSupplier Record Management
One living supplier record, maintained by the suppliers themselves, with approval steps for sensitive changes like banking details.
Learn moreSupplier Assessment
Risk assessments run as scored questionnaires with required evidence, at onboarding and on the reassessment cadence you set, with every decision on the supplier record.
Learn moreSupplier Contact Management
Account, billing, and escalation contacts kept current by the suppliers themselves, so the person you need isn't the one who left last quarter.
Learn moreFrequently asked questions
You define what onboarding requires by supplier type: tax forms, insurance certificates, banking details, signed agreements, questionnaires. The supplier completes it all through one guided workflow, AI validates documents at submission, and reminders drive completion. Your team only reviews what needs a decision, and the complete onboarding record is captured automatically.
Yes. Certificates of insurance carry coverage requirements and expiry dates in Clover. Collection runs as validated tasks, renewals fire automatically ahead of expiry, replacements are checked against your minimums at upload, and every version is retained, so continuous-coverage questions are answered from the record.
Your assessment runs as a structured questionnaire with scoring and required evidence, at onboarding and on the reassessment cadence you set. The criteria, the supplier's responses, the score, and the reviewer's decision all land on the supplier record, so you can show what was evaluated and when, for any supplier.
No. Clover runs the collaborative work between you and your suppliers that ERPs and sourcing suites weren't built for: onboarding, document collection, compliance, and record upkeep. Clean, validated supplier data syncs back to your ERP and AP systems, so they stay the systems of record for transactions.
Banking details change through the supplier's portal, not by email. The change request runs through the verification and approval steps your policy defines before anything updates, and the full trail (who requested, who verified, who approved) is on the record. The classic business-email-compromise pattern has no process to exploit.
Both. Corporate procurement teams use Clover mostly for indirect and services suppliers: contractors, agencies, facilities, software and professional services. Each supplier type runs its own onboarding track and compliance requirements, on the same platform.
A certificate of insurance is a document from a supplier's insurer that summarizes their coverage: policy types, limits, and effective dates. Procurement teams collect a COI to confirm a supplier carries the coverage their contract requires before work starts, and collect a new one at every renewal. A lapsed COI can leave your company exposed if something goes wrong on the job.
See Clover built around your supplier management process
We'll map your supplier onboarding and compliance workflow in a live product walkthrough, and show you what a complete supplier file looks like in practice.
We start with your problems, then show you how Clover would solve them. A real walkthrough with someone who knows procurement operations.
Typical deployments cost less than a single procurement coordinator.
- SAML 2.0 SSO
- AES-256 + TLS 1.2+
- Immutable audit trail
- SOC 2 (in progress)
- Security questionnaire on request
- Security details →