Platform

The execution layer
between you and
your suppliers.

Configurable workflows that execute, validate, and record every structured process between companies. The system that runs the work, alongside the systems that record it.

Suppliers managed in Clover include

Where Clover fits

Stop buying a new tool for every problem

Need documents signed? There's a tool for that. Need certifications collected for CTPAT or CPSIA? Another one. Need product data managed? A PIM suite. Every problem gets its own tool, each a whole product to do one thing, each another login and another contract. Underneath, they all do the same job: run a process, collect information, share it back. Clover does that job once, for every process between you and your suppliers, on a platform that grows with you from 10 suppliers to 50,000.

Single-purpose tools

One process each

A CTPAT tool here, an onboarding app there, a certification collector for CPSIA. Each handles its one process well, and adds one more login your suppliers have to learn. The other dozen processes stay in email and spreadsheets.

Enterprise suites

Heavy and sourcing-first

Source-to-pay procurement platforms. Powerful and complete, but built around sourcing and spend, six-figure to license, and measured in quarters to stand up. Overkill for the work between transactions.

Clover

One layer for all of it

One configurable system for every process between you and your suppliers, built to adapt to the problems you have today and the ones you'll have tomorrow. Mid-market. No portal to learn. Live in weeks, not quarters.

How it works

Three building blocks. Every supplier process.

Almost everything you run with suppliers is a mix of three: a workflow (you just saw the builder), the tasks it sends out, and the conversation around them. Here's each one a level deeper, and the record they leave behind.

Workflows · any process

Whatever moves between you and your partners, Clover can manage it

Companies and products come ready to go. You can start onboarding suppliers and managing your catalog on day one. When you're ready, add anything else that passes back and forth: invoices, chargebacks, purchase orders, certifications, compliance records, contracts, trade promotions. Each one gets the same treatment: clear workflows, structured responses, and a full history of who did what and when. Supplier contacts are first-class too: a living directory the suppliers themselves keep current, not a static field you maintain in a spreadsheet.

  • Companies and products built in: start onboarding and managing your catalog on day one
  • Supplier contacts as a living directory: suppliers update their own people, your team manages by exception
  • Add what your industry needs: documents, compliance records, trade terms, regulatory filings
  • Everything gets tracked the same way: workflows, tasks, conversations, and a complete history
Business objects · configurable per industry
Built-in
Ready
Companies
Suppliers, buyers, partners — 742 connected
Ready
Products
Catalog items, SKUs — 12,481 managed

Add what your industry needs
Invoices
Chargebacks
Purchase orders
Certifications
Compliance filings
Contracts
Trade promotions
Your own
Task assignment

Send it to one supplier or ten thousand: each gets a guided task

Pick the workflow, pick who gets it, and send. Clover spawns a task for every supplier and tracks them as a group. On the supplier's side it's a guided wizard, not a portal to learn. They step through, upload what's needed, and AI checks the work at the point of entry. The result is higher response rates and far fewer follow-ups, with no training on either side.

  • Send to one supplier or your whole base in a single click
  • A guided task, not a portal: suppliers need no training
  • AI validates at submission, before it ever reaches your queue
Supplier task · Step 2 of 3
Back to tasks · Crosswind Trading Co.
New Supplier Onboarding
Provide your business information and upload the documents Crosswind needs to add you as an approved supplier.
Business details
2
Legal & tax
3
Review & sign
Legal company name *
Legal type *
D-U-N-S number *
W-9 document *
Meridian-W9-2026.pdf
142 KB · uploaded just now
Valid
AI verified: EIN 47-8832901 matches, legal name matches, address matches.
Communication

The conversation lives inside the work, not in a separate inbox

Most supplier back-and-forth happens over email, disconnected from the task it's about and impossible to find six months later. In Clover, questions get asked and answered right on the task they belong to. Your team replies in real time, the whole exchange is captured with the work, and connecting Gmail or Outlook pulls supplier email into the same place.

  • Task-scoped conversations: every question tied to the exact work, not a side-channel thread
  • Real-time and team-aware: the right group answers; nothing trapped in one person's inbox
  • Email pulled into context: connect Gmail or Outlook so supplier email lives with the relationship
In-task conversation · Document collection
Document Collection · Task #4521
2 participants · 4 messages
Yesterday
Aria Turner Meridian Supply Co. · 3:41 PM
Our Certificate of Insurance lists all three of our sites on one master policy. Is that fine, or do you need a separate COI per location?
Jordan Smith Crosswind Trading Co. · 3:44 PM
One master policy is fine, as long as all three sites are named on it. Upload it under Step 2 and the AI will check the named insured.
Today
Aria Turner Meridian Supply Co. · 9:15 AM
Done — master COI uploaded and AI validation passed. W-9 is attached too.
Type your message here…
The result

Combine them and the process runs itself, with a complete record

Because the workflow runs the tasks and captures every conversation, the record builds itself. You get full visibility into where every supplier stands, and a complete, time-stamped history of who decided what and why, without anyone assembling it after the fact.

A complete record

Most systems store the what. Clover stores the why.

When your supplier updates an allergen declaration and your QA lead approves it, every other system stores the new value. Clover stores the new value and everything around it: who reviewed it, when, how it changed from the prior version, what conditions were attached, and the supplier's note explaining why.

Six months later when an auditor asks why that field changed, you don't reconstruct the answer from email. You click the field and read the decision.

  • Built into every workflow, every approval, every exception
  • Hash-linked and immutable: tamper-evident by design
  • Full visibility: see exactly where every supplier and task stands, in real time
Decision Context · Tallgrass Provision Co. — supplier record
Record history
Tallgrass Provision Co. · 247 events since May 2024
COI renewal accepted — valid through Apr 22, 2027
Jordan Smith · hash: 0x7a2f…b91c
2 hrs ago
Coverage amount updated on COI record
General $1,000,000 $2,000,000
Aggregate $2,000,000 $5,000,000
"Crosswind requires $2M/$5M for FTL categories. Tallgrass provided updated COI from The Hartford — verified via AI extraction (98% confidence)."
Aria Turner · Tallgrass Provision Co. · hash: 0x3c91…a04e
2 hrs ago
AI validated uploaded COI — all 8 required fields matched
Clover AI · confidence 98% · template: COI v3.2
2 hrs ago
Late renewal exception granted — kosher certificate
Jordan Smith · "Tallgrass confirmed in writing the cert was renewed by their certifier and will arrive within 5 days"
3 days ago
AI in Clover

Because it's all captured, AI can actually reason over it

Most supplier data gives AI a name, a date, and a status. Clover's gives it the full decision history, so the AI doesn't just build lists, it reasons about risk. It works in two places: across everything, answering questions that used to take your team a day; and at the door, validating every document the moment it's uploaded.

Across everything · the agent

Questions that took your team a day now take seconds

The Clover AI agent is a conversational interface for querying your suppliers, workflows, tasks, and all of the underlying data. Because every piece of data in Clover carries its full lineage (who changed it, who approved it, what conditions were attached), the agent doesn't just look things up. It reasons about patterns, risk, and history in ways that flat-data AI can't.

"Which suppliers that sell FTL products haven't confirmed FSMA 204 readiness?" · "What's the aggregate traceability readiness for my romaine lettuce suppliers?" · "Which suppliers have kosher certificates expiring in the next 90 days?"

  • Cross-domain reasoning: connect supplier data to compliance data to workflow history in one answer
  • Full decision lineage in every query: not just current state, but what changed and why
  • Actionable results: create campaigns, export lists, or send reminders directly from answers
Clover AI — ask your data
Assistant
Grounded in your network data · 742 suppliers
Ask anything about your suppliers…
At the door · validation

Extracted, validated, and cleared before it ever reaches your team

When a supplier uploads a document, Clover's AI reads it in real time. It pulls the key fields (legal name on a W-9, products covered on a kosher certificate, coverage dates on a COI) and checks each one against your rules. If something fails, the supplier sees it immediately and can't move forward until it's fixed. Your team only reviews what already passed.

  • Configurable review templates: you define what to extract and what rules apply
  • Real-time feedback at upload: suppliers fix errors before submitting
  • Confidence scores and reasoning on every extraction: your team makes the call when it matters
  • Blocking validations prevent bad submissions from reaching your queue
Supplier task · Step 4 of 5 — Tax Information Review
Crosswind Foodservice · New Supplier Onboarding
Tax Information Review
Validate the uploaded W-9 against the supplier's legal business details.
Step 4 of 5 AI review
Extracted & validated
3 of 4 passed
Legal name
Tallgrass Provision Co.
Matches supplier entry · confidence 99%
EIN
47-8832901
Valid format · confidence 98%
Business type
Sole proprietorship
Does not match supplier entry (LLC) · re-upload required
Signature date
Apr 22, 2026
Current · confidence 100%
Resolve 1 issue before continuing
Upload a corrected W-9, or update your business type to match the document.
Works alongside your existing systems

Complementary, not a rip and replace

Your stack handles
EDI
Purchase orders, invoices, and ASNs: the structured transaction messages that keep moving.
Clover handles
Everything between transactions
Onboarding, compliance, certifications, product data enrichment, and the workflow around all of it.
Your stack handles
ERP & procurement
SAP, Oracle, Workday, Banner, Ariba, Jaggaer: transactions and financials, your systems of record.
Clover handles
The relationship work around them
Onboarding, compliance, document collection, and the back-and-forth that doesn't fit a purchase order.
Your stack handles
Data standards
GDSN and 1WorldSync carry standardized product attribute codes. Suppliers keep publishing there.
Clover handles
What standards can't
The actual documents, enforcement when attributes are missing, and the full lifecycle: expiration, renewal, AI validation.
Your stack handles
Quality & compliance
Your QMS, contract repository, and COI tracking stay exactly where they are.
Clover handles
The workflow around them
Collecting certifications, pursuing expirations, validating with AI, and keeping the decision trail auditors ask for.
And it all connects
Integrations & API

A customer-facing API and pre-built integrations for ERPs, PLMs, MDMs, PIMs, and platforms like Slack, Teams, and email. Cloud-based, no on-premise deployment. Implementation measured in weeks, not quarters.

Security

Built for the evaluators who actually read this section

Your team manages supplier records, compliance documents, and business-critical workflows in Clover. Here’s the security posture behind that.

Request our security docs

Frequently asked questions

Clover is a configurable platform for managing collaborative business processes between companies. It replaces the email, spreadsheets, and shared drives that most organizations use to run processes like onboarding, compliance, document collection, and price changes with their suppliers and partners.

ERPs manage internal operations: purchasing, inventory, accounting. SRMs like Ariba focus on procurement and sourcing. Clover operates in the space between companies: the collaboration and execution layer where processes actually run. It handles the workflows, documents, conversations, and decisions that happen between a buyer and their suppliers.

Most deployments are up and running in weeks, not months. Clover is configured to match your processes. You don't need custom development or a lengthy integration project. Your team defines the workflows, and suppliers start receiving structured tasks immediately.

No. Suppliers interact through guided tasks with a step-by-step response wizard. There's no portal to learn, no training manual to read. They see a task, complete it, and they're done. This is one reason Clover gets significantly higher supplier response rates than traditional portals.

Yes. Clover's workflow engine is fully configurable. You build processes visually with steps that include forms, document collection, approvals, e-signatures, AI validation, and conditional branching. If you can describe your process, Clover can model it. Adding a new workflow is a configuration exercise, not a development project.

Most tools apply AI to flat, current-state data: a supplier record with today's fields. Clover's AI operates on structured decision history: every workflow step, every approval, every conversation, every document version. That context is what allows it to reason about risk, patterns, and trends, not just look up records. It also validates documents at the point of upload and answers natural-language questions across your supplier data and decision history.

No. Clover's AI handles validation and data extraction so your team can manage by exception (reviewing flagged issues and making decisions) instead of manually checking every submission. Every AI action includes reasoning and confidence scores. Your team still makes every approval and judgment call.

No. Your supplier data is never used to train models or shared with other customers. Clover's AI processes your data in isolated, secure environments with the same enterprise-grade protections that apply to all platform data. You retain full ownership and control.

Yes. Clover runs on enterprise-grade cloud infrastructure and is built to SOC 2 Trust Services Criteria across security, availability, and confidentiality, with formal SOC 2 Type II certification on the near-term roadmap. It uses end-to-end encryption, role-based access controls, and team-scoped data isolation, and our security questionnaire responses (SIG Lite, CAIQ) are available on request. Your supplier data stays private and access is controlled at the company, team, and user level.

See the full platform configured for your workflows

We'll walk you through a live workflow for onboarding, compliance, or document collection, tailored to how your organization actually works. No deck, no pitch. A real product walkthrough.

  • SAML 2.0 SSO
  • AES-256 + TLS 1.2+
  • Immutable audit trail
  • SOC 2 (in progress)
  • Security questionnaire on request