Pull up everything you know about one supplier. How many systems did that take?
Clover gives every supplier one complete, living record: company details, tax and banking data, documents, contacts, products, and the full history of every change. Suppliers maintain their own profile through guided tasks, and your team reviews instead of re-keying.
Suppliers managed in Clover include
Today
Where supplier records break down
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The "supplier record" is six systems and a shared drive.
The ERP has a vendor master row. AP has the W-9. The shared drive has some documents. Three inboxes have the rest. No single place shows what's true about the supplier right now, so every team keeps its own partial copy and none of them match.
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Records are snapshots of onboarding day, aging quietly.
The data was right when the supplier was set up. Then they moved offices, changed banks, renamed the company, swapped their quality lead. Nobody told you, because there was nothing to tell. You find out when a payment bounces or an audit asks.
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When data is wrong, nobody knows who changed what, or when.
A remittance address is different from last month. Was that a legitimate update or a problem? Without a change history, every discrepancy is an investigation, and some of them are the kind (banking changes, legal entity changes) you cannot afford to guess about.
Aria Turner · AP contact
AP inbox
In Clover
One record per supplier. Maintained at the source. Verified on change.
Clover makes the supplier record a living dataset. You define what a complete record contains by supplier category. Suppliers provide it through guided tasks and keep it current themselves, every change is validated and captured with full history, and clean data syncs to the systems that need it.
Define what to collect, as a workflow
Company details, banking and tax, documents, contacts: per supplier category you set the fields, the checks, and who approves. The result is a reusable workflow, not a spreadsheet template.
Lena Ortiz · Harvest LaneSuppliers fill it in through a guided task
The workflow reaches the supplier as a step-by-step task. They enter the data and upload the documents, validation checks it at entry, and your team reviews instead of re-keying.
Priya Nair · CrosswindSensitive changes wait for your approval
Sensitive changes like banking details can require your team's approval before they take effect. Every field and document records who changed it, when, what it replaced, and who reviewed it.
Re-request it before it goes stale
The same workflow runs again on a schedule, when a document expires, or whenever you ask. Suppliers confirm what hasn't changed and update what has, across your whole base at once.
Everything lands on the supplier profile
Every answer, document, and approval writes to one profile with full history. Access is controlled by role: finance sees banking and tax, buying sees capabilities and product data, compliance sees certifications. Your team always finds the current value, who provided it, and what it replaced, and clean data syncs to the systems that need it.
From scattered copies to one source, in weeks, not months
Every team assumes the supplier record is right. Few can prove it.
Entity details, remittance data, certifications, and contacts kept current across hundreds of manufacturers, brokers, and growers.
- Entity details
- Remittance data
- Certifications
Vendor master data your merchandising, AP, and compliance teams can all trust, maintained by the suppliers themselves.
- Vendor master
- AP data
- Compliance
Supplier records with quality certifications, capability data, and banking details, kept complete and current across your tiered supply base.
- Quality certifications
- Capability data
- Banking
Supplier records with tax and banking data, insurance status, and contract details, maintained accurately across every supplier and service provider.
- Tax and banking
- Insurance
- Contracts
Supplier records with credentialing, regulatory status, and remit-to details, kept current across manufacturers, distributors, and GPO relationships.
- Credentialing
- Regulatory status
- Remit-to
If supplier data lives in multiple systems and goes stale between audits, this workflow applies.
- Any fields
- Any documents
Frequently asked questions
Supplier record management keeps one complete, current record per supplier: company and legal details, tax and banking data, documents, contacts, and the history of every change. In Clover, suppliers maintain their own profiles through guided, validated tasks, so the record stays current without your team re-keying data.
Three ways: suppliers can update their own profile whenever something changes, periodic refresh campaigns ask them to confirm or correct what's on file, and validation plus review rules check every change at entry. Sensitive updates, like banking changes, can require your team's approval before they take effect.
No. Your ERP stays the system of record for transactions. Clover is where supplier data gets collected, verified, and kept current from the supplier side, and it syncs clean records back to your ERP, so the vendor master stops drifting out of date.
Yes. Every field and document carries its full history: the prior value, the new value, who submitted it, who reviewed it, and when. Discrepancies become lookups instead of investigations, and audits stop requiring reconstruction from email.
Contacts are one part of the record. Supplier Record Management covers the whole supplier profile: entity and legal details, tax and banking information, documents, custom fields your industry needs, and contacts, all maintained through the same guided supplier experience.
Yes, Clover is a next-generation SRM. Traditional SRM is a system of record: dashboards, scorecards, and supplier data that sits there waiting for someone to act on it. Clover is a system of action. It runs the actual work of managing suppliers, driving them to keep their own records current, complete tasks, and respond, so your supplier data is always live, not a snapshot someone has to maintain. It's SRM that does the work, not just records it.
Sensitive fields like banking and tax details are protected two ways. Access is controlled by role, so only the right people (typically finance) can see them. And changes to them can require your team's approval and a verifying document before they take effect, with the who, what, and when recorded. It's built to prevent exactly the kind of quiet banking-detail change that fraud relies on.
See a living supplier record
We'll show you a complete supplier record with its change history, and how suppliers keep it current without your team chasing.
What we promise
- We start with your problems, then show you how Clover would solve them. A real walkthrough with someone who knows supplier 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