Supplier or Client. One Front Door
Branded portal → KYP/KYB/KYC → document collection → policy gates → ERP master data sync → activation across all entities. The unified onboarding orchestration that handles both buy-side (suppliers) and sell-side (clients) — one workflow, both directions.
By the numbers
The use case
The same company is your supplier in SAP and your client in Salesforce. Two onboarding teams, two tool stacks, two compliance programs, two master records that never agree. Procurement onboards suppliers in four weeks via a portal. AR onboards clients in six weeks via emails and PDFs. When a partner asks 'are you my supplier or my customer?' you say 'both' — but operationally you treat them as strangers in each direction.
Pre-built unified workflow: partner invited via one branded portal → flow adapts to type (supplier path = KYB + bank + insurance; client path = KYC + terms + billing; bidirectional = both) → policy gates configured per partner type and risk tier → master data syncs to vendor systems AND customer systems as appropriate → multi-entity activation across the group. One front door, two paths, one master record per partner.
For who
Capabilities
Suppliers and clients land in the same self-service portal, white-labeled to your brand. The flow adapts: a supplier sees KYB + bank details + insurance; a client sees KYC + signed terms + billing setup. One front door, two paths.
Flowie's umbrella verification framework. KYB for legal entities, KYC for individuals and small businesses, plus sanctions, PEP, UBO checks, and adverse media. Astral's 600M+ company graph powers identity in both directions — supplier or client, the same network resolves it.
Configure policies per partner type and risk tier. A high-spend supplier needs ESG, insurance, and tax certs; a low-touch client needs signed terms and billing. Different gates, same orchestration, no parallel processes.
Activated partners flow into your ERP master data: as vendors in SAP/Oracle/Sage, as customers in Salesforce/HubSpot/Dynamics, or both when the partner trades in both directions. Multi-entity native — one partner, the right record in every system.
Continue exploring
Invoice arrives → AI matches against PO + receipt → policy validation → auto-post if clean, exception queue if not.
Bank statements → AI matches to GL transactions → exception queue for unmatched → escalation rules → close.
Aging trigger → customer segmentation → multi-channel cadence (email/SMS/call) → escalation paths → dispute → legal handoff.
ISO 27001:2022 · GDPR · EU-hosted · Full audit trails · Trust Center →
Start free. See your first workflow run before the next quarter close.