GST registration certificate
GSTIN · Legal name · Trade name · Address and state · Registration date · Constitution of business
Procurement & payables
Onboard suppliers in minutes, with every detail checked
Send a link instead of chasing documents over email and WhatsApp. Suppliers fill a simple portal, their KYC documents are read and cross-checked, and approved suppliers flow straight into your accounting system.
01The problem
Where the time goes today
- KYC documents collected over email and WhatsApp, then retyped into the vendor master
- Typos in GSTINs, PANs and bank account numbers that surface only at payment or GST filing time
- Bank details that do not match the supplier's name — a classic payment-fraud risk
- No record of who checked what before a supplier was approved
02Checks
Verified before you use it
- All required documents uploaded and read
- GSTIN format and checksum
- PAN format (AAAAA9999A)
- PAN matches characters 3–12 of the GSTIN
- IFSC format
- GST certificate shows the same GSTIN as the form
- PAN card shows the same PAN as the form
- Cancelled cheque shows the same account number and IFSC
- Legal name agrees across the form, GST certificate, PAN card and bank account holder
- Udyam (MSME) number format, when one is given
03What you get
Everything you need on file, read for you
The supplier fills the form once; each document is read and compared with it. Required and optional documents are your choice.
PAN card
PAN · Name · Date of birth or incorporation
Cancelled cheque
Account holder name · Account number · IFSC · Bank and branch
MSME (Udyam) certificate
Udyam number · Enterprise name · Micro, small or medium · Address
Supplier form
Company and trade name · GSTIN and PAN · Address · Contact person, email and phone · Bank account and IFSC · MSME number
04In the product
One screen to decide
Details, documents and every check side by side. Approve, reject with a reason or ask the supplier for changes — each decision is recorded.
Submissions, decisions and change requests are kept on each supplier with who acted and when; workflows can start on any of them.
05Workflow
How it runs day to day
Suppliers who live on WhatsApp get the invite there too: send it by email, WhatsApp, SMS or all three, from your own number and SMS gateway. WhatsApp & SMS invites
- Step 01
Invite or share a link
Invite a supplier by email, WhatsApp or SMS, or put your public onboarding link on your website or in a WhatsApp message.
- Step 02
Supplier fills the portal
A mobile-friendly page under your brand asks for company, contact and bank details plus the GST certificate, PAN, cancelled cheque and MSME certificate.
- Step 03
Read and cross-check
Documents are read automatically and checked against each other and against what the supplier typed.
- Step 04
Approve and sync
Approve, reject or ask for changes. On approval a workflow creates the supplier in Tally, Zoho Books, QuickBooks, your ERP, a sheet or your database.
06After approval
Approved suppliers flow into your systems
A workflow starts the moment a supplier is approved, so the vendor master is updated without anyone retyping it. How workflows work
Tally
Create the supplier ledger
Zoho Books
Create a vendor contact
QuickBooks
Create a vendor
Your ERP
Create the supplier in SAP, Dynamics 365, NetSuite, Odoo or ERPNext
Google Sheets
Add a row to your vendor master
Database
Insert into your vendor table
Slack, Teams or email
Tell purchasing and accounts a supplier is ready
Webhook
Push the record to any other system
07FAQ
Supplier onboarding questions
No. Each supplier gets a personal link (or uses your public onboarding link) and fills a simple, mobile-friendly page under your brand. They can save and come back later with the same link.
The checks run on the documents and the details the supplier enters: formats and checksums, the PAN inside the GSTIN, and whether the GST certificate, PAN card and cancelled cheque match the form and each other. There is no live lookup on the GST portal or a bank penny-drop. If you use a verification provider, a workflow can send the approved record to it through a webhook.
Yes, on plans with WhatsApp & SMS. Add the supplier's mobile number and choose email, WhatsApp, SMS or all three. The invite goes out with your own WhatsApp template or DLT-approved SMS template and the supplier's personal link, through your own WhatsApp Business number and SMS gateway. If one channel fails the others still go out, and every send is recorded in the supplier's history.
Ask for changes with a note. The supplier receives an email with the same link, fixes what you asked for and resubmits; every step is kept in the supplier's history.
Yes, if you want. With auto-approve switched on, suppliers whose checks all pass are approved straight away; anything else waits for a person.
Build a workflow that starts on the supplier approved event. It can create a supplier ledger in Tally, a vendor in Zoho Books or QuickBooks, or a supplier in SAP, Dynamics 365, NetSuite, Odoo or ERPNext (these connectors are in beta), add a row to a vendor-master sheet or database table, notify your team and call any webhook.
Yes. With AI extraction, fields are read from each document; without it, the checks look for the GSTIN, PAN, account number and IFSC in the text read from the documents (including OCR for scans and photos).
08More solutions
Documents you can automate next
GST invoices
Read supplier GST invoices from email, upload or API and get invoice number, GSTIN, HSN lines and tax totals as Excel, JSON or a webhook.
ERP accounts payable
Read supplier invoices, match them with the purchase order and goods receipt in your ERP, and save them there for review. Only the exceptions reach a person.
Bank statements
Convert bank statement PDFs, including scans, into a clean transaction table with dates, narration, debits, credits and balances that reconcile.
Purchase orders & GRN
Capture purchase orders and goods receipt notes into structured data for three-way matching: PO numbers, items, quantities received, accepted and rejected.