Bills & Expenses · Pricing
Vendor Onboarding & Master-Data Administration
Starting at$150a month
What the price covers
Up to 5 new or changed vendors per month; W-9 collection; independent call-back verification of every bank-detail change.
What we do
- Maintain the intake queue; confirm authorized vendor requests
- Collect W-9 details; verify bank changes by call-back; update approved vendor records
- Review sensitive changes and retained verification evidence
What you get
Updated vendor master with authorization and verification records.
Not included
1099 filing (1099 Preparation & Filing) and vendor payments.
Every Step. All 11.
- 01Log authorized vendor additions and changesMonthly queue · Operations
- 02Identify requests involving payment-detail changesMonthly queue · Operations
- 03Check for an existing vendor record before creating anotherMonthly queue · Operations
- 04Obtain the vendor's W-9 and contact details5 vendor changes/mo · Operations
- 05Check the legal name and taxpayer ID for completeness5 vendor changes/mo · Operations
- 06Call the vendor on an independently sourced number to verify any bank-detail change5 vendor changes/mo · Operations
- 07Update the approved vendor fields5 vendor changes/mo · Operations
- 08Save the authorization and verification record5 vendor changes/mo · Operations
- 09Review sensitive payment-detail changesMonthly review · Senior accountant
- 10Return incomplete requests to their ownerMonthly review · Senior accountant
- 11Approve the completed vendor-change logMonthly review · Senior accountant
More In Bills & Expenses
All 10 servicesManaged Accounts Payable$475 a month40 bills; weekly intake and approval routing; supplied recordsScheduled Bill-Payment Administration$350 a month4 scheduled batches; up to 40 payments; approved payables and available fundsReceipt & Invoice Follow-Up$350 a monthUp to 50 missing-document items; up to 3 reminders per item; monthly exception digestEmployee Expense & Reimbursement Administration$325 a monthUp to 15 expense claims; policy check and approval routing