Compliance that runs itself.
W-9 & Documents
Custom Compliance Rules
Set your own requirements for each vendor type — coverage minimums, required documents, expiration policies — and the system enforces them automatically
COI Verified
Expiration Tracking
Automated Compliance Reminders
Vendors get automatic email reminders at 30, 14, and 7 days before their COI or contract expires. You never chase a document again.
2023
Everything you need to onboard and manage vendors — in one place.
One-Link Onboarding
Send vendors a single link to submit their W-9, insurance certificate, and signed agreement. No accounts, no friction.
COI Verification
Documents are parsed automatically. Coverage limits, expiration dates, and additional insured status — extracted and validated instantly.
Compliance Dashboard
See every vendor's status at a glance — green, yellow, or red. Know who's compliant and who needs attention, on one screen.
ACME Solutions
Documents
COI
Uploaded - 12/12/2025
W-9
Uploaded - 12/8/2024
Contract Agreement
Sent - 12/24/2025
Terms Agreement
Sent - 11/124/2025
Expiring Soon
Not Signed
Up to Date
Signed
One-Link Vendor Onboarding
Send a single link to any new vendor. They submit their W-9, upload proof of insurance, and sign your agreement — all in one flow, no account required. What used to take weeks of email back-and-forth now takes minutes.
Vendor Summary
Total Vendors
50
Outstanding Documents
10
Compliant Vendors
30
COIs Expiring Soon
9
Day Change
+$135.50 (0.50%)
View Non-Compliant Vendors
Compliance Dashboard
See every vendor's compliance status at a glance. Green means fully compliant, yellow means documents expiring soon, red means action needed. Filter by vendor, document type, or expiration date. One screen, no digging through email.
Brokerage Account
$12,650.27
->
$201.28 (+12.3%)
1000
750
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250
0
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Feb
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Aug
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Automated Expiration Alerts
Vendors receive automatic reminders at 30, 14, and 7 days before their insurance or contract expires. If they don't act, you get notified. No more discovering an expired COI after a claim is filed.
Connect to the tools you already use
Integrates with QuickBooks and Xero to sync vendor data and simplify 1099 filing. Your compliance data flows where it needs to go.
Security is built in, from the ground up.
W-9s contain sensitive tax identifiers. Every document is encrypted in transit and at rest, with access controls that ensure only authorized team members see what they need to.
AES-256 Encryption
All documents — W-9s, COIs, signed contracts — are encrypted in transit and at rest. Vendor tax identifiers are never stored in plain text.
Role-Based Access Controls
Control who on your team views sensitive documents like W-9s versus only a compliance status. Admin, manager, and viewer roles keep data on a need-to-know basis.
Questions & Answers
Learn more about Aurora, or reach out at support@aurora.com
What does Aurora do?
How does vendor onboarding work?
How is sensitive data like W-9s protected?
What documents can I collect from vendors?
Do vendors need to create an account?
What happens when a vendor's insurance expires?
How much does it cost?
Start Onboarding Vendors Today
Plans from $49 to $149/month based on vendor count. No setup fees, no annual contracts.
