Vendor Compliance

Vendor Prequalification Form Extraction

Extract vendor application data with AI, including vendor name, contact information, services provided, insurance carrier details, references, EIN, signature, from PDFs, scans and photos, then check it against your compliance requirements automatically. No templates, no manual entry.

Last updated July 2026

Live demo, no account needed

PDF, JPG, PNG, BMP, HEIC, TIFF

Upload your certificates of insurance

Upload a vendor application and see the extraction live, free and with no account. A free account is only needed to download the file.

256-bit encryption
GDPR
Files auto-deleted
Fields extracted

What COISoftware extracts from a Vendor Application

Every field captured automatically, validated, and exported in a clean structure, regardless of layout or vendor.

vendor name
contact information
services provided
insurance carrier details
references
EIN
signature
Custom fields
How it works

How Vendor Application OCR works

Step 1

1. Upload your vendor application

Drop in a PDF, scan or photo, single file or a batch of thousands.

Step 2

2. AI extracts the data

Our models read every field and table, validate them, and flag anything that needs review.

Step 3

3. Export or connect

Download Excel, CSV or JSON, or push structured data into your systems via API.

Export & integrations

Export vendor application data anywhere

One-click export, or connect COISoftware to the tools your team already uses.

Excel CSV JSON QuickBooks API Webhooks Google Sheets Zapier
FAQ

Vendor Application OCR FAQ

Common questions about extracting vendor application data with AI.

What is Vendor Application OCR?

Vendor Application OCR uses AI to read a Vendor Application document, whether a PDF, scan or photo, and extract structured data such as vendor name, contact information, services provided, insurance carrier details, references, EIN, signature into Excel, CSV, JSON or your systems via API.

Can COISoftware extract data from a scanned Vendor Application?

Yes. COISoftware combines OCR with machine-learning models, so it reads scanned, photographed and native-PDF Vendor Application files accurately, with no template setup required.

Which fields can it extract from a Vendor Application?

COISoftware captures the key fields, including vendor name, contact information, services provided, insurance carrier details, references, EIN, signature, and checks them against the compliance requirements you set.

How do I export the extracted Vendor Application data?

Download the results as Excel (XLSX), CSV or JSON in one click, or pull them programmatically through the COISoftware API and webhooks into your COI tracking dashboard or vendor compliance workflow.

Is my Vendor Application data secure?

Every document is encrypted in transit and at rest, and you control how long it is retained. A GDPR DPA, a BAA where required, SSO/SAML and audit logs are available on enterprise plans.

Automate vendor application processing today

Start free, or talk to our team about a high-volume enterprise rollout.