W-9 Extraction for Vendor Onboarding

Test the reader on a certificate of insurance below, no account needed.

Free demo: test it on a certificate of insurance

PDF, JPG, PNG, BMP, HEIC, TIFF

Upload your certificates of insurance

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The demo reads certificates of insurance. A W-9 Form is read in your account with the ready-made W-9 Form template. See plans

TLS encryption in transit
GDPR

Read legal name, business name / DBA, tax classification, TIN / EIN, address, signature date from a W-9 Form with AI, from PDFs, scans and photos, and export it to Excel, CSV or JSON. Uses the ready-made W-9 Form template in your account.

Fields extracted

What COISoftware extracts from a W-9 Form

Each field lands in its own column, next to the source document, so you can check and correct it before you export.

legal name
business name / DBA
tax classification
TIN / EIN
address
signature date
Custom fields
How it works

How W-9 Form OCR works

Step 1

1. Upload your W-9 Form

Drop in a PDF, scan or photo, one file or up to 50 at once.

Step 2

2. AI reads the fields

Every field and table is read and shown next to the page it came from, so anything odd is easy to check.

Step 3

3. Export

Download Excel, CSV or JSON, or read the same data through the REST API on the Pro plan.

Export & integrations

Export W-9 Form data

One-click export, or pull the same data through the REST API on the Pro plan.

Excel CSV JSON API
FAQ

W-9 Form OCR FAQ

Common questions about reading a W-9 Form with AI.

What is W-9 Form OCR?

W-9 Form OCR uses AI to read a W-9 Form, whether a PDF, scan or photo, and turn fields such as legal name, business name / DBA, tax classification, TIN / EIN, address, signature date into structured data you can export to Excel, CSV or JSON.

Can I test it on my own W-9 Form?

Sign up and pick the ready-made "W-9 Form" template when you upload. The free demo on this page reads certificates of insurance only, so use it to test a COI.

Which fields can it extract from a W-9 Form?

The fields listed on this page: legal name, business name / DBA, tax classification, TIN / EIN, address, signature date. You can add your own fields in a custom template.

How do I export the extracted W-9 Form data?

Download the results as Excel (XLSX), CSV or JSON in one click. On the Pro plan the same data is available through the REST API.

Is my W-9 Form data secure?

Every document is encrypted in transit and at rest.

Check one of your certificates now

Upload a certificate of insurance and see the limits, endorsements and expiry date it carries, no account needed. Plans start at $24 a month billed yearly.