extract data from your W9 Form with document ai

The W9 form is like an ID card for businesses in the tax world. It provides essential information for tax reporting. Seems simple enough, right? But when you're dealing with numerous contractors or vendors, keeping track of all these 'ID cards' can feel like you're managing a very boring collection of baseball cards.
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A folder full of W9 Forms

Structured Tables

Document AI adapts to your documents to extract, structure & automate W9 Form workflows.
W9 Form May 2023
W9 Form Jun 2023
W9 Form Jul 2023
W9 Form Aug 2023
W9 Form Sep 2023
W9 Form Oct 2023
W9 Form Nov 2023
W9 Form Dec 2023
W9 Form Jan 2024
Untitled Table
Documents
Documents
find
upload
export
run workflow
Document
Portfolio Co
Transactions
Company
Company
Company
01
Invoice_Contractor_1
Contractor_1
Apple
20403
Document
Document
Document
02
Invoice_Contractor_1
Sonos
20403
Document
Document
Document
03
Invoice_Contractor_1
Spotify
20403
Document
Document
Document
04
Invoice_Contractor_1
Figma
20403
Document
Document
Document
05
Invoice_Contractor_1
Figma
20403
Document
Document
Document
06
Invoice_Contractor_1
Adobe
20403
Document
Document
Document
07
Invoice_Contractor_1
Adobe
Document
Document
Document
Document

Personalized for your Use Case

Document AI adapts to your documents to extract, structure & automate W9 Form workflows.
industry
Document AI can extract key information from W9 forms to automatically update vendor records in accounting systems.
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Use Document AI to cross-reference W9 data with payment records to automate 1099 form generation.
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Document AI can flag missing or outdated W9 forms, ensuring compliance with IRS regulations.
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Analyze W9 data alongside other vendor information to identify potential red flags or discrepancies.

Security-first Infrastructure

The secure and compliant way to enable W9 Form workflows.
General Data Protection Regulation
Compliant
California Consumer Privacy Act
Compliant
ISO 27001
Certification in Progress
Data Processing Agreement (DPA) available on request.
Data stored & processed exclusively in European Union & United States of America.
Anonymized data for reinforcement learning
No customer data used for LLM Training
AES-256 & TLS 1.3 Encrpytion
Annual Internal Security Audits
Role-based Access Control
Continuous monitoring & Incident response
Employee Background Checks
Annual Internal Security Audits

Move your W9 Form data to you Apps

Extract any data from your W9 Forms and send to apps you use at work.