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GATEKEEPER AI AGENTS

W-9 Validator Agent.

Before making payments to a US vendor, their W-9 must be reviewed for completeness and accuracy. 

This administrative work slows onboarding and creates repeated back-and-forth when errors are found late. The W-9 Validator Agent checks every form as soon as it is submitted.

 

 

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HOW IT WORKS

How the W-9 Validator Agent works.

W-9 form submission.

A vendor submits their W-9 form through Gatekeeper.

 

 

Field checker.

The agent checks that all required fields are complete: legal name, business name, federal tax classification, address, TIN, and signature.

 

 

Record reference.

TIN formatting is validated. Name and address details are cross-referenced against existing vendor records in Gatekeeper.

 

 

 

Descrepancy flag.

Discrepancies between the form and your vendor records are flagged immediately, with specific details.

 

Vendor feedback.

Valid, consistent forms automatically update vendor records. Forms with errors are returned to the vendor with clear feedback.

 

FAQS

Frequently asked questions.

What does the agent check on a W-9?

It validates required fields (legal name, business name, tax classification, address, TIN, signature), checks TIN formatting, and cross-references submitted details against your existing vendor records.

 

Does it update vendor records automatically?

Yes. When a W-9 passes validation and matches your records, the system automatically updates the vendor record. Your AP team only handles exceptions.

 

What happens when the form does not match the vendor record?

The agent flags the specific discrepancy, whether it is a name mismatch, address change, or TIN formatting issue, so your team can investigate before payments are processed.

Is there an audit trail?

Every validation is logged with the checks performed and the outcome, creating a complete record for tax compliance and internal audit. 

one unified record

Every capability, connected.

One single source of truth.

Customer and vendor contracts, obligations, and renewals in one record.

See spend against contract.

Contract value sits next to what is actually being spent.

No single point of failure.

Contract knowledge lives in the platform, so nothing is lost when someone changes role or leaves.

Draft from approved templates.

Every agreement starts from language Legal already trusts.

Keep control of the clause library.

Guard-railed templates keep off-policy wording from going out.

Nothing renews unnoticed.

Every renewal date tracked, with owners and reminders set automatically.

Expert insight & opinion

Related AI agents.

Gatekeeper's agents work as a single, connected team, handing off to one another across the lifecycle rather than running in isolation like bolted-on point tools.

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Top Rated Solution for Vendor and Contract Lifecycle Management

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Before Gatekeeper, our contracts
were everywhere and nowhere.

Anastasiia Sergeeva, Legal Operations Manager, BlaBlaCar

Gatekeeper is that friendly tap on the shoulder,
to remind me what needs our attention.

Donna Roccoforte, Paralegal, Hakkasan Group

Great System. Vetted over 25 other systems
and Gatekeeper rose to the top.

Randall S. Wood, Associate Corporate Counsel, Cricut

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