Extract data from W-9 forms

Yes. Most W-9s arrive printed, signed in pen and scanned, and that is the case Unstract is built for. The scan is read with its layout kept, the handwritten signature and date are picked up, and the fields come back as one record whether the vendor typed the form or filled it in by hand.

Yes. LLMWhisperer reports checked and unchecked boxes alike, so the record shows which of the line 3a boxes the vendor marked, the C, S or P letter written beside the LLC box, and whether 3b is checked for foreign partners.

JSON, in a schema you set: legal name, business name, tax classification, exemption codes, address, TIN type and number, signature present and signature date. Document Studio returns the same shape for every W-9 revision, and an empty or illegible box comes back empty for a person to fill rather than guessed.

Yes. Add the W-8 fields to the schema, the beneficial owner, country, foreign tax ID, date of birth and treaty claim, and Unstract reads a W-8BEN alongside your W-9s. Each form is identified first, so a mixed inbox sorts itself and each record carries the right fields.

Yes. A W-8BEN-E runs to eight pages with dozens of Chapter 4 status boxes, and LLMWhisperer keeps every one with its label, so the status the entity checked, its GIIN and its treaty article reach the record.

Yes. The name and TIN are compared with the vendor registration form, the remittance details with the bank letter, and the vendor with your existing vendor list, so a second record for the same EIN is caught before anyone approves it.

That vendor stops in a review queue for procurement or AP, with the mismatch named and the W-9 open beside it. The reviewer corrects the record or asks the vendor for a new form, and the decision is logged against the vendor.

Yes. Describe the onboarding in plain English and Flow's agents build it: collect the packet, read each document, run the checks, route approvals and create the vendor in your ERP or accounting system. You review the workflow before it goes live, and it then treats every vendor identically.

Unstract is SOC 2, ISO 27001, GDPR and HIPAA compliant. W-9s are encrypted in transit and at rest, never used for model training, and kept only for the retention period you choose, with self-hosting available for teams that keep TINs on their own servers. The Trust Center has the details.

Upload a W-9 after you start for free and see the record in minutes, with no code. For onboarding end to end, we build the workflow with you in a consultation around your packet, your approval chain and your vendor master.