Example scenarios: finance and regulation

Processes where accurate data and a full record matter as much as the signature. Each scenario is shown as an illustrative example, not a customer story.

Example scenario

Organisation type: Organisation with many suppliers
Area: Finance and procurement
The process: New supplier onboarding

Illustration of a new supplier onboarding process in ZeeForm

The situation today

Supplier details arrive in a Word form or a screenshot, are typed by hand into the payments system, and a mistake is discovered only when the transfer bounces. The bookkeeping certificate is kept in a separate folder and isn't linked to the supplier.

What it looks like in ZeeForm

The process consists of:

Bank account and withholding-tax details, validated while they're entered
Uploading the bookkeeping certificate as part of the same process
Multi-step approval before the supplier is opened in the system

What changes

The process consists of:

A wrong account number is caught while filling in, not after the transfer
All of the supplier's documents are linked to one process instead of scattered across folders
Structured data flows to the finance system with no re-typing

A note on these scenarios

The scenarios on this page are illustrative examples, not customer stories. They describe real processes that are common in organisations, and how they look in ZeeForm. They contain no customer names and no measured results.