Olive · Supplier onboarding Coming soon
New suppliers set up properly, first time.
Olive will ask new suppliers for their details on WhatsApp, check them, and set them up in Xero once you approve.
What Olive will do
Supplier onboarding, handled
Suppliers fill in their own details
Name, company and VAT numbers, address, contacts and bank details, in a short WhatsApp chat. They can send a letterhead or bank letter instead of typing.
Checked before you see them
Companies House, the HMRC VAT check, whether they’re already in Xero, and whether the sort code and account name add up.
Approved, then added to Xero
You see a summary and approve. Bank details need you to confirm a call-back to the supplier first. Olive never changes an existing supplier’s bank details.
How it will work
Through the same WhatsApp chat as Barbara
Tell Barbara who to onboard
Send the supplier’s name and mobile number or email.
The supplier replies
Olive collects and checks their details, and chases once if they go quiet.
Approve in one tap
The new supplier is created in Xero, ready for their first invoice.
Connects to