Add W9 entries to sheet from completed documents

Your completed W-9s lack structured tax records, causing manual lookups that delay vendor payments. It captures payee names and tax IDs into a central sheet so billing staff can process invoices faster.

Overview

Unstructured W-9 completions create extra reconciliation work and slow invoice approvals for billing staff. This flow captures and timestamps payee tax details into a single sheet within minutes so invoices can move toward payment the same day.