When someone asks for proof, be ready.
Credbase keeps supplier, subcontractor, vendor and partner documents on record, current and ready to share. Track what is missing, what is expiring and what has been reviewed, then build a clean pack when someone asks.
A control centre for third-party paperwork.
Credbase sits above storage and collection. You get a system of record, a readiness engine and a sharing layer built for the moment someone asks for proof.
System of record
Keep supplier, subcontractor and vendor documents organised in one place. Company profiles, requests, uploads, expiry dates and audit trail.
Readiness engine
See what is missing, uploaded, pending review, current, expiring or expired. Reminders go out automatically so nothing lapses quietly.
Sharing layer
Build a clean, client-ready pack in minutes. Cover page, grouped sections, expiry summary and only the files that belong. Share by link.
One dashboard. One question answered.
No more digging through inboxes, folders and spreadsheets to prove you have the right paperwork. Credbase surfaces the missing, expiring and pending items so the team knows exactly what to work on.
- Automatic expiry tracking with polite reminders
- AI-suggested document types and dates, reviewed by a human
- One collection link per company, no logins for the recipient
Six things. Nothing more, nothing less.
Record
Keep third-party companies and documents in one structured place.
Collect
Request documents through one simple link, no login for the recipient.
Track
Know what is missing, uploaded, current, expiring or expired.
Remind
Polite reminders go out on your schedule, so nothing lapses.
Review
Confirm AI-suggested document types and expiry dates before saving.
Share
Build clean, client-ready packs and share by link.
Third-party documents quietly became core operations work.
A decade ago, an operations lead might have handled a handful of insurance certificates a year. Today the same team is expected to hold current documents for every supplier, subcontractor, vendor and partner they touch. Insurance, ISO certificates, right to work checks, modern slavery statements, data processing addenda, health and safety policies, the list keeps growing.
Buyers, auditors and platform partners have caught up too. Proof requests arrive on their timeline, not yours. Anyone still running this on an inbox and a shared drive is running on borrowed time. The paperwork has not become more complicated. The stakes around it have.
Credbase treats third-party documents as its own thing. Not a folder of PDFs. Not a compliance checklist bolted onto a CRM. A proper record of the companies you rely on, what you hold from each of them and when it needs a refresh.
“The paperwork has not become more complicated. The stakes around it have.”
The spreadsheet is not free.
Most small operations don't switch because the current system is broken. They switch because the current system is quietly expensive. When third-party documents live in an inbox and a shared drive, the cost usually shows up in three places. Figures below are typical ranges reported by small and mid-sized operations we've spoken with, not benchmarked research.
Time spent chasing, re-sending and filing third-party documents that already exist somewhere. Across a small ops team, this typically adds up to a working day or two a month.
Typical range reported by ops and compliance leads at 20-100 person operations running third-party paperwork on inbox and shared drives.
Insurance, ISO certificates, DBS checks and DPAs go stale between renewals when the reminder lives in one person's inbox. The kind of thing a buyer will ask about first.
Illustrative pattern from ops teams tracking renewals manually. The reminder sits in someone's inbox, that someone goes on leave, the certificate expires on a Tuesday.
When a buyer's diligence request lands and the pack takes over a week to assemble, momentum leaks. Some deals do not survive the wait.
Typical time small operations report spending gathering a full pack from scratch across inbox, drive and Slack. The cost is not the hour spent hunting - it's the deal that stalls while you hunt.
What Credbase replaces.
Most teams run supplier documents on an inbox, a shared drive and a spreadsheet nobody trusts. It works until the day someone asks for proof. Here is how that stack compares to Credbase, job by job.
Credbase is not a replacement for your drive. It is the layer above it that knows what each file is, when it expires and who last touched it.
How Credbase keeps things from quietly expiring.
The short answers to the questions small operations teams ask before they switch.
Answers, straight up.
The quick version. For the full list - including security, AI, pricing and support - see the FAQ page.
Built for the people managing site paperwork.
If you manage RAMS, insurance certificates, accreditations or subcontractor paperwork, see how Credbase helps contractors keep documents current and client-ready. The rest of the product still works for suppliers, vendors and partners of any kind.
On record. Up to date. Ready to share.
Set up your first company, request a document and build a pack in ten minutes. Free to start, no card required.