- An assessment arrives and covers several topics at once.
- Someone searches folders, drives and last year’s answers.
- Four teams are emailed, then reminded again and again.
- The response is sent with gaps and contradictions.
- Follow-up requests restart the whole cycle.
FOR VENDORS SELLING INTO REGULATED INSTITUTIONS
AI drafts the answers,
so you get to revenue sooner.
Banks, insurers and fintechs complete their supplier assessment before they can sign with you. MatchAudit drafts every answer from your own documents and systems, for your team to approve.
Every answer keeps its source, so the next customer takes less work than the last. Renewals, scheduled reviews and new services stay on the calendar with an owner, instead of surfacing late in someone’s inbox.
- €299/month · your first 5 customers included
- No per-seat charge · bring security, legal and customer success into the same workspace
- Monthly billing · no annual commitment · cancel renewal online
CUSTOMER ASSESSMENT ILLUSTRATIVE EXAMPLE
Northstar BankREADY FOR REVIEW72%
BLOCKERDue in 2 days
Data-retention evidence is missingThe customer cannot complete its review until Security confirms the policy and evidence.
NEXT ACTIONSecurity reviews the sourced draft
Owner: Maya Chen · Evidence attached
One blocker. One owner. One clear next move.Everyone can see what is holding up the deal.
YOUR ENTERPRISE CUSTOMERS
Banks and payment institutions
Insurers and fintechs
Other regulated enterprises
They assess suppliers. MatchAudit helps you get approved, respond with confidence and stay continuously ready.
Revenue sooner, and the next revenue in sight.
- Shorter time to revenueClose the assessment earlier, so the contract and the invoicing start earlier.
- More customers you can serveEach new customer takes less work than the last, so your team can handle more of them.
- See the next revenue earlyRenewals, new services and scheduled reviews carry an owner and a date instead of arriving late.
- Less work for security and legalAnswers come from evidence your team already approved. Nobody has to ask around again.
It is never just the security questionnaire.
- Ownership and control
- Financial standing
- Information security
- Architecture and hosting
- Data protection
- Operational resilience
- Business continuity
- Subcontractors and fourth parties
- Certifications and audit reports
- Contractual commitments
Every institution asks about a different mix of these, and each uses its own words. Requests shaped by DORA, the EBA outsourcing guidelines, an ISO 27001-based template, CAIQ, SIG or an institution’s own format all meet the same profile of your company.
WHAT THE WAIT ACTUALLY COSTS
They have chosen you.
They still cannot sign.
A regulated institution has to finish its supplier assessment before it can enter the arrangement. While that assessment is open there is no contract, no go-live and nothing to invoice, your most expensive people write the same answers again and again, and the person who chose you has to defend that choice inside their own company.
- Until the assessment closes there is no contract to invoice against.
- Every new customer asks for the same facts in a different format.
- The longer it takes, the more work goes to people who have no time for it.
WHY ONBOARDING STALLS
The information usually exists.
The problem is finding and proving it.
Policies sit in folders, old answers sit in old questionnaires, the current version sits in someone’s inbox, and the colleagues who can confirm any of it are already busy. Every institution then asks for the same facts in its own words, and rarely only about security.
- Your information is connected once.
- AI matches the customer’s questions to what you already approved.
- Each missing item gets an explanation, an owner and a date.
- Your team approves the response for that customer.
- The record stays ready for the next review.
SEE HOW ONE CUSTOMER REQUEST IS ANSWERED
An answer with its source.
A clear next step.
Reuse what your team knows. Find what is missing. Keep a person in control of every answer. Explore three examples with fictional customer data.
THE CUSTOMER CONTEXT
Aster Bank · Business continuity questionnaire
“How quickly can your service recover after an outage?”
Approved continuity plan · Section 4
Recovery time objective: 4 hours. Recovery point objective: 1 hour.
Example only · invented documents and customer
MATCHAUDIT AI
A draft answer with its source.
Our documented recovery time objective is 4 hours, with a recovery point objective of 1 hour for the service covered by this plan.
Before you send this answer, check that the plan covers the service Aster Bank is buying.
Security reviews the draft and its source.
Example with invented data. Look at an answer, a missing document and a changed requirement. This example does not use a live AI model and does not send any data.
CONNECT ONCE. ADAPT FOR EVERY REGULATED CLIENT.
From an unfamiliar request
to an approved response.
AI reads the request, matches it to your evidence and proposes an answer. Your team checks the evidence and decides what the customer receives.
01
Understand what the customer wants
Upload the questionnaire, document request or supplier requirements as PDF, Word, Excel or CSV, whatever topic they cover, and compare them with the facts and evidence your team already trusts.
Requirements per customerReusable company knowledge
02
Explain and resolve the gaps
Show whether your evidence is enough, out of date, incomplete, contradictory or missing, and explain what is needed and who should provide it.
Clear guidance on each gapOwners and due dates
03
Prepare, approve and track
Write the response for that customer together with its sources, let your team approve it, export the approved answers and their sources as CSV or JSON, then keep a record of what you sent, the follow-up questions and what you promised.
Approved by your teamRecord of what you sent
AI prepares. Your team approves. Review answers and sources before anything is shared with your customer, then place the approved response into your customer’s own portal or template. See a finished response pack
VENDOR-SIDE BY DESIGN
Your customer assesses suppliers.
MatchAudit helps you become ready.
This is not a tool for the institution that checks you. It is your own workspace for all your regulated customers and for the work needed to win them, onboard them and keep them, alongside the answer library or trust page you already use.
Built for the institution
- Evaluates suppliers
- Sends questionnaires
- Shows the institution its own risk
- Manages a list of suppliers
Built around the answer
- Stores and reuses answer text
- Publishes one standard set of documents
- Speeds up filling in a form
- Leaves the customer relationship elsewhere
Built for the vendor
- Helps your company get approved
- Prepares and manages responses
- Highlights your readiness and gaps
- Manages all your regulated customers
ONE APPROVED FACT, USED FOR EVERY CUSTOMER.
Use the work again, with the proof attached.
Prepare for the next request
See how ready you are against the supplier requirements an institution publishes. This preparation stays separate from the real questionnaire your customer sends you.
Know what to prepare before the deadline.Approve once. Use it again.
Link approved facts and documents to several customers and services. Before you use an answer again, check that it still fits, with its source next to it.
Ask your experts the same question less often.Keep the record of what you sent
Keep the answers and the exact document versions behind everything you sent. New documents are used for new work and do not change the old record.
Answer follow-up questions with the right facts.Your team approves every answer you share. Your customer decides when you are approved.
Review securityWHERE THE READINESS CHECKLISTS COME FROM
Not one generic template.
The requirements institutions publish themselves.
When you prepare for a customer, the checklist is built from supplier and third-party requirements that institution has published itself — its own supplier control obligations, third-party policies and security conditions — read document by document, in the institution’s own words.
- 33financial institutions in the library today: banks, insurers, payment institutions and investment firms.
- 34published source documents: one for each institution above, plus the DORA regulation itself. Each is recorded with where it came from and the address it was published at.
- EU DORARegulation (EU) 2022/2554 is held as its own requirement source, separately from any single institution’s document.
Published supplier requirement documents we have read include those from
- JPMorgan Chase
- Barclays
- HSBC
- Deutsche Bank
Our reading of public documents. Each checklist is how we read one institution’s own published document — what to have ready, and the control areas that document emphasises — not a line-by-line reproduction and not a standard framework. It is preparation, not the questionnaire your customer will send you: that customer decides what it asks for and when.
CLARITY FOR EVERY CUSTOMER
See what is blocking progress.
And who can solve it.
Three questions. One shared view. What is blocking this customer?
Who needs to act? What is due next?
Customers / Aster BankIllustrative preview
Aster Bank · Cloud services
A clear path to go-live
Requirements ready18 / 21
WHAT NEEDS ATTENTION?
Updated insurance certificateAction needed to move forwardWHO NEEDS TO ACT?
FinanceAssigned teamWHAT’S DUE NEXT?
Upload certificateDue tomorrowCustomer work in focus
Owner & status- Information securityAnswers reviewed and readySecurityReady
- Cyber insuranceCurrent certificate requestedFinanceNeeds document
- Data processing agreementCustomer addendum to reviewLegalIn review
Example workspace with invented data. Switch between onboarding and ongoing commitments to see how the work continues after go-live.
Go-live is a milestone.The relationship keeps moving.
WHERE THE NEXT REVENUE COMES FROM
Stay ready for
the next request.
Go-live is not the end of the relationship. Keep follow-up questions, renewals, new services and scheduled reviews in one place, and start preparing when a supported institution changes its supplier requirements.
- Keep evidence current
Follow the renewal dates for insurance, policies, certificates and other evidence.
- See what changed and why it matters
Compare the new requirement with what you already have, and see what you will probably need to prepare.
- Keep your promises
Give every performance report, fix, review and contract date an owner, so the renewal conversation starts from a clean record.
BEFORE YOU UPLOAD A SINGLE DOCUMENT
You are about to hand us your evidence.
Here is exactly where it stands.
Your policies, architecture descriptions and audit reports are among the most sensitive files your company holds. These are the answers your own security team will ask for, stated plainly.
- Your documents are not used to train AI modelsEvery AI call runs with provider-side storage switched off, and our model provider does not train on content sent through its API.
- Stored in the EUDatabase, authentication and file storage run on Supabase in eu-west-1, Ireland. Evidence files stay private and are downloaded through short-lived signed links.
- Nothing leaves without your approvalAI drafts. Your team checks the source, approves the answer and decides what the customer receives.
- Send us your own questionnaireAssess us the way your customers assess you. Send your own supplier assessment, or the questionnaire your customer has sent you about us, and our team completes it.
What we do not claim. MatchAudit does not hold a SOC 2 report or an ISO 27001 certificate. Our managed infrastructure provider holds both for its own hosted platform, which is not the same thing. The Security page sets out which controls are ours, which are the provider’s, how long your data is kept and how you export it if you leave.
ONE PRICE. NOTHING HIDDEN.
Priced on customer relationships.
Not on how many people help.
Add colleagues without a per-seat charge, keep prospects without increasing the customer count, and set the growth limit your team approves. The workspace opens once a subscription is active; before that, read a finished response pack or send us the assessment you are working on now.
Vendor Assurance
€299/month
Per workspace, excluding tax. Your first five billable customers are included.
- Customer readiness and onboarding blockers
- Reusable approved facts and evidence
- AI-assisted answers with sources for review
- Shared requests, owners and due dates
- Submission history and customer commitments
Review your subscription and authorize payment before checkout. Cancel renewal online; access continues through the paid period.
| Customer number | Monthly rate |
|---|---|
| 1–5 | Included in €299 |
| 6–20 | €25 each |
| 21–50 | €20 each |
| 51+ | €15 each |
- Prospects cost nothing extraYou start paying for a customer when the relationship becomes billable.
- Grow within a limit you approveOnly an owner or administrator can raise it.
- Cancel renewal at any timeNo annual commitment. You can still read your records afterwards.
REMOVE THE UNCERTAINTY
Questions before you move your first customer?
Talk to our team See a sample response pack See pricingWho is MatchAudit built for?
Companies that sell technology, products or services to banks, payment institutions, insurers, fintechs and other regulated enterprises, especially in Europe. It brings sales, customer success, security, legal, finance and operations together around the work needed to onboard and support each customer.
Is MatchAudit a TPRM platform for banks?
No, and it is not only about security. MatchAudit works for the vendor, not for the institution. The institution runs its assessment. That assessment covers ownership and control, financial standing, information security, architecture and hosting, data protection, operational resilience, business continuity, subcontractors and contractual commitments. MatchAudit helps the vendor understand each request, use approved information again, close gaps, prepare a response and manage what happens next.
What do we put in, and what do we get back?
You upload the request your customer sent and the documents behind your answers as PDF, Word, Excel, CSV or images. MatchAudit reads the requirements, drafts each answer from your approved facts and documents, and shows the source next to every answer. Your team approves. You then keep a submission record of exactly what was sent, in which document version, through which channel and on which date, and you can export an approved report as CSV or JSON. MatchAudit does not fill in your customer’s own portal or template for you: your approved answers are there for your team to place into it.
Which frameworks and questionnaire formats does it handle?
MatchAudit does not assume one framework. It reads the requirements your customer actually sent, whether the request is shaped by DORA, the EBA outsourcing guidelines, an ISO 27001-based template, an industry questionnaire such as CAIQ or SIG, or a template the institution wrote itself. Each requirement is matched to your own facts and evidence, so the same approved information can answer differently worded questions from different customers.
Which language do you work in?
The MatchAudit workspace and its AI assistance work in English, and most European institutions send their supplier assessments in English. If a customer sends you a request in another language, talk to our team before you subscribe so you know what to expect.
What happens to our documents? Do you train AI on them?
Your documents are not used to train AI models. Every AI call MatchAudit makes runs with provider-side storage switched off, and our model provider does not train on content sent through its API. The database, authentication and file storage run in the EU on Supabase in eu-west-1, Ireland. Evidence files are stored privately and downloaded through short-lived signed links. Subprocessors, and any processing outside the EEA, are listed on the Subprocessors page.
Can you complete our own security questionnaire?
Yes. Send us the supplier assessment your company runs, or the one your customer has sent you about us, and our team will complete it. We do not hold a SOC 2 report or an ISO 27001 certificate and will not claim otherwise. The Security page states which controls are ours and which belong to our infrastructure provider.
What does it cost, and what am I committing to?
€299 per month per workspace, excluding tax, including your first five billable customers. Billing is monthly with no annual commitment and no per-seat charge. Creating an account does not start a paid subscription: you review the price and approve a growth limit before authorizing payment. An owner or administrator can cancel renewal online at any time, and paid access continues to the end of the billing period.
Can we see it working before we subscribe?
There is no self-serve trial today: the workspace opens once a subscription is active. Before that you can read a complete sample response pack, work through the three worked examples on this page, and send us the assessment your customer has actually sent you, so our team can take you through how MatchAudit would answer it. Billing is monthly, you approve the price and the growth limit before any payment is authorized, and you can cancel renewal online at any time.
If we put our evidence in MatchAudit, do we have to tell our customers about you?
Assume yes. Once you hold customer-related information in MatchAudit we are a subprocessor under your own customer agreements, and most banks and insurers expect to be told and to see us named in your subprocessor list. We publish our subprocessors, and the Security page sets out which controls are ours and which belong to our infrastructure provider. If your customer sends you a questionnaire about us, our team completes it. We do not hold a SOC 2 report or an ISO 27001 certificate, and we will not claim that your customer will accept us.
We already use a spreadsheet, an answer library, questionnaire automation or a trust page. Why change?
Keep them. Those are built around the answer: text to reuse, a page to publish, a form to fill in faster. MatchAudit is built around the customer relationship the answer belongs to — whether the answer is still correct for this institution, which document version you sent, who owes the missing item, what you promised and what that customer expects next. It reads facts from Vanta, OneTrust and ServiceNow, so information you already maintain keeps the record, field and date it came from, and the next questionnaire starts from approved information instead of asking your colleagues again.
What does AI do, and what does my team approve?
AI reads the requirements, finds missing information and writes draft answers from your facts and documents. Your team checks the sources, approves the answers and decides what is shared. People still give the final approval and send the response to the customer. Public supplier requirements help you prepare. They are not the same as a request your customer sends you directly.
Do we have to replace our existing systems?
Keep them. MatchAudit connects today to Vanta, OneTrust and ServiceNow. Facts you map are read from those systems and keep the record, the field and the date they came from. An owner or administrator starts the synchronization; it does not run by itself in the background. Anything held in another system is uploaded or entered by hand and then behaves the same way. If the system your team relies on is not one of those three, tell us which one it is.
How do we get started?
Create your account, confirm your workspace subscription, then add one customer and the information you already have. Use that customer’s request to find the first missing document or answer, and give it an owner. Setup time depends on how much information you add first, so start with the request that is open now. You can contact our team before you subscribe if you want to discuss how your team works.
THE CUSTOMER WAITING ON YOU IS STILL WAITING
Remove the next blocker.
Get the assessment closed and the contract signed.
Bring one customer request and the information you already have.
Find the gap. Assign the owner. Move the work forward.
- €299/month · your first 5 customers included
- No per-seat charge · bring security, legal and customer success into the same workspace
- Monthly billing · no annual commitment · cancel renewal online