The information exists.
Somewhere.
Policies in folders. Answers in old questionnaires. The latest version in someone’s inbox.
FOR VENDORS SELLING INTO REGULATED INSTITUTIONS
Get to revenue faster.
AI collects the evidence.
It finds what each customer asks for in your documents and systems, and prepares the answers and the reports for your team to approve.
Every answer keeps a link to its source, so your team can use it again. Each new customer then takes less time than the one before.
- €299/month · your first 5 customers included
- Creating an account does not start a paid subscription
- Monthly billing · no annual commitment · no per-seat charge
CUSTOMER ONBOARDING
Northstar BankREADY FOR REVIEW72%
BLOCKERDue in 2 days
Data-retention evidence is missing
The 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 go-live.
YOUR ENTERPRISE CUSTOMERS
Banks and payment institutions
Insurers and fintechs
Other regulated enterprises
They assess suppliers. MatchAudit helps you become acceptable, respond with confidence and stay continuously ready.
What your team gets out of it.
- Shorter time to revenueFinish onboarding earlier, so you can start invoicing earlier.
- More customers you can serveEach new customer takes less work than the last, so your team can handle more of them.
- Less work for security and legalAnswers come from evidence your team already approved. Nobody has to ask around again.
- No surprises before the next reviewYou see renewals, changed requirements and reporting dates before a customer asks.
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. One profile of your company answers all of them.
WHAT THE WAIT ACTUALLY COSTS
The contract is signed.
The money is still waiting.
The customer’s due diligence comes after the contract and before go-live. While it is open you cannot 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.
- Revenue starts at go-live, not at signature.
- 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.
Every institution asks in its own way, and rarely only about security. Ownership, finances, architecture, resilience and subcontractors each get their own questions. Policies sit in folders, old answers sit in old questionnaires, and the people who can help are already busy. MatchAudit brings all of it into one place.
The information exists.
A new customer.
The same facts, asked differently.
Your team writes almost the same answer again. Different versions then say different things.
Everyone is involved.
Who moves it forward?
Sales asks for updates while the people with the answers are busy with other work.
- 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.
- 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
Read the questionnaires, document requests and supplier requirements, 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, 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.
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.
Built for the institution
- Evaluates suppliers
- Sends questionnaires
- Shows the institution its own risk
- Manages a list of suppliers
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.
Keep the proof with it.
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.Keep your promises after go-live
Turn the obligations in customer contracts and requirements into owners, deadlines and actions. Follow document renewals and changed requirements.
Know what you owe each customer next.Your team approves every answer you share. Your customer decides when you are approved.
Review securityCLARITY 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.
FROM ANSWERING LATE TO BEING READY EARLY
Stay ready for
the next request.
Go-live is not the end of the relationship. Keep follow-up questions, renewals and new 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.
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.
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.
Who 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 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.
We already keep answers in a spreadsheet or a trust page. Why change?
Keep them. The difference is everything around the answer: whether it is still correct for this customer, which document version you sent, who owes the missing item and what the customer expects next. MatchAudit connects each answer to its source, its owner and its customer, so the next questionnaire starts from approved information instead of asking your colleagues again.
What work can we bring into MatchAudit?
Customer readiness, facts and evidence you can use again, questionnaire answers written with AI, internal requests, a record of what you sent, and the commitments you have to each customer. Start with one open customer request and the information your team already has.
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 to supported governance, privacy and service-management systems. 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 that is not in a connected system is uploaded or entered by hand. MatchAudit then organises the customer work around that information: what is needed, who provides it, what was sent and what is due next. Ask us which systems are supported today.
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.
Start earning from the deal you already won.
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
- Creating an account does not start a paid subscription
- Monthly billing · no annual commitment · no per-seat charge