Vendor portal
The vendor's paperwork, in without the chasing.
Give the vendor a private portal that reads what they upload, asks only for what's missing and sends the reminders for you. Gaps and risks surface before a buyer finds them.
Questionnaire done
Sam Nguyen · 11 of 11 answered
Questions that fit the business
The questionnaire adapts to the type of business and reads the documents first, so the vendor is only asked what the paperwork doesn't already answer.
- Questions shaped to the industry, from cafés to trades to manufacturing
- Answers already in the documents are filled in, not asked again
- Terms like add-back and SDE explained in plain English
- The vendor can stop and come back without losing anything
Documents
Harbourside Café · shared with the vendor
A checklist that chases itself
The vendor sees exactly what's still needed. Batonford sends polite reminders on a schedule you set, so you're not the one nagging.
- A checklist built for the deal: tax returns, BAS, lease, plant list and more
- Reminders sent by email until each document arrives
- You see what's in, what's late and what's been reminded
- Every upload sorted and kept on the deal file
General ledger · Harbourside Café Pty Ltd
Exported from Xero by the vendor
The accounts, read straight from the source
The vendor uploads reports and the ledger exported from Xero, MYOB, QuickBooks or any other software. Figures from P&Ls, BAS, tax returns and leases are extracted and kept with their page references.
- Ledger exports read in whatever format the software produces
- Figures and terms pulled from PDFs and scans, with the page they came from
- Lease dates, rent, options and assignment terms picked out
- Short guides show the vendor how to export from their software
Risk flags
Harbourside Café
Gaps and risks, found first
Batonford compares the documents with each other and with the vendor's answers. Contradictions, missing periods and buyer-facing risks are flagged while there's time to deal with them.
- Figures that don't agree between documents
- Missing months, quarters or years
- Customer concentration, owner dependency and lease term remaining
- Each flag explains why it matters to a buyer
Also in Vendor portal
Everything the vendor needs to do.
Adaptive questionnaire
Shaped to the business. Asks only what's missing.
Document checklist
What's in, what's late and what's been chased.
Automatic reminders
Polite chasers sent on your schedule.
Ledger exports
From Xero, MYOB, QuickBooks or any other software.
Figures extracted
From P&Ls, BAS, tax returns and leases, with page references.
Risk flags
Concentration, dependency and lease term, flagged early.
Before you ask
Questions about the vendor portal.
- What does the vendor see?
- Only their own portal: the questions, the checklist and what they've uploaded. They don't see your notes, other deals or anything about buyers.
- Does it go out under our name?
- Yes. The portal and the reminders carry your firm's name and branding.
- Does the vendor need to connect their accounting software?
- No. They export the ledger and reports from whatever they use and upload them. Batonford reads those.
See it on one of your own deals.
A 20-minute demo. Bring a recent appraisal or a live listing.