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How to set up & add business verification to your checklist

Updated today

The Company verification step allows you to automatically retrieve official company information during a process.

The system relies on a specialized partner in company data analysis to retrieve official information and generate a report containing the company’s legal details.

This step helps verify the existence and status of a company as part of your KYC/KYB checks.

Add a Company Verification step

To add this feature to a process:

  1. Open your process

  2. Click Add a step

  3. Select Verify a company

  4. Configure the step

  5. Define the information to retrieve:

    • Company details + key persons

    • Company details + key persons + AML/PEP

  6. Then click Confirm.

The Contact Experience

When the contact reaches this step, they must:

  1. Select the company’s country of registration

  2. Search for the company by entering the registration number or by clicking “More search options” to use other criteria

  3. Launch the search and, once the correct company is found, click the corresponding result

The system will then automatically retrieve the official company information.

View the Verification Report

On the admin side, a company report is automatically generated.

To access this report containing the verification information:

  1. Open the relevant application

  2. Go to the corresponding step

  3. Click Verify company

You will then be able to view the full report containing all retrieved company information.

This report may include:

  • Company status

  • Risk score

  • Legal name

  • Trading name

  • Address

  • Industry description

  • Registration identifiers

  • Industry codes

  • Incorporation date

  • Legal form

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