We collect COIs, track expirations, follow up with vendors, send weekly payment-status reports, and organize your records for audit.
Clear-to-Pay statuses are informational administrative flags based on the documents on file and criteria configured by the client. They are not legal or insurance advice, do not verify coverage adequacy, and do not guarantee that a vendor should be paid. The client is responsible for final payment and coverage decisions.
This is not another piece of software you have to operate. We do the actual work — your vendors hear from us, not from you.
When a document is close to expiring, the system automatically emails its sender a renewal reminder — at 30, 15, and 7 days before expiration and again on the expiration date. No phone tag required.
Missing COI? W-9? Insurance certificate? The system tracks every required document and flags what's missing in your weekly Clear-to-Pay Report — so you know exactly what to request and from whom.
The system sends scheduled reminders before recorded expiration dates and flags documents that have not been renewed. Clients remain responsible for confirming that renewal documents are received, accurate, and sufficient. Reminders do not guarantee uninterrupted coverage.
Every policy, license, and certificate date is logged and tracked to the day — so a lapse is far less likely to catch you off guard, based on the documents on file.
Documents are filed by vendor and searchable, so when an auditor asks, you can pull a complete package in minutes instead of days.
No chasing, no spreadsheets, no Monday-morning panic. You build. We handle compliance.
First month free · Set up in about an hour · Cancel anytime
Every vendor. Every document. Every deadline — tracked for you.
One glance. Every vendor, every week. No spreadsheets, no digging through files.
Clear-to-Pay statuses are informational administrative flags based on the documents on file and criteria configured by the client. They are not legal or insurance advice, do not verify coverage adequacy, and do not guarantee that a vendor should be paid. The client is responsible for final payment and coverage decisions.
Clear-to-Pay Report
Delivered every Monday · 7:00 AM ET
Delivered to your inbox every Monday morning — PDF and Excel. Forward it to your project managers and you're done.
See your vendors grouped exactly like this, every single Monday.
Every project. Every subcontractor. Every document. We track it all.
You hand us the list. We handle everything after that.
Spreadsheet, CSV, or manual entry. We import every vendor and their requirements. Takes about an hour.
You've already got the list — just send it over.
Vendors and agents email COIs, W-9s, workers' comp, and everything else required to your dedicated compliance inbox — the system processes each document and tracks it automatically.
One secure inbox for every compliance document.
Missing COI? Expiring next week? We handle it before it becomes your problem — with reminders and follow-ups.
Problems get solved, quietly, on our end.
Approved, Review, Hold. Every vendor, every week — delivered to your inbox with the reasons spelled out.
Forward it to your team. Done.
We file every document by vendor and keep a complete, searchable history — so when audit season hits, you're pulling a package in minutes, not days.
Document history kept for your records.
Set up starts with one email. We'll import your vendors for you.
Audit season doesn't have to be chaos. Be ready before they ask.
Insurance audits. OSHA inspections. GC prequalification. Bank bonding reviews. They all want the same thing: your documents, organized, complete, and ready.
A real audit request, handled in minutes
Your auditor requests a date range — say, Jan 15, 2025 through Jan 15, 2026 — and receives every applicable COI, organized by vendor into one audit-ready package. No digging through filing cabinets. No frantic emails. No scrambling the night before.
Audit packages contain the documents on file and should be reviewed for completeness before providing them to an auditor. Package contents may not satisfy every audit request.
Pull any date range, any vendor — in minutes. Start your 30-day free trial.
Standard or custom — if your vendors need it, we track it.
We extract and organize holder, endorsement, and date information for client review.
We store submitted W-9s and flag missing information for client review.
If a sub's coverage lapses and someone gets hurt, it's on you. Never let it lapse.
The policy that protects you when their work causes damage. Tracked to the day.
We track submitted commercial auto documents and their recorded expiration dates.
When standard limits aren't enough. We track the excess layers too.
We track submitted license information and renewal dates. The client remains responsible for confirming licensing status with the issuing authority.
Bonding letters. Safety programs. EMR letters. Add anything your project demands.
Compliance that keeps pace with your job sites.
Your vendor lists, your compliance documents, and your company information are yours. We do not sell, rent, or trade them to anyone — not to marketers, not to data brokers, not to insurers. We use your data for one purpose only: delivering the service you signed up for.
No marketing lists, no data brokers, no third-party sales — in writing, in our Privacy Policy.
Every account is separated. Your vendors and documents are visible to your team alone — never to another customer.
Your documents are protected in transit and in storage, and stay available to you for as long as you're a customer.
Read the full commitment in our Privacy Policy.
Audit-ready. Every day of the year.
Insurance agents, CPAs, bookkeepers, and consultants earn recurring Partner Referral Compensation — paid monthly for the life of each referred account.
Everything you need to keep every vendor compliant — no per-vendor fees, no hidden costs.
First Month Free
Billed automatically each month after your free trial. Cancel anytime.
Start your 30-day free trial
First Month Free
That's $100/month, billed once a year after your free trial ends. Save $588 vs. monthly.
Start your 30-day free trial
No contracts. No per-vendor fees. Cancel anytime.
Everything you need to know before you get started.
Certificates of insurance (COIs), W-9s, and other compliance documents — general liability, workers' compensation, commercial auto, umbrella, business licenses, and any custom document types you require.
We extract the key details from each document — coverage dates, limits, and policy numbers — and flag every vendor as Approved, Review, or Hold based on what's on file and the requirements you configure. These are informational flags to help you decide; you remain responsible for verifying coverage adequacy and making final payment decisions.
$149/month (first month free), or $1,200/year billed annually — that's $100/month and saves you $588 versus monthly. No per-vendor fees, no hidden costs.
No. It's month-to-month with no commitment — cancel anytime.
About an hour. We help you import your vendor list and configure your required document types and report recipients.
Upload them yourself, or have vendors and insurance agents email them to your dedicated compliance inbox. We extract the data and flag what's missing or expiring.
Every Monday you get a report showing vendors approved for payment, vendors needing review, vendors on hold, documents expiring during the payment week, and missing documents.
Yes — PDF and Excel reports on demand, plus complete audit packages whenever you need them.
Stop spending Monday mornings chasing vendor documents. Stop worrying about what the auditor will find. Know which vendors are covered before you pay. One platform. Every vendor, every document, every week — tracked, reported, and audit-ready.
Clear-to-Pay statuses are informational administrative flags based on the documents on file and criteria configured by the client. They are not legal or insurance advice, do not verify coverage adequacy, and do not guarantee that a vendor should be paid. The client is responsible for final payment and coverage decisions.
First month free. Set up in under an hour. Cancel anytime.