COI compliance
Review COIs against the rules your projects actually use.
Upload ACORD 25 certificates, extract the fields that matter, and flag expired, missing, or under-limit coverage before AP releases payment.
ACORD 25 review
Summit Roofing LLC
$1,000,000
Missing
Endorsement found
06/18/2026
Custom requirements
Set company, project, contract, and trade-specific rules for coverage limits and endorsements.
Custom AI checks
Define project-specific language or details the AI should look for during document review.
Human final review
AI does the first read. Your team records the final compliance decision with an audit trail.
COIs belong with the rest of your sub compliance.
Track COIs alongside W-9s, contracts, and lien waivers so your team can see every vendor's status across the full lifecycle.