COIs for the same vendors
Request certificates by secure link. AI prefills the ACORD 25; your reviewer checks the source and records the decision.
See COI tracking softwareLien waivers and COI tracking for QuickBooks Online
Turn project bills from QuickBooks Online or Intuit Enterprise Suite (IES) into prefilled waiver drafts. Track the same vendors’ COIs, W-9s and documents in SubLien. Your team reviews and sends requests; your Intuit records stay unchanged.
QuickBooks Online / IESExpenses · Bills
Kestrel Roofing
$38,400
Riverside Tower
Bill imported through the Intuit connection
SubLien
Lien-waiver draft
Ready to review
- Kestrel Roofing
- Riverside Tower
- $38,400
- 1048
Review waiver draft
From bill to signed record.
Connect QuickBooks
One Intuit connection; choose the vendors and records SubLien uses.
A bill reaches the queue
PO-linked and qualifying project-assigned bills can be surfaced.
Review the draft
Choose the waiver type and check only the fields that selected form uses.
Send and follow up
The sub signs from a secure link; your team sees the returned record and can reopen the bill.
Imported facts. Your review.
SubLien carries forward
- Vendor, project, bill amount and reference
- Project-assigned bills, with or without a PO
- A link back to the bill in QuickBooks
Your team decides
- Which waiver type fits the payment
- The last work date covered, when the form uses one, and any exceptions
- Whether the form and facts are right, and when to send
COIs, W-9s and documents for the vendors you track.
Insurance, W-9 and document records stay in SubLien; they are not written back to QuickBooks.
W-9s on the same record
A secure upload link with scheduled reminders. SubLien stores the file; it never reads it or sends it to an AI provider.
See W-9 collectionEvery other document
Licenses, contracts, sign-offs and affidavits. Store them, request them, or send them for signature or notarization.
See vendor documentsQuickBooks questions
Can a bill without a purchase order require a lien waiver?
Yes. When a bill is assigned to one connected QuickBooks Project or job-tracking subcustomer and its vendor is marked for lien-waiver tracking, the project carries into the draft automatically. Your team reviews the waiver type and form before sending.
Does SubLien choose the lien waiver type automatically?
No. Your team reviews the payment facts and chooses conditional or unconditional, progress or final. A bill or PO status does not prove which waiver fits, and SubLien does not make a legal determination.
Can I return to the original bill in QuickBooks?
Yes — when the waiver came from an imported bill and the connection is available, the waiver record can show an Open in QuickBooks link for that bill.
Can I track COIs and W-9s for my QuickBooks vendors?
Yes. SubLien brings selected vendors into a document workflow where your team can request COIs and W-9s, track missing files and renewals, and review the source documents. COI review and W-9 collection happen in SubLien; SubLien does not update insurance records in QuickBooks or verify W-9 contents.
Does SubLien support Intuit Enterprise Suite (IES)?
Yes. IES connects through the same Intuit authorization flow — SubLien uses the same authorized Intuit accounting API calls in the background to bring supported vendor, project and bill facts into the waiver workflow.
Does SubLien require QuickBooks Online or Intuit Enterprise Suite?
No. SubLien works standalone with email and secure links. The Intuit connections are optional and bring bill and vendor data into the waiver workflow. Each organization connects one provider at a time: QuickBooks Online or Procore.
Do subcontractors need to pay or create an account?
No. The general contractor pays for SubLien. Subcontractors sign lien waivers and upload requested COIs or W-9s through secure email links at no charge, without creating an account.
Can I collect lien waivers, COIs, W-9s and signed subcontract agreements together?
Yes. SubLien keeps all four workflows on the same vendor record: lien waivers, COI review with AI prefill, W-9 source-file collection, and other vendor documents such as subcontract agreements. Send a PDF for the vendor's signature and, when needed, an assigned owner or admin's countersignature. Subcontractors respond through secure email links without an account or fee. Plans start at $199/month for up to 50 active vendors, with all four workflows included. SubLien works standalone; Procore or QuickBooks Online is optional, with one connected provider at a time.
Bring one real QuickBooks or IES bill to the demo.
See a project bill become a waiver draft and open the original bill from the record.