Pre-built for a specific kind of business. Upload your data, get your output. Nothing to configure.
Contracts & Compliance
Instantly validate carrier COI, W9, authority, and FMCSA data.
Automated conventional/FHA closing checklist validation and exception tracking.
Collects signed lien waivers and routes them to payment.
Tracks contract renewals and chases renewals before deadlines.
Renewal pricing and terms compliance with clause-level evidence.
Track employee certifications, licenses, and renewals without an LMS.
Checks carrier onboarding packets and chases missing documents.
Pulls every subcontractor daily report into one place and flags the exceptions that need attention.
Insurance policy compliance and gap reporting
Watches retailer prices and flags MAP breakages with timestamped evidence.
Tracks 1099 contractor payment thresholds and chases W-9s.
Tracks contractor COI certificates and flags expiries.
Chases subcontractor compliance documents before they expire.
COI, licence, W-9, and bond expiry monitoring for subcontractor compliance.
Compliance observability with evidence extraction and audit-ready controls.
Bulk-validate vendor W-9s, licenses, and insurance.
Tracks violations, deadlines, and compliance follow-ups.
Vulnerability scanning, business-context prioritization, and remediation tracking for client assets.
Instantly validate carrier COI, W9, authority, and FMCSA data.
Automated conventional/FHA closing checklist validation and exception tracking.
Collects signed lien waivers and routes them to payment.
Tracks contract renewals and chases renewals before deadlines.
Renewal pricing and terms compliance with clause-level evidence.
Track employee certifications, licenses, and renewals without an LMS.
Checks carrier onboarding packets and chases missing documents.
Pulls every subcontractor daily report into one place and flags the exceptions that need attention.
Insurance policy compliance and gap reporting
Watches retailer prices and flags MAP breakages with timestamped evidence.
Tracks 1099 contractor payment thresholds and chases W-9s.
Tracks contractor COI certificates and flags expiries.
Chases subcontractor compliance documents before they expire.
COI, licence, W-9, and bond expiry monitoring for subcontractor compliance.
Compliance observability with evidence extraction and audit-ready controls.
Bulk-validate vendor W-9s, licenses, and insurance.
Tracks violations, deadlines, and compliance follow-ups.
Vulnerability scanning, business-context prioritization, and remediation tracking for client assets.
Document Intake & Extraction
Ingests claim documents and extracts what matters.
Automated DOT driver file compliance and expiry tracking.
Monitors document intake and alerts on gaps.
Keeps office documents flowing into your systems.
Syncs portal documents and extracts data into your workflow.
Multi-location review triage, AI drafts, SLA timers, and escalation controls.
Ingests rate confirmations and BOLs into your TMS.
Ingests claim documents and extracts what matters.
Automated DOT driver file compliance and expiry tracking.
Monitors document intake and alerts on gaps.
Keeps office documents flowing into your systems.
Syncs portal documents and extracts data into your workflow.
Multi-location review triage, AI drafts, SLA timers, and escalation controls.
Ingests rate confirmations and BOLs into your TMS.
Financial Reporting
Invoices & Payments
Reconciles CAM charges and pre-compiles tenant bills.
Line-by-line commission payout reconciliation with dispute and recovery tracking.
Audits freight invoices against rates and contracts.
Self-serve freight invoice audit with rate-card matching, overbill detection, and dispute-ready export.
Contract-context invoice reconciliation for AP teams.
Email-forward AP invoice matching and exception flags.
Ad spend reconciliation for media agencies.
AI pre-payment review for subcontractor pay applications, retainage, waivers, and compliance.
Tracks subledger balances and flags discrepancies.
Chases late invoices and reconciles statements for SMBs.
Reconciles CAM charges and pre-compiles tenant bills.
Line-by-line commission payout reconciliation with dispute and recovery tracking.
Audits freight invoices against rates and contracts.
Self-serve freight invoice audit with rate-card matching, overbill detection, and dispute-ready export.
Contract-context invoice reconciliation for AP teams.
Email-forward AP invoice matching and exception flags.
Ad spend reconciliation for media agencies.
AI pre-payment review for subcontractor pay applications, retainage, waivers, and compliance.
Tracks subledger balances and flags discrepancies.
Chases late invoices and reconciles statements for SMBs.
Supplier & Margin Control
Quarterly 3PL/carrier performance scorecards with cost variance and delivery KPIs.
Flags supplier invoice variances against recipe costs.
Alerts on supplier price changes and menu margin impact.
Carrier invoice audits against contracted rate cards.
Auto-extract rebate agreements and purchase data to prioritize unclaimed rebates and threshold gaps.
Applies Xactimate pricelist updates and markup.
Quarterly 3PL/carrier performance scorecards with cost variance and delivery KPIs.
Flags supplier invoice variances against recipe costs.
Alerts on supplier price changes and menu margin impact.
Carrier invoice audits against contracted rate cards.
Auto-extract rebate agreements and purchase data to prioritize unclaimed rebates and threshold gaps.
Applies Xactimate pricelist updates and markup.