Compliance · for Acumatica
Know a sub is covered before you pay them.
Autessa reads and verifies every COI and lien waiver, then puts the vendor's compliance status on the payment itself. An expired certificate or missing waiver is caught before the check goes out. Your team still decides.
Where the gap is
Tracking a certificate is not the same as catching a bad payment.
Most teams already track compliance somewhere. Acumatica stores the documents. A COI tool can verify them. The exposure isn't that the certificate is missing from a list. It's that a payment goes out to a vendor whose coverage lapsed or whose waiver isn't in, because the status lives in one place and the payment runs in another.
Catch a bad payment before it goes out.
See Autessa read a real certificate and flag it on the payment.
The solution
Verified compliance, shown where the payment happens.
Autessa collects the documents, reads them, and checks them against your requirements. Then it carries that verified status to the payment, so nothing goes out against an expired certificate or a missing waiver without your team seeing it first. It runs in front of Acumatica, the same place your AP work can live.
Certificates read and checked, not just filed
Each COI is read for coverage, limits, dates, named insured, and key endorsements, then checked against the requirements you set for that project or vendor class. Anything unclear is routed to your team, not passed through.
The status lands on the payment
The harder part, handled. When a payment is being prepared, that vendor's live compliance status is right there. Expired, deficient, or missing is flagged before release, with the reason.
How it fits
Acumatica stays your system of record.
Autessa handles collection, reading, and verification, and shows the status where the payment is made. Compliance status is also written back to the Acumatica vendor record, so your team sees it in either place. Nothing to re-key, nothing to reconcile.
Sign-off stays with your team. Autessa does the reading and the catching; your people make the call before anything is released.
Compliance status lands on the Acumatica vendor record too, so whether your team works in Autessa or in Acumatica, they see the same answer.
Questions finance teams ask
Compliance for Acumatica, answered.
Does Acumatica check subcontractor insurance before a payment goes out?+
Acumatica’s compliance module stores certificates and can warn on missing documents, but it does not read a certificate of insurance to confirm the coverage and endorsements meet your requirements, and its payment warnings are configured by hand and can be passed. Autessa reads and verifies each COI against your requirements, then puts the vendor’s compliance status on the payment itself, so an expired or deficient certificate is caught before the check is released. Acumatica stays your system of record, and your team still approves every payment.
How is Autessa different from a COI tracking tool like Billy or myCOI?+
COI tracking tools verify certificates and write a compliance status back to your ERP, then leave it to a person to act on it. They sit beside accounts payable, not inside it. Autessa verifies the same documents and shows the result on the payment as it is being prepared, in the same platform that pays. It is one system rather than a separate tool bolted onto your ERP, and it can run alongside Autessa’s AP automation as a single platform.
Does Autessa stop payments automatically?+
No. Autessa flags a vendor whose COI is expired, deficient, or missing, or whose lien waiver is not in, on the payment before it is released. Your team decides whether to hold it, pay anyway, or override with a logged reason. It removes the blind spot, not the control. Every decision is recorded for audit.
Can Autessa read certificates of insurance and check coverage?+
Yes. Autessa reads each certificate, extracts coverage types, limits, dates, named insured, and key endorsements, and checks them against the requirements you set for that project or vendor class. Anything it cannot read with confidence is routed to your team for review rather than passed through. The verified status then follows the vendor to the payment.
Is Autessa a replacement for Acumatica?+
No. Acumatica stays your system of record. Autessa handles the collection, reading, and verification of compliance documents, and shows the status where the payment happens. Compliance status is written back to the Acumatica vendor record as well, so your team sees it in either place.