Want to Connect Your Project and Accounting Teams?
Accounts payable, and insurance compliance, all in one place. Integrate COI management into your Sage Intacct workflows to manage subcontractor and vendor compliance with ease.
Save Time
We’ll help collect, audit, and resolve gaps for your subcontractor and vendor COIs so that you don’t have to. We sync data automatically to Sage, no more duplicate data entry!
Streamline Work Orders
Set payments to be automatically contingent on a vendor’s compliance status.
Reduce Risk
99.73% audit accuracy that gives you actionable insights into compliance across projects
Visibility across teams
Choose our standalone Sage Intacct integration, or pair it with our Procore integration for even more functionality across teams.
Derisk your portfolio and make payment contingent upon compliance
Frictionless collection of subcontractor & vendor insurance documents
Precision two-phase audit process (combining OCR technology and a team of insurance experts)
Automated resolution of policy gaps and proactive auto-renewal emails
Real-time view of all vendor & tenant compliance history
Verify compliance directly within your Sage account
Step 1
Initiate COI request to vendor or subcontractor using Jones
Step 2
Documents collected and audited for compliance
Step 3
Compliance status of subcontractor/vendor updated in Sage
Why Choose Jones for Sage Intacct?
Accounting teams benefit
Compliance data isn’t just for project managers to allow jobsite access. Accounting teams need to know who they can issue payment to.
No manual copying of data
Jones acts as a source of truth that updates your ERP automatically. No need to spend time updating contract or vendor compliance in Sage.
Cross-team Compliance Visibility
View subcontractor compliance statuses and expiration dates within Sage Intacct, and optionally combine with our Procore integration if more functionality is desired.
Access to The Jones Network
Gain access to tens of thousands of pre-populated insurance certificates, documents, and contacts to manage procurement in a smarter, faster way.
Connect Jones across your Contech tech stack.
Procore
Construction management and insurance compliance – in your Procore account.
Viewpoint Vista
All the insurance compliance data your team needs – available in Viewpoint Vista.
CMiC
Sage 300
