Compliance paperwork automation for small businesses.
Compliance paperwork is always due at the worst time. We automate the collection, filing and tracking of certificates, safety records, licenses and audit files, with reminders before anything expires, so an audit or a new customer requirement is not a fire drill.
Why it matters
Same business. A different week.
Before
Certificates scattered across email
Expirations discovered too late
Audit prep takes days
New customer requirements stall orders
After
Every document filed in one place
Reminders before anything expires
Audit packets assembled on request
Customer requirements tracked as tasks
What we build
What is included.
Runs on AGENT 04
Office Manager Agent
Scheduling, tasks, reports and paperwork.
Rapid Build
Audit next week or a new customer demanding documents? Rapid Build gets the files organized and the requests tracked fast.
See Rapid Build- Certificate of insurance requests and tracking
- License and certification expiration reminders
- Safety and training records filed
- Audit packet assembly
- Vendor and subcontractor document collection
- Fleet and vehicle compliance reminders
Questions owners ask
Does this make us compliant?
It makes the paperwork reliable. Your obligations stay yours, and we build to the requirements you and your advisors set.
Can it chase subcontractors for documents?
Yes. It requests, reminds and files until each document is in.
Where are the files stored?
In accounts your business owns, organized so anyone on your team can find them.