COI Vault

Small

Professional Services · Agencies, consulting and field firms

Collect vendor insurance and compliance certificates; expired paperwork is a liability.

Built in this build

Insurance certificate collection
Validity and coverage tracking
Document types and rules
Vendor list
Reads validity date and coverage from certificate
Vendors with missing certificates

Vision (needs external services)

Pre-expiry alert
Reminder to vendor for expiring certificate
Document PDF archive
Scan and upload certificate on phone

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Insurance certificate collection
Validity and coverage tracking
Pre-expiry alert

Admin modules

Document types and rules
Vendor list

AI capabilities

Reads validity date and coverage from certificate

Automations

Reminder to vendor for expiring certificate

Analytics & reports

Vendors with missing certificates

Integrations

Document PDF archive

Mobile

Scan and upload certificate on phone

Roles & permissions

Office admin
Compliance

Professional Services →

Time Bill

Time tracking and billing for consultants.

Milestone Pay

Tie work to milestones and invoice on time; late billing drains cash flow.

Sub Desk

Assign subcontractors and freelancers, track their pay; end payment chaos.

Advance Desk

Track retainer/advance balances and top up before they run out; end working-on-credit risk.

Describe what your business needs — DevAny does the rest

Define it, build it, run it — and take it anywhere.