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Vendor compliance, on autopilot

Stop chasing
vendor paperwork.

Onfile collects, tracks, and renews W-9s, certificates of insurance, and licenses for every vendor, automatically. Built for property managers and general contractors.

Pure rules engine · deterministic compliance No vendor login · self-service uploads 30 / 14 / 7-day reminder cadence AI Vision · AI-assisted extraction

No credit card required · 14-day free trial · Cancel anytime

app.getonfile.com / vendors / Pinnacle Roofing LLC

Secure upload link

Pinnacle Roofing LLC

Dropping COI_2026.pdf …

Required documents

  • Certificate of Insurance
    Uploading…
  • W-9
    On file
  • Business License
    Missing
Live demo · loops every 14s

Built for risk & compliance teams across

Property Management
Construction
Facilities
Professional Services
Risk & Compliance
Onfile Compliance Command Center showing vendor KPIs, compliance trend, and expirations forecast
See it live

The actual Onfile Compliance Command Center, click to explore the live preview.

80%

Less time chasing documents

4 hrs

Saved per audit prep

0

Expired-COI surprises

10×

Faster vendor onboarding

Illustrative outcomes based on common customer workflows.

The problem

Vendor compliance shouldn't live in spreadsheets and inboxes.

COIs expire without warning

W-9s and licenses go missing

Vendors forget to send updates

Teams waste time chasing paperwork

Audit requests become stressful

Compliance status is hard to see

Onfile gives your team one organized place to request, review, approve, track, and renew vendor documents.

Product tour

From request to renewal, without the chase.

A clear workflow your whole team can run.

Request

Send vendors a secure upload link. No account required.

  • Branded upload links per vendor
  • Per-vendor document checklists
  • No vendor account required
vendors.getonfile.com/upload/pinnacle-roofing

Welcome, Pinnacle Roofing LLC

Please upload the documents below to stay compliant with Acme Property Group.

  • Certificate of Insurance
    Required
  • W-9
    Required
  • Business License
    Optional
Upload documents

How it works

A clear workflow from intake to renewal.

1

Add vendors

Import or create vendor records and assign each one a type.

2

Set requirements

Define required documents like COIs, W-9s, licenses.

3

Send upload links

Vendors upload through a secure link, no account needed.

4

Review & approve

Track submissions, review extracted fields, and approve.

5

Stay audit-ready

Automate reminders and export reports anytime.

Core features

Everything you need to keep vendor documents current.

Vendor Upload Links

Vendors submit requested documents through secure links, no account required.

Compliance Dashboard

See who's compliant, missing, expired, expiring, or pending review.

AI-Assisted COI Review

Extract key COI fields like insured name, expirations, and coverage limits.

Automated Reminders

Send reminders before documents expire and follow up automatically.

Requirement Templates

Define document requirements per vendor type so nothing slips through.

Audit-Ready Reports

Export compliance summaries, missing-doc reports, and vendor packets.

Activity Log

A clear record of uploads, reviews, approvals, reminders, and changes.

Secure Document Storage

Centralize vendor documents in one organized, access-controlled system.

Document taxonomy

Built around the documents you actually collect.

Onfile classifies every upload into a real type, so you can filter, report, and renew with precision.

COI

Certificate of Insurance

W-9

Tax form

Biz Lic

Business license

Pro Lic

Professional license

Safety

Safety / OSHA docs

Contract

Signed agreements

Other

Custom doc types

+ Custom

Define per vendor type

Integrations Roadmap

Planned integrations with the systems your team already uses.

Live today

Stripe

Billing & subscriptions

Resend

Reminder & escalation email

AI Vision

AI document extraction

Supabase

Auth, storage, database

On the roadmap

AppFolio

Property management

Coming Soon

Yardi

Property management

Coming Soon

Buildium

Property management

Coming Soon

RealPage

Property management

Coming Soon

QuickBooks

Accounting

Coming Soon

Vote on what we build next from inside the app.

See it in action

The compliance command center, live.

The same UI your team uses every day, review queue on the left, AI-extracted COI fields on the right.

Review Queue

18

Documents pending review

View All →
VendorDocumentStatusConfidenceReceivedActions
PR
Pinnacle Roofing LLC
Certificate of InsuranceExtracted
95%
Jun 10, 2025
HE
Horizon Electrical Inc.
COIExtracted
92%
Jun 10, 2025
SH
Summit HVAC Services
COIPartial
76%
Jun 9, 2025
MF
Metro Fire Protection
COIExtracted
96%
Jun 9, 2025
BV
BrightView Landscaping
W-9Extracted
90%
Jun 8, 2025
AP
Apex Painting Co.
COIFailed
Jun 8, 2025

Pinnacle Roofing LLC

Certificate of Insurance · Received Jun 10, 2025

DocumentExtracted FieldsActivityNotes1
AI extraction complete95% confidence
Issued NamePinnacle Roofing LLC
Insured Address1234 Summit Ave, Nashville, TN 37203
Policy NumberCP5123456789
Insurance CarrierTravelers Property Casualty Co.
Expiration Date08/18/2025
Coverage TypeCommercial General Liability

AI + Human review

AI helps you review faster. Your team stays in control.

Onfile extracts and flags key details from Certificates of Insurance and other documents, your team makes the final approval.

Onfile helps organize, extract, flag, and track vendor compliance documents. Onfile does not provide legal, insurance, or risk-management advice. Users are responsible for final review and compliance decisions.
A note from the founder

We're new. That's the point.

I've watched property managers and contractors run vendor compliance out of spreadsheets, inboxes, and shared folders for years. Everyone knows it's broken. COIs expire, W-9s go missing, audits become a fire drill, and everyone just lives with it.

Onfile is the tool I wish those teams had. It's brand new, and instead of pretending we have hundreds of customers, I'd rather be honest: we're looking for our first 10 design partners, teams willing to use Onfile in real work and shape it with us.

If that's you, a property manager, GC, facilities lead, or risk & compliance owner with more than a handful of vendors, we'd love to talk. You'll get hands-on onboarding, direct access to the team, and a meaningful discount for life.

The Onfile team

Currently onboarding our first design partners

Free download

The Vendor COI Audit Checklist

A 2-page, plain-English checklist covering the 7 areas auditors look at most, coverage limits, additional-insured endorsements, certificate-holder language, and the renewal process you actually need.

  • 35 audit-ready check items across 7 sections
  • Score your current vendor file in under 5 minutes
  • Quick-win fixes you can ship this week
PDF · 2 pages · Free · No credit card

Where should we send it?

By downloading you agree to receive the occasional product update from Onfile. Unsubscribe anytime. We never sell your data.

Use cases

Built for the teams managing vendors every day.

Property Management

Track COIs, W-9s, licenses, and service vendor documents across portfolios.

Construction

Collect subcontractor documents and reduce gaps before work starts.

Facilities Management

Keep HVAC, cleaning, landscaping, and maintenance vendor documents current.

Operations Teams

Replace spreadsheets and inbox follow-ups with one clear workflow.

Professional Services

Organize vendor onboarding documents, signed agreements, and W-9s.

Risk & Compliance

Give compliance leads a single source of truth for vendor status.

Pricing

Simple plans. Transparent pricing.

Start with the plan that fits your vendor count. Upgrade anytime.

Starter

Best for small teams replacing spreadsheets.

$49/month
  • Up to 25 vendors
  • 3 team users
  • Vendor upload links
  • Compliance dashboard
  • 25 AI COI scans / month
  • 2 GB document storage
Most Popular

Growth

Best for teams actively managing vendor compliance.

$99/month
  • Up to 100 vendors
  • 10 team users
  • AI-assisted COI extraction
  • Automated reminder sequences
  • Audit-ready PDF reports
  • 20 GB document storage

Pro

Best for larger teams with heavier workflows.

$299/month
  • Up to 500 vendors
  • 25 team users
  • 1,000 AI scans / month
  • Vendor compliance packets
  • Multi-location tracking
  • 100 GB document storage

FAQ

Answers to common questions.

Visit FAQ

Stop chasing. Start tracking.

Bring every vendor document into one organized, audit-ready system.