Integrate TrustLayer’s automated insurance verification technology with QuickBooks to quickly understand the compliance status of your vendors so you can get them to work and they can get paid.
Automate Compliance
Integrate TrustLayer’s automated insurance verification technology with QuickBooks to quickly understand the compliance status of your vendors so you can get them to work and they can get paid.
How it Works
The integration enables users to understand when a vendor has satisfied its insurance requirements. Accounting teams can confirm if a vendor is fully compliant or working on gathering needed documentation. This creates visibility and transparency for teams making crucial business decisions. The integration also eliminates duplication across the systems by automating the creation and syncing of Vendor data.
How it Works
The integration enables users to understand when a vendor has satisfied its insurance requirements. Accounting teams can confirm if a vendor is fully compliant or working on gathering needed documentation. This creates visibility and transparency for teams making crucial business decisions. The integration also eliminates duplication across the systems by automating the creation and syncing of Vendor data.
Key Features
Access Compliance Data
Access compliance information in your QuickBooks accounting system.
Sync Core Systems
Keep your vendors in sync across core systems to improve risk management.
More Collaboration
Improve communication between risk managers, project managers, and accounting teams.
Streamline Workflows
TrustLayer is a risk management platform that tracks, manages, and verifies the compliance statuses of third party providers. The solution expands QuickBooks’s functionality with certificate of insurance (COI) tracking and verification that policies and limits meet contract requirements. Beyond insurance forms, TrustLayer tracks w9s, licenses, and other compliance documents.
Streamline Workflows
TrustLayer is a risk management platform that tracks, manages, and verifies the compliance statuses of third party providers. The solution expands QuickBooks’s functionality with certificate of insurance (COI) tracking and verification that policies and limits meet contract requirements. Beyond insurance forms, TrustLayer tracks w9s, licenses, and other compliance documents.
Stronger Risk Programs
Stay in a loop about subcontractor’s risk levels and make informed decisions on commitments mitigating exposure to claims and financial losses.
Stronger Risk Programs
Stay in a loop about subcontractor’s risk levels and make informed decisions on commitments mitigating exposure to claims and financial losses.
“Our partnership with QuickBooks brings next-generation risk management technology to management teams to help protect their businesses with vital, real-time vendor insurance data. This integration is another example of how QuickBooks is dedicated to helping its customers maintain maximum efficiency while also introducing the latest innovations and technology.”
John Fohr Co-Founder / CEO at TrustLayer
Ready to automate your project compliance, save time, and improve vendor oversight?