The back office for contractors who don't have one

You don't need a secretary.
You need CertVault.

We collect your subs' certificates, track your expenses, organize your receipts, and hand your accountant everything they need at quarter and year end — automatically.

No credit card required.

1

Your entire back office in one place

COIs, W-9s, lien waivers, receipts, job expenses, and year-end tax packages — collected automatically, organized by sub and by job. No spreadsheets. No shoebox.

2

AI reads everything

Snap a photo of a receipt at Home Depot. CertVault reads the vendor, amount, line items, and category instantly. Same for every COI, W-9, and lien waiver your subs upload.

3

Your accountant gets one clean file

Stop showing up in February with a shoebox. CertVault builds your ledger all year — expenses categorized, subs documented, 1099s prepped. Hand your accountant one file and you're done.

The math is simple

$20.63/hr

Admin assistant

(Indeed, March 2026)

vs

$0.46/hr

CertVault

($79/month)

CertVault doesn't call in sick, forget a deadline, or take a lunch break.

Calculate your savings →

Set up in minutes, not days.

1

Add your subs and jobs

Enter a sub’s name and email. Create a job. CertVault sends subs a secure upload link — no account needed, no app to download.

2

Snap receipts as you go

Buy lumber at Home Depot? Open CertVault, take a photo. AI reads the receipt, categorizes it, and assigns it to the right job. Done in 15 seconds.

3

AI reads every document

Certificates, W-9s, lien waivers, receipts — every document parsed automatically. Expiration dates, coverage limits, vendor amounts, EIN numbers. You never read fine print again.

4

Year-end runs itself

Your ledger builds automatically all year. When January comes, your accountant gets a single export — every expense, every document, every sub, organized and ready.

Sound familiar?

Every GC we talk to has the same problems.

Calling subs every month for updated certificates

Automatic reminders go out before anything expires — you never chase again

Manually reading every COI for coverage limits and dates

AI reads every document the moment it's uploaded and flags anything missing

A spreadsheet of subs that's always out of date

Live dashboard — green means covered, red means there's a problem

Receipts stuffed in your glovebox and a folder on your desk

Snap a photo with your phone — receipt is read, categorized, and filed in 15 seconds

No idea what a job actually cost until it's over

Every expense tagged to a job in real time — know your job costs as they happen

Scrambling every February to find W-9s and payment records

W-9s collected automatically — 1099 prep report generated with one click

A lien filed because a sub claimed they weren't paid

Lien waivers tracked per job per sub — conditional before payment, unconditional after

Paying your accountant $3,000 extra to sort through your shoebox

Hand them one organized file — every expense, every document, every sub, ready to go

Plans that grow with your business

Start with COI tracking. Add W-9s, lien waivers, expense tracking, and accountant access when you need them.

Vault

$79/mo

$948/year

  • COI collection & tracking
  • AI document parsing
  • Expiration alerts & reminders
  • Unlimited subcontractors
Start free trial
Most popular

Vault + Admin

$199/mo

$2,388/year

  • Everything in Vault
  • W-9 collection per sub
  • Lien waiver tracking
  • Receipt capture & AI parsing
  • Expense ledger & job costing
  • Job document organizer
  • 1099 prep export
Start free trial

Vault + Accountant

$399/mo

$4,788/year

  • Everything in Admin
  • Full tax year package
  • Accountant portal
  • Job cost reports
  • One-click year-end export
Start free trial

All plans include a 14-day free trial. No credit card required.

Compare plans in detail →

You have enough to worry about on the job site.

Let CertVault handle the paperwork. Set it up in minutes, your subs upload in seconds, and you never chase a certificate again.

Start 14-day free trial