Hold Subcontractor Invoices Before QuickBooks Until COI & Lien Waivers Clear.
Enterprise GCs pay $12,000/yr for Procore + myCOI just to block uninsured subcontractor payouts. PassCOI gives QuickBooks Online builders the exact same automated AP Payment Hold Gate for $149/mo — live in 5 minutes.
- Dedicated AP Staging Inbox: Forward sub PDF invoices to [email protected]
- Automatic Hold & Broker Chase: Blocks non-compliant invoices and emails the sub & broker a zero-login fix link
- 50-State Statutory Lien Waivers + Check-Run Export: 1-click approved CSV import/export ready today for QuickBooks Online (direct QBO OAuth sync in beta rollout)
Up to 75 Active Subcontractors • 14-Day 100% Money-Back Guarantee • Cancel Anytime
Friday AP Hold Gate
Check-Run Export Ready
Invoice #4082 • Framing Sub
$18,400.00
ON HOLD — BLOCKED FROM PAYOUT
Workers’ Comp expired + TX Conditional Progress Lien Waiver unsigned. Magic link sent to broker.
Invoice #1194 • MEP Plumbing
$9,250.00
CLEARED — APPROVED FOR CHECK-RUN
GL $1M/$2M + CG 20 10 & CG 20 37 verified + Signed Conditional Lien Waiver archived.
QuickBooks Native Vendor Tab vs. PassCOI Pay-Gate
| Capability | QuickBooks Alone | PassCOI Pay-Gate Pro ($149/mo) |
|---|---|---|
| Reads ISO CG 20 10 & CG 20 37 endorsement pages | No | Yes (6-second inspection + citations) |
| Holds subcontractor bills before AP check-run | Warning text only | Hard staging hold until cleared |
| 50-State Statutory Conditional Lien Waivers | No | Included (1-tap mobile e-sign) |
| Chases sub’s insurance producer automatically | Manual email | Automated zero-login magic links |