Want to Connect Your Project and Accounting Teams?

Accounts payable and insurance compliance, all in one place. Integrate COI management into your Sage 300 workflows to manage subcontractor and vendor compliance with ease.

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Trusted by 300+ industry leaders

Save Time

We’ll help collect, audit, and resolve gaps for your subcontractor and vendor COIs so that you don’t have to. We sync data automatically to Sage, no more duplicate data entry!

Automate AP Process

Set payments to be automatically contingent on a vendor’s compliance status.

Reduce Risk

99.73% audit accuracy that gives you actionable insights into compliance across projects

Flexible Options

Choose our standalone Sage Intacct integration, or pair it with our Sage 300 integration for even more functionality across teams.

Manage Risk

Derisk your portfolio and improve compliance rates

Frictionless collection of tenant & vendor insurance documents

Precision two-phase audit process (combining OCR technology and a team of insurance experts)

Automated resolution of policy gaps and proactive auto-renewal emails

Real-time view of all vendor & tenant compliance history

Process

Verify compliance directly within your Sage account

Verify compliance directly from within Sage 300

Keep your Sage account automatically synced with fresh compliance data — no duplicate work

Automate AP process based on compliance status

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Step 1

Initiate COI request to vendor or subcontractor using Jones

Step 2

Documents collected and audited for compliance

Step 3

Compliance status of subcontractor/vendor updated in Sage

Key Benefits

Why Choose Jones for Sage 300?

Accounting teams benefit

Compliance data isn’t just for project managers to allow jobsite access. Accounting teams need to know who they can issue payment to.

No manual copying of compliance data

Jones acts as a source of truth that updates your ERP automatically. No need to spend time updating contract or vendor compliance in Sage.

Cross-team Compliance Visibility

View subcontractor compliance statuses and expiration dates within Sage 300, and optionally combine with our Procore integration if more functionality is desired.

Access to The Jones Network

Gain access to tens of thousands of pre-populated insurance certificates, documents, and contacts to manage procurement in a smarter, faster way.

Ecosystem Operability

Other Systems We Integrate With

Connect Jones across your Contech tech stack.

Procore

Construction management and insurance compliance - in your Procore account.

Viewpoint Vista

All the insurance compliance data your team needs - available in Viewpoint Vista.

CMiC

Request, collect, and audit subcontractor insurance without leaving CMiC.

Sage Intacct

Cloud-based financial management and accounting platform.

Resources

Resources And Advice

Seek knowledge? Here's how we can help:

Help Center

Jones + Sage 300 Integration Guide

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Brochure

Jones + Sage 300 Integration overview

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