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A Use of AI Document Review

AI Certificate of Currency Check: Wrong Cover Caught at Upload.

Where you switch it on, AI Document Review reads each certificate of currency as it lands, against the cover criteria you set: insured name, limit, and expiry. Your approver sees what passed, then decides.

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Set up AI review on a category: the Help Centre article

  • Procurement
  • Contractor Admins
  • Safety & HSE
  • Property & FM
AI usage included in Enterprise plans since 24 March 2026

How to Check a Certificate of Currency, Without Reading It by Hand.

To check a certificate of currency, confirm the insured name matches the business you are engaging, the policy type and limit meet your contract, and the period covers the work. In ComplyFlow those are criteria on a document category; where you switch AI review on, the AI checks each upload against them and a person approves.

  • Your own limits, on your own category. A limit set by your contract goes on a category you create. Library categories carry the criteria ComplyFlow keeps.
  • The expiry read, then confirmed. The date read off the certificate sits beside the one typed in, for the uploader and the approver.
  • Documented in the Help Centre. The 16 September 2026 release notes describe the check step by step.
A procurement officer at her desk checking a contractor’s insurance certificate on a laptop, a printed contract schedule under her hand

How It Works

How ComplyFlow Checks a Certificate. Your People Decide.

Your criteria on the category, the certificate checked as it uploads, and the approver’s decision on the record.

Your Cover Criteria, Set Once per Category.

In Account Settings, create a Document Category for public liability or workers compensation, switch AI review on, and write what each certificate must show: the insured name and ABN, the policy type, your contract’s limit, and a period that covers the work.

  • Your contract’s limit, on a category you create
  • Library categories carry ComplyFlow’s criteria
  • Created and edited without a support ticket

Document Categories in the Help Centre

The Certificate, Checked as It Uploads.

The contractor uploads a PDF or a phone photo. The panel lists the criteria being checked and shows what passed and what did not. The expiry date, the name, and the document number are read off the page, and the expiry can be corrected before it is submitted.

  • JPEG, PNG, and PDF; up to 20 files and 60MB in one upload
  • Expiry, name, and document number read off the page
  • Retry, replace, or upload the ordinary way if a check fails

The 16 September 2026 release notes in the Help Centre

The Approver Decides, With the Reasons in Front of Them.

The approver opens the certificate and sees which criteria passed, the expiry read beside the one entered, and a recommendation. They approve, reject, or transfer it. Each check stays listed with its date and outcome, so the reason is on the record.

  • Which criteria passed, before the file is opened
  • The read expiry beside the typed one
  • Every check kept with its date and outcome

What It Is Worth

Catch the Wrong Certificate Before Work Starts.

No figure here is a promise. The return depends on how many certificates your team approves and how long each takes today, so bring those two numbers to the demo.

For the person approving insurance

  • The result before the file

    See what passed against your criteria, and the recommendation, before opening the certificate.

  • The expiry read for you

    The date on the certificate beside the date typed in. A mistyped year shows at upload.

  • The same standard, every upload

    The criteria on the category apply to the last certificate of the month as to the first.

For the business

  • A related company’s cover, caught

    An insured name or ABN that does not match the engaged business fails its criterion.

  • Fewer wrong certificates in the queue

    The contractor sees what failed while they still have the file open.

  • A record that says why

    Each approval keeps the criteria it was checked against and what passed. An auditor reads the same screen.

The return, in your numbers

  • Certificates approved a month

    Public liability and workers compensation across every contractor. That is the volume the AI reads first.

  • Minutes per certificate today

    What opening, reading, and checking a certificate takes now, against reading a result.

  • What AI costs you, opens the Help Centre in a new tab

    AI usage has been included in Enterprise plans since 24 March 2026. On other plans, ask us.

Where the Help Centre documents an item, its name links to the article.

Who It Is For

What the AI Certificate of Currency Check Means for Me.

Find your job. The three lines under it are what changes for you.

How It Stacks Up

The AI Certificate of Currency Check Against Checking by Hand.

Two ways most teams check a certificate of currency today, and what each one cannot do.

Reading each one by handAn approver opens every certificate, every timeA register spreadsheetThe limit lives in a contract; the check lives in someone’s head ComplyFlowOne record, your standard
Checked against your written criteria on upload PartlyNot thereWhere AI review is on, the category’s criteria run before approval
Expiry date read off the certificate itself Not thereNot thereRead off the page and shown beside the typed date
The contractor told what failed while they have the file Not thereNot thereIn the upload panel, with retry, replace, or the ordinary path
A related company’s certificate caught PartlyNot thereThe insured name and ABN are criteria like any other
Why it was approved, on the record PartlyPartlyCriteria results and the recommendation stay with the certificate

This compares ways of working, not named vendors. A person approves in every column, including ours.

The Other AI Jobs

Everything Else AI Does in ComplyFlow.

The same criteria, the same record, and the same rule: a person decides. Each feature has its own page; the AI page has the whole picture.

AI Document Review

Where you switch it on, every licence, ticket, insurance, and certificate is checked against your criteria on upload, before the approver sees it.

AI Agents

A review agent built in AI Tools, on your form type and your criteria, that scores a safety plan or answer as it is submitted.

AI Prequalification

A Supplier’s safety system, WHS policy, and SWMS reviewed against set criteria as they submit, then a person decides.

AI SWMS Review

A safe work method statement read against your criteria on the permit, the SWMS form, or the prequalification, before it is approved.

AI Course Creator

A site induction or toolbox talk drafted from your own procedures, edited by you, then published and assigned in Training.

Connect AI Assistants via MCP

Ask ChatGPT, Claude, or Microsoft Copilot about your live record, get reports across modules, and have it make the change.

AI in ComplyFlow

Review, draft, and ask: the three AI jobs on one page, with how they fit together.
  • ISO 27001 certified ISO 27001Certified 2019
  • AWS Qualified Software Certified 2023
  • GDPR, General Data Protection Regulation Compliant 2020
  • Microsoft Okta Single sign-on

Security & Data

Certified, Audited & Hosted in Australia.

Your compliance record is the evidence you rely on when somebody asks, so where it lives and who can reach it matters. ComplyFlow is ISO 27001 certified, runs on AWS in Australia, and your people sign in with the accounts they already have.

Questions

Questions Buyers Ask About Checking Certificates of Currency.

How do you check a certificate of currency?

Check that the insured name matches the business you are engaging, that the policy type and limit meet your contract, and that the policy period covers the work. In ComplyFlow those are criteria you write once, and where you switch AI review on, the AI checks each upload against them before a person approves it.

Is this a separate product from AI Document Review?

No. It is AI Document Reviewon a document category for insurance, with criteria for cover. Licences, tickets, and other certificates are checked the same way.

Does ComplyFlow’s AI approve the certificate?

No. It shows which criteria passed, the expiry date read off the certificate beside the one entered, and a recommendation. Your approver decides, and the check stays on the record with its date and outcome.

What does the AI read on a certificate of currency?

The expiry date, the name on the document, and the document number, then each criterion you set for that category. The 16 September 2026 release notes in the Help Centrehave the detail: JPEG, PNG, and PDF files, up to 20 files and 60MB in one upload.

Who writes the criteria?

On a category you create, an administrator writes them in plain words, without a support ticket, and your own staff approve. Categories taken from the Global Document Library come with criteria ComplyFlow sets and keeps up to date. So a limit set by your own contracts belongs on a category you create.

What happens when a certificate fails a check?

The contractor sees what failed while the file is still open. They can try again, replace the file, or upload it the ordinary way, and the approver sees the result before deciding.

Can the AI tell if a policy has been cancelled?

No. A certificate of currency confirms cover on the day it was issued, and the AI reads only what the certificate says. Where that matters, confirm with the insurer or broker.

Who uses the AI Certificate of Currency Check?

The people who approve contractor insurance before work starts: procurement, safety, and facilities teams in property and facilities management, construction, transport and logistics, and more.

Is AI included in my plan?

AI usage has been included in Enterprise plans since 24 March 2026, as the Help Centre articlesays. On other plans, ask us in a demo.

See ComplyFlow at Work. Book a 30-Minute Demo.

Thirty minutes in the product, on your own categories, sites, and approvers. No slides, and you pick the time.

Book a Demo See AI Document Review
  • ISO 27001
  • Hosted on AWS
  • Microsoft & Okta SSO
  • API & MCP
  • Data in Australia

Compliance you can prove, instantly.