clarita

What clarita does

Clarita Technology Inc. is a privately held Canadian SaaS company headquartered in Beaconsfield, Quebec, that operates an AI-powered cloud platform for managing certificates of insurance (COIs) and vendor compliance. The platform automates the full certificate lifecycle for risk and compliance managers, property managers, general contractors, operations teams, and small business owners by collecting COIs from vendors, subcontractors, and tenants; extracting policy details, coverage limits, endorsements, and expiration dates from PDFs in under 30 seconds; automatically flagging certificates that fall short of user-defined minimum requirements; and sending deficiency notices and renewal reminders on a 24/7 basis. Core technical components include OpenAI Vision and AWS Textract for document understanding, Anthropic for natural-language interpretation, a Supabase-hosted database in AWS ca-central-1 (Montreal), Vercel for application hosting, Stripe for billing, and Twilio SendGrid for transactional email. Security is positioned around AES-256 encryption, row-level database isolation, malware scanning, and SOC 2 Type II framework alignment, with Google and Microsoft OAuth for SSO.

The company runs a product-led growth motion combined with inside sales, distributing through the clarita.app website via a 60-second early-access application reviewed within two business days. The platform is currently offered free with no credit card required during the early-access program, with standard subscription plans expected post-program, billed monthly or annually on a per-seat or tiered basis. No revenue, funding rounds, headcount, named customers, or management team details are disclosed in the source material, and operating geographies are stated as Canada and the United States.

Name

clarita

Legal name

Clarita Technology Inc.

Website

https://clarita.app

Company type

Private

Operating status

Operating

Short description

Clarita provides AI-powered cloud software for managing certificates of insurance and vendor compliance. The platform automates COI extraction, compliance checking, and renewal tracking for risk managers, property managers, contractors, operations teams, and small businesses in North America.

Ownership category

akta.pro rank

Product category

Insurance Compliance Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC) (HDABAHAI)

akta.pro secondary industry

Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD)

Keywords

• Certificate of insurance management
• Vendor compliance software
• COI tracking platform
• Insurance compliance automation
• AI document extraction

Headquarters

HQ city

Beaconsfield

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription: Subscription-based SaaS model with early access program currently free. Standard subscription plans with features, usage limits, and pricing specified on pricing page or Order Form. Billed monthly or annually depending on selected billing cycle.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Clarita provides a cloud-based SaaS platform that automates the collection, extraction, and monitoring of certificates of insurance (COIs) from vendors, subcontractors, and tenants. The platform uses AI (OpenAI Vision and AWS Textract) to read COI PDFs and extract policy details, coverage limits, endorsements, and expiration dates, then automatically checks each certificate against configurable insurance requirements and flags deficiencies. It sends automated deficiency notices and renewal reminders, maintains a full audit trail of certificate versions, and exposes compliance data via a natural language AI assistant.

Product overview

Clarita is a single, unified AI-powered certificate of insurance management platform. It consists of a core platform with integrated modules including AI-Powered Policy Extraction (using OpenAI Vision to read PDFs and extract policy details in under 30 seconds), an Automated Compliance Checking engine that flags certificates against defined requirements, a Clarita AI Assistant enabling natural language queries about compliance data, a Broker Upload Portal for frictionless broker submissions via magic links, automated Deficiency Notices and Renewal Reminders, and Certificate History with full audit trails and role-based access. The platform is offered during early access with core capabilities including extraction, compliance checking, requirement templates, broker portal, reports, history, and role-based access.

Differentiator

Problem solved

Functional benefit

Products and services

• Clarita Platform Unified SaaS platform that collects, extracts, and monitors certificates of insurance from vendors, subcontractors, and tenants, automatically checking each policy against configurable insurance requirements and alerting users the moment coverage lapses. Built for risk and compliance managers, property managers, general contractors, operations teams, and small business owners responsible for third-party insurance verification.

Quantifiable outcome

• 94% compliant portfolio overview across tracked certificates
• +3 more outcomes

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability5 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core.

• OpenAIcoreTechnology or IntegrationOpenAI Vision technology powers AI-powered document extraction from certificate PDFs. Used for reading and interpreting certificate of insurance documents, policy details, coverage limits, endorsements, and expiration dates.
• Amazon Web Services (AWS)coreTechnology or IntegrationAWS Textract provides PDF and document processing, optical character recognition (OCR) and data extraction from uploaded certificates of insurance. Primary data processing infrastructure in US-East-1 (Virginia).
• AnthropiccoreTechnology or IntegrationAI-powered interpretation and analysis of certificate of insurance documents; extraction of structured data from unstructured document content. Located in United States (San Francisco, CA).
• SupabasecoreTechnology or IntegrationCloud database hosting; backend infrastructure including data storage, real-time subscriptions, and API services. Primary database hosted in Canada (AWS ca-central-1, Montreal region).
• Twilio (SendGrid)coreTechnology or IntegrationTransactional and notification email delivery including account confirmations, password resets, compliance alerts, and certificate expiration notifications. Located in United States (Colorado).
• StripecoreTechnology or IntegrationPayment processing, subscription billing, invoicing, and payment method management for subscription plans. Located in United States (San Francisco, CA).
• VercelcoreTechnology or IntegrationApplication hosting, deployment, and content delivery; front-end infrastructure and serverless functions. Global edge network with primary in US-East-1 (Virginia).

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• myCOI: myCOI is a leading certificate of insurance tracking and vendor compliance platform serving property managers, risk managers, and tenants. It is the closest direct competitor to Clarita, addressing the same COI collection, compliance checking, and renewal tracking workflows.
• COI Tracker: COI Tracker is a dedicated certificate of insurance management solution focused on automated tracking, compliance verification, and certificate storage. It competes head-to-head with Clarita in the SMB and mid-market COI tracking category.
• Billy (by Insurance Canopy): Billy provides automated certificate of insurance tracking and compliance management for property managers, landlords, and vendors. It targets the same end user and pain point as Clarita with similar automated compliance workflows.

Broad incumbents

• Procore (Compliance / SmartCompliance): Procore is a leading construction management platform that includes insurance and compliance tracking for subcontractors as part of a much broader project management suite. It competes with Clarita in the general contractor segment via bundling.
• Avetta: Avetta is a contractor and supplier management platform that includes insurance verification and compliance monitoring as part of a broader vendor qualification suite. It overlaps with Clarita on the certificate collection and compliance checking layer.
• BROWZ: BROWZ provides supplier qualification and compliance management including insurance verification for contractors and vendors. It overlaps with Clarita on the vendor insurance tracking use case, especially in industrial and construction verticals.
• ISNetworld: ISNetworld is an established contractor management and compliance platform that collects and verifies insurance certificates from suppliers. It serves a similar compliance verification function as Clarita for enterprise buyer organizations.
• Riskonnect: Riskonnect is an enterprise GRC and risk management platform that can include vendor compliance and insurance tracking functionality as part of its broader risk suite. It represents a potential bundling competitor to Clarita at the enterprise level.
• Origami Risk: Origami Risk is a risk, insurance, and claims management platform serving insurance carriers, TPAs, and self-insureds. Its certificate and insurance tracking modules overlap with Clarita's core compliance monitoring workflow.

Emerging players

• TrustLayer: TrustLayer is an AI-driven insurance verification and document collection platform that automates COIs, business licenses, and other compliance documents. It is a digitally native peer to Clarita using similar AI extraction approaches on adjacent compliance documents.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about clarita