Track it. Chase it. Verify it. Close it.

Track employee certifications and keep renewals moving without chasing every person.

A credential nears expiration, the employee gets a secure request, they submit the replacement, AI helps extract the details, and a manager reviews and approves — all tracked from one system, with nothing left to memory or a spreadsheet.

Free plan available. No credit card required to start.

Riverside Construction Co. — Dashboard
Sample data
0
Active Employees
0
Credentials
0
Expiring Soon
0
Expired

Needs Attention

  • J. Alvarez — Forklift Operator LicenseExpired
  • M. Chen — OSHA 10 CertificationExpiring Soon
  • T. Brooks — CPR / First AidMissing
4 expiring this week
22 of 24 compliant
Free plan available
Start tracking credentials at no cost.
Company-isolated data
Your records are never visible to other companies.
Simple guided setup
Add employees and credential types, then go.
Renewal Autopilot

Renewals that keep moving, even when you're busy.

Watch one credential move through the real workflow — detected, requested, submitted, reviewed, and closed. Approve or reject the review step yourself; nothing here auto-completes without you.

Step 1: Credential expiring
Riverside Construction Co. — CPR Certification
Sample data
Credential expiring
Employee notified
Employee uploads
AI helps extract
Manager reviews
Compliance updated
Step 1
Expiring Soon
CPR Certification
CPR Certification expires in 21 days
1ComplyNestly detects an approaching expiration.
2The employee receives a secure renewal request.
3They open the exact task and upload the replacement.
4AI helps pull out credential details.
5The manager reviews and approves.
6ComplyNestly updates compliance and closes the workflow.
The problem

Spreadsheets and sticky notes don't scale

Expiration dates scattered across files, memory, and the occasional reminder someone forgot to set — it works until it doesn't, usually right when it matters most.

Missed renewals

A license lapses quietly until someone asks for proof it's current.

No single source of truth

Different managers track different things, different ways, in different files.

Audit-day scrambles

Pulling records together at the last minute, under time pressure.

Without vs. with ComplyNestly

What changes when the workflow runs itself

Detect→Request→Submit→Verify→Done
Spreadsheets & manual tracking
  • Spreadsheets and calendar reminders
  • Emailing an employee, then following up, then following up again
  • Hunting down the actual attachment
  • Updating the spreadsheet by hand
  • Unclear status until someone checks
  • Last-minute audit preparation
ComplyNestly
  • Automatic renewal workflows, detected and tracked for you
  • Employee self-service — no follow-up emails to send
  • One review queue instead of a scattered inbox
  • Compliance status updates itself the moment a manager approves
  • Current status, visible at a glance, every time
  • Searchable audit history, always ready

Spreadsheets work until compliance becomes too important — and too complicated — to manage manually.

How it works

From setup to a self-running workflow

No complicated implementation or lengthy setup — just the records you already need to keep, organized in one place, doing the follow-up for you.

1
Add your team

Assign roles and requirements for each employee.

2
ComplyNestly watches deadlines

Upcoming renewals appear automatically — nothing to check manually.

3
Employees handle submissions

Secure portal links take them directly to the task, no login required.

4
AI helps prepare the details

Uploaded documents can be read and prefilled for faster review.

5
Managers verify

Approve or reject with full history — the decision always stays with your team.

6
Compliance updates

Action Center and reporting reflect the change automatically.

Two sides, one workflow

Employees handle it. You stay in control.

AI helps. Your team verifies. That distinction is the whole point.

Employees handle their own credential updates

A secure link, no account required — Jordan sees what's missing or expiring and uploads the replacement directly.

Secure portal · no login
Hi Jordan
Sample data
You have 2 items that need your attention.
  • CPR CertificationExpiring Soon
  • Forklift Operator LicenseCurrent
  • Hazmat Handling CertificationMissing

You stay in control

Every submission lands in one review queue — extracted fields, review flags, and the full approval history, right where a manager makes the call.

Jordan Alvarez — CPR Certification
Sample data
CPR_cert_2027.pdf — submitted for review
Credential number
CPR-88214
Expiration date
08/14/2028
Credential number differs slightly from the current record — an assistive observation, not a decision. You verify.
Audit history
  • OSHA 10 Certification approvedAug 12, 2026 · T. Nguyen (Manager)
  • Forklift Operator License approvedJul 30, 2026 · T. Nguyen (Manager)
Compliance intelligence

Ask a question. Get a straight answer.

Ask ComplyNestly

Your compliance data, in plain English

Ask questions like “who has credentials expiring this month?”, “which employees are missing required certifications?”, or “which location has the most compliance risk?” Answers are grounded in your organization's actual ComplyNestly data — never a generic AI chatbot guessing at an answer.

AI features are decision support based on your own data — not legal advice, and not a guarantee of regulatory compliance.

Explore Ask ComplyNestly
Ask ComplyNestly
Sample data
“Who has credentials expiring this month?”
Executive Compliance Brief
Sample data

Overall compliance is stable. Two items need attention this week, concentrated in the Denver location.

  • 2 expired credentials need immediate renewalUrgent
  • 4 credentials expiring within 30 daysUpcoming
  • 1 role requirement missing on the Denver crewGap
Less typing, faster review

Upload a credential. Skip the retyping.

AI credential-document extraction

Upload a photo or PDF of a license or certificate, and ComplyNestly reads it and prefills the credential type, issuing authority, and dates for you to review. Less typing, faster review — human approval always stays in control. It never writes data automatically; you always confirm before it's saved.

Start Free
AI Credential Extraction
Sample data
OSHA10_cert.pdf
TypeOSHA 10 Certification
Issuing authorityOSHA
Issue date03/14/2024
Expiration date03/14/2027
Fields extracted — review before saving
See it in action

Built around real, everyday workflows

Know exactly what needs attention today

The Action Center filters straight to what matters — credentials expiring soon, already expired, or missing against a role's requirements — instead of a full data dump you have to sort through yourself. Try resolving an item below.

Explore Action Center
Riverside Construction Co. — Action Center
Sample data
Compliance0%
  • J. Alvarez
    Forklift Operator License
    Expired
  • M. Chen
    OSHA 10 Certification
    Expiring Soon
  • T. Brooks
    CPR / First Aid
    Missing
  • S. Patel
    Hazmat Handling Certification
    Expiring Soon
Riverside Construction Co. — Compliance Matrix
Sample data
EmployeeOSHA 10Forklift LicenseCPR / First Aid
J. Alvarez
M. Chen
T. Brooks
S. Patel
One company. Multiple locations. One compliance view.
96%48 of 50 compliantSample data

Every employee, every requirement, one screen

The Compliance Matrix lays employees out against your configured role requirements, so you can see who meets each one, who's missing one, and who doesn't need it — at a glance, across every location.

Explore Compliance Matrix
Who it's for

Built for teams that track employee credentials

ComplyNestly started with construction and skilled trades in mind, but works for any employer that needs to track licenses, certifications, or requirements.

Construction & contractors

OSHA certifications, equipment licenses, and site-specific requirements across crews.

Skilled trades

Trade licenses and certifications that need to stay current per employee.

Warehouses & logistics

Forklift certifications, safety training, and multi-site credential tracking.

Facilities & property services

Recurring inspections and certifications across distributed teams.

Service businesses

Any team that has to prove a technician or worker is currently qualified.

Other compliance-heavy employers

If your team holds licenses or certifications that expire, ComplyNestly applies.

Pricing

Plans for teams of any size

Start free. Upgrade when you need more employees, locations, or features.

Free
$0forever
  • Up to 5 employees
  • Up to 1 location
  • Employee credential tracking
  • Expiration status tracking
Start Free
Pro
Popular
$29/mo
  • Up to 50 employees
  • Up to 5 locations
  • Employee credential tracking
  • Expiration status tracking
  • Automated expiration reminders
  • Compliance Action Center
  • Employee compliance reports
  • Compliance Matrix
  • Self-service employee renewal requests
  • AI credential extraction from uploaded documents
  • AI Compliance Brief (Dashboard)
  • AI Explain Compliance
  • AI-assisted renewal review
  • AI-drafted employee communications
  • Ask ComplyNestly & Compliance Copilot
  • AI Change Intelligence
  • Executive Compliance Brief & AI report narratives
Start Free
Business
$79/mo
  • Up to 250 employees
  • Up to 25 locations
  • Employee credential tracking
  • Expiration status tracking
  • Automated expiration reminders
  • Compliance Action Center
  • Employee compliance reports
  • Compliance Matrix
  • Self-service employee renewal requests
  • AI credential extraction from uploaded documents
  • AI Compliance Brief (Dashboard)
  • AI Explain Compliance
  • AI-assisted renewal review
  • AI-drafted employee communications
  • Ask ComplyNestly & Compliance Copilot
  • AI Change Intelligence
  • Executive Compliance Brief & AI report narratives
Start Free

Pro and Business include the same features — Business simply supports more employees and locations, for larger teams.

See full pricing & feature comparison →

FAQ

Common questions

What does ComplyNestly track?

Employee licenses, certifications, training records, and any other credential your business needs to keep current — along with expiration dates, issuing authority, supporting documents, and which employees are missing something they're required to have.

How does Renewal Autopilot work?

When a credential approaches expiration, ComplyNestly can automatically send the employee a secure renewal request. They open a direct link — no login required — and submit their replacement document. A manager always reviews and approves before it becomes the employee's official record; the automation only handles getting the request out and the submission organized, never the decision.

Can employees update their own credentials?

Yes, through the Employee Credential Portal — a secure, no-login link scoped to that one employee. They can see what's missing or expiring and upload a replacement directly. Every submission is held for manager review before it's treated as current.

Does AI approve credentials automatically?

No. AI assists by reading an uploaded document and prefilling fields like credential number, dates, and issuing authority — it never writes a credential automatically or makes an approval decision. A manager reviews and approves or rejects every submission.

Can I track custom certifications and licenses?

Yes. Credential types aren't locked to a fixed list — define the ones your business actually uses and reuse them consistently across every employee.

Does ComplyNestly send expiration reminders?

Yes, on paid plans. Reminders run automatically as a credential approaches its expiration date — no manual checking required.

Can I manage multiple locations?

Yes. The Free plan supports 1 location; Pro and Business support more, with location-level filtering and a location comparison view throughout the app.

Can employees have different credential requirements?

Yes. Define role templates listing what each role requires, or assign a requirement directly to an individual employee — ComplyNestly flags anyone missing what they need.

What is Ask ComplyNestly?

A way to ask a plain-English question about your own compliance data — like "who's expiring this month?" — and get an answer grounded in your actual records, not a generic AI chatbot response.

Does ComplyNestly replace legal or compliance professionals?

No. ComplyNestly helps you organize records and identify gaps, expirations, and risk earlier — it doesn't provide legal advice or guarantee compliance with any law, regulation, or standard. You remain responsible for meeting your own regulatory requirements.

Can I import existing employee data?

Yes, employees and credentials can be added directly in the app as part of a simple, guided setup.

Is there a free plan?

Yes. The Free plan supports up to 5 employees and 1 location with core credential tracking, no credit card required.

See your team's compliance status in one place.

Free to start. Add your employees and credential types, and see what needs attention right away.

Start Free