Comparison transparency

Software comparison methodology

What our grades mean, where facts come from, and how to report a change.

Updated August 6, 2026

Pages we publish

We publish direct Checkmate-versus-competitor comparisons across collection, verification, automation, integrations, reporting, service, and pricing.

Sources

We research product pages, pricing pages, help centers, integration directories, and review profiles. Undocumented capabilities are labeled “Not publicly documented.”

Scoring

Each section checks the priority capabilities shown on the page. A documented capability counts toward the section score. A researched, documented absence does not. A capability that was not researched is excluded from both the numerator and denominator and renders as not publicly documented.

  • Collection & reuse

    Automated COI requests, No-login submission links, Email collection, Bulk existing-document import, Reusable approved evidence

  • Automation

    Auto-renewal reminders, Expiration tracking, AI-assisted verification, Automatic document classification and extraction, Requirements extracted from contracts or leases, Weekly compliance digest

  • Verification & service

    Custom requirements, Coverage gap detection, Primary and umbrella limit stacking, Endorsement wording verification, W-9, license, bond, EMR, and OSHA 300A verification, Human approval authority, Optional managed compliance service, Plain-language gap explanations

  • Integrations & developer access

    Procore integration, QuickBooks integration, REST API, Signed webhooks, MCP access

  • Reporting & auditability

    Portfolio compliance dashboard, Needs Attention queue, CSV and document ZIP exports, Audit trail, Review and evidence provenance

Corrections and updates

Vendors and readers can send a public source that corrects a feature, price, integration, rating, or company fact. We review the source and update the shared record used by every affected page.

Submit a comparison correction
View Checkmate comparisons