Property Management & Accounting integration
MRI Software COI compliance integration
Bring verified vendor insurance into MRI Commercial Management and MRI Residential Management accounts payable. Pikorua Security verifies each vendor's certificate and endorsements against your lease and management requirements, then updates vendor insurance dates and payment holds through client-licensed MRI web services or scheduled files, so AP stops paying vendors whose coverage fails.
MRI Software, Riverside Plaza (entity 210)
Vendor APEXFIRE
AP hold: COI deficient
Waiver of subrogation in favor of Riverside Plaza Owner LLC is not attached. Lease section 9.4 requires it.
- Vendor
- Apex Fire Protection Co.
- Open invoices
- 4, $21,960.00
- AP payment hold
- Y
- Hold reason
- CG 24 04 waiver missing
- GL expiration
- 02/28/2027
Written by Pikorua Security Oct 16, 2026, 06:00 AM ET
- Setup time
- 4 to 6 hours
- Connection
- MRI web services or SFTP
- Fields synced
- 6 fields, 4 trigger events
- Included on
- Professional and Enterprise
Sync fields
What Pikorua Security reads from and writes to MRI Software.
| Field | Direction | What happens |
|---|---|---|
| Vendors (AP vendor file) | MRI Software to Pikorua Security | Vendor ID, legal name and status, matched to Pikorua Security vendors on vendor ID. |
| Entities and buildings | MRI Software to Pikorua Security | Owner entities and buildings, used to check named additional insureds and building-level requirements. |
| Open invoices | MRI Software to Pikorua Security | Unpaid invoices by vendor and entity, so the hold report shows dollars at stake. |
| Vendor insurance expiration | Pikorua Security to MRI Software | Verified dates per coverage line. |
| AP payment hold | Pikorua Security to MRI Software | Set on failing vendors and cleared on renewal, through web services where your MRI license includes them, or in the update file. |
| Hold reason | Pikorua Security to MRI Software | Plain reason text on the vendor, for example "Waiver of subrogation (CG 24 04) missing". |
Trigger events
When the certificate changes, MRI Software changes with it.
- Hold
Vendor's coverage expires
Then: Payment hold set, and AP sees the reason on the vendor record.
- Hold
Building owner entity not named as additional insured
Then: Hold applied to invoices coded to that building's entity; the asset manager is notified.
- Warn
Coverage expiring in 30 days
Then: Broker chased at day 30. No hold.
- Release
Renewal verified
Then: Hold cleared and invoices return to the next payment run.
Setup
Live in 4 to 6 hours.
5 steps, done by your MRI Software administrator and a Pikorua Security Admin together. Nothing to install on your servers beyond the file drop you already control.
MRI web services or SFTP- 1
Choose the path
If your MRI license includes the web services package for AP data, your administrator shares the web services credentials with Pikorua Security; otherwise, schedule vendor and invoice exports to SFTP.
- 2
Map entities
Match MRI entities and buildings to Pikorua Security properties and requirement templates.
- 3
Match vendors
Review proposed vendor matches and the list of vendors with no certificate on file.
- 4
Confirm hold fields
With your MRI administrator, confirm which vendor fields carry the hold and reason in your MRI version.
- 5
Preview and go live
Review the vendors that would be held today, then switch on write-back.
A control at the work order, and one at the payment
MRI Software, based in Solon, Ohio, serves commercial and residential owners and operators with MRI Commercial Management, MRI Residential Management and their accounts payable modules. MRI's Workspeed Risk Management can track tenant and vendor certificates and keep work requests from being dispatched to vendors without a valid certificate on file. That is a strong control at the work order. Pikorua Security adds the control at the payment, and checks the endorsements rather than the certificate alone.
Commercial owners write detailed insurance clauses into management agreements and leases: the owner entity, the lender and the property manager named as additional insureds, primary and non-contributory wording, a waiver of subrogation. Pikorua Security checks each one by name and form number before it clears a vendor.
Client-licensed web services, or files
MRI provides web services to its clients under license, and the connector uses the credentials your administrator shares when that package is in place. If it is not, the same data moves on scheduled files over SFTP. Either way, nothing is installed on your MRI servers and Pikorua Security's access is limited to vendor, entity and invoice data.
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FAQ
MRI Software connector questions.
Pikorua Security is compliance software. It verifies certificates and endorsements against your contract requirements; it does not sell insurance or give legal advice.
Does this replace Workspeed Risk Management?
Do we need to buy MRI web services?
Which MRI products are supported?
14-day free production trial
Connect MRI Software during your 14-day trial.
Upload your current certificates, authorize MRI Software, and see which vendors would be on hold today before you switch a single rule on.