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Billy
What Billy is
Billy is a construction compliance platform for builders and general contractors managing subcontractors and vendors. It collects, verifies, and tracks certificates of insurance, W-9 forms, business licenses, and other compliance documents. Vendors or brokers can upload requested files through a link without signing in. Billy checks certificates against stated insurance requirements and flags deficiencies, then records expiration dates and sends renewal reminders. Its workflow includes vendor onboarding, insurance tracking, assignment workflows, and vendor messaging. Integrations are listed for Procore, Autodesk, Sage 300, Sage Intacct, DocuSign, JD Edwards, CMiC, and Viewpoint Vista. Procore data can move into Billy, with compliance status returned to Procore. A RESTful API supports custom applications and integrations. Billy is available through the web and API, and the company describes administrative, physical, and technical safeguards, including encryption for W-9 information. Pricing is on request. A 30-day trial is offered; the self-service trial plan costs nothing and covers up to 25 vendor contracts without a credit card.
Who it suits
Billy suits builders and general contractors that manage subcontractor and vendor compliance documents. It also fits teams needing Procore connectivity or API-based integrations.
What it does well
- Collects COIs, W-9s, licenses, and other documents
- Upload links work without vendor logins
- Flags insurance certificate deficiencies
- Tracks expirations and sends renewal reminders
- Integrates with Procore and other listed systems
What to know first
- No free plan is listed
- Pricing requires a request
- Self-service trial covers up to 25 vendor contracts
- Available platforms listed are web and API
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free trial | Self-service tools for up to 25 vendor contracts · no credit card needed | Free |
As billyforinsurance.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
Billy brings document collection, insurance checks, expiration tracking, and vendor workflows into one construction compliance platform. Its integrations and API support connected contractor systems, while pricing is provided on request after the trial period.
Facts from Billy's own pages
- API
- Billy describes an API using a RESTful architecture for custom applications and integrations. · billyforinsurance.com, 9 Oct 2026
- Automated collection
- Vendors or their brokers can upload requested documents through a link without logging in. · billyforinsurance.com, 9 Oct 2026
- COI review
- Billy checks certificates against insurance requirements and flags deficiencies. · billyforinsurance.com, 9 Oct 2026
- Company
- The company says it was formed in 2019 to address construction insurance management problems. · billyforinsurance.com, 9 Oct 2026
- Documents
- It supports COIs, W-9s, business licenses, and other compliance documents. · billyforinsurance.com, 9 Oct 2026
- Headquarters
- Brooklyn, New York, United States · billyforinsurance.com, 28 Sept 2026
- Integrations
- Billy lists integrations with Procore, Autodesk, Sage 300, Sage Intacct, DocuSign, JD Edwards, CMiC, and Viewpoint Vista. · billyforinsurance.com, 9 Oct 2026
- Intended users
- Billy says its compliance platform is designed for builders and general contractors managing subcontractors and vendors. · billyforinsurance.com, 9 Oct 2026
- Procore
- Billy can transfer project and vendor data from Procore and return compliance status to Procore. · billyforinsurance.com, 9 Oct 2026
- Product
- Billy is a construction compliance platform for collecting, verifying, and tracking certificates of insurance and other vendor documents. · billyforinsurance.com, 9 Oct 2026
- Renewals
- Billy tracks document expiration dates and sends automated renewal reminders. · billyforinsurance.com, 9 Oct 2026
- Security
- Billy says it uses administrative, physical, and technical safeguards and encrypts W-9 information. · billyforinsurance.com, 9 Oct 2026
- Support
- The terms say customers can submit a helpdesk ticket by emailing [email protected]. · billyforinsurance.com, 9 Oct 2026