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 is free and covers up to 25 vendor contracts without a credit card.
Who it is for
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 is good
- 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
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.
Billy plans and pricing
All plansCompared on property management vendor management software
- Free plan
- No
- Vendor onboarding
- Yes
- Compliance documents
- Yes
- Insurance tracking
- Yes
- Assignment workflows
- Yes
- Vendor messaging
- Yes
