COI Compliance, Built Into Acumatica
Billy connects directly to your Acumatica ERP — syncing vendor data, automating certificate collection, and surfacing real-time compliance status without a single spreadsheet.
Acumatica tracks your vendors. But who tracks their insurance?
Acumatica’s compliance module is built for document storage — not active COI verification. Here’s what most construction teams are still handling manually.
Chasing COIs by email
Your team manually requests certificates from subs, follows up when they don’t respond, and re-follows up when the ones they send expire 30 days later.
Reading PDFs line by line
Someone opens every COI, checks coverage limits, additional insured endorsements, and waiver of subrogation — by hand. Every time a certificate comes in.
Compliance data lives outside Acumatica
Your ERP holds vendor financials. Your COI data lives in a shared drive or spreadsheet. Your team bounces between both — and misses gaps in the middle.
Coverage lapses go undetected
A sub’s policy cancels mid-project. No one knows until a claim is filed. By then, the liability exposure is yours — not theirs.
Your Acumatica data does the heavy lifting.
Billy plugs directly into Acumatica via API. Setup takes days, not months — and your team doesn’t need a developer to get started.
Connect Billy to Acumatica
Authenticate once via API key. Billy’s onboarding team guides you through the 15-minute setup — no development resources required.
Vendor records sync automatically
Subcontractors and vendors from your Acumatica list flow into Billy. No CSV uploads, no duplicate entry. New vendors added in Acumatica appear in Billy automatically.
Billy collects and verifies COIs
Billy sends automated requests to each vendor, collects certificates via a login-free portal, and uses AI to extract and verify coverage against your requirements.
Compliance status flows back to Acumatica
Real-time compliance status is written back to Acumatica vendor records. Your finance team sees whether a vendor is compliant without leaving the ERP.
Alerts fire before coverage lapses
Billy sends automated renewal reminders at 30, 15, and 0 days before expiration — and alerts your team when a COI hasn’t been updated in time.
Already using Acumatica’s compliance module? Billy doesn’t replace it — it enhances it. Acumatica tracks that a COI exists. Billy verifies that the COI is valid, sufficient, and current. They work side by side.
Everything your Acumatica team needs — nothing it doesn’t.
Billy is purpose-built for construction compliance. Every feature below is available to Acumatica integration customers on day one.
AI-powered COI review
Billy’s AI reads each certificate, extracts key data, and checks it against your requirements — additional insured, waiver of subrogation, coverage limits, and more.
Bi-directional Acumatica sync
Vendor data flows from Acumatica into Billy. Compliance status flows back. No manual exports, no stale data, no reconciliation headaches.
Automated vendor outreach
Billy sends branded request emails, follow-ups, and renewal reminders automatically. Vendors upload via a no-login portal — less friction for them, less work for you.
Document management hub
COIs, W9s, business licenses, MSAs, lien waivers — all tracked in one place, linked to vendor records in both Billy and Acumatica.
Real-time compliance dashboard
See compliance status across your entire vendor network at a glance — filter by project, vendor type, expiry window, or compliance gap.
Insurance Wallet for subs
Subcontractors store their insurance in Billy’s Insurance Wallet and share it instantly — no more hunting for the latest certificate before a job starts.
Acumatica alone vs. Acumatica + Billy
Acumatica is a world-class ERP. Billy is a world-class compliance platform. Together, they cover everything.
| Capability | Acumatica alone | Acumatica + Billy |
|---|---|---|
| Vendor record management | ✓ Full ERP functionality | ✓ Synced automatically |
| COI document storage | Limited — attach files manually | ✓ Auto-collected & organized |
| Automated COI collection from subs | ✗ | ✓ Branded requests + follow-ups |
| AI-powered coverage verification | ✗ | ✓ Limits, endorsements, AI review |
| Automatic renewal reminders | Limited — manual inquiry setup | ✓ 30 / 15 / 0-day automated alerts |
| Real-time compliance dashboard | ✗ | ✓ Full vendor compliance view |
| Compliance status in vendor record | ✗ | ✓ Written back via API |
| W9, license, MSA tracking | Limited | ✓ All documents, one platform |
| Subcontractor self-service portal | ✗ | ✓ No-login vendor portal |
Common questions about Billy + Acumatica
Ready to connect Billy to your Acumatica account?
See how construction teams eliminate manual COI work and get real-time compliance visibility — without leaving their ERP.