Stop paying uninsured subcontractors.
Billy checks each sub’s certificate and endorsements against their subcontract. If coverage is missing or expired, the bill goes on hold in Acumatica until the sub fixes it.
Check coverage before the check goes out
A sub’s workers’ comp lapses in month four. Their crew keeps working, AP keeps paying, and nobody notices until someone gets hurt. Billy ties each vendor’s coverage to their bills in Acumatica, so AP sees the gap first.
AI reads the endorsements, too
Limits, additional insured, waiver of subrogation and primary and non-contributory, matched to each subcontract’s requirements.
Gaps put payment on hold in Acumatica
Missing or expired coverage flags the vendor in Acumatica, and AP holds the bill.
Fixed coverage releases payment
Billy chases the sub and their broker. Once the corrected document is approved, compliance updates in Acumatica and the hold clears.
What one missed lapse can cost a GC
What Billy puts in place
How it works with Acumatica
A two-minute demo: Billy reviews a vendor’s insurance and sends the approved COI and W-9 to Acumatica’s Compliance Management screen.
Vendors and commitments flow in from Acumatica
Projects, vendors and subcontracts sync automatically. Billy applies the right requirement group to each contract, so a $50M crane contract and a $40K painter aren’t held to the same limits.
Subs and brokers upload without a login
Billy requests documents automatically and follows up every 48 hours until vendors respond, escalating to other contacts when needed.
AI reviews every limit and endorsement
Billy reads the certificate and the endorsement forms behind it, suggests a decision and drafts the rejection reason. Your team makes the final call.
Status, PDFs and holds land in Acumatica
Approved documents, expiration dates and the PDFs are written to the vendor’s compliance records in Acumatica. If something lapses, the vendor’s bills go on hold.
Subs bring their verified insurance with them
Once a sub’s coverage is verified in Billy, they can share it with the next GC that asks. Brokers upload straight from the request email.
Insurance Wallet
A sub’s current policies, in one place, ready to send to any GC.
Broker workflows
Requests go to the broker, who uploads the certificate and endorsements from the email.
Prequalification
Check EMR, financials and capacity before a sub gets a commitment in Acumatica.
Lien waivers Coming soon
Conditional and unconditional waivers on the same vendor record as their insurance.
Designed for Acumatica Construction Edition, which tracks compliance for insurance certificates and lien waivers alongside job costing and AP. Billy collects and verifies the documents behind every record. Construction Edition brochure
How we handle W-9s, bank statements and COIs
Your IT team will ask. Here are the answers, and the full documentation is in our Trust Center.
Security at Billy
“It has reduced the number of emails regarding insurance by at least 90%.”Stacey D. · Assistant Controller, Construction
“The amount of hours spent by our admin staff on insurance compliance and chasing has been cut by more than half.”Sheryl M. · Construction Administrator
Common questions
Bring a COI. We’ll run it through Billy live.
In 30 minutes we’ll show you the review, the Acumatica sync and a payment hold using your own requirements.