Billy + Calance: The Compliance Stack Built for Procore GCs

Billy + Calance | Compliance Built for Procore GCs
Calance
Exclusive Partner Offer
Billy

Exclusive Insurance Compliance Offer for Calance Clients

Stop Paying Vendors
Who Aren’t Compliant.

The compliance stack built for Procore GCs. If you’re already running Procore and a Calance connector, you’re one step away from full visibility on payment day.

CALANCE25 Exclusive discount for Calance customers
Works alongside
Procore Sage 300 Sage Intacct CMiC JD Edwards NetSuite MRI Business Central PeopleSoft

The Thursday Problem

Every payment run is a compliance risk.

Your accounting team releases payments every Thursday. And every Thursday, someone is scrambling to check if a subcontractor’s COI is current, their W-9 is on file, their business license is valid. Without Billy, that check is manual, error-prone, and a liability.

A

Paying noncompliant vendors

Expired COIs slip through. Payments go out to vendors with lapsed insurance. Your liability exposure grows with every check.

B

Delaying payments to chase docs

Your team manually hunts down certificates and W-9s before every payment run. Subcontractor relationships suffer.

C

Compliance data lives in silos

Your field team and accounting team see different things. Calance syncs the ERP data — but compliance status still falls through the cracks.

Deep Procore Integration

Billy lives inside Procore — where your team already works.

Billy’s native Procore integration means your compliance data travels alongside your project data automatically. No double entry, no tab switching.

1

Connect to Procore

Billy syncs your vendor and project data automatically in minutes.

2

Billy collects compliance docs

COIs, W-9s, and licenses are collected from subs — no manual follow-up needed.

3

Calance pushes status to your ERP

Compliance data flows into your accounting system so finance knows before paying.

4

Payment runs clean

Only compliant vendors get paid. No exceptions, no scrambling, no liability.

How It Works Together

One loop. Zero gaps.

Calance handles the ERP sync. Billy handles compliance verification. Together, your accounting team always knows a vendor is compliant before the payment goes out.

Syncs your project and vendor data into your ERP

Calance keeps Procore and your accounting system in lock-step. No manual data entry. Field and finance teams always see the same information in real time.

Sage 300 Sage Intacct CMiC JD Edwards NetSuite MRI
+

Automatically verifies compliance before every payment

Billy collects and verifies COIs, W-9s, business licenses, and any other compliance docs your contracts require — flagging noncompliant vendors before payments run.

COI Tracking W-9 Collection License Verification AI Review

See Billy in Action

Watch how it works.

See how GCs use Billy to automate compliance tracking — from Procore to payment day.

Sage 300 Integration

Billy + Sage 300: Compliance Synced to Your ERP

See how Billy connects with Sage 300 via Calance to keep compliance data in sync with every payment run.

Watch on YouTube →
Sage Intacct Integration

Billy + Sage Intacct: Real-Time Compliance at Payment Time

Watch how Billy integrates with Sage Intacct so your finance team always knows a vendor is compliant before paying.

Watch on YouTube →

Want a live walkthrough tailored to your ERP and Procore setup?

Book a 20-Minute Demo

Customer Stories

GCs who closed the compliance gap.

From mid-size regional contractors to national firms, Billy customers see the same result — compliance visibility on the day it matters most.

Before Billy, we had someone manually checking certificates before every payment run. Now it’s automatic. Our accounting team hasn’t touched a COI in months.

K
Operations Lead
Kitchell — JD Edwards + Procore

In the first two weeks we caught three vendors with expired insurance that would have gotten paid. That alone covered the cost of the whole year.

M
Controller
Mid-size GC — Sage 300 + Procore

Getting subs to upload their own documents through Billy’s portal was a game changer. We used to chase them by email. Now the system does it for us.

T
CFO
Regional GC — Sage Intacct + Procore

Industry associations we’re proud to be part of

CFMA Construction Financial
Management Association
AGC Associated General
Contractors of America
ABC Associated Builders
and Contractors

Exclusive Calance Offer

Your partnership deal.

Because you’re a Calance customer, you get more than the standard trial. This offer is only available through this page.

2-Week Free Trial

Full platform access. No credit card required. Most GCs see ROI before the trial ends — on their first Thursday payment run.

2 Months Free on Subscription

When your trial converts, your first two months are included. No hoops to jump through.

Dedicated Onboarding Call

A hands-on setup session with the Billy team, including a walkthrough of how Billy and your Calance connector work end-to-end.

Direct Calance Connector Intro

Already using Billy but not yet on Calance? Reply to any email and we’ll connect you directly.

Your Exclusive Promo Code

CALANCE25

25% off your first year — exclusively for Calance customers. Enter at checkout after your free trial.

Start My Free Trial

No credit card  ·  No commitment  ·  Cancel anytime

Close the loop on compliance.

You have Procore. You have Calance. Billy is the missing piece that makes sure no noncompliant vendor ever gets paid.

Use promo code CALANCE25 for 25% off your first year.