Streamlining Construction Payments with the Billy + Sage Intacct Integration

In construction, getting paid on time depends on one thing most teams underestimate: clean, accurate compliance data. When certificates of insurance (COIs), W-9s, and other documents are scattered across email, spreadsheets, and accounting systems, payments slow down and risk goes up.

That’s why leading contractors are turning to the Billy + Sage integration, connecting Billy’s construction compliance platform with systems like Sage Intacct and Sage 300 CRE to eliminate duplicate data entry, reduce errors, and keep cash flowing.

Why Compliance Drives Construction Payments

As Daniel Williams, Director of Integration at Calance, explains, an owner or GC cannot release payment if subcontractors are out of compliance. Every contract, project, jurisdiction, and government entity can have different insurance and documentation requirements.

Billy centralizes these requirements so your team can:

• Define project- and company-level compliance requirements once.
• Track COIs, W-9s, licenses, bonds, and MSAs in a single system.
• See which vendors are compliant, at risk, or blocking payment runs.

When this data is integrated directly with Sage Intacct or Sage 300 CRE, your finance team can trust that payment holds match real-world compliance status.

The Problem with Traditional Compliance Management

Without integration, most teams are stuck in a painful loop:

1. Collect compliance documents in Billy or another point solution.
2. Manually key “compliant / not compliant” into Sage for each vendor or job.
3. Hope nothing gets missed when payment runs are processed.

This double entry creates:

• Manual errors – A single missed hold can lead to paying a non-compliant subcontractor.
• Payment delays – Finance waits for project teams to confirm compliance before cutting checks.
• Wasted admin time – High-value staff spend hours retyping data instead of managing risk.

Integrating Billy with Sage removes this bottleneck so both systems stay in sync automatically.

How the Billy + Sage Integration Works

The Billy Sage Intacct integration (and Sage 300 CRE integration) is designed to keep your compliance and financial data aligned with minimal effort:

• Single source of truth: Billy is the system of record for vendor compliance.
• Automated sync: Compliance status and key fields are pushed into Sage on a regular schedule.
• No double entry: Once data is updated in Billy, it flows through to Sage without rekeying.

In the podcast demo, a project like Northwest Food Warehouse showed how compliance details for dozens of vendors could be managed in Billy while Sage handled the payment side. Once a vendor became compliant in Billy, the integration ensured that update was reflected for the accounting team.

Cloud-Based, Scalable, and Built for Construction

From a technical standpoint, the integration is:

• Cloud-based: No local software to install; everything runs in the cloud.
• Hosted on modern infrastructure: The backend runs on platforms like Amazon Web Services for reliability and scale.
• API-driven: Sage Intacct and Sage 300 CRE APIs are used to push and pull the right fields.

One important consideration for contractors using Sage Intacct is understanding how API usage is billed. Heavy, poorly designed integrations can generate unnecessary costs, which is why working with an experienced integration partner matters. The Billy + Sage integration is designed to be efficient and predictable.

Real-World Impact: From Demo to Daily Operations

During the live demo, the presenters walked through how compliance records in Billy move into Sage in near real-time:

• Vendor uploads updated COIs and documents into Billy.
• Billy (and its review team) validates coverage against your requirements.
• Once approved, the integration updates the vendor’s compliance status on the Sage side.
• Finance teams can confidently release payments based on accurate, up-to-date information.

The result: fewer payment delays, fewer “fire drills” before check runs, and less time spent chasing down missing documents.

Business Benefits for General Contractors

By integrating Billy with Sage Intacct or Sage 300 CRE, contractors can:

• Accelerate cash flow: Compliance no longer slows down payment approvals.
• Reduce risk: Stronger assurance that non-compliant vendors are properly flagged or held.
• Increase team capacity: Project admins and AP teams win back hours each week from manual data entry.
• Standardize compliance: Requirements are consistently applied across projects, offices, and entities.

Is the Billy + Sage Integration Right for You?

If you are:

• A general contractor or construction manager using Sage Intacct or Sage 300 CRE, and
• Managing dozens or hundreds of subcontractors and insurance certificates,

Then, integrating Billy and Sage can turn compliance from a blocker into a competitive advantage.

Instead of chasing paperwork and retyping data, your teams can focus on:

• Reducing risk on active projects.
• Improving vendor relationships and expectations.
• Winning new work with a modern, auditable compliance process.

Key Takeaways

• Compliance data lives in many places—but payments live in Sage.
• The Billy + Sage integration eliminates double entry and syncs compliance status automatically.
• Cloud-based, API-driven integration keeps your teams focused on building, not data entry.
• Real-world GCs are already using this setup to manage compliance at scale and protect cash flow.

Next step: Want to see how the Billy Sage Intacct integration would work for your team? Book a demo and we’ll walk you through your use case.

Frequently Asked Questions About the Billy + Sage Integration

Does Billy integrate with both Sage Intacct and Sage 300 CRE?

Yes, Billy can be integrated with leading Sage products used in construction, including Sage Intacct and Sage 300 CRE, so your compliance and financial data stay aligned.

Do I need custom development to connect Billy and Sage?

In most cases, you do not need heavy custom development. The integration uses APIs and a cloud-based connector that can be configured around your chart of accounts, entities, and compliance workflow.

How often does data sync between Billy and Sage?

Sync schedules are flexible. Many contractors choose near real-time or frequent scheduled syncs (e.g., every 15–30 minutes) so that compliance updates in Billy quickly reflect in Sage before payment runs.

Will this integration slow down Sage or increase my Intacct API costs?

The integration is designed to be efficient and batch requests where possible, but it is important to understand how your Sage environment bills API usage. Billy’s team and integration partners can help you design a sync strategy that balances freshness and cost.

What if my compliance requirements change by project or state?

Billy supports project-specific and entity-specific requirement groups. You can set different rules for different regions, owners, or project types, and still push a clear compliant / non-compliant status into Sage.