Construction compliance is one of those workflows that’s easy to underestimate until a missing endorsement, expired certificate of insurance, or unclear requirement delays payment, slows onboarding, or creates real risk on a job site.
In our latest product webinar, we walked through the newest Billy platform updates built specifically for construction teams managing vendor compliance, insurance documents, and risk across tools like Procore, Autodesk, Sage Intacct, and Microsoft environments.
This blog post breaks down what’s new, who each update is for, and how these releases work together to save time and reduce compliance risk.
Who These Updates Are For
These updates are designed for construction teams who live with compliance every day:
- Finance & accounting teams using Sage Intacct (or Sage 300) who need compliance visibility for payment holds and audits
- Risk and compliance teams reviewing certificates of insurance (COIs), endorsements, and exclusions at scale
- Project teams working in Procore who need vendor compliance status without switching systems
If you manage subcontractors, insurance requirements, or vendor onboarding, these updates are built for you.
1) Microsoft Entra Integration (SSO for Construction Teams)
Billy now supports Microsoft Entra (formerly Azure Active Directory / Active Directory), allowing teams to log in using their existing Microsoft credentials.
Why this matters
- Fewer usernames and passwords to manage
- Faster onboarding for internal users
- Better alignment with IT and security policies
For construction organizations already running on Microsoft, this removes friction and improves security without changing workflows.
2) Improved Vendor Experience (Reduce Compliance Back-and-Forth)
One of the biggest causes of slow compliance is simple: vendors and brokers don’t always know what “right” looks like the first time.
Billy’s improved vendor upload experience makes insurance requirements clearer upfront so documents are submitted correctly the first time.
What’s improved
- Requirements presented in an ACORD-style format vendors recognize
- Clear guidance on required limits, endorsements, and certificate holders
- A more intuitive upload portal for vendors and brokers
Outcome: fewer resubmittals, faster verification, and less time chasing documents.
3) AI Review Assistant (AI Document Review for Construction Compliance)
Certificates of insurance plus endorsements often run 30–45+ pages. Many construction teams rely on non-insurance specialists to review these documents, which increases risk.
Billy’s AI Review Assistant helps teams review compliance documents faster by extracting key data and guiding reviewers to what matters.
How teams use AI document review
- Quickly identify missing endorsements or incorrect language
- Surface key details like dates, limits, additional insureds, and exclusions
- Jump directly to the relevant page in the document for verification
This makes AI useful in practice—not as a black box, but as a guided compliance review tool for construction teams.
4) Procore Vendor Compliance + Side Panel
Billy integrates directly with Procore so teams can manage vendor compliance without leaving their project workflows.
Why Procore integration matters
- Import projects and subcontractors into Billy
- Push compliance status back into Procore
- Use the Procore Side Panel to check compliance and request missing documents
This allows teams to verify vendors before crews step onsite, reducing downstream risk.
“If you’re searching for Procore vendor compliance or Procore insurance tracking, this is where Billy delivers immediate value.” ENR 400 General Contractor
5) Report Subscriptions (Automated Compliance Tracking)
Not every stakeholder needs another dashboard. Some just need accurate compliance data delivered consistently.
With Report Subscriptions, teams can automatically receive compliance reports on a weekly or monthly schedule, including:
- Non-compliant vendors
- Expired documents
- Missing requirements by project or contract
It’s a simple feature that creates consistency, accountability, and visibility across teams.
6) Sage Intacct Integration (Compliance + Accounting)
Billy’s Sage Intacct integration brings compliance data closer to where financial decisions happen.
Why this matters for finance teams
- Visibility into vendor compliance for payment workflows
- Reduced context switching between systems
- Better audit readiness
This is especially valuable for organizations using Sage Intacct payment holds tied to compliance status.
7) Insurance Wallet (Streamline COI Requests Upstream)
Compliance doesn’t only flow downstream to subcontractors. GCs and vendors also receive frequent requests to send COIs upstream to owners and property managers.
The Insurance Wallet centralizes policies and streamlines certificate requests and renewals.
Outcome: fewer email chains, fewer missed renewals, and a cleaner audit trail.
Key Takeaways from the Webinar
- Microsoft Entra simplifies login and improves security
- A better vendor experience reduces time to compliant submission
- AI document review speeds up COI and endorsement verification
- Procore vendor compliance stays visible where teams work
- Report subscriptions automate compliance tracking
- Sage Intacct integration improves finance visibility
- Insurance Wallet simplifies COI requests and renewals
- Customer feedback continues to shape the roadmap (including pre-qualification)
What’s Next
We’re continuing to invest in making construction compliance more automatic and integrated. Upcoming improvements include:
- Vendor pre-qualification enhancements with flexible questions and attachments
- Better vendor communication loops to reduce email back-and-forth
- Deeper integrations across project management and accounting systems
Our goal remains the same: save time and mitigate risk in construction compliance.
FAQ
What is Microsoft Entra and how does it work with Billy?
Microsoft Entra enables single sign-on (SSO), allowing users to log into Billy with existing Microsoft credentials.
Does Billy integrate with Procore?
Yes. Billy integrates with Procore to manage vendor compliance and surface status through the Procore Side Panel.
Does Billy integrate with Sage Intacct?
Yes. Billy integrates with Sage Intacct to provide compliance visibility for accounting and finance workflows.
How does AI document review work for construction compliance?
Billy’s AI Review Assistant extracts key data from COIs and endorsements and guides reviewers to relevant sections for verification.
What is an Insurance Wallet in construction compliance?
The Insurance Wallet centralizes policies and simplifies certificate requests and renewals for upstream compliance.
See These Updates in Action
If you want to see these updates enabled in your account—or talk through the best setup for your team—schedule a demo.
Schedule a demo: https://billyforinsurance.com/request-demo/
