Billy and Procore Pay

Payment management in construction is rarely simple. Between coordinating with multiple subcontractors, managing compliance documents, and keeping cash flow on track, financial workflows can quickly become overwhelming—especially without the right tools in place.

It’s no surprise that one of the most common questions we hear during Billy demos is: Does Billy work with Procore Pay?

The short answer: Absolutely! 

Billy’s integration with Procore Pay is built to simplify the complexity of construction payments. By connecting project management and payment automation, this integration helps teams stay organized, compliant, and on schedule—without the manual back-and-forth that slows everything down.

Let’s walk through how the integration works, the value it brings to your team, and how it supports faster payments, better compliance, and clearer financial oversight from start to finish.

What Is Procore Pay?

Procore Pay is the payments arm of Procore’s comprehensive construction management platform. Designed to bring more control and visibility to construction payments, it offers built-in tools for streamlining and automating the payment process.

Key Features of Procore Pay:

  • Automated Payment Workflows: Procore Pay helps automate traditionally manual payment steps, like approvals and disbursements.
  • Real-Time Compliance Checks: Ensure subcontractors and vendors meet all compliance requirements before funds are released.
  • Centralized Financial Visibility: Keep all stakeholders on the same page with a single source of truth for financial data.

Procore Pay makes it easier to pay and get paid, while maintaining the high standards of financial control and compliance construction firms require.

What Is Billy?

Billy is an innovative Certificate of Insurance and compliance automation platform built specifically for the construction industry. It simplifies the process of managing vendor compliance, tracking COIs, and automating risk-mitigation workflows.

But Billy doesn’t stop there. It also supports invoice and billing workflows, enabling teams to streamline the payment lifecycle from compliance check to final payout, especially when paired with Procore Pay.

Core Features of Billy:

  • Invoice Management: Submit, review, and approve invoices without endless back-and-forth emails.
  • COI & Compliance Tracking: Billy keeps tabs on expiration dates, missing documentation, and noncompliance issues before they delay payments.
  • Collaborative Dashboards: Contractors, subcontractors, and compliance officers can all work from the same real-time data.
  • Automated Reminders & Alerts: Stay ahead of renewals, missing documents, and policy expirations with built-in automation.

Billy essentially acts as your payment and compliance air traffic control; flagging issues, keeping data flowing, and making sure everyone’s cleared for takeoff.

How Billy Integrates with Procore Pay

When integrated, Billy and Procore Pay create a smooth and intelligent workflow between compliance, billing, and payments. Here’s how it works in practice:

4 Steps to Streamlined Payments with Billy + Procore Pay.

1. Compliance Before Payment

Billy ensures all compliance documents (like COIs, endorsements, and W-9s) are up to date and properly reviewed before an invoice ever lands in Procore Pay. No more chasing down vendors at the last minute or holding up payments due to missing paperwork.

2. Synchronized Data Flow

Invoices created and tracked in Billy sync seamlessly with your Procore financials. This means no double-entry, no errors, and no disconnects between your compliance and accounting teams.

3. Automatic Payment Triggers

Once an invoice is approved and compliance boxes are checked, Billy helps trigger payment via Procore Pay automatically. This not only speeds up the payment process but reduces risk by ensuring only compliant vendors get paid.

4. Real-Time Reporting

With data synced between the two platforms, you’ll have access to real-time dashboards and downloadable reports for audits, insurance tracking, and financial forecasting.

Why Use Billy with Procore Pay?

If you’re managing large-scale construction projects—or even smaller ones with multiple subs and vendors—this integration offers serious benefits.

Faster, Safer Payments

Automated workflows reduce the manual burden on your AP team and eliminate delays caused by missing compliance documents.

Reduced Risk

Billy’s COI tracking ensures vendors meet your insurance requirements before funds are released. It’s a built-in safety net that saves you from compliance headaches (and potential legal issues).

Seamless Experience for Subcontractors

Subcontractors appreciate clear expectations and faster payments. With Billy + Procore Pay, they know where they stand and what’s required, making your firm more vendor-friendly.

Increased Financial Visibility

With synced data and reporting, your finance team can easily reconcile transactions, track outstanding invoices, and stay aligned with project budgets.

Getting Started with the Integration

If you’re interested in adding Billy to your Procore Pay workflow, here are a few steps to get started:

1. Audit Your Current Processes

What are your current pain points? Where are payments delayed? Where is compliance slipping through the cracks? Identifying these areas will help you measure ROI once the integration is live.

2. Involve Your Team Early

Make sure your compliance officers, project managers, and AP team are all looped in. Billy is intuitive, but adoption is always smoother when everyone is on the same page from day one.

3. Schedule an Integration Walkthrough

Billy’s onboarding team will walk you through the Procore integration and tailor the setup to your existing workflows. 

See the Procore Pay + Billy Integration in Action

So—does Billy work with Procore Pay?

Not only does it work, it thrives. The integration between Billy and Procore Pay is built for construction professionals who want to move fast, stay compliant, and keep financial operations running like a well-oiled machine.

Whether you’re a project manager juggling invoices, a compliance officer reviewing COIs, or a CFO trying to keep your budgets balanced, this integration gives you the tools you need to do your job better and with a whole lot less stress.

Want to see it in action? Schedule a personalized demo and find out how Billy + Procore Pay can simplify your payment process from start to finish.

Frequently Asked Questions

How does Procore Pay work?

Procore Pay automates the construction payment process—from invoice approvals to fund disbursement—while keeping compliance and financial data in sync.

Can I use Billy directly within the Procore platform?

Yes! Billy integrates seamlessly with Procore, so you can manage compliance and invoice data without leaving your project workflow.

Does this integration help with lien waiver management as well?

Billy helps track and verify compliance documents like lien waivers before payment is released, ensuring smoother, safer transactions.

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