If you work in construction, you already know compliance is more than a box to check. Collecting a vendor’s COI or W9 is only step one. The real challenge is ensuring that the vendor remains compliant over time, and that only those with valid documents and coverage ever gain access to your systems, projects, or sensitive data.
The Growing Challenge of Compliance and Identity Security
In most organizations, these two critical functions—compliance management and identity security—live in separate silos. Project teams use spreadsheets or fragmented software to track compliance documents. IT teams focus on access management and cybersecurity. Without a link between the two, gaps appear.
Those gaps create real risk:
- Subcontractors with expired COIs may continue to access job sites or software.
- Vendors with incomplete paperwork may slip through onboarding processes.
- Audits become stressful, pulling staff away from revenue-generating work.
- Cyber threats increase as access isn’t always tied to compliance status.
That’s the problem Billy and Microsoft Entra have come together to solve.
What Is Microsoft Entra and Why Does It Matter in Construction?
Microsoft Entra is Microsoft’s suite of identity and network access solutions designed to protect organizations in a Zero Trust world.
Entra helps businesses:
- Protect employees, partners, and vendors from identity-based attacks.
- Enforce Zero Trust access controls across apps, devices, and data.
- Govern identity permissions and lifecycles.
- Secure external identities, workloads, and AI agents.
Microsoft Entra ensures the right people and systems have the right access at the right time. For industries like construction and real estate, where compliance and access control go hand in hand, this is an essential layer of security.
Why the Billy + Microsoft Entra Integration Is a Game-Changer
Billy has always focused on simplifying and automating compliance. With Billy, contractors, property managers, and insurers can track COIs, W9s, and licenses in one place, reducing administrative overhead and eliminating errors.
But compliance doesn’t exist in a vacuum. To be effective, compliance data must directly influence who can (and cannot) access your systems, projects, and workflows. That’s where Microsoft Entra comes in.
By integrating Billy with Microsoft Entra, organizations can:
- Automate compliance tracking with Billy.
- Enforce secure access policies with Entra.
- Link compliance status to identity access decisions.
The result? Fewer blind spots, lower risk exposure, and a stronger foundation for both compliance and cybersecurity.
Key Benefits of the Billy + Microsoft Entra Integration
1. Secure Vendor Onboarding with External ID
Traditionally, onboarding subcontractors or vendors is a juggling act of collecting paperwork, verifying details, and granting access. Now, with Billy and Microsoft Entra External ID, vendors who submit their compliance documents in Billy can be validated before gaining access to your systems. This ensures that only approved and authorized subcontractors move forward in the process.
2. Zero Trust Compliance Enforcement
Compliance status in Billy can now directly inform conditional access policies in Microsoft Entra.
For example:
- A subcontractor with an expired COI automatically loses access to your ERP or project management platforms until coverage is renewed.
- A vendor who hasn’t submitted a W9 cannot be granted access to accounting or billing software.
This closes the loophole between compliance paperwork and real-time access management.
3. Unified Compliance and Identity Reporting
Executives, auditors, and compliance managers no longer have to bounce between systems or manually reconcile reports. Billy + Microsoft Entra creates a single source of truth, unifying compliance data with identity governance. This not only speeds up audits but also provides clear visibility into both operational and security risks.
4. AI-Powered Protection Against Risk
Billy uses AI to review and verify compliance documents, catching errors and missing information before they cause problems. Microsoft Entra uses AI-driven identity protection to detect suspicious sign-ins, compromised credentials, and potential cyberattacks. Together, these capabilities strengthen your defense against both compliance lapses and fraud.
How Contractors and Property Managers Benefit
Construction and property management are industries with high stakes and thin margins. A single compliance failure can delay projects, increase insurance costs, or even trigger lawsuits. At the same time, IT and cybersecurity threats are rising, with identity attacks among the most common entry points for hackers.
Here’s the reality many organizations face:
- Disjointed systems. Compliance documents sit in spreadsheets or siloed project tools like Procore or Autodesk, while IT handles access separately in Microsoft systems.
- Manual workflows. Teams chase subcontractors for missing paperwork and struggle to update records in real time.
- Risk exposure. Vendors who aren’t fully compliant may still be granted access to apps or project data.
By combining Billy’s compliance automation with Microsoft Entra’s identity security, organizations can centralize compliance documents, link them to access controls, and enforce Zero Trust policies without adding extra work for staff.
This means fewer project delays, reduced liability, and smoother collaboration with vendors and subcontractors.
Take Control of Compliance and Identity Security
Compliance and identity security don’t have to be managed in silos—or with manual, outdated processes. With Billy and Microsoft Entra, you gain a connected solution that keeps vendors compliant, enforces access rules automatically, and gives your team confidence that risks are being managed proactively.
Ready to see how it works? Start your free 60-day free trial with Billy today!
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Frequently Asked Questions
Yes! Compliance data from Billy connects directly to Microsoft Entra’s identity and access controls, aligning compliance status with conditional access decisions.
It eliminates compliance blind spots by ensuring that only vendors with valid COIs, W9s, and licenses gain access to critical systems or project management platforms. It also streamlines onboarding, reduces manual work, and improves audit readiness.
General contractors, subcontractors, insurers, and property managers who want to strengthen vendor compliance, reduce risk, and unify their security and compliance strategies.
