Billy + Sage 300 Integration

Seamless COI Tracking and Construction Compliance Management with Billy + Sage 300 Integration

Streamline Your COI Compliance Workflow

Our robust integration between Billy and Sage 300 is designed to simplify Certificates of Insurance (COI) tracking and compliance management for construction teams. By synchronizing insurance data across Billy, Procore, and Sage 300, this integration ensures that compliance information is always accurate, up-to-date, and accessible where it is needed most.

Key Integration Features:

Daily COI Syncing:

Automatically synchronize COI data between Billy and Sage 300 to eliminate tedious manual data entry and ensure that all systems are consistently updated. This daily sync keeps your insurance records accurate and aligned across platforms, reducing the risk of errors and saving you time.

Payment Controls Based on COI Compliance:

Enhance financial control by automating payment approvals based on up-to-date COI information. Ensure that only compliant subcontractors are paid, reducing financial risks and enhancing overall compliance.

Automated COI Expiration Alerts:

Stay ahead of compliance risks with automatic alerts for COI expirations or other critical compliance issues. This feature helps you proactively manage compliance, preventing delays and avoiding potential penalties on the construction site.

Why Choose the Billy + Sage 300 COI Tracking Integration?

Comprehensive COI Compliance Management:

Link vendor-level COIs in Sage 300 with project-specific insurance in Billy to maintain full compliance in construction projects across all levels.

Scalability for Growing Teams:

Manage COI tracking effortlessly across multiple commitments and vendors, whether you’re handling small projects or large-scale operations.

Proactive Risk Management:

With automated alerts and synchronized COI data, you can reduce the risk of project delays or financial penalties, ensuring you’re always in control.

Embedded Finance for Simplified Subcontractor or Vendor Transactions

Our embedded finance feature further enhances operational efficiency by automating insurance-related payments. This ensures seamless financial transactions, reducing manual tasks, and helping your team stay focused on project delivery.

Ready to Transform Your Construction COI Compliance Management?

Discover how the Billy + Sage 300 integration can revolutionize your COI tracking process and with innovative construction compliance software. Request a demo to get started today!