Billy + Sage Intacct Integration for Construction Compliance

Automate COI Tracking & Compliance Directly in Sage Intacct

The Billy + Sage Intacct integration connects your accounting and compliance workflows, allowing you to manage vendor insurance, approvals, and payments all within one system. Built for construction finance and risk teams, this integration eliminates double entry and ensures that verified compliance data back up every payment decision.

Streamline Your COI Compliance Workflow

Our robust integration between Billy and Sage Intacct by Calance is designed to simplify Certificates of Insurance (COI) tracking and compliance management for construction teams.

By synchronizing insurance data across Billy, Procore, and Sage Intacct, this integration ensures that compliance information is always accurate, up-to-date, and accessible where it is needed most.

Key Integration Features

Real-Time COI Syncing

Billy automatically syncs vendor Certificates of Insurance between Billy, Procore, and Sage Intacct. No more spreadsheets or manual uploads, COI status updates appear directly in Intacct, keeping everyone aligned on compliance before invoices are processed.

Automated Payment Holds & Releases

Tie compliance directly to your payment workflow. When a vendor’s coverage expires or is missing, Billy flags it and updates Intacct, allowing your accounting team to hold or release payments with confidence—no manual checks are required.

Smart Alerts & Expiration Reminders

Billy monitors every policy and sends automated renewal reminders to vendors before coverage lapses. You’ll know which vendors are compliant, which need attention, and which invoices are safe to pay—without chasing paperwork.

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.

Why Construction Teams Choose Billy + Sage Intacct

Improves Audit Readiness – one source of truth for COIs, W9s, and business licenses.

Built for Compliance Admins Like Stacie – finally replace manual entry with a system that works the way you do.

Connects Finance + Risk – share data seamlessly across accounting, compliance, and project teams.

Saves Hours Weekly – reduce repetitive tasks and focus on higher-value work.

How It Works

1. Book a Demo – See how Billy integrates with your Sage Intacct environment.
2. Connect Your Systems – Our team helps you sync vendors, projects, and policies in minutes.
3. Automate Compliance – Billy handles reminders, verifications, and data updates automatically.

Integrations That Work Together

Billy also integrates with Procore, Autodesk Build, Sage 300 CRE, and Viewpoint Vista, creating one connected ecosystem for your accounting and project-management data.

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 Intacct integration can revolutionize your COI tracking process and with innovative construction compliance software. Request a demo to get started today!