Billy
Billy: A focused compliance platform for multi-property teams managing vendor documentation. Ranked #14 of 39 in Property Management Vendor Management Software by our editors (7.8/10); pricing: Pricing on request · 30-day trial; best for multi-property teams focused on insurance compliance.
At a glance
- Editor score7.8 / 10
- PricingPricing on request · 30-day trial
- Best forMulti-property teams focused on insurance compliance
- Free planNo
- Vendor onboardingYes
- Facts checked22 Sep 2026
Where it wins
- AI-assisted review of coverage limits, policy language, and endorsements
- Multi-property dashboards with portfolio and property-level reports
- Tracks COIs, W-9s, licenses, renewals, and custom documents
Where it doesn't
- Property-management pricing requires contact with sales
- Its focus is compliance rather than broader property operations
- The 30-day trial may require a payment card
Our verdict on Billy
Billy is a cloud platform for property management teams that collect, review, and monitor vendor insurance and compliance documents. It supports vendor onboarding, configurable requirements by vendor type or property, automated certificate requests, renewal reminders, and tracking for COIs, W-9s, business licenses, and other documents. Multi-property teams can view vendor status across properties and generate compliance reports from a centralized workspace.
The published plans are Self-Service and Managed Services. Self-Service includes custom prequalification forms, automated COI collection and tracking, W-9 and business-license monitoring, expiration alerts, a compliance dashboard, onboarding, and training. Managed Services adds a dedicated certificate-management team, COI review and endorsement verification, vendor follow-up, document chasing, and verification for primary/noncontributory and waiver requirements. Pricing is custom and based on vendor count, with a 30-day free trial available.
Billy’s standout capability is its combination of automated collection, AI-assisted review, configurable requirements, and renewal tracking. That makes it a strong fit for portfolios where insurance and vendor documentation are recurring administrative priorities. Its web and API access, plus integrations with Procore, Autodesk Construction Cloud, Sage 300, Sage Intacct, DocuSign, JD Edwards, CMiC, Viewpoint Vista, Acumatica, and Trimble ProjectSight, support broader construction, ERP, project-management, and accounting workflows. Teams seeking focused compliance coordination should consider Billy; organizations looking for a wider property-management suite may prefer a broader platform.
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Billy pricing
All 2 Billy plans and prices →
Billy fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Vendor onboarding | Yes |
| Compliance documents | Yes |
| Insurance tracking | Yes |
| Assignment workflows | Yes |
| Vendor messaging | Yes |
| Performance reporting | Not verified |
| Free trial | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat, Phone, Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 10 integrations: Procore, Autodesk Construction Cloud, Sage 300, Sage Intacct, DocuSign, JD Edwards … See all → |
| Pricing | Pricing on request · 30-day trial (source) |
| Website | billyforinsurance.com |
| Facts checked | 22 Sep 2026 |
Billy integrations
Billy lists 10 integrations on its own site.
- Procore
- Autodesk Construction Cloud
- Sage 300
- Sage Intacct
- DocuSign
- JD Edwards
- CMiC
- Viewpoint Vista
- Acumatica
- Trimble ProjectSight
Alternatives to Billy
- NetVendorA broad vendor-control suite for property managers with complex compliance workflows.9.3
- Yardi VendorCafeA Yardi-focused hub for onboarding, compliance, invoices, payments visibility, and vendor performance.9.1
- RealPage Vendor CredentialingA mobile-ready vendor compliance system for property management teams.9.0
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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