Billy review
A focused compliance platform for multi-property teams managing vendor documentation.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Billy pros and cons
- 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
Billy fact sheet, pricing and score →
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