# Billy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Billy Software - reviews, pricing plans, popular comparisons to other Compliance products and more. Source: https://www.capterra.com/p/219465/Billy --- # Billy Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Billy ## What is Billy? Billy is an end-end insurance management platform that makes it easy for you to track, verify and report on the compliance status of your vendor's insurance policies. Billy is trusted by construction companies to collect and verify insurance certificates to enforce contract compliance Billy is trusted by property managers to manage tenant compliance and collection of insurance data, automate follow-ups with tenants to send notifications about missing or expiring policies. ## What is Billy used for? [Compliance](https://www.capterra.com/compliance-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Risk Management](https://www.capterra.com/risk-management-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 31 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Compliance / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Billy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://billyforinsurance.com/&name=Billy) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Billy 4.7 (31) VS. [4.3 (84)](https://www.capterra.com/p/150242/Gensuite/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (31) Ease Of Use 3.9 (84) Value For Money 4.7 (27) Value For Money 4.1 (73) Customer Service 4.9 (30) Customer Service 4.4 (79) ## Billy alternatives [4.4 (85)](https://www.capterra.com/p/88891/EHS-Management-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (111)](https://www.capterra.com/p/102848/EHS-Management-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.8 (96)](https://www.capterra.com/p/141558/DoneSafe/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.8 (129)](https://www.capterra.com/p/152559/NovaraFlex/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about Billy Overview ### Which roles and teams benefit most from Billy? Billy is most used by project coordinators, contract administrators, and operations teams that need to manage documentation, approvals, and day-to-day project workflows. Accounting and finance staff use it to track costs, invoices, and payables, while office managers and executives rely on it for oversight, compliance visibility, and smoother cross-team coordination. Answer based on 31 reviews Overview ### What company size and industries is Billy built for? Billy serves small businesses in construction first, with 74% of reviewers from small companies and 94% from construction. It is built for general contractors, specialty contractors, property managers, real estate developers, insurance brokers, agents, and commercial insurance teams, with additional use in midsize businesses at 23%, plus insurance and real estate at 3% each. Answer based on 31 reviews Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of Billy? Billy offers accounting plus risk and compliance management features such as risk assessment, risk analysis, risk scoring, compliance tracking, audit trail, and audit management. It also includes project management, task management, workflow automation, document management, access controls/permissions, reporting/analytics, and third-party integrations. Integrations ### Which third-party tools and platforms does Billy integrate with? Billy integrates with Procore. Reviewer feedback consistently describes Billy syncing insurance and compliance data, updating project records, importing subcontractor information, and supporting field visibility through Procore. No other third-party platforms appear in the provided reviewer mentions, so Procore is the only confirmed integration named here. Answer based on 11 reviews Getting Started and Support ### What training and onboarding options does Billy offer? Billy provides in person training, live online sessions, webinars, documentation, and videos. In person training supports direct instruction, live online sessions and webinars allow guided remote learning, documentation gives written reference material, and videos offer self-paced visual guidance for users getting started. Getting Started and Support ### What customer support options does Billy offer? Billy offers email/help desk, phone support, and 24/7 live rep assistance. Reviewers describe the support team as responsive and closely involved, helping identify workflow needs and resolve issues quickly. Users also mention direct communication that reduces wait times and keeps compliance and payment tasks moving. Answer based on 2 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Task Management 4.7 (20) 20.00% of 20 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Compliance Management 4.9 (18) 72.22% of 18 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Compliance Tracking 4.9 (18) 88.89% of 18 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Customizable Templates 4.4 (16) 37.50% of 16 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Real-Time Reporting 4.6 (15) 53.33% of 15 reviewers that rated this feature as important or highly important Active reporting of data and metrics Access Controls/Permissions 4.4 (14) 50.00% of 14 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Billy 40 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems System alerts about the need to escalate an issue or request Application programming interface that allows for integration with other systems/databases Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Manage, organize, and store contact information Track, store, and access client contracts or licenses Easily track all contractor information in one centralised location Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Store, manage, and track all electronic documents in a centralized location Manage, store and organize emails within the system or via third-party apps Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation Observe and track the demand, usage, progress or quality of a system, product, or user Ability to handle several projects simultaneously Manage risk that occurs from systems failure or inadequate processes Create, manage, and track policies and procedures within an organization Receive data and information in real time Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Identify, monitor, and assess risks to brands Analyze potential risks across the organization Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Reporting of risks associated with specific actions, events, or entities Assess and score risks using risk matrices Track information, qualifications, and contact details of subcontractors Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (31) 4.6 Based on 31 reviews ## Pricing Value for money 4.7 (27) ### Starting price Free trial available Value for money 4.7 (27) 4.7 Based on 27 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (30) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (30) 4.9 Based on 30 reviews ## User reviews Overall rating 4.7 Based on 31 reviews Filter by rating 5(23) 4(8) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BS Brenda S. Lead Project Coordinator Construction ### "Ease of COI Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 7, 2025 Very easy to use and navigate the program Pros The ease of reviewing COIs, responding to contractors if certificate is rejected. Cons Nothing about billy - just the tedious task of review COIs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Mckinzie C. Operations Manager Construction ### "Billy Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 4, 2023 Pros Billy is easy to use and continually gets better as they improve systems Cons Billy is confusing to vendors to check and see what is needed. There is a lot of repitition Switched from [myCOI](https://www.capterra.com/p/234580/myCOI/) MyCOI sucked. It did not make review easy for us or vendors to see Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TH Tracy H. Operations Manager Construction ### "Billy - THE All in One Compliance Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 27, 2023 From day one it has been AMAZING! and I don't say that often. But this group is the best. Brittany deserves a shout out as she is a superstar! Pros All in One and growing with the types of docs they are managing. Integration - They are working on integrating with different software Growing - This is a company that is continuing to grow. Constant upgrades Customer Service - Best I get from any company I deal with period!!!!!! Ease - Super easy to implement, use, monitor! Cons It is really hard for me to find something negative. It has been one of my favorite software experiences (and I have had oh so many). I would like to see more docs/checks go on the platform faster. i.e. check for valid contractors license, current bond, etc. Alternatives considered [myCOI](https://www.capterra.com/p/234580/myCOI/) Reasons for choosing Billy We found them at a tradeshow and the connection was immediate and strong. We liked the way this software performed, the enthusiasm of the staff and where they came from as well as where they are going with the software (i.e. more docs/checks being added) as well as integration with other software programs like Procore, etc. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BS Bobby S. IT MANAGER Construction ### "IT Admin love it!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2023 Pros Great product to keep our Risk department happy Cons Not much , they take feedback seriously and help implement change for the better Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2023 Thank you for taking the time to leave us a review! Awesome to hear that your IT Admin are loving it. We will always use your feedback to make our product better for you and your team! SP Stephanie P. VP of Finance Construction ### "Outstanding Customer Service and Streamlined product " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2023 Streamlined our process and saved us time and money. Excellent customer service. Pros Makes our lives easier, easy to use and learn Cons None, they have a great product and good customer service. Alternatives considered [myCOI](https://www.capterra.com/p/234580/myCOI/) Reasons for choosing Billy Responsive, personable team. They know construction and insurance. Care for their customers and easy to use product. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2023 Thank you for leaving a review Stephanie! We love working with you and your team and look forward to many more successful years together. AW Alison W. Assistant Risk Manager Construction ### "Thank you for making our lives easier!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2023 The platform has streamlined our process tremendously allowing us to review thousands of certificates a week and improve our process allowing us to efficiently work on getting vendors compliant as well as serve as a central hub for document control and reference. Pros The customer service and user-friendly product. Cons There are no cons to this product. The customer support team works closely with us to identify these needs and identify best workflow and enhancements as needed. Reasons for choosing Billy The team was personable, had a background in construction, and willing to listen to our needs and consider our feedback to make the product work best for us. You could tell they truly care about their customers and want to create a product for the industry. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2023 Thank you for the review Alison! It has been such a pleasure working with you and your team and you have provided us with so much valuable feedback we've implemented into the software. Looking forward to growing with you all as we keep moving forward! JS Jennifer S. Sr. Risk Specialist Construction ### "Great software!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2023 \[sensitive content hidden\] has helped our company streamline a process on reviewing Certificates of Insurance. Vendors are able to upload their COI with one easy click while we are able to request revisions and ensure each Vendor is in compliance. Pros The user friendly software allows Vendor's to easily upload their Certificate of Insurance and for our company to quickly review COI's based on compliance. Cons All features are great! No complaints! \[sensitive content hidden\] helps understand your processes and suggests new ways to ensure Vendor's are in compliance. Reasons for choosing Billy The pricing and how easy it was to navigate from each COI. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2023 Thank you for the review Jennifer! It's wonderful to hear that Billy has helped streamline your processes on reviewing COI's. We appreciate the feedback and will always take it back to the team to discuss and implement into the software. VR Veronica R. Risk Coodinator Insurance ### "billy feedback/review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 1, 2023 Compliance is a huge deal for our company usage for payment purposes and overall making sure we have the necessary insurance on file Pros Billy listens to our needs and makes sure they are able to design the software to see fit and they always try to make things easier for us. Cons I do not have complaints about billy product at this time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2023 Thank you for leaving a review Veronica! Your feedback is what makes our software great. Keep the input coming. It's always fun seeing feedback turn into features in the platform! MN Mark N. Project Coordinator Construction ### "Nexus Solutions - MN" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 31, 2023 Pros The product is very intuitive and the staff is super helpful. Cons Being able to track and request other start-up/closeout documentation would be nice. I know this is already in the works. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2023 Thank you for the review Mark! It's been a pleasure working with you and your team. The feedback your team has provided has been wonderful. We're working on the start-up/closeout feature functionality and have some other exciting things coming in the roadmap for this year and beyond! VL Val L. Admin Construction ### "Easy to use " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 30, 2023 Pros It's super easy and makes my life easier Cons Need more functionality. Great program so far, excited to see what's next Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 16, 2023 Thank you for the review Val! Feedback from users like you is the most important to us. We would love to set up time to hear what functionality you would like to see in the software. We take this feedback to the team and work to fit it into our roadmap in building new features. Please reply to this response or email support@billyforinsurance.com and we will get time on the books! [View all Reviews](https://www.capterra.com/p/219465/Billy/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.