--- title: "Billy Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Billy the right Compliance solution for you? Explore 31 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/219465/Billy/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-30" --- Billy 4.7 (31) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 30th, 2026 # Reviews of Billy Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews JS Jennifer S Sr. Risk SpecialistConstruction, 501 - 1,000 employeesUsed the software for: 1-2 years. “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.“ June 1, 2023 KB Kristyn B Accounting AssistantConstruction, 51 - 200 employeesUsed the software for: 6-12 months. “I found that the most useful aspect of Billy is that the information from the documents is automatically transferred over to the side navigation bar.“ May 16, 2023 CO Carolanne O Accounting ManagerReal Estate, 2 - 10 employeesUsed the software for: Less than 6 months. “The software is user friendly and Billy is adding different features that we can grow with to accomplish our goals for COI's and other vendor documents.“ May 16, 2023 EM Eileen M Contract & ComplianceConstruction, 51 - 200 employeesUsed the software for: 6-12 months. “The links provided in the email are easy to use, and once the subs were used to using the platform, they appreciated how easy it was to use.“ May 23, 2023 ## Showing most helpful reviews Showing 1-25 of 31 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Managing Director Used the software for: 3-5 years ### "Billy for Insurance Compliance Tracking " May 19, 2023 5.0 Billy allows us to centralize all vendor insurance certificates in one place, which streamlines our entire insurance tracking process. Pros Our team of 5 project accountants uses Billy to track sub-contractor and owner direct insurance compliance across approximately 60 projects. We love that Billy is user friendly, summarizes compliance status across all projects, and saves us significant time as compared to our previous system of manually tracking insurance compliance in excel spreadsheets. Cons Some additional report options may be a useful feature. Review Source R Reviewer Operations Manager Used the software for: Less than 1 year ### "Billy Review" December 5, 2023 4.0 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 Review Source R Reviewer Project Manager Used the software for: Less than 1 year ### "Simple and Easy" May 23, 2023 4.0 Overall positive though very limited. If we see a need, we may continue to expand our use of its provided services. Pros My use is for simple insurance compliance. The program meets out need however limited. Cons I wish there was a project summary report or automated reminders. That would make my job easier. Review Source R Reviewer Accounting Assistant Used the software for: Less than 1 year ### "Menemsha Billy Review, Kristyn" May 17, 2023 5.0 I have been using Billly for insurance for over six months and I have had a great experience with using the program and collaborating with their team. Billy has asked for our feedback and implemented many changes based on our suggestions. \[sensitive content hidden\] has also given quick responses anytime there was a bug or question and helped to resolve it. Pros I found that the most useful aspect of Billy is that the information from the documents is automatically transferred over to the side navigation bar. It makes reviewing insurance faster and limits the scope of error from typing manually. Another impactful aspect is the availability to export the information to an excel document. This makes a major impact on my process when I need to transfer large amounts of data weekly into our accounting system. Cons One aspect of Billy that could be improved is the addition of customizable review options for specific vendors. We have certain acceptations for Umbrella coverage and based on the state the vendor is located and could really benefit from Billy automatically picking up on these details. Review Source R Reviewer Assistant Risk Manager Used the software for: 1-3 years ### "Thank you for making our lives easier!" June 2, 2023 5.0 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. Review Source R Reviewer Office Manager Used the software for: 1-3 years ### "Awesome service!" May 17, 2023 4.0 My experience with Billy has been awesome. There is so much value in this product, especially in the construction industry, we are constantly looking for ways to be more efficient and productive with our time.Billy has helped us with that. Pros What I like about Billy the most is that it gives me a place where I can store vendors paperwork. The software is easy to navigate and helps promote organization in my office. Cons There is not much that I do not like, but there are some glitches every now and then. Nothing major. Review Source R Reviewer Accounting Manager Used the software for: Less than 1 year ### "Very Happy to Have Found Billy!!!" May 17, 2023 5.0 It has been an excellent experience and look forward to working with them for years to come! Pros I think the customer service is fantastic. \[sensitive content hidden\] has been with us since day one. She is very knowledgeable, patient and very easy to communicate with. If she doesn't have an answer immediately, she will get one ! The software is user friendly and Billy is adding different features that we can grow with to accomplish our goals for COI's and other vendor documents. Cons I don't there is anything I actually dislike about Billy. They have promised and come through with new features that are really helpful and continue to do so. We made the right choice. Review Source R Reviewer Risk Coodinator Used the software for: Less than 1 year ### "billy feedback/review" June 2, 2023 5.0 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 R Reviewer Sr. Project Coordinator Used the software for: Less than 1 year ### "Gets the job done!" May 21, 2023 4.0 Pros easy friendly system.. quick turnaround! Cons kind of repetitive initially- we repeat ourselves often with what subs do and don't need tracking. Review Source R Reviewer Contract Administrator Used the software for: Less than 1 year ### "1st time user of Billy" May 23, 2023 5.0 Pros The customer support is outstanding. Turn around time on questions is very quick. Communication is key. Cons It would be nice to be able to have more than 1 contact for a subcontractor. Review Source R Reviewer Operations Manager Used the software for: 1-3 years ### "Billy - THE All in One Compliance Platform" November 29, 2023 5.0 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. Review Source R Reviewer Construction Administrator Used the software for: Less than 1 year ### "Billy is the best decision we have made regarding insurance tracking. " May 23, 2023 5.0 So far it has been WAY beyond our expectations. The amount of hours spent by our admin staff on insurance compliance and chasing has been cut by more than 1/2. Pros Their team! I cannot say enough about their customer service and live chat. The way they work with us to make sure we are as efficient as possible is amazing. They continually go above and beyond. Billy immediately updates compliance and allows us to manually upload and override any issues. We have shaved off days and hours of wait time for both our company and our subcontractors wait time to get paid. Cons I would like to options to "sort" columns and rows to view our home pages/dashboards to the view that we would like to see. For example, we would like to move our project # to be the first column vs the project name. Or we would like to be able to put the project # in ascending order if we want. This is minor in comparison to what Billy has done for us so it is something we are willing to get used to. Review Source R Reviewer Assistant Controller Used the software for: 1-3 years ### "Billy Makes Vendor Compliance Possible" May 23, 2023 5.0 We were struggling with the volumne of emails regarding insurance. There was no easy way to track which subs needed insurance and which endorsements were missing. Billy has provided an amazing application which allows us to save the compliance documents, follow up easily when something is non-compliant and it systematically prompts the vendor to submit renewal documents. It has reduced our emails significantly and allows our entire team to see the vendor status in real-time. Pros The Team at Billy are the Best of the Best! The Application is simple to use and has made a major POSITIVE impact on our workflow. It has reduced the number emails regarding insurance by at least 90%. This has allowed our team to focus on value added processes. Due to the volume we were always reactive when it came to getting the documents. Billy has allowed us to be Proactive and work wtih our subcontractors in a timely and efficient way. Cons I have asked for the World from the Billy team and they have delivered! No system will be exact to everyone's specification, however, they always try to provide a work around if our request is not possible. Review Source R Reviewer Controller Used the software for: Less than 1 year ### "Billy saves you time and money" November 5, 2021 5.0 We use the software to replace our original method of keeping up with my vendors by spreadsheet and ring binders. I can keep all of my vendors applications, W9s, insurance certificates in one software. It tells us who is compliant, who is not, and it automates sending out expirations and renewals of the documents in the platform. Pros We are very pleased with our overall experience with the team at Billy. Their customer service is outstanding and very responsive. They develop features very quickly and they solve real problems that save us lots of headaches, time and make us that much more efficient. Cons Not much, just minor things that could make life better such as export capabilities into other platforms. Review Source R Reviewer Contract & Compliance Used the software for: Less than 1 year ### "Billy review" May 24, 2023 5.0 Pros Billy is easy to use, on the user end as well as the subcontractor end. The links provided in the email are easy to use, and once the subs were used to using the platform, they appreciated how easy it was to use. Cons The only item I struggle with (and I know the team is working on a solution) is that I'm not able to see the emails that the platform sends on our behalf. However, if I have a particular question, all I need to do is contact our customer success rep and she is able to give me the information I'm looking for immediately. Review Source LW Loryn W. Assistant Project Coordinator Used the software for: Less than 1 year ### "Allen Harrison " May 23, 2023 4.0 We love this platform for insurance tracking. We struggled for a while with finding one that would be a right fit, so far all of our vendors/consultants haven't had any trouble accessing the platform and loading documents. Pros You don't need a log in/ user to upload insurance, it's synced with our construction platform (Procore) and the compliance team is quick to respond and are very helpful. Cons The transfer of documents from our previous platform was a bumpy road, sometimes it feels like documents are reviewed too fast and errors are made. Review Source R Reviewer VP of Finance Used the software for: 1-3 years ### "Outstanding Customer Service and Streamlined product " June 2, 2023 5.0 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. Review Source R Reviewer Sr. Risk Specialist Used the software for: 1-3 years ### "Great software!" June 2, 2023 5.0 \[sensitive content hidden\] 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. Review Source Brenda S. Lead Project Coordinator Used the software for: 3-5 years ### "Ease of COI Review" April 11, 2025 5.0 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 R Reviewer Contract Administrator Used the software for: Less than 1 year ### "Managing Insurance Compliancy Simplified" May 17, 2023 5.0 Their professionalism and creating a program that makes my work duties so much easier has been a real lifesaver the past few weeks that we have been using it. Pros Once the integration took place from our old tracking system to Billy, it runs so smoothly and is so easy to use! Cons The only feature we would like to see integrated into the program is a way to sort the project # column. Review Source R Reviewer Senior Compliance Specialist Used the software for: Less than 1 year ### "Billy has transformed our COI management system for the better. " May 17, 2023 5.0 I have had an excellent experience with Billy to date. Pros No longer have to email COI requests. One repository for all COIs. Sleek, functional, easy to use. Customer support is out of this world fantastic and responsive. Cons I wish there was a way to require the additional insured documents and COIs are all saved as 1 PDF. Review Source R Reviewer Project Coordinator Used the software for: Less than 1 year ### "Nexus Solutions - MN" June 1, 2023 5.0 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 Alison W. Project Coordinator Used the software for: Less than 1 year ### "Alison" May 23, 2023 5.0 Pros Easy to review insurance certificates and info is autofilled Cons If a trade partner is not needed, no easy way to just delete them. I do not like that we do not get notifications when certs are uploaded on our projects Review Source R Reviewer Administrative Assistant Used the software for: Less than 1 year ### "Love it!" May 25, 2023 5.0 Pros Billy has made the COI reviewing process quick & easy. Cons Everything is great, I don't think anything needs to be improved yet. Review Source R Reviewer Administrative Assistant Used the software for: Less than 1 year ### "User Friendly" May 17, 2023 5.0 All is good Pros Works with Procore makes it easy to work with Cons No answer at this time for I like the softeware Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.