Construction Compliance Software Product Updates | Procore, Sage Intacct & AI Review

Описание: Construction compliance is complex—and small gaps like missing endorsements, expired COIs, or unclear requirements can delay payments and increase risk.

In this Billy Product Updates webinar, we walk through the latest enhancements to our construction compliance software, including new integrations, AI-powered document review, and workflow improvements designed to help construction teams save time and reduce risk.

What’s covered in this product update:

✅ Microsoft Entra (SSO) integration for simpler, more secure login
✅ Improved vendor experience to reduce back-and-forth on compliance documents
✅ AI Review Assistant for faster COI and endorsement review
✅ Procore integration + Side Panel for vendor compliance visibility inside Procore
✅ Report Subscriptions for automated compliance tracking
✅ Sage Intacct integration connecting compliance to accounting workflows
✅ Insurance Wallet to streamline certificate of insurance requests and renewals

Why it matters

Billy helps construction teams manage vendor compliance, certificates of insurance (COIs), and document review across the systems they already use—like Procore and Sage Intacct—while adding AI to speed up review and decision-making.

This update is especially relevant for:

General Contractors managing subcontractor compliance

Finance and accounting teams handling payment holds and audits

Risk and compliance teams reviewing insurance documents at scale

Chapters

00:00 Introduction and Welcome
01:21 Team Introductions
04:06 Overview of New Product Updates
06:50 Microsoft Entra Integration
10:02 Improved Vendor Experience
12:53 AI Review Assistant Enhancements
16:08 Procore Integration & Side Panel
19:54 Report Subscriptions
22:43 Sage Intacct Integration Demo
25:34 Insurance Wallet Overview
31:46 Q&A
52:32 Closing & What’s Next

Learn more about Billy

👉 Construction compliance software: https://billyforinsurance.com

👉 Schedule a demo: https://billyforinsurance.com/demo