Need help with your Billy and Sage Intacct integration? We're here for you, and we respond fast. Our team aims to reply within 5 minutes during support hours.
Whenever an issue comes up, we open and manage a support case on your behalf, track it to resolution, and keep you (and Sage Intacct, when relevant) updated the whole way through.
The fastest way to reach us
Email us at support@billyforinsurance.com.
Every email automatically creates a tracked support case, and you'll get a confirmation with your case reference so you can follow along and reply at any time.
All the ways to get help
💬 Live chat
Click the chat icon in the bottom right corner of the Billy web app or our website to start a conversation with our support team. Your chat is saved as a support case, and we'll email you the reference and transcript so you always have a record.
Send your question to support@billyforinsurance.com, the quickest and easiest channel. We'll open your case and reply right away.
🌐 Web inquiry
Visit our Sage Intacct Integration page.
Open the messenger using the chat icon at the bottom right.
Choose "Send us a message," describe what's happening, and submit. We'll take it from there.
📞 Phone
We don't have an inbound support hotline, but if you share your phone number we're happy to call you directly to work through the issue together.
📅 Book a time
Can't catch us live? Schedule a time that works for you and we'll meet you then.
What to expect after you reach out
We confirm your case. You'll receive a case or ticket reference by email so you can track and reply.
We prioritize it. Every case is triaged so the most urgent issues get worked first:
P1, High: Integration down or data not syncing, which is business critical. We work it continuously until it's resolved.
P2, Medium: Partial or degraded functionality with a workaround. Typically resolved in 1 to 2 business days.
P3, Low: Questions, configuration help, or feature requests. Typically resolved in 3 to 5 business days.
We keep you updated. We own the case end to end and follow up with you (and loop in Sage Intacct if the issue involves their side) until everything's working.
What helps us help you faster
When you reach out, it speeds things up if you can include:
A short description of what you were trying to do
What you expected versus what actually happened
Any error message or screenshot
The vendor, project, or contract affected (if applicable)
The best phone number to reach you, if you'd like a call
Want to learn more about the integration?
Visit our Billy + Sage Intacct Integration page for an overview of how Billy syncs vendor prequalification, compliance, projects, and contracts with Sage Intacct.
We're glad you're here. Reach out any time at support@billyforinsurance.com.