Billy's Sage Intacct integration keeps your vendor, compliance, project, and contract data aligned across both systems. This article explains exactly what moves between Billy and Sage Intacct, and in which direction, so you and your finance team always know where each piece of data lives.
How the Integration Works
The integration starts in Billy with vendor prequalification. When you vet and onboard a subcontractor, Billy creates a vendor record, and that vendor syncs into Sage Intacct. From there, compliance, projects, and contracts stay aligned between the two systems.
At a high level:
Vendors sync both ways between Billy and Sage Intacct.
Vendor compliance (global compliance) is written from Billy to Sage Intacct.
Projects flow from Sage Intacct into Billy.
Contracts (purchase orders and subcontracts) are aligned between the systems.
Contract compliance is written from Billy to the matching Sage Intacct records.
Prefer a visual? See the full integration flow diagram on our Sage Intacct Integration page.
Global Level: Vendors & Vendor Compliance
At the global (company) level, the integration keeps your vendor master records and their overall compliance status in sync.
Billy | Direction | Sage Intacct |
Vendor | Syncs both ways | Vendor |
Vendor Compliance (Global Compliance) | Billy to Sage Intacct | Vendor Compliance |
Vendors created through prequalification in Billy appear in Sage Intacct, and updates made in either system keep the two records aligned. Global compliance, which reflects whether a vendor meets your company-wide requirements such as COIs and W-9s, is written from Billy to Sage Intacct so your finance team sees compliance status right alongside the vendor.
Project Level: Projects, Contracts & Contract Compliance
At the project level, the integration brings your Sage Intacct projects into Billy and writes contract-specific compliance back to your purchase orders and subcontracts.
Billy | Direction | Sage Intacct |
Project | Sage Intacct to Billy | Project |
Vendor Contract Compliance | Billy to Sage Intacct | Purchase Orders / Subcontracts |
Your projects originate in Sage Intacct and flow into Billy, so your construction jobs stay consistent across both systems without re-entry. Contract-level compliance, which reflects whether a vendor meets the requirements tied to a specific purchase order or subcontract, is written from Billy back to the matching Sage Intacct record.
How Often Data Syncs
The integration updates in near real time as changes happen, and also runs a nightly reconciliation to make sure both systems stay aligned. If a vendor's compliance changes or a new project is added, you do not have to wait or trigger anything manually.
Questions?
If you have any questions about what syncs or need help with the integration, reach our team in the in-app chat or email support@billyforinsurance.com. We respond within 5 minutes during support hours.