Billy alternatives: compare the document workflow
Quick answer
Start with the job your team needs to finish. Billy publishes a construction insurance and vendor-compliance platform with a broad integration set. SubLien brings lien waivers, COI review, W-9 source files and agreement signing onto the same vendor record. Compare one real document packet in each demo before deciding.
An evaluation guide from SubLien
Sublien LLC publishes this page and sells SubLien. We have checked the linked Billy sources, not run a hands-on Billy evaluation. No winner score or unverified feature absence is implied.
When Billy belongs on your shortlist
Billy describes collection of COIs, W-9s, licenses and other compliance documents on its product page. Its integration directory lists construction and accounting systems including Procore, Autodesk, Sage, CMiC and Viewpoint Vista. Consider that breadth if your requirement is an insurance program connected to one of those systems.
Its AI Review Assistant documentation shows review questions, citations and pass/fail results. Ask who checks each result, how exceptions are resolved and which review services your proposal includes. Its API documentation is useful if you need a custom integration. Confirm pricing and the exact scope directly with Billy.
When to evaluate SubLien alongside it
Take a packet containing a waiver, certificate, W-9 and subcontract agreement. In SubLien, those are four separate workflows on one vendor record: prepare and send the selected waiver; check COI prefill beside its source; retain the W-9 file; and collect a vendor signature, assigned owner/admin countersignature or requested upload.
Use it standalone over email or connect Procore or QuickBooks Online/IES, one provider per organization. The QuickBooks connection carries supported vendor and bill facts; COI reviews stay in SubLien. SubLien does not process payments, provide insurance coverage decisions or offer lien filing.
From $199/month or $1,990/year for up to 50 vendors. Unlimited lien waivers, COI reviews and W-9 collection for your included vendors. See every vendor tier or inspect the four-workflow walkthrough.
Bring these five questions to both demos
- Can we follow one subcontractor from document request to the returned file and recorded review?
- Which certificate and endorsement fields are read, and where does a person check the source?
- Are agreement preparation and countersigning included, or does another product handle them?
- Exactly what syncs with our accounting system, in which direction, and how are errors handled?
- What is the total price for our active vendors, users, projects, review services and integrations?
Keep existing signed documents and their evidence when changing tools. Start with new requests after confirming the vendor roster, requirements and forms your organization intends to use.
Questions about switching
- Is SubLien a replacement for every Billy workflow?
- No. Evaluate your actual requirements. Billy publishes construction insurance tracking, vendor prequalification, multiple ERP integrations and API capabilities. SubLien focuses on lien waivers, COI review, W-9 source files and vendor documents, with standalone use or one optional Procore or QuickBooks Online/IES connection at a time.
- Do both tools let vendors respond without a login?
- Billy's public site says vendors or brokers can upload without a login. SubLien also uses secure emailed links without subcontractor accounts or fees. This is a shared capability, not a SubLien-only advantage.
- Does SubLien's AI approve insurance coverage?
- No. AI prefills COI fields with source references. Your team checks the source, compares recorded fields with its configured requirements and records its review. W-9s remain source files and are not read or extracted by SubLien.
- What does SubLien cost?
- From $199/month or $1,990/year for up to 50 vendors. Unlimited lien waivers, COI reviews and W-9 collection for your included vendors. Every published tier includes all four workflows, unlimited users and projects. Capacity is based on active vendors counted once across projects. Plans are arranged through a demo.
See the certificate beside the rest of the vendor packet.
Choose a COI, waiver or agreement workflow for a 15-minute demo. We’ll show the sender and vendor experience.