Invoice Processing
Automated invoice capture, data extraction, GL coding, and approval routing. Reduce processing time from days to minutes.
Before
45 minutes per invoice, 3 people involved
After
2 minutes, fully automated with exception handling
Process Automation
Manual invoice entry, multi-day approval chains, re-keying data across systems, CSV exports between Vista and everything else — all of it is automatable. We’ve been building these automations on Vista for 10+ years. AP automation on Shadforth’s ShadConnect delivered a 1000% speed improvement on invoice matching.
The Numbers
Automation ROI at a glance
80%
Reduction in Manual Data Entry
200+
Hours Saved Per Month
95%
Fewer Processing Errors
3x
Faster Approval Cycles
What we automate
See the before and after for the most impactful automations we deliver.
Approval Workflows
Multi-level approval chains with automatic escalation, delegation rules, and mobile notifications. No more bottlenecks waiting for signatures.
Before
Paper forms, email chains, 5-day average approval time
After
Digital workflow, mobile approvals, same-day turnaround
Compliance Reporting
Automated generation and distribution of compliance reports, safety documentation, and regulatory filings. Never miss a deadline.
Before
Manual compilation from 4 systems, quarterly scramble
After
Auto-generated monthly, distributed to stakeholders on schedule
Data Synchronization
Keep Vista in sync with your other business systems. Bi-directional data flows that eliminate duplicate entry and keep every system current.
Before
Manual re-keying, daily data discrepancies
After
Real-time sync, single source of truth, zero re-entry
Scheduled Processing
Batch jobs that run overnight — payroll processing, cost allocations, intercompany transfers, and period-end routines that used to consume entire days.
Before
Full-day manual process every month end
After
Automated overnight batch, results ready by morning
Document Management
Automated document routing, filing, and retention management. Contracts, change orders, and submittals flow to the right place without manual sorting.
Before
Manual filing, lost documents, version confusion
After
Auto-classified, auto-filed, full version history
Our automation approach
We start small, prove ROI fast, then scale what works.
1
Map your current processes
We shadow your team to understand how work actually flows — not how it's documented. This reveals the real bottlenecks and automation opportunities.
2
Identify highest-ROI targets
Not every process should be automated. We prioritize based on time saved, error reduction, and implementation complexity. Quick wins first.
3
Build and validate
We build the automation, test it with real data, and validate with your team. Edge cases and exceptions are handled — not ignored.
4
Deploy and monitor
Gradual rollout with monitoring and alerting. We ensure the automation handles every scenario before removing the manual fallback.
Explore our other services
Frequently asked questions
What Vista by Viewpoint processes can be automated?
Almost any repetitive manual workflow in Vista can be automated — AP invoice processing, multi-level approval chains, compliance reporting, data synchronization between Vista and other systems, scheduled batch processing (payroll, cost allocations, period-end routines), and document management. We start with the highest-ROI targets first.
How much time does AP automation save on Vista?
Typical AP teams recover 30+ hours per month. Invoice processing drops from 45 minutes per invoice to under 2 minutes with automated capture, coding, and routing. Shadforth Civil Engineering achieved a 1000% speedup on AP invoice matching through custom Vista automation built by MRU.
What is the ROI on Vista process automation?
ROI depends on your volume and current manual effort. A typical Vista automation engagement pays for itself within 2-4 months through labour savings alone. We scope honestly and quote hourly or fixed-price — we will not propose automation that does not have a clear business case.
Do you automate approval workflows in Vista?
Yes. We build multi-level approval chains with automatic escalation, delegation rules, mobile notifications, and audit trails. PO approvals, change order signoffs, AP invoice routing, and custom approval sequences — all integrated with Vista and accessible from mobile devices.
Vista process automation, scoped for free.
Book a free 30-minute scoping call. We\u2019ll talk through your manual workflows, flag what\u2019s worth automating first, and quote the work hourly or fixed-price. No obligation.
Book a Free Scoping Call
30 minutes. No obligation. Hourly or fixed-price if we work together.