AP Wizard

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AP Wizard is a Vista ERP-native accounts payable automation platform built specifically for construction contractors running Trimble Viewpoint Vista ERP. Unlike generalist AP tools that sit alongside an ERP and require staff to operate parallel systems, AP Wizard works inside Vista's data model, replacing manual workflows across Vista's AP, Job Cost, Purchase Order, Inventory, and Service Management modules with a single automated invoice-to-post process. The platform automates invoice capture and data extraction using OCR and AI, applies AI-assisted coding to GL accounts, jobs, phases, and cost types using Vista's configuration hierarchy, and routes invoices through configurable multi-level approval workflows with delegation, dollar thresholds, and exception handling. It supports two-way and three-way PO matching against Vista purchase orders and receipts, subcontractor compliance and lien waiver tracking, and audit-ready posting directly into Vista subledgers and the General Ledger. A vendor self-service portal handles invoice submission and payment status inquiries. AP Wizard is built for the Office of the CFO at construction companies running Vista — general contractors, specialty contractors, and self-performing builders ranging from mid-market to enterprise. Customers typically consolidate four to six Vista module workflows and one or more third-party AP tools into a single platform, reducing invoice-to-pay cycle time, eliminating duplicate data entry, and lowering the training burden on AP staff. Delivered as SaaS with subscription-based pricing and optional volume tiers for high-throughput enterprises. Operated by Olsen Consulting (OlsenAI), a Trimble Viewpoint partner specializing in Vista construction ERP.