Vista ERP consulting
for modern finance

We make Vista work harder for construction finance teams.

Think implementations, integrations, and insight that make you more profitable and productive.

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ERP Implementation & Optimization
Custom Vista Tools & Integration
Reporting & Business Intelligence

Configure your Vista for how construction really runs

Work with the same specialists who configure your job costing, build your integrations, and go live in your environment.

We move fast because there’s no translation layer between what you need and what gets built, and we optimize continuously so Vista evolves as your business does.

Trusted by Trimble to fix and optimize Vista ERP integrations

We design, integrate, and deploy solutions that bring lasting ROI

Projects go live in weeks, sometimes days, without disrupting operations

ERP Implementation & Optimization

We specialize in end-to-end ERP services, including new builds, upgrades, rescue, and optimization.

Stable, audit-ready environments: We correct data structures, rebuild job and vendor setups, and eliminate the errors that quietly distort reporting.

Rescue implementations: We resolve configuration issues and restore reliable system performance for teams so that Vista is running at full strength.

Training that sticks: We grow internal capability with practical, Vista-specific training for finance and project teams.

Custom Vista Tools & Integrations

Over the years, we’ve built tools that fix the gaps every contractor encounters. Each one was developed for a real client problem and tested in production before becoming part of our toolkit.

Digital sign-off on any Vista document like vendor agreements and lien waivers. Fully embedded with Vista so documents move automatically through approval.

A detailed view of every user permission and potential risk. The workbook identifies weak spots and helps administrators tighten controls before audit season

Automates subcontractor payment timing by linking AR cash receipts to AP invoices so payments align with real cash flow and vendor relationships stay strong.

Vista doesn’t handle SL Compliance down to the transaction level for things like lien waivers. We’ve solved that and integrated it into our DocuSign workflow for a seamless lien waiver solution built right into Vista.

Connects Excel and Vista to simplify how teams update job progress. Cost and progress data are pulled into Excel then validated and posted back to Vista with a single click to keep data fully in sync.

Dashboards highlight key failure points in business processes and configurations that lead to poor data quality so that teams can quickly identify and resolve issues before they impact reporting or automation.

“They are the only consultants I’ve worked with who could understand both the accounting and operations sides, deliver reliable reports, and keep improving our ERP on the timeline they promised.”
Julie Weiss
Controller, Ideal Contracting
“The Docusign integration was running in about two weeks. We made it more complex for our own internal process, and it still worked flawlessly. Years later, it continues to just work.”
Chris Bonnell
Director of Accounting Technology, Helm Group

Reporting & Business Intelligence

Olsen designs reporting environments that make finance data reliable and fast to interpret. Controllers get visibility across entities so project teams see live numbers instead of waiting for manual exports.

Interactive dashboards for job cost, AP, and cash flow, built on your Vista schema for full accuracy and refresh speed.

For teams already using BI, we fine-tune models and relationships so refreshes are quick and figures reconcile with Vista.

Automated, production-ready reporting that cuts manual formatting time. Ideal for financial statements, billing summaries, and compliance documentation.

Linked directly to Vista data, the connection both pulls data from Vista and pushes updates back to Excel, giving users full two-way control and ensuring everyone is always working from the same source of truth.

Match data across AP, AR, and GL modules automatically. Discrepancies surface early, before they affect month-end close.

See performance patterns, margin risk, and cash exposure clearly, without another layer of software or manual entry.

Choose the job and load the report with the click of a button. Review metrics to ensure your company and subcontractors are meeting compliance criteria.

Interactive dashboards for job cost, AP, and cash flow, built on your Vista schema for full accuracy and refresh speed.

For teams already using BI, we fine-tune models and relationships so refreshes are quick and figures reconcile with Vista.

Automated, production-ready reporting that cuts manual formatting time. Ideal for financial statements, billing summaries, and compliance documentation.

Match data across AP, AR, and GL modules automatically. Discrepancies surface early, before they affect month-end close.

Linked directly to Vista data, the connection both pulls data from Vista and pushes updates back to Excel, giving users full two-way control and ensuring everyone is always working from the same source of truth.

See performance patterns, margin risk, and cash exposure clearly, without another layer of software or manual entry.

Choose the job and load the report with the click of a button. Review metrics to ensure your company and subcontractors are meeting compliance criteria.

Docusign Wizard

See Docusign Wizard
in action

Book a personalized demonstration to see how Docusign Wizard can support your organization’s existing approval and signing processes.

We’ll walk through the platform, discuss your current workflows, and show how the integration can be configured around the way your team already works in Vista.

Docusign Wizard

Get in touch with a Vista expert

Walk away with a clear plan to repair what’s breaking your data and connect the systems that should be working together.

Engage a Consultant