Vista-native intelligence
built for the realities of finance data
Vista stays your source of truth. AP Wizard fills it automatically, with 80-95% coding accuracy that improves as it learns. Here’s why four out of five finance teams who try AP Wizard can’t imagine working without it.
10-100x
more invoices processed by the same team
30 min
IT setup with live data in days
Instant
statement reconciliation
100k+
in annual headcount savings captured by clients
One connected workflow from inbox to ERP
Invoices and statements that arrive in your AP inbox move directly into Vista for coding, review, and approval. The link between email and ERP eliminates manual entry, duplicate files, and lost documents while giving teams full visibility from start to finish.
Reliable data from incomplete inputs
AP Wizard fills in missing codes, job numbers, and tax fields so invoices post correctly the first time. Reports stay consistent, reconciliations take less time, and finance leaders gain confidence in every number.
Accuracy that compounds
Each review teaches the system to recognize your patterns. Accuracy rises, review time drops, and teams focus on analysis and cash flow instead of repetitive checks.
Live in days, value in weeks
Setup takes about 30 minutes of IT time. Within two weeks, most clients process live invoices and see measurable gains in accuracy, visibility, and speed without disrupting daily work.
“Errors were inevitable when we keyed invoices ourselves. People would pick the wrong vendor or type the wrong amount, and sometimes you’d catch it and sometimes you wouldn’t. With AP Wizard, that weight is gone. We can finally trust that what’s in Vista is clean.”
“With AP Wizard, one PDF with 100 invoices became 100 invoices automatically — that alone was a game-changer. Within three weeks of using the tool, our team members did not want to go back to processing them directly into Vista.”
See why 80% of teams choose AP Wizard
AP Wizard delivers measurable results fast, without long implementations or workflow risk.
01
Fast to value
Go live in a matter of days and see automation working on your real data almost immediately.
02
Minimal IT lift
Implementation requires less than an hour of technical time and no system downtime.
03
Uninterrupted operations
Your existing workflows stay in place while automation runs safely in parallel.
Built for Vista. Designed for AP.
Proven across leading construction teams.
These are just a few of the AP features fellow CFOs, Controllers, and AP Managers love.
AP Wizard Overview
Invoice Intake & Processing
Capture invoices directly from your inbox and split large PDFs into individual, process-ready invoices. AP Wizard handles PDFs, Excel, and images automatically, cleaning and formatting them so invoices enter Vista in seconds.
Statement Reconciliation
Reconcile vendor statements in seconds with a single view of invoices that are paid (with check numbers), pending, or missing. Cut hours of running multiple Vista reports, reviewing spreadsheets, and close gaps with one-click emails to request missing invoices or confirm status.
Header & Line-Level Coding
Combine historical coding with AI analysis of invoice content to suggest accurate coding across all invoice item lines. Learn continuously from corrections so every invoice gets faster, smarter, and more precise over time.
Data Quality Dashboard
Scan Vista for missing fields, duplicates, or setup gaps, and catch invoice-level errors before they post. From missing POs and duplicate invoices to reviewer issues, AP Wizard flags problems with clear visual warnings and workflows to resolve them.
Discount Capture
Flag early-pay discounts automatically and see the dollars at risk before they slip through. AP Wizard validates terms and dates so finance teams consistently capture savings that would otherwise be lost.
Tax Validation
Apply the right tax across locations, vendors, and exemptions. AP Wizard predicts codes, flags discrepancies, and streamlines exemptions. Built-in workflows let you flag incorrect charges and send exemption certificates back to vendors in Vista.
Layer AP Wizard over your existing process
01
Connect you inbox
When an invoice or statement arrives, it’s pulled straight from Outlook and created as a task in Vista.
02
AI-powered coding
Past invoices teach AP Wizard how your team codes. Jobs, POs, and cost types are suggested automatically.
03
Validation & compliance
Before anything posts, AP Wizard checks for duplicate invoices, missed discounts, and tax mistakes.
04
Reconciliation & visibility
Vendor statements are automatically matched to Vista so you see what’s paid, what’s pending, and what’s missing.
OlsenAI
AP Wizard is only the start
We’re building a 2026 AI-Enablement Cohort for five construction companies ready to scale automation across receivables, payroll, and compliance not just AP.
If you’re looking for a partner who deeply understands Vista and can carry your finance strategy above the rest, this is your invitation to apply.
Your AP team deserves a Wizard
Book your 30 minute setup call, get AP Wizard free for 30 days.