Process Automation
Stop paying skilled people to do repetitive tasks. We design and implement automated workflows that handle the mundane work, freeing your team to focus on what actually moves the business forward.
Automation ROI at a glance
What we automate
See the before and after for the most impactful automations we deliver.
Invoice Processing
Automated invoice capture, data extraction, GL coding, and approval routing. Reduce processing time from days to minutes.
Approval Workflows
Multi-level approval chains with automatic escalation, delegation rules, and mobile notifications. No more bottlenecks waiting for signatures.
Compliance Reporting
Automated generation and distribution of compliance reports, safety documentation, and regulatory filings. Never miss a deadline.
Data Synchronization
Keep Vista in sync with your other business systems. Bi-directional data flows that eliminate duplicate entry and keep every system current.
Scheduled Processing
Batch jobs that run overnight — payroll processing, cost allocations, intercompany transfers, and period-end routines that used to consume entire days.
Document Management
Automated document routing, filing, and retention management. Contracts, change orders, and submittals flow to the right place without manual sorting.
Our automation approach
We start small, prove ROI fast, then scale what works.
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.
Identify highest-ROI targets
Not every process should be automated. We prioritize based on time saved, error reduction, and implementation complexity. Quick wins first.
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.
Deploy and monitor
Gradual rollout with monitoring and alerting. We ensure the automation handles every scenario before removing the manual fallback.
What could your team do with 200+ extra hours per month?
Book a free automation assessment. We'll identify the processes costing you the most time and map out a plan to automate them.
7 Vista Workflows That Save $20K+/Month
Free guide revealing the exact automations top construction companies use to slash costs and eliminate manual processes.