Sub Specialty Contractor

We just transitioned to Vista last June and have since implemented Unanet for our CRM.  We are now in the process of implementing Project Sight for Project Management.  I was hoping to find others who also use Vista and Project Sight and/or Unanet.  I would love to know best practices and things to watch out for!

Also, any Vista users successfully implement AI for their AP?  We have high volume and are just starting down the path of looking at what Vista and others can do to help automate AP.

Thanks all!

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Jennifer Tindal CPA, CCIFP
CFO
MSS Solutions, LLC
Charlotte NC
(704) 943-1722
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Great to hear you're exploring AP automation with Vista! We've seen a lot of finance teams in construction get big time savings once they add true AI-based capture and approvals on top of their ERP. If you're open to looking beyond Vista's built-in tools, MakersHub works really well for high-volume, project-based AP, and uses a proprietary AI that is built in house to extract line item detail. Happy to share what that setup looks like if you're interested.

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Farah Shalwani
Head of Product Marketing
MakersHub
Austin TX
(469) 371-6556
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