For contractors on vista and procore

Vista and Procore that agree at month-end

Project teams work in Procore while accounting runs on Vista. Jobs, vendors and cost codes are keyed twice, commitments drift between the two systems, and month-end reconciliation turns into a hunt for which side is right.

Viewpoint Vista
Procore
Microsoft Fabric
Power BI

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Sound familiar?

Every new job, vendor and cost code is set up in Vista and then again in Procore.
Procore cost and Vista job cost disagree, and nobody can say which side is right without an export and a VLOOKUP.
The WIP schedule is rebuilt by hand every month from exports of both systems.

What we'd build first

1
Vista to Procore sync you can monitor
Jobs, vendors and cost codes set up once in Vista appear in Procore, and commitments and costs move between the two on a schedule. Failed records become tasks with the payload and the error.
Procore and Vista integration
2
Nightly job cost reconciliation
A nightly cross-check of Procore cost against Vista job cost, with every difference listed and traced to the system to fix.
Job cost reconciliation
3
A WIP schedule that builds itself
WIP from Procore and Vista every night, earned revenue and over/under billing calculated one agreed way, and month-end figures frozen as reported.
Automated WIP schedule

Who you'd work with

At Viewpoint, Nearmap, and Trimble, Charley connected ERPs (Viewpoint Vista and Spectrum most of all), schedules, cost systems, and field tools for contractors and owners across the country. Most recently, as an Integrations Engineer on Trimble App Xchange, he built connectors and MCP servers for Vista, ProjectSight, Accubid, PowerFab, and Trimble Connect. The information was almost always there. What teams lacked was a reliable path from that data to a report or action they could trust.