Automate document processing into Viewpoint Vista
Automate exporting data from your documents into Viewpoint Vista by integrating the Affinda Platform with your Viewpoint Vista account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from your documents into Viewpoint Vista
Subcontractor Invoices
Automatically extract data from subcontractor invoices to create AP entries in Viewpoint Vista, linking to projects and cost codes for accurate job costing.
Change Orders
Extract project details, change order numbers and values from change orders to automatically update Viewpoint Vista logs and trigger approval workflows, improving change management and reducing project delays.
Compliance Documents
Extract vendor details, expiry dates and document types from insurance certificates, safety forms and lien waivers to automatically track compliance in Viewpoint Vista and reduce project risk.
Employee Timesheets
Extract employee details, hours, project assignments and cost codes from timesheets to automatically update Viewpoint Vista payroll and job costing for accurate labor tracking and project profitability.
How to automate document processing into Viewpoint Vista
Affinda processes your documents in the background and sends data straight into Viewpoint Vista.Automatically send your documents to Affinda
Upload, email or integrate your documents as soon as you receive themAI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.See your data appear in Viewpoint Vista
Affinda sends your data straight into Viewpoint Vista, automatically populating all the extracted data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with Viewpoint Vista?
Yes. Affinda's integration with Viewpoint Vista connects your construction document processing directly to your ERP workflows. It automatically extracts, validates and syncs data from subcontractor invoices, change orders, timesheets and compliance documents straight into Viewpoint Vista.With Affinda, you can process project data faster, reduce manual entry errors and maintain complete control over your job costing and project tracking through a single, connected workflow.
How does the Affinda-Viewpoint Vista integration work?
Affinda's intelligent document processing reads construction documents from any source (email, upload or API) and instantly extracts structured data such as vendor names, project codes, cost codes, line items, hours and totals.
Once validated, this data is automatically pushed to Viewpoint Vista as AP entries, updated change order logs, payroll records or compliance tracking entries - depending on the document type. Invoices link directly to projects and cost codes, while timesheets update job costing in real time.
You can also configure custom validation rules, such as flagging invoices that exceed budget thresholds or routing expired compliance documents for immediate review.
What types of documents can Affinda process and send to Viewpoint Vista?
Affinda can extract data from any construction document type, including:
- Subcontractor invoices and receipts
- Change orders
- Insurance certificates, safety forms and lien waivers
- Employee timesheets and labor reports
- Subcontractor agreements and compliance documents
It handles both digital and scanned documents - even handwritten timesheets - using advanced OCR and AI-powered parsing to achieve over 99% accuracy across any format or layout.
Do I need to manually upload files to Viewpoint Vista?
No. Affinda automates the entire process. You have three ways to get construction documents to Affinda:
- Upload files directly to your Affinda workspace
- Forward documents via email or configure automatic email forwarding
- Integrate via API or connect your cloud storage system
Once received, Affinda automatically extracts data from your subcontractor invoices, change orders, timesheets and compliance documents, validates it and sends it directly to Viewpoint Vista - ready for project tracking and job costing.
Can I define my own validation and business rules?
Yes. Affinda lets you write custom validation rules in natural language and apply your construction business logic before any data reaches Viewpoint Vista.
For example, you can set rules to:
- Flag invoices that exceed project budget thresholds
- Verify cost codes match active project assignments
- Catch expired insurance certificates or compliance documents
- Route change orders above a certain value for additional approval
These checks ensure your Viewpoint Vista data is accurate, compliant and ready for job costing and project tracking.
Can Affinda handle bulk subcontractor invoice uploads for Viewpoint Vista?
Yes. Affinda's document processing integration is built for scale. Whether you process 20 subcontractor invoices a month or 5,000 a week across multiple projects, Affinda supports bulk uploads and straight-through automation into Viewpoint Vista.
This makes it ideal for general contractors, construction AP teams and project managers handling high volumes of subcontractor documents across multiple job sites.
How fast can I get started with the Viewpoint Vista integration?
You can be up and running in under an hour. Affinda's Viewpoint Vista integration lets you:
- Connect securely to your Viewpoint Vista environment
- Map document fields to Viewpoint Vista entities (like projects, cost codes, AP entries or payroll records)
- Start processing construction documents immediately
For enterprise teams, Affinda also offers API access and custom workflows to support deeper integration with your existing construction systems.
Is my financial data secure when using Affinda with Viewpoint Vista?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with Viewpoint Vista?
By integrating Affinda with Viewpoint Vista, you can:
- Remove manual data entry from your construction workflows and reduce costly errors
- Speed up AP processing, change order approvals and payroll cycles
- Improve job costing accuracy with automated project and cost code linking
- Stay compliant by automatically tracking insurance certificates, lien waivers and safety documents
- Gain complete visibility into document status and data quality across all your projects