Billy + Viewpoint Vista Integration for Construction Compliance

Automated COI Tracking, W-9 Collection, and Vendor Compliance. Built for Construction Accounting Teams

If you use Viewpoint Vista as your construction ERP, you already know the pain: vendor onboarding lives in email threads, compliance spreadsheets, and last-minute AP holds. Billy streamlines that workflow by centralizing vendor compliance (COIs, W-9s, licenses, and more) and keeping it operationally useful for accounting and project teams, so you can reduce risk without slowing down payments.

Viewpoint Vista’s compliance tracking can directly impact Accounts Payable and related modules. Billy is designed to complement those workflows by making document collection, validation, and renewal follow-up automated and auditable.

What you can do with the Billy & Vista integration

1) Automate COI collection and renewals

Stop chasing certificates. Billy requests COIs from vendors, tracks expiration dates, and automatically sends renewal reminders—so compliance doesn’t break at the worst time.

2) Collect W-9s once and reuse them everywhere

Vendors upload a W-9 (or snap a photo). Billy extracts the key fields, pre-fills the vendor profile, and stores the document for audits.

3) Keep vendor compliance visible for AP

Give accounting and AP teams a clear view of vendor compliance status so they can make faster “payable / not payable” decisions without digging through inboxes. Vista compliance tracking touches AP workflows; Billy makes the underlying compliance evidence easier to collect and maintain.

4) Standardize vendor records and reduce duplicate entry

When vendor details and compliance evidence are structured, your team spends less time re-keying data across systems and more time running clean processes.

5) Build an auditable compliance trail

Every vendor record in Billy can carry:

• Source (vendor-entered vs document-extracted vs internal override)
• Confidence (where applicable)
• Timestamps (“last verified”)
• Evidence links (the actual COI/W-9)

What data sync options are available?

Different Vista environments and customer workflows vary, so Billy supports multiple integration patterns:

• Vendor master alignment: match vendors between Billy and Vista so accounting isn’t maintaining multiple lists
• Compliance status visibility: surface vendor compliance status in the workflow your team uses to decide payability
• Evidence on-demand: open the exact COI/W-9 behind the status for faster approvals and audits

Your exact mapping depends on how your Vista instance is configured and which modules your team relies on.

Who this is for

• Controllers and AP Managers who need to reduce “payment blockers”
• Compliance/Admin teams buried in renewals and email follow-ups
• Ops leaders who want fewer onsite risk surprises
• Construction firms managing dozens to thousands of subcontractors

Common use cases for Vista contractors

“Do Not Pay” without the chaos

When compliance status is clear and current, AP doesn’t have to guess. Vista compliance tracking can affect AP workflows; Billy helps keep the compliance inputs complete and up to date.

Faster vendor onboarding

Vendors complete the baseline in minutes. You get structured records + documents without manual rework.

Better outcomes during audits

Instead of searching file servers and inboxes, you have a single compliance trail per vendor.

FAQs

Does Viewpoint Vista already have compliance tracking?

Vista includes compliance tracking capabilities that can impact Accounts Payable and related workflows. Billy complements this by automating document collection, renewal outreach, and providing an auditable record of compliance evidence.

What documents does Billy track for Vista contractors?

Most customers start with:

• COIs + endorsements
• W-9s
  Then expand to licenses, safety docs, MSAs, lien waivers, and more as needed.

Will vendors have to fill out long prequalification forms?

No. Billy is built to minimize typing: vendors upload key docs (like W-9 and COI) and confirm extracted information. Additional fields (financial capacity, safety, diversity) can be required only for specific requirement groups.

Can Billy help prevent paying non-compliant vendors?

Billy is designed to make “payable/not payable” decisions clearer by keeping compliance status current and exceptions visible. Vista compliance tracking can be configured to check vendor compliance in AP workflows; Billy focuses on keeping compliance inputs complete and easy to manage.

How long does implementation take?

Most teams can start quickly with vendor onboarding + baseline documents, then expand to deeper sync patterns as requirements are confirmed.

Ready to connect Billy to Viewpoint Vista?

If you’re using Vista and want to eliminate manual COI tracking, reduce AP hold chaos, and standardize vendor compliance, Billy can help.