Viewpoint Vista + Go Fig
Connect Viewpoint Vista to Go Fig for daily job cost, committed cost, and WIP reconciled against the general ledger and loaded into the Excel your finance team already uses.
Viewpoint Vista (Trimble) is a full construction ERP covering accounting, job cost, and project management, but the answers a controller actually needs (actual vs estimate by job and phase, committed costs against the GL, retainage, and a current WIP schedule) still tend to flow through a Vista report, an Excel export, and a private workbook that goes stale within days. Go Fig does not replace Viewpoint Vista. It connects to your Vista data, syncs the Job Cost, General Ledger, Accounts Payable, Accounts Receivable, and Payroll detail, reconciles it against your other systems, and loads fresh, traceable job-cost data into the Excel your project accountants already use, automatically, every day. Celeste, Go Fig's AI analyst, can then answer 'which jobs slipped on margin this month' with a real audit trail back to the phase, cost type, and transaction. Your financial data stays in your environment. It is never pasted into a public chatbot and is never used to train an outside model. Celeste works only on your data, with a full audit trail.
Key facts
- System role
- Connects to Viewpoint Vista, does not replace it
- Sync grain
- Phase, cost type, and transaction level
- Reconciliation
- Committed cost and retainage vs GL
- Historical backfill
- Multi-year Job Cost and GL detail
- Auth
- Read-only SQL Server service account
What you can do with Viewpoint Vista data in Go Fig
Actual vs estimate by job, phase, and cost type
Vista Job Cost estimate, committed, and actual amounts pulled together so a project accountant sees remaining budget by job, phase, and cost type every morning, instead of running the JC reports and rebuilding the variance in a private spreadsheet. Overruns surface early, not at close.
Committed cost and AP reconciliation
Open commitments and subcontract values from Vista reconciled against AP invoices and the GL, so the committed-cost figure in the WIP schedule ties to the actual contracts and vendor invoices instead of three modules that drift apart between closes.
WIP, retainage, and over/under billing daily
Cost-to-date, estimated cost at completion, AR contract billings, and retainage combined into a WIP schedule that refreshes every day. Percent complete, earned revenue, and over/under billing stay current so bonding capacity is sized off a live schedule, not last month's.
Data available from Viewpoint Vista
Go Fig extracts and normalizes the following data from your Viewpoint Vista account:
How to connect Viewpoint Vista
Provision a read-only SQL service account
Create a dedicated read-only service account on the Vista SQL Server database scoped to the JC, GL, AP, AR, and Payroll modules you want exposed. Keep it separate from your human operators so audit trails stay clean and confirm the database is reachable from the connector.
Confirm your Vista company
Vista organizes data by company within the database. Confirm which company contains the jobs and ledgers you want to sync. Multi-company contractors can run one connection per company and consolidate across them in Go Fig.
Pick the historical window
Choose how far back to backfill. Three to seven years of Job Cost and GL detail is typical for contractors rebuilding job-cost trends, retainage history, and WIP before switching to daily incremental sync keyed on transaction date.
Wire up the job-cost and WIP flows
Go Fig ships starter flows for actual vs estimate by job, committed-cost reconciliation, retainage, and a daily WIP schedule. Point them at your Vista connection and the controller has a working monthly close pack on day one, with drill-down back to phase, cost type, and transaction detail.
Authentication: Viewpoint Vista runs on a Microsoft SQL Server database. Go Fig connects through that database using a dedicated read-only service account scoped to the Job Cost (JC), General Ledger (GL), AP, AR, and Payroll modules you want exposed, separate from your human operators so audit trails stay clean.
Common Questions About Viewpoint Vista Integration
Does Go Fig replace Viewpoint Vista?
No. Vista stays your construction ERP and system of record. Go Fig connects to it, reconciles Vista's Job Cost and GL data against your other systems, and loads fresh, traceable job-cost data into the Excel your finance team already uses. Your project accountants keep working exactly as they do today, just with current numbers instead of stale exports.
How does Go Fig reconcile committed costs to the GL?
Go Fig joins open commitments and subcontract values from Vista Job Cost against AP invoices and the matching GL postings, then surfaces variances by job, phase, and cost type. A typical reconciliation catches sub invoices coded to the wrong phase, commitments left open after a job closed, and retainage that was never released.
Can Go Fig produce a daily WIP and handle retainage?
Yes. Go Fig combines cost-to-date and estimated cost at completion with AR contract billings and retainage held to produce a WIP schedule that refreshes every day. Over/under billing and retainage land in your Excel automatically, so you stop rebuilding the WIP by hand each month and bonding capacity is sized off a live schedule.
Is our financial data safe with Celeste?
Yes. Your financial data stays in your environment. It is never pasted into a public chatbot and is never used to train an outside model. Celeste, Go Fig's AI analyst, works only on your data and every answer carries a full audit trail back to the underlying job, phase, cost type, or transaction.
How current is the Vista data inside Go Fig?
Daily incremental sync is the default, keyed on transaction date, so each morning the finance team opens an Excel that already reflects yesterday's Job Cost, AP, and AR activity. Contractors in active billing or payroll cycles can sync more frequently if the on-call analyst needs near-real-time job-cost visibility.
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