Jones x Viewpoint integration

Want to Connect Your Project and Accounting Teams?

Accounts payable and insurance compliance, all in one place. Integrate COI management into your Vista workflows to manage subcontractor and vendor compliance with ease.

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Save Time

We’ll help collect, audit, and resolve gaps for your subcontractor and vendor COIs so that you don’t have to. We sync data automatically to Vista, no more duplicate data entry!

Automate AP Process

Set payments to be automatically contingent on a vendor’s compliance status.

Reduce Risk

99.73% audit accuracy that gives you actionable insights into compliance across projects

Flexible Options

Choose our standalone Vista Viewpoint integration, or pair it with our Procore integration for even more functionality across teams.

Manage Risk

Derisk your portfolio and improve compliance rates

Frictionless collection of tenant & vendor insurance documents

Precision two-phase audit process (combining OCR technology and a team of insurance experts)

Automated resolution of policy gaps and proactive auto-renewal emails

Real-time view of all vendor & tenant compliance history

USERS Process

Verify compliance directly within your Vista account

Verify compliance directly from within Vista Viewpoint

Keep your Vista account automatically synced with fresh compliance data — no duplicate work

Automate AP process based on compliance status

Talk to an Expert
Step 1

Initiate COI request to vendor or subcontractor using Jones

Step 2

Documents collected and audited for compliance

Step 3

Compliance status of subcontractor/vendor updated in Vista

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Why Choose Jones for Vista Viewpoint?

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Accounting teams benefit

Compliance data isn’t just for project managers to allow jobsite access. Accounting teams need to know who they can issue payment to.

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No manual copying of compliance data

Jones acts as a source of truth that updates your ERP automatically. No need to spend time updating contract or vendor compliance in Vista.

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Cross-team Compliance Visibility

View subcontractor compliance statuses and expiration dates within Vista, and optionally combine with our Procore integration if more functionality is desired.

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Access to The Jones Network

Gain access to tens of thousands of pre-populated insurance certificates, documents, and contacts to manage procurement in a smarter, faster way.

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Other Systems We Integrate With

Connect Jones across your Contech tech stack.

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Jones + Vista Integration Guide

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Jones + Vista Integration overview

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