Integration
In developmentViewpoint Vista Accounts Receivable Automation
Once live, connect Brae to Viewpoint Vista to automate your accounts receivable end to end. Brae reads your AR ledger, drafts customer-ready follow-ups, and escalates stalled invoices — and once live will write captured payments back to your books, so your controller stops chasing and starts closing.
What Brae does with Viewpoint Vista
- • Once live, Brae will sync payment links and capture flows on overdue invoices
- • Drafts follow-up emails in your company's tone
- • Surfaces disputes and edge cases for human review
- • Once live, Brae will post captured payments back to your accounting system
How the setup works
- 1. Authorize Brae from your Viewpoint Vista account.
- 2. Pick which customers and aging thresholds Brae handles.
- 3. Review the first batch of drafts. After that, Brae runs daily.
Frequently asked questions
What is Viewpoint Vista accounts receivable automation?
Viewpoint Vista accounts receivable automation uses AI to sync open invoices from Vista, draft personalized customer follow-ups, and escalate stalled payments — reducing manual AR work for controllers and bookkeepers. Once live, Brae will also write captured payment status back to your Vista ledger.
How does Brae connect to Viewpoint Vista?
Brae connects to Viewpoint Vista via secure API integration. After you authorize Brae, it reads your AR ledger, aging buckets, and customer history. No custom code or IT setup is required.
Will Brae write data back to my Viewpoint Vista company file?
Once live, Brae will post payment status, invoice notes, and customer interaction records back to Viewpoint Vista automatically, so your books stay accurate and up to date without double entry.
Is Brae's Viewpoint Vista integration suitable for construction and field-services companies?
Absolutely. Brae is built specifically for industrial, construction, and field-services companies that use Viewpoint Vista. It handles progress billing, retention, and project-based invoicing workflows common in the trades.
Can I review follow-ups before Brae sends them to customers?
Yes. You review the first batch of AI-drafted follow-ups. Once you approve the tone and accuracy, Brae can run daily on autopilot while still surfacing disputes and edge cases for human review.
Get early access
We're onboarding a small cohort of Viewpoint Vista users. Tell us about your AR and we'll get you set up.
See also: Brae + Stripe · Brae + QuickBooks