How do I connect AP automation to CMIC for construction invoices?

Prerequisites

• ERP Access: Ensure you have admin-level access to your CMIC ERP system.
• Cost Code Structure: Map your job and cost code hierarchy to match how CMIC organizes projects and expenses.
• Approval Hierarchy: Establish the approval chain for invoices, typically routed by job or cost threshold.
• Stakeholder Buy-In: Get buy-in from project managers, accounting, and IT to streamline the integration process.

Step-by-Step Implementation

1. Connect AP Automation: Integrate your AP tool (e.g., Bill.com, Tipalti) with CMIC to automatically sync invoice data.
2. Map Cost Codes: Match your AP tool's cost codes to the corresponding CMIC structure for accurate job costing.
3. Set Up Approvals: Configure approval workflows in your AP tool to route invoices based on your CMIC project hierarchy and thresholds.
4. Onboard Field Users: Train project managers and other field team members on submitting and approving invoices through the mobile-friendly AP tool.
5. Test and Iterate: Run a pilot project to identify and address any issues before rolling out to your full construction portfolio.
6. Monitor and Optimize: Continuously review the integration's performance and make adjustments to your cost code mapping, approval rules, and user adoption.

Common Pitfalls

• Ignoring Field Team Adoption: Failing to get buy-in and training for project managers can limit the integration's success.
• Incorrect Cost Code Mapping: Mismatched cost codes between your AP tool and CMIC will cause data discrepancies.
• Skipping the Pilot Project: Rushing into a full rollout without testing can lead to costly issues down the line.
• Delayed ERP Integration: Waiting too long to connect your AP automation with CMIC can create manual double-entry problems.

How Vergo Makes This Easier

Vergo's construction-specific AP automation solution comes pre-integrated with CMIC, allowing you to quickly connect your invoicing workflow. Our mobile-first field experience and configurable approval chains make it easy to onboard your project teams and streamline approvals by job or cost center.

How Vergo Helps

Vergo is a card-agnostic expense management platform built for construction. Connect any corporate or project credit card and get full visibility and control over field spending.

• Job-cost coding at the point of capture — field teams assign job number, cost code, and cost type from their mobile device before the receipt leaves the job site.
• Per-job spend controls — set card limits by project, cost code, or cardholder so spending stays within approved budgets.
• Mobile receipt capture — superintendents and PMs photograph receipts on-site with automatic data extraction.
• Role-based approval workflows — route expenses through project managers, job-level approvers, and controllers based on your org structure.
• Vergo integrates natively with CMiC, syncing coded expenses directly into job cost and general ledger without manual re-entry.

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