Olsen Consulting
Olsen Consulting is a Calgary-based Vista ERP consultancy serving mid-market and enterprise construction companies with nearly 15 years of platform expertise, combining implementation services with proprietary AI products (AP Wizard, Docusign Wizard, OlsenAI) that automate accounts payable and document workflows.
- Company typePrivate
- Founded-
- HeadquartersCalgary, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Olsen Consulting does
Olsen Consulting is a Calgary, Alberta-based firm specializing in Vista ERP consulting, implementation, and integration for construction companies. The firm has accumulated nearly 15 years of Vista ERP expertise and operates with a 19-person team that serves mid-market and enterprise construction clients, including publicly named accounts Ideal Contracting and Helm Group. Olsen's core offering combines traditional implementation and customization services with a proprietary product portfolio: AP Wizard (machine-learning accounts payable automation tuned for imperfect construction invoice and PO data), Docusign Wizard (document-execution automation), Vista Tools, and the OlsenAI platform, which exposes natural-language querying and AI-driven workflow automation on top of Vista ERP and adjacent document systems such as SharePoint and OneDrive.
The firm's business model is a hybrid of professional services and recurring software revenue. Consulting engagements remain anchored to Vista ERP deployments, while AP Wizard, Docusign Wizard, and the OlsenAI practice introduce a SaaS and AI-advisory revenue layer that scales across the existing Trimble/Vista ecosystem. Olsen maintains formal partner status with Trimble (the Vista ERP parent) and DocuSign, and has achieved SOC 2 Type 2 compliance, enabling sales into security-sensitive enterprise construction accounts. A 2026 AI-Enablement Cohort program institutionalizes multi-client onboarding to the AI product line. The disclosed AP Wizard coding accuracy of 80-95% on imperfect construction documents, combined with the "AI Data Factory" approach of accumulating labeled training data across implementations, forms the technical basis of the firm's AI differentiation within the construction ERP services market.
Olsen Consulting firmographics
Firmographics- Name
- Olsen Consulting
- Legal name
- Olsen Consulting
- Website
- https://olsenconsulting.ca
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Olsen Consulting is a Calgary-based Vista ERP consultancy serving mid-market and enterprise construction companies with nearly 15 years of platform expertise, combining implementation services with proprietary AI products (AP Wizard, Docusign Wizard, OlsenAI) that automate accounts payable and document workflows.
- Ownership category
- akta.pro rank
Olsen Consulting industry classification
Industry- Product category
- ERP Consulting & Construction Technology Software
- NAICS
- Management Consulting Services (54161), Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Other Scientific and Technical Consulting Services (54169)
- SIC
- Services-Management Consulting Services (8742), Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)
- akta.pro secondary industry
- Operations & Process Improvement Consulting (BPAHACAB)
Keywords
Where Olsen Consulting is headquartered
LocationHeadquarters
- HQ city
- Calgary
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Olsen Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- ERP & Technology Consulting: Professional consulting engagements for Vista ERP optimization, custom solutions, data cleanup, and system configuration. Engagements include continuous partnership model where Vista experts design, configure, and deploy directly inside client live environments.
- AP Wizard (SaaS Product): AP Wizard is offered as a software product with a 30-day free trial and likely a subscription or usage-based model for production use. Live deployment in 1–2 weeks with 30-minute IT setup.
- Vista Implementation Services: ERP implementation services to maximize ROI from Vista, including failed implementation rebuilds, process streamlining, and enterprise rollouts.
- Training Programs: Vista, Excel, and Power BI training programs to improve team productivity and performance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | AP Wizard Free Trial |
| Other | Multi-year contract | Consulting Services |
| Other | Monthly | Training Programs |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Olsen Consulting product offering
Product offeringCore offering
Olsen Consulting provides Vista ERP consulting, implementation, and optimization services for construction companies, delivered through ongoing partnership engagements and direct deployment inside client live environments. It also sells AI-enabled software products that automate construction finance workflows—primarily AP Wizard (accounts payable automation from Outlook into Vista, 80–95% coding accuracy, 30-minute IT setup), Docusign Wizard (e-signature for Vista), and supporting Vista Tools (Interactive Reporting, Security Workbook, Pay When Paid, WIP)—alongside training programs in Vista, Excel, and Power BI.
Product overview
Olsen Consulting offers a dual-branded product portfolio centered on Vista ERP expertise for construction finance. The core offering includes Vista ERP consulting, implementation, and optimization services, complemented by a suite of Vista Tools (AP Wizard, E-Signature, Interactive Reporting, Security Workbook, Pay When Paid, WIP). AP Wizard is the flagship AI-enabled product automating accounts payable from Outlook to Vista with 80-95% accuracy. OlsenAI serves as the AI transformation practice combining GPT-style tools with Vista data for intelligent querying. Docusign Wizard provides e-signature integration. Advanced Solutions include Power BI, Machine Learning & AI, and Robotic Process Automation services, with Training programs for Vista, Excel, and Power BI. The portfolio operates on a platform-plus-modules architecture with continuous partnership model rather than one-off implementations.
Differentiator
Problem solved
Functional benefit
Brands
- AP Wizard: AI-powered accounts payable automation tool that streamlines invoice processing from Outlook into Vista ERP.
- OlsenAI
- Vista Tools
Products and services
- AP Wizard AI-driven accounts payable automation tool that parses invoices and statements from Outlook and enters them into Trimble Vista ERP, achieving 80–95% coding accuracy and delivering a 36x reduction in processing time and 100x reduction in clicks; designed for construction company finance teams.
- ERP Implementation (Vista) Full-service ERP implementation consulting for Trimble Vista, including system selection, configuration, deployment, failed-implementation recovery, process streamlining, and enterprise rollouts for construction companies.
- Vista ERP Consulting Ongoing Vista ERP consulting engagements for construction companies, including continuous partnership models where Olsen's Vista experts design, configure, and deploy directly inside client live environments.
- OlsenAI AI Transformation Consulting AI transformation consulting practice combining GPT-style tools with Vista expertise for construction finance automation, including the AI-Enablement cohort program for select clients.
- Docusign Wizard Vista-DocuSign integration product for sending, tracking, and managing electronic signatures within Vista ERP workflows, offered in early access with priority support.
- Digital Transformation Consulting ERP optimization and digital transformation consulting services focused on Vista customization, data cleanup, and continuous improvement partnerships for construction companies.
- Machine Learning & AI Services AI and machine learning consulting services for construction finance automation and intelligent data processing, designed to handle imperfect real-world construction data and improve automation accuracy over time.
- Robotic Process Automation (RPA) Services RPA implementation services for automating repetitive finance and accounting workflows within Vista, designed for construction finance environments with imperfect real-world data.
- Training Programs (Vista, Excel, Power BI) Vista, Excel, and Power BI training programs designed to improve construction finance team productivity and performance with Vista and complementary Microsoft tools.
- Vista Tools (Add-on Suite) Collection of Vista utilities and add-on tools for construction finance operations, including Vista E-Signature, Vista Interactive Reporting (Excel-based reporting workbooks), Security Workbook (access controls), Pay When Paid (conditional payment tracking), and WIP (work-in-progress tracking).
- Power BI Solutions Microsoft Power BI integration and development services for Vista data visualization and business intelligence reporting for construction companies.
Quantifiable outcome
- 36x reduction in time and 100x reduction in clicks for AP processing
- +5 more outcomes
Companies that use Olsen Consulting
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Olsen Consulting technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability5 records
Feature6 records
Olsen Consulting partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- TrimblecoreOlsen is trusted by Trimble for complex Vista integrations and enterprise rollouts. Trimble is the parent company of Vista ERP, making this a significant endorsement and technical partnership where Olsen serves as a preferred implementation and automation partner for complex Vista deployments.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
Olsen Consulting competitors and assessment
Company assessmentBroad incumbents
- Procore: Leading construction management platform serving the same contractor CFOs and finance teams Olsen targets. Procore's expanding financial management suite (invoices, commitments, payments) overlaps directly with AP Wizard's value proposition at a much larger scale.
- Trimble Viewpoint: Trimble's construction ERP division and owner of Vista. Olsen is a trusted implementation/automation partner to Trimble, but Trimble's broader portfolio (Viewpoint Spectrum, Spectrum ERP) competes for the same construction finance buyer and could expand in-house automation capabilities that overlap with AP Wizard.
Direct peers
- Foundation Software: Construction-focused accounting and ERP software serving contractors with payroll, job costing, and AP workflows. Targets the same construction CFO/Controller persona as Olsen and Vista implementations.
- Jonas Construction Software: Integrated construction ERP for contractors covering accounting, project management, and service operations. Targets the same mid-market contractor finance teams Olsen serves with Vista implementations.
- Sage 300 Construction and Real Estate: Long-standing construction ERP (formerly Sage Timberline) used by many mid-market contractors. Competes head-to-head with Vista for the same finance team buyer and has an established implementation partner ecosystem analogous to Olsen's role.
- AvidXchange: Mid-market AP automation platform that processes millions of invoices across industries including construction. Directly overlaps with AP Wizard's accounts payable automation value proposition, though AvidXchange serves multiple ERPs while AP Wizard is Vista-specific.
- CMiC: Construction-native ERP serving general contractors and specialty trades with financials, project management, and field operations. Directly competes with Vista for the same construction finance buyer and offers a comparable platform-plus-services model.
Emerging players
- Stampli: AI-powered AP automation platform that learns from accountant behavior to code invoices. Competes with AP Wizard in the broader AP automation category, particularly for construction and real estate verticals with messy invoice data.
- Vic.ai: AI-native AP automation platform focused on autonomous invoice processing with high coding accuracy. Represents the next-generation competitive threat to AP Wizard as the AP automation category matures around AI capabilities.
- Acumatica Construction Edition: Cloud ERP with a construction-specific edition including job costing, AP, and project accounting. An emerging alternative to Vista for mid-market contractors, with a partner channel that competes with Olsen's implementation and automation services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Olsen Consulting social profiles
Digital presenceOlsen Consulting compliance and trust
Trust signalCompliance1 record
Olsen Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Olsen Consulting leadership team
Management profileNumber of profiles
Profiles1 record
Olsen Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Olsen Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Olsen Consulting
What does Olsen Consulting do?
Olsen Consulting provides Vista ERP consulting, implementation, and optimization services for construction companies, delivered through ongoing partnership engagements and direct deployment inside client live environments. It also sells AI-enabled software products that automate construction finance workflows—primarily AP Wizard (accounts payable automation from Outlook into Vista, 80–95% coding accuracy, 30-minute IT setup), Docusign Wizard (e-signature for Vista), and supporting Vista Tools (Interactive Reporting, Security Workbook, Pay When Paid, WIP)—alongside training programs in Vista, Excel, and Power BI.
Is Olsen Consulting a public or private company?
Olsen Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Olsen Consulting founded?
Olsen Consulting was founded in -1. It employs 11 to 50 people.
Where is Olsen Consulting based?
Olsen Consulting is headquartered in Calgary, Canada, in the North America region.
How does Olsen Consulting make money?
Four revenue lines are on record. ERP & Technology Consulting is the primary driver. The others are AP Wizard (SaaS Product), vista Implementation Services and training Programs.
Who are Olsen Consulting's main competitors?
Broad incumbents on record are Procore and Trimble Viewpoint. Direct peers are Foundation Software, Jonas Construction Software, Sage 300 Construction and Real Estate, AvidXchange and CMiC. Emerging players are Stampli, Vic.ai and Acumatica Construction Edition.
Does Olsen Consulting have an API?
No public API is recorded for Olsen Consulting.
What industry is Olsen Consulting in?
Olsen Consulting's product category is ERP Consulting & Construction Technology Software. Its primary akta.pro industry code is BPAHAEAI, ERP, CRM & Enterprise Applications Consulting, with a secondary code of BPAHACAB, Operations & Process Improvement Consulting. Its NAICS code is 54161 and its SIC code is 8742.