Integrate With Your ERP. Sync Every COR.

Clearstory connects with the financial systems Specialty Contractors rely on including Procore, CMiC, Vista, HCSS, Autodesk, Sage 100, and more. Push CORs into your ERP with one click and keep your internal forecasts aligned with what your GC sees.

Stay Connected, Stay Aligned

Clearstory integrates with the financial software Specialty Contractors already use — Procore, CMiC, Vista, HCSS, Autodesk, Sage 100, and more. That means no double entry, no guesswork, and no disconnect between what’s submitted to the GC and what shows up in your internal system.

One-click ERP syncing
Cleaner, faster billing
Forecasts that match the field


Integrated Systems. Aligned Forecasts. Smarter Decisions.

You’re already tracking job costs, billing schedules, and forecasts in your ERP. But if Change Orders live outside that system, you’re missing the full picture. Clearstory integrations close the loop between what's outstanding and what's in your forecast.

Push CORs Directly Into Your Financial System

No more double entry. No more chasing down what got billed. With Clearstory’s ERP integrations you can:

  • Select one or multiple CORs and send them directly to your ERP
  • Map to your existing cost codes and budget lines
  • Ensure everything you have shared with your GC is reflected in your internal forecasts
  • Eliminate data entry errors and speed up billing

Out of Box Integrations

Clearstory provides real-time integrations with industry leading construction ERP systems, accounting software, project management and cloud storage solutions. With Clearstory's integrations you can finally ensure what you are forecasting internally matches what your are forecasting with your external project stakeholders in real-time.

You can also integrate with any platform using our open API, available here.

Key Benefits for Specialty Contractors

  • Eliminate manual entry errors
  • Save hours reconciling logs
  • Connect any platform with our open API

FAQs

What systems do you integrate with out of the box?
We support native integrations with Autodesk Forma, Procore, CMiC, Vista, HCSS and Sage 100. More are always on the way based on customer needs.

Is this hard to set up?
Not at all. Most integrations are live in a matter of days. Some can be connected in minutes depending on your setup.

What if we use a different ERP or accounting system?
Clearstory offers a Developer API so your team or our integration partners can build exactly what you need without waiting for a roadmap update.

Why does this matter for Specialty Contractors?
If your GC is reviewing CORs in Clearstory but your finance team is still tracking manually you are risking delays and disconnects. Our integrations make sure every COR is forecasted, approved, and billed accurately and on time.

Explore Other Use Cases

  • Digital T&M Tracking
    Capture and share field-directed work instantly with time-stamped photos, e-signatures, and auto-logging.
    Learn More

  • Instantly Price T&M Tickets
    Price T&M Tickets in seconds with pre-populated labor and material rates to capture costs in just a few clicks.
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  • Change Order Request Templates
    Speed approvals by sharing clean, professional, error-free Change Order Requests with your customers.
    Learn More

  • Manage COR Rates Company-Wide
    Add custom labor, material, equipment, and markup rates by project or across your whole company.
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  • Analytics and Insights
    Use real-time dashboards to avoid payment delays from aging CORs and unresolved T&M Tags.
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  • Shareable Cloud-Based Change Order Log
    Track, manage, and share Change Orders in real time and stay aligned with GCs for faster approvals.
    Learn More

  • Allowances & Contingencies
    Track usage in real time to avoid last-minute surprises and eliminate related budget overruns.
    Learn More

Ready to see Clearstory's seamless integrations in action?

Contact us to schedule a 30 minute call to see if Clearstory is right for your team.