Procore ERP

Procore ERP Integrations

Make project controls work the way your business runs. Calance connects Procore with your ERP, AP automation, document systems, and analytics so field teams and finance operate using the same synchronized data. . Beyond integrations, Calance also creates custom applications and automated workflows that improve operational efficiency. Our solutions combine pre-built accelerators ,customizations, add ons, and reporting, then we keep everything running smoothly with continuous monitoring and updates.

Through our integration solutions and custom embedded apps, we help clients maximize the value of their technology stack. We provide Procore ERP integrations for leading platforms, including, Sage 300, CMiC, MRI, IFS, JD Edwards, Oracle PeopleSoft, NetSuite, Sage Intacct, Coins, Deltek Vantagepoint, Fusion, and Microsoft Dynamics 365. We also offer integrations to AP Automation tools from Bottomline and Avidxchange.

Procore is a leading comprehensive cloud based construction management platform used to manage projects, resources, and financials throughout the construction lifecycle. Its value multiplies when connected to other systems in your IT stack and enhanced with custom add-ons.

Most firms still juggle budgets in ERP, commitments in Procore, invoices in AP tools, and closeout evidence in a document platform. Without integration, teams re-enter the same data across systems, approvals stall, and numbers drift. That slows pay applications, inflates exception counts at close, and blocks portfolio visibility for executives who need a reliable rollup.

A well-designed integration solution fixes the bottlenecks and removes duplicate entry. It applies validations before transactions post, queues exceptions for review, and feeds a consistent dashboard view for field teams, controllers, and leadership. The outcome is tighter cash flow control, fewer surprises during close, and a cleaner audit trail from source to general ledger.

Our Procore Solutions and Services

ERP and accounting system integrations

Connect Procore to finance systems such as NetSuite, JD Edwards, PeopleSoft, Sage 300, Sage Intacct, MRI, Dynamics 365, and Xero (as above). The result is one financial picture across job cost and the general ledger. Budgets, commitments, pay applications, and payment status match on both sides. Month-end includes fewer reconciliations and fewer late corrections.
Micro-CTA: See a Procore ↔ NetSuite example → Book Demo

AP automation integrations

Tie Procore to AvidXchange or Bottomline Nexus so invoice intake and approvals flow without rekeying. Invoices land against the correct commitment and cost code inside your AP Automation tool. Used in conjunction with one of our ERP integration solutions, the AP Automation add-on creates a complete end to end connected solution.

SharePoint data and application integrations

Calance provides tools that sync Procore Documents with SharePoint libraries. Auditors and legal teams get a controlled, searchable repository that mirrors Procore’s structure, with version history and permissions intact. In addition, we can connect Procore with applications built within your Sharepoint environment such as compliance, insurance tracking, and closeout packages.

Embedded custom Procore apps

Keep your users in the Procore platform but provide them with additional functionality needed to fully automate and streamline business processes. Calance creates custom apps which are embedded within Procore, that leverage your Procore data, enabling you to capture additional data, generate custom forms and letters, and integrate with other systems in your environment such as Adobe Sign.

Dashboards and data insights

Build executive, controller, and project dashboards that read from Procore and ERP together. We use PowerBI or Tableau to create dashboards that pull data from Procore Analytics (Databricks), Procore, and other systems in your application landscape. This enables us to provide dashboards and views tailored to your specific needs and business processes.

Custom SaaS-like solutions with Quickbase or Kintone

Procore provides a comprehensive set of tools from pre construction through to project execution and provides open APIs that enables integrations. Calance builds SaaS-style apps that integrate with Procore and provide customers with functionality that doesn't natively exist already within the Procore platform. This helps customers fill functionality gaps within their application landscape.

Our Approach

Our model enables customers to reimagine what's possible while leveraging their existing technology investments to create solutions that are tailored to their specific requirements. Calance delivers its Procore related technology solutions through a structured five-phase model.

Whether implementing one of our Procore ERP Integrations or working to develop a custom embedded application, we start with understanding your objectives and your current situation. We take the time to review and assess your technology landscape and determine what integrations or custom functionality is needed to achieve your business objectives. This phase ends with an implementation plan and roadmap for execution.

During this phase we work with you to design the solution that meets your needs, looking at specific details and configuration settings required. We have a number of pre-built integration and application components that can be combined to meet each customer's unique requirements.Combining our pre-built accelerators and laying in unique custom components we design a solution that achieves you unique objects.

This is the core project execution phase where pre-built components are configured and integrated with new customer specific elements. We use an iterative development process so you see individual integration flows and software modules deployed to a test sandbox environment as they are ready to be demonstrated and tested.

Once the various iterations are completed and the full solution is available for end-to-end testing, the customer performs a solution acceptance. This user acceptance effort involves testing various end to end scenarios to ensure the solution meets expectations. During this phase we address inquiries, receiving, analyzing, and incorporating user feedback during the UAT phase.

During this stage, we confirm go-live readiness in terms of technology, process, and people readiness. We then deploy the solution to production environments and conduct a landing test to ensure the solution is working as expected in production.We also start a period of hypercare in which we provide heightened, proactive support and monitoring to ensure any issues identified are resolved quickly.

Our integration and custom app solutions are fully managed and supported by Calance. This includes everything from the ongoing operations and management of the underlying infrastructure to making updates to integration flows as Procore and ERP side APIs change in the future.

Trusted by 150+ customers

from construction and real estate to owner organizations.

10+ years of partnership

delivering seamless Procore integrations that last.

12 ERP Integrations

listed on Procore App marketplace including both Construction specific and generic ERPs.

Proven track record

delivering custom Procore apps, dashboards, and workflows

Fully managed

maintained, and supported solutions for long-term reliability

Accuracy

Eliminate rekeying errors, and enhanced validations to ensure accuracy as data is synchronized between the two systems.

Speed

Approved transactions post without waiting on manual handoffs. Pay applications go out on time. Month-end closes with fewer exceptions.

Cost Efficiency

Automated integrations reduce the manual data entry effort associated with keeping data synced across key systems.

Visibility

Field teams see payment status. Finance sees approved work. Leaders trust the same dashboards instead of chasing spreadsheets.

Governance

Directionality, approvals, numbering, and change controls are explicit. Auditors can trace every value back to the source.

Flexibility

Start with a few objects or one program. Expand to more systems and projects when ready.

Custom Built Integrations that fit your business

Our integration solutions enable customers to implement best of breed solutions without constraints to establish cross system workflows that fit how you actually work.

Integration Functionality

Integration In One Page

What is included

Discovery and design workshops
Object mappings, validations, and exception rules
Sandbox build, test data, and reconciliation scripts
Cutover planning and production go-live
Monitoring, upgrades, and support
Ongoing optimization reviews

Your team’s role

Provide sample transactions, edge cases, and your unique requirements
Decide the direction of various integration flows designed in your solution
Validate test runs and sign off on reconciliation
Assign owners for ongoing master data governance

How do Calance’s integrations improve project efficiency?

Calance connects your project management, ERP, and accounting systems so data flows automatically between them. This reduces manual entry, eliminates duplicate work, improves financial accuracy, and ensures that both project teams and finance departments work from the same numbers in near real-time.

Can the integrations be customized for our business workflows?

Yes. While we use pre-built accelerators for faster deployment, every integration is configured to match your unique processes, approval structures, and reporting needs. The goal is to fit the solution to your workflows, not force your workflows to change.

What systems do you support?

We integrate ERP platforms, including Sage 300, CMiC, MRI,, JD Edwards, Oracle PeopleSoft, NetSuite, Sage Intacct, and Microsoft Dynamics 365.

How long does implementation take?

Most projects go live within 4 to 6 months, depending on the number of systems, objects, and custom rules involved.

Do you provide ongoing support and updates?

Yes. We continuously monitor integrations, update the integration flows as Procore and ERP APIs change, and provide dedicated technical support to ensure smooth operations.

Procore ERP Integrations and other solutions for Owners, General Contractors and Specialty Contractors

Procore ERP Integrations

Why Procore integrations matter?

Our Procore Solutions and Services

ERP and accounting system integrations

AP automation integrations

SharePoint data and application integrations

Embedded custom Procore apps

Dashboards and data insights

Custom SaaS-like solutions with Quickbase or Kintone

Our Approach

Discovery and planning

Solution Design

Configuration and Testing

User Acceptance Testing

Go-Live & Hypercare

Ongoing Operations, Maintenance and Support

Trusted Procore Partner for ERP Integrations and value add solutions

Trusted by 150+ customers

10+ years of partnership

12 ERP Integrations

Proven track record

Fully managed

We Deliver Outcomes that matter

Accuracy

Speed

Cost Efficiency

Visibility

Governance

Flexibility

Custom Built Integrations that fit your business

Integration Functionality

Integration In One Page

Construction Software Integration Resources

Calance Helps WM Blanchard for Quickbase-Procore Integration

Calance Helps Haskell Integrate Procore and JDE

Calance Helps Massport Integrate PMWeb and PeopleSoft

Procore and PeopleSoft Integration for Boston Children’s Hospital

Calance facilitates seamless tying of project management and operations across ERP and Primavera platforms for Aegion

Procore and Xero Integration for Ascot Group

Technologies we work with

Our Delivery and Support Model

What is included

Your team’s role

Don’t Let Functionality Gaps Slow Your Teams Down

Frequently Asked Questions