sorts / SORTSlink

Product group

Close the loop around Procore.

SORTSlink is how SORTS apps connect to the ERPs you already run — starting with Procore. Procore stays the system of record. We add capture, cost intelligence, and ledger sync with human approval at every step.

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Benefits

Why teams choose SORTSlink

Built for construction and project businesses that need one lineage from invoice to job cost to ledger — without replacing Procore.

One closed loop

Scan captures invoices, Procore holds job costs, Ledger maps to Xero, and Projects reports portfolio EVM on the same data.

Human approval first

Review before publish. Role-gated apply. Live Procore and Xero writes stay off until you deliberately unlock them.

Observe-only pilots

Run a company pilot with full visibility and zero live mutation — finance and IT can validate before go-live.

Origin tracking

Every Direct Cost and progress claim carries a durable origin id so auditors can trace invoice → Procore → Xero.

Portfolio visibility

CPI, SPI, EAC, and actuals refresh from live Procore data — one portfolio view without spreadsheet exports.

Invite-only access

Project allow-lists, viewer vs operator roles, and workspace snapshots for evidence when you need it.

Products

Three apps.
One integration suite.

Each product owns a step in the workflow. Together they remove re-keying between invoice PDF, Procore, and your GL.

SORTSlinkProjects

Portfolio cost spine

Live Procore data for budgets, actuals, earned value, and portfolio KPIs. CPI, SPI, EAC, refresh and cache — so leadership sees cost performance without leaving the system of record.

  • Monitor widgets: BAC, PV, EV, AC by project
  • Portfolio and project-level EVM tabs
  • Vendor and project drill-down from one hub
Open app Product support
SORTSlink Projects dashboard showing portfolio KPIs and EVM charts

SORTSlinkScan

Invoice intake & review

Turn supplier invoices into structured records. Capture, review with your team, then publish a Direct Cost or progress claim to Procore with a durable origin id.

  • Email and upload intake with human review queue
  • Publish to Procore after approval — not before
  • Handoff to Ledger with lineage preserved
Open app Product support
SORTSlink Scan invoice review interface

SORTSlinkLedger

Procore ↔ Xero sync

Map vendors, codes, commitments, AP/AR and job costs between Procore and Xero. Dry-run first — see exactly what would sync before any live write is unlocked.

  • Vendor and cost code mapping with audit trail
  • Queue bills for Xero when writes are approved
  • Snapshot and export for finance sign-off
Open app Product support
SORTSlink Ledger Procore to Xero mapping screen

How it runs

One problem,
one closed loop.

An invoice should not be re-keyed three times. SORTSlink keeps lineage from capture to job cost to the ledger.

SORTSlink workflow: Scan to Procore to Ledger to Xero to Projects

Insights

How SORTSlink helps your company

Practical guidance for finance, project controls, and leadership evaluating an integration pilot.

Stop re-keying invoices three times

Most teams copy PDF amounts into Procore, then into Xero, then reconcile in a spreadsheet. SORTSlink carries one origin id from Scan through Procore to Ledger so each step references the same source document.

Run an observe-only pilot first

Finance and IT can approve a pilot with live writes disabled. Users see full workflow and mapping accuracy; nothing mutates Procore or Xero until a separate go-live sign-off.

Portfolio EVM without spreadsheet exports

Projects pulls CPI, SPI, and EAC from live Procore data. Leadership gets a portfolio view aligned to the same actuals your project teams see — refreshed on demand, not rebuilt weekly.

Support & pilot

Ready to explore SORTSlink?

For install access, a company pilot, or product questions, contact our team. We can walk through observe-only setup, roles, and project scope before any live writes.

support@sortsplatform.com SORTSlinkProjects support SORTSlinkScan support SORTSlinkLedger support