Customer Success Manager

Sprinterra has launched AcuLens, a usage intelligence platform for Acumatica ERP systems. The platform records user behaviour within Acumatica instances and generates three reports: upgrade readiness, optimisation, and workforce process analysis. AcuLens addresses how ERP systems are actually used by tracking which screens, workflows, and customisations teams actively employ. The AI-assisted analysis works only on aggregated results, never on business data, producing findings in plain language with recommended next steps. The platform is designed for Acumatica value-added resellers and mid-market companies. It requires 30-60 days of activity to generate initial reports, which can be delivered monthly, quarterly, bi-annually, or annually. No business data leaves the instance; the system records usage patterns rather than content. Sprinterra, an Acumatica independent software vendor since 2013, won the Acumatica 2026 Development Excellence Award.

A clearer View of Every Change: what's new in Clearstory this August. By: Cameron Page | September 3, 2026 August brings a major set of updates to Clearstory focused on two things: better visibility into Change Orders before problems become costly disputes, and deeper connectivity with the systems contractors already use. This month, Clearstory is introducing Work in Place Reporting, new Change Notification reporting, deeper CMiC capabilities, Procore Change Event Status Sync, a new Acumatica integration, and an improved Web API. Clearstory is also rolling out several highly requested workflow improvements - including the ability to copy CORs, better connect CORs to Change Notifications, and track integration activity directly from the COR Log. Here's what's new. August at a Glance * Work in Place Reporting is now live, giving teams more visibility into active project work. * Change Notification reporting adds new health metrics to the Contractor Snapshot. * CMiC project and contract imports make it faster to bring projects, vendors, contracts, and contract values into Clearstory. * Procore Change Event Status Sync is entering closed beta, bringing Procore status information directly into the Clearstory COR Log. * A new Acumatica integration is entering closed beta. * Clearstory's new Web API creates a more powerful foundation for customer integrations. * Teams can now copy existing CORs, carrying reusable information into a new COR without starting from scratch. * New activity tracking and workflow improvements make it easier to follow what happened across the Change Order lifecycle. See More of What's Happening Across Every Change Good Change Order management depends on understanding what's happening while there is still time to act. Most change order problems don't appear suddenly: they accumulate quietly. By the time most teams realize there is an issue, the window to recover the cost has closed, relationships are strained, and someone is eating the overage. Work in Place Reporting is now live, expanding the reporting available to teams tracking active project work inside Clearstory. Clearstory is also introducing Change Notification reporting, with additional Change Notification health metrics now available in the Contractor Snapshot. This gives teams another way to see how changes are moving through a project and quickly identify activity that may need attention. Several additional reporting improvements provide more context: Days Aging exports can now be generated at the Company and Project level in PDF, CSV, or Excel formats, making it easier to analyze and share aging data outside Clearstory. Clearstory is also adding a Revision Date Submitted field to the COR Log and COR detail panel. When a COR goes through multiple revisions, teams can now see when each individual version was submitted rather than relying on a single date to understand its history. Together, these updates give project teams a more complete picture of work in progress, outstanding changes, and the individual COR revisions moving toward resolution. Deeper Integrations With CMiC, Procore, and Acumatica August also brings significant improvements to how project and financial data moves between Clearstory and the systems contractors already rely on. Faster Project Setup With CMiC For CMiC customers, Clearstory is making project setup significantly easier. Teams can now pull a project from CMiC along with its associated contracts and vendors through a guided workflow, bringing more of the information required to get a Clearstory project up and running in a single step, and eliminating mismatches between contract data in CMiC and what's tracked in Clearstory. A new CMiC contract import also allows teams to bulk import contracts from a CMiC project, including: * Contract number * Contract name * Contract amount * Associated vendor Instead of rebuilding this information manually, teams can bring it directly into Clearstory and get to work faster. Procore Change Event Status - Directly in Clearstory Procore Change Event Status Sync is entering closed beta. With this capability, the status of a Procore Change Event can appear directly in the Clearstory COR Log. That means teams using both systems can understand what is happening with a Change Event in Procore without leaving their Change Order workflow simply to check its status. Acumatica Integration Enters Closed Beta Clearstory's new Acumatica integration is also entering closed beta this month. The integration continues to expand the financial systems that can connect with Clearstory and is another step toward making Change Order information easier to move between project and financial workflows. A New Web API for More Powerful Integrations As Change Order workflows become increasingly connected, customers need more flexibility in how Clearstory communicates with the rest of their technology stack. This month, Clearstory is rolling out a new and improved Web API and beginning the transition away from Clearstory's existing legacy API. The new API provides a stronger foundation for building and expanding integrations, allowing Clearstory to deliver new integration capabilities and improvements more quickly over time. Customers currently using the legacy API will receive information directly from Clearstory about migrating to the new version. Clearstory is also making integration activity easier to track. Integration activity will now appear directly in the COR Log activity panel. When information is pushed or updated through an integration, Clearstory will record the activity along with the person who initiated it. These entries are marked as internal-only, creating a more complete audit trail for internal project teams without exposing integration activity externally. As more Change Order information moves between connected systems, teams can now see not only where a COR stands, but also when information moved and who initiated the action. Copy a COR Instead of Starting From Scratch One of its most requested workflow improvements is here. Teams can now copy an existing COR and use it as the starting point for a new COR within the same project. Reusable information (including line items, pricing, descriptions, attachments, and other COR details) can carry over automatically. For repeat work, phased releases, or similar scopes, teams no longer need to rebuild essentially the same COR from scratch and risk introducing inconsistencies each time they do. It's a simple improvement that can save significant time across projects with a high volume of Change Orders. More Improvements to Everyday Project Work August includes several additional improvements designed to remove small but frequent points of friction from Change Order workflows: Add users directly to projects. Project Managers and Admins can now add users to a project even when those users are not already part of the office, removing an extra administrative step from project setup. Connect sent CORs to Change Notifications. Teams can now link sent CORs to Change Notifications from the Received Log, creating a clearer connection between the original change and the CORs that result from it. Updated shareable logs. The COR Share Log has moved into Clearstory's updated interface, while the T&M Share Log now has an improved experience as well. These updates also lay the foundation for additional functionality coming to Clearstory's shareable experiences. A More Connected View of the Change Order Lifecycle There's a common theme behind August's releases: bringing more of the Change Order lifecycle together in one place. Work in Place and Change Notification reporting help teams understand what's happening across active projects. Deeper CMiC, Procore, and Acumatica integrations bring important project, contract, vendor, financial, and status information closer to the Change Order workflow. Improved activity tracking creates a better record of what happened and when. And workflow improvements like copying CORs eliminate repetitive work teams encounter every day. The result is a more connected view of every change from the moment work begins through pricing, review, integration, and resolution. Want to see these updates in action? Schedule a demo to see how Clearstory gives contractors real-time visibility and control across the Change Order lifecycle. Already a Clearstory customer? Log in to explore the latest features or contact your Customer Success Manager to learn more about August's releases and upcoming beta opportunities. Cameron Page. Cameron leads Clearstory as the founder and CEO. After 10 years as a Project Manager at Devcon, a leading design-build GC, he knew there should be a better way to track and communicate on Change Orders. He started Clearstory with a mission to help the entire construction industry get extra work processed and closed faster in order to reduce risk, waste less time, and strengthen relationships. Schedule a call with its team

Bringing 40 years of pricing to Acumatica. How RBI Corporation moved to Acumatica while preserving the pricing structure that runs their business with Rockton Pricing Management (RPM). For 40 years, RBI Corporation ran on one ERP system. Over that time, they built what most distributors would recognize: a pricing structure shaped around exactly how they sell. RBI distributes lawn and garden products and arborist products. They move goods to businesses that resell them, and they sell direct to consumers through retail locations where customers walk in for chainsaw chains, mower bars, and arborist rope. A business like that does not run on one price. It runs on levels, matrices, promotions, and customer-specific programs built up over decades. When it came time to move from their legacy ERP, RBI chose Acumatica as the platform for their next chapter. But they also knew they needed a way to bring their established pricing structure with them. Bringing a complex pricing model into a new ERP. As RBI evaluated the move, they saw the opportunity to modernize their ERP environment with Acumatica while maintaining the pricing strategies their business had developed over four decades. "Acumatica's pricing aspect was hard to map to what we are currently using," said Will Miller, Enterprise Analyst at RBI Corporation. That wasn't because RBI expected their new ERP to look exactly like their old one. Their pricing model had simply become highly specialized over 40 years. The challenge was finding a way to preserve that complexity while taking advantage of a modern ERP platform. RBI did not want to leave decades of pricing knowledge behind. They wanted to bring it forward. The plan: carry the whole structure into Acumatica. That's where Rockton Pricing Management (RPM) came in. RPM is a Pricing Intelligence Platform for ERP-driven distributors, and it connects to Acumatica through the API to do the one thing Acumatica's native pricing could not: carry RBI's full pricing structure across the move. Rebuilding 40 years of pricing is not a slogan. It is a set of tools, and RBI put them to work: * Recreate the matrix. RBI used attribute maps to rebuild their pricing levels and matrix structure within their new environment. * Run any program they can think of. RBI gives promotions and special pricing based on a long list of criteria, by customer, by item, and combinations of both. RPM "gave us the opportunity to create programs any way we could really think of," Will said. * Break by more than quantity. Quantity breaks can be based on quantity, dollar amount, or weight, using any mixture of item, customer, or document attributes. * Segment cleanly. Filters let RBI group products and customers so promotions and pricing land where they belong. * Build customer-specific price files. Catalogs let RBI create price files for individual customers. More than pricing. Beyond pricing, RBI also used RPM's data sync capabilities to manage data they do not keep in their ERP. Working with the Rockton team, they built functionality that connects their website and ERP so items are added automatically, only when needed. The result is an Acumatica environment that stays focused on the products RBI actually needs to manage, while the company can still offer a large catalog to customers without putting every product into the ERP. The result. RPM "delivered unbelievable value to our business, allowing us to create these structures that have helped us diversify our pricing in ways that allow us to optimize our margin output," said Miller. And the relationship held up under real demands. When RBI wanted to do something that "seemed impossible at first," Rockton worked with them to make it possible, sometimes by showing them how, sometimes by building new functionality to make it happen. "They've been the easiest and best to work with," Miller said. "They get back to us right away." What RBI's story says to other distributors. RBI's experience shows that moving to a modern ERP does not have to mean leaving your pricing strategies behind. If your business has spent years building customer programs, pricing matrices, promotions, and other strategies, those structures are part of what makes your business work. The right combination of ERP and pricing technology can give distributors a modern foundation while preserving the pricing capabilities they've built over time. And there's another opportunity: understanding what those pricing strategies are actually doing to your margins. Built for better margins. Rockton Pricing Management (RPM) helps distributors get more from their ERP and their pricing data without forcing them to choose between modern technology and the pricing strategies that run their business. If you want to know what your real margin picture looks like, start with a free 30-minute Margin Analysis. Acu-Connect use your own ERP data to show you where your margin actually sits. In one analysis, Acu-Connect found 8.73% in margin the pricing system was not accounting for. On $100M in revenue, that's $8.7M. You can't improve margin you can't see. Most distributors know a gap like that can exist. Few can see where it is or how large it is.