Contracts Are Living
Documents. Your Tools
Should Treat Them That Way.
Construction contracts change constantly — change orders, retainage adjustments, scope modifications, payment term updates. Metaprise tracks every revision across your entire portfolio and keeps the financial downstream in sync automatically.
Your Contract Data Lives in Three Different Places — None of Them Talk
Procore holds the project. Sage holds the accounting. And the actual contract terms — retainage percentages, payment schedules, change order impacts — live in PDFs, emails, and someone's head. This is where money falls through the cracks.
Retainage rates, payment terms, and milestone triggers are buried in PDF contract docs. Nobody looks them up until there's a dispute.
Change orders modify contract value, scope, and payment schedules. But the downstream financial systems don't automatically update — creating exposure.
What's the committed value vs. what's been billed vs. what's been paid? On a portfolio of 20+ projects, this answer requires a finance team and a spreadsheet.
You hold upstream contracts as a Sub and downstream contracts as a GC. No tool shows both sides or tracks how changes on one side ripple to the other.
From Procore Contract to Financial Execution — Fully Connected
Metaprise syncs contract data from Procore, extracts the financial terms, and feeds them into every downstream module — so retainage, billing, and payments always reflect the actual contract.
Procore Sync
Prime contracts, subcontracts, and commitments sync from Procore automatically via API and webhooks. Every change is captured in real time.
Term Extraction
Financial terms are parsed and structured — retainage rates, payment schedules, milestone triggers, compliance requirements, and penalty clauses.
CO Tracking
Change orders are tracked with full impact analysis — how they affect contract value, retainage calculations, payment schedules, and cash flow projections.
Downstream Feed
Contract terms automatically configure retainage rules, billing templates, payment gates, and compliance checks across the entire platform.
Contract Intelligence That Drives Every Financial Decision
Not a document vault. Metaprise Contract Management is a structured, queryable financial layer that tracks every term, every revision, and every obligation — and keeps your entire platform in sync.
Every CO Tracked. Every Impact Calculated.
Change orders are the #1 source of financial surprises in construction. Metaprise captures every CO from Procore and instantly calculates its impact on contract value, retainage, billing remaining, and cash flow projections.
Real-Time CO Sync
Change orders created in Procore are synced to Metaprise via webhooks within minutes. No manual re-entry. No lag between PM and finance.
Financial Impact Analysis
Every CO shows its impact: revised contract value, additional retainage exposure, billing remaining, and projected cash flow effect across 30/60/90 days.
Upstream/Downstream Linking
When a prime CO hits, see which subcontract COs are triggered downstream. Track the full chain of impact from owner through GC to subs.
Full Revision History
Complete audit trail of every contract modification — who approved it, when, what changed, and the financial delta. Dispute-ready documentation.
Change Order Impact — Airport Terminal B
Committed. Billed. Paid. Always Reconciled.
For every contract in your portfolio, Metaprise tracks the full financial lifecycle — original commitment, approved change orders, billed to date, paid to date, retainage held, and remaining to bill. Across every project, every role, every entity.
Portfolio-Level View
See every contract's financial status in one view — total committed, total billed, total paid, total retainage. Roll up to project, entity, or company level.
Variance Alerts
Automatic alerts when billing exceeds commitment, when COs push past threshold percentages, or when unbilled balances age beyond configurable limits.
Completion Tracking
Billings-to-date mapped against physical completion from Procore. Identify overbilling, underbilling, and revenue recognition risks early.
Contract Portfolio — Commitment vs. Actual
Every Contract's Retainage Rules, Enforced Automatically
Different contracts have different retainage terms — 5% here, 10% there, reduced to 5% at substantial completion on another. Metaprise extracts these terms, stores them structurally, and enforces them automatically across billing and payments.
Structured Term Storage
Retainage rates, reduction triggers, release conditions, and state-specific rules stored as structured data — not buried in PDF footnotes.
Auto-Enforcement
Retainage rates from the contract automatically configure the Retainage Management module. AR/AP and SmartFlow respect these terms without manual setup.
State Compliance Overlay
Contract retainage terms cross-checked against state law maximums and prompt payment requirements. Flags when contractual terms conflict with statutory limits.
Retainage Terms — Contract Detail
Terms auto-enforce across Retainage, AR/AP, and SmartFlow modules
Your Procore Data, Financially Activated
Procore is the system of record for project execution. Metaprise turns that execution data into financial intelligence — syncing contracts, change orders, pay applications, and milestones in real time so your financial operations are always aligned with what's happening on site.
Webhook-Driven Sync
Changes in Procore trigger real-time updates in Metaprise. New contract, new CO, new pay app — the financial layer updates within minutes.
Custom Field Mapping
Map Procore Custom Fields to Metaprise financial attributes. Retainage rates, payment terms, and project metadata flow through cleanly without manual translation.
Clear Data Boundaries
Procore owns project execution. Metaprise owns financial execution. Clean separation means no feature overlap, no permission conflicts, and clear system-of-record ownership.
Metaprise vs. Existing Contract Tracking
See what changes when contract data is structured, connected, and financially activated.
| Capability | Metaprise | Procore Alone | Spreadsheets |
|---|---|---|---|
| CO Financial Impact | Automatic | Project only | Manual calc |
| Commitment vs. Actual | Real-time | Basic budgets | Point-in-time |
| Retainage Terms | Structured + enforced | Field only | If tracked |
| Dual-Role View | Unified | Not supported | Manual merge |
| Downstream Auto-Update | All modules | Siloed | Manual |
| State Compliance Check | Automatic | None | None |
Make Your Contracts Financially Intelligent
See how Metaprise turns your Procore contract data into structured financial intelligence — with real-time CO tracking, retainage term enforcement, and commitment analytics. 30-minute demo.
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