Getting Started
Introduction - Clearpoint Systems Docs
Welcome to Clearpoint Systems Technology—the workflow orchestration platform for systems integration and audit-ready reporting. Learn what Clearpoint is and how it can help your organization.
Welcome to Clearpoint Systems Technology. This documentation will help you configure and operate the platform for workflow orchestration and systems integration.
What is Clearpoint Systems Technology?
Clearpoint Systems Technology is a workflow orchestration platform designed to help mid-market organizations integrate existing business systems and maintain audit-ready reporting. We handle the complexity of system integration so you can focus on operational improvement.
Key Features
- System Integration — Connect ERP, CRM, and operational platforms through standardized APIs
- Workflow Orchestration — Automate business processes across multiple systems with configurable rules
- Compliance Reporting — Generate audit-ready documentation with complete data lineage
- Data Synchronization — Maintain consistent data across systems with validation and error handling
Who is Clearpoint For?
Clearpoint Systems Technology is built for:
- Operations Teams managing day-to-day business processes across multiple systems
- IT Systems Teams responsible for system integration and data consistency
- Finance Operations requiring accurate data for reporting and compliance
- Compliance Officers needing audit trails and regulatory documentation
Core Concepts
Before diving in, here are a few concepts you’ll encounter:
Integrations
An integration represents a connection to an external business system, such as an ERP, CRM, or operational platform. Each integration defines how data flows between Clearpoint and the external system.
Workflows
Workflows are automated processes that move and transform data between integrated systems. Workflows include validation rules, approval steps, and error handling procedures.
Data Sources
Data sources are the specific endpoints, tables, or objects within integrated systems that participate in workflows. Each data source has defined schemas and access permissions.
Getting Help
- Documentation — You’re here! Browse the sidebar for detailed guides
- Support Portal — Access technical support and knowledge base articles
- Enterprise Support — Enterprise customers can reach our support team directly
Ready to get started? Head to the Installation guide to set up your first integration.