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See delivery and money for one project side by side
For project and finance leads who want a project's Teamwork.com delivery and Sage Intacct financials compared by asking their AI assistant.
On this page
Connector
Connect Teamwork.com, pick your AI tool and paste the prompt.
The problem
Delivery and finance tell different stories about one project
Delivery tracks health, milestones and budget in Teamwork.com while finance tracks contract, cost and invoices in Sage Intacct. When the two disagree, nobody notices until the project is over budget or the client is far behind on payment.
Without PopdockAI
- Read health, budget and milestones in Teamwork.com
- Look up contract, cost and percent complete in Intacct
- Line the numbers up by hand
- Learn about the gap at the next overrun
With PopdockAI
- Delivery figures come from Teamwork.com in one pass
- Contract, cost, progress and open invoices come from Sage Intacct
- Gaps over 15 points are called out
- A short note says what needs attention, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Give one view of project `{project-name}` that combines how delivery is going in Teamwork with where the money stands in Intacct, and say whether the two agree.
**Step 1: Find the project in both systems**
Call `teamwork-get-projects` with `name.contains` set to `{project-name}` and `intacct-get-project` with `project-name.contains` set to `{project-name}`. If either side returns more than one match, list them and stop. If one side returns none, say so, report the side that exists, and skip the comparison in Step 4.
**Step 2: Delivery from Teamwork**
With the Teamwork `project-id`, call:
* `teamwork-get-project-health` for `health-score`.
* `teamwork-get-budgets` for each budget's `type`, `capacity` and `capacity-used`.
* `teamwork-get-milestones` with `completed` = false, for `name`, `deadline` and `percentage-complete`. Flag any milestone whose `deadline` is before today.
* `teamwork-get-risks` with `status` = open.
**Step 3: Money from Intacct**
From `intacct-get-project` take `contract-amount`, `budgeted-billing-amount`, `actual-amount`, `percent-complete`, `project-status` and `customer-id`. Then call `intacct-get-invoice` with that `customer-id` and `total-due.min` = 0.01 to list the customer's open invoices. The invoice list is for the whole customer, not only this project; say so in the report.
**Step 4: Compare and report**
* **Delivery:** health score, late milestones, open risks, budget used as a percentage of capacity.
* **Money:** contract amount, actual amount, actual as a percentage of contract, Intacct percent complete, open invoice total and the oldest open due date.
* **Do they agree?** Compare Teamwork budget used with Intacct actual as a percentage of contract, and Teamwork milestone progress with Intacct percent complete. Call out a gap of more than 15 percentage points in either pair.
* End with no more than three sentences on what needs attention.
**Rules & Guidelines:**
* `teamwork-get-projects`, `teamwork-get-project-health`, `teamwork-get-budgets`, `teamwork-get-milestones` and `teamwork-get-risks` are on the teamwork server. `intacct-get-project` and `intacct-get-invoice` are on the intacct server.
* This prompt is read-only. Do NOT call any `intacct-create-*` or `intacct-update-*` tool, and do NOT call any `teamwork-create-*`, `teamwork-update-*`, `teamwork-complete-*` or other Teamwork action tool.
**Validation:**
* If the project has no Teamwork budget, say so and compare only progress.
* If `contract-amount` is empty or zero in Intacct, do not compute percentages against it; say the contract value is missing.Who it's for
One answer, three teams that use it
Project managers
See the money side of your project
Check whether cost against contract matches the budget you see, so overruns are raised while they can still be fixed.
Compare the Contoso CRM rollout in Teamwork.com with its Sage Intacct project.
Project accountants
Check progress against what was billed
Compare milestone progress with Intacct percent complete and see open invoices for the customer in the same answer.
Does Teamwork.com milestone progress on the Northwind Traders upgrade match percent complete in Intacct?
Delivery directors
Prepare for a project review in one question
Get delivery and finance side by side with the gaps flagged, so the review starts with the issues rather than the data gathering.
Give me delivery and billing for the Fabrikam portal project ahead of tomorrow's review.
How it works
What PopdockAI does when you ask
You name the project, and your AI assistant reads it from both Teamwork.com and Sage Intacct and compares them. It only reads, so neither system is changed.
01
Ask
You name the project.
02
Delivery
It reads health, budget used, late milestones and open risks from Teamwork.com.
03
Money
It reads contract amount, cost, percent complete and open invoices from Sage Intacct.
04
Compare
It flags gaps over 15 points and notes what needs attention.
What PopdockAI provides
The tools behind the answer
Ready made tools for Teamwork.com and one secure connection to your AI tool. No code, no exports.
teamwork-com-get-projects
sage-intacct-get-project
teamwork-com-get-project-health
teamwork-com-get-budgets
teamwork-com-get-milestones
teamwork-com-get-risks
sage-intacct-get-invoice
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
One project picture for delivery and finance
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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