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Compare Teamwork.com project delivery with Intacct billing
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Cross-Connector

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.

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Compare Teamwork.com project delivery with Intacct billing
How does the Fabrikam ERP rollout look in Teamwork.com compared with Sage Intacct?
The Fabrikam ERP rollout tells two different stories. - Delivery: health 6 of 10, 2 late milestones, 3 open risks - Budget: 68 percent used in Teamwork.com, cost at 82 percent of contract in Intacct - Progress: milestones 50 percent done, Intacct says 70 percent complete - Open invoices: 18,400.00 for the customer, across all projects Needs attention: cost is running ahead of delivery by 14 points.
Teamwork.com
Sample figures. Your results come from your own account.
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

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Delivery

It reads health, budget used, late milestones and open risks from Teamwork.com.

teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-budgets
teamwork-com-get-milestones
teamwork-com-get-risks

03

Money

It reads contract amount, cost, percent complete and open invoices from Sage Intacct.

sage-intacct-get-project
sage-intacct-get-invoice

04

Compare

It flags gaps over 15 points and notes what needs attention.

Your AI tool

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.

get-data

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

sage-intacct-get-project

Returns projects from Sage Intacct.
get-data

teamwork-com-get-project-health

Returns the health score of Teamwork.com projects. Filter by health score and project ID.
get-data

teamwork-com-get-budgets

Returns project time and financial budgets from Teamwork.com with their capacity and usage. Filter by capacity, end date, type, project ID, status and start date.
get-data

teamwork-com-get-milestones

Returns project milestones from Teamwork.com with deadlines, completion and progress. Filter by deadline, completed, name, status and project ID.
get-data

teamwork-com-get-risks

Returns project risks from the Teamwork.com risk register with impact, probability and mitigation. Filter by probability, result, status, impact, project ID and created on.
get-data

sage-intacct-get-invoice

Returns invoices from Sage Intacct. The record-number links to the Get invoice entries tool.
Read only.Nothing in Teamwork.com Changes

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.

How Popdock AI secures your data

The outcome

One project picture for delivery and finance

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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