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Find projects set up in Teamwork.com but not in Sage Intacct
For finance and delivery leads who want Teamwork.com and Sage Intacct project lists compared by asking their AI assistant.
On this page
Connector
Connect Teamwork.com, pick your AI tool and paste the prompt.
The problem
Projects set up for delivery but never for billing
Projects get created in Teamwork.com for delivery and in Sage Intacct for billing, and the two lists drift. A project missing from Intacct means time that never gets billed, and spotting it means comparing two long lists with different naming habits.
Without PopdockAI
- Export active projects from Teamwork.com
- Export open projects from Sage Intacct
- Match names despite codes and punctuation
- Find the missing project after the time goes unbilled
With PopdockAI
- Active and open projects are read from both systems
- Names are matched ignoring case, punctuation and project codes
- Partial matches are listed for you to judge
- It is read-only and stops if one side returns nothing
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Compare the project lists in Teamwork and Intacct and report the projects that exist in one system but not the other. Optionally limit it to client `{customer-name}` (default: all clients).
**Step 1: Read Teamwork projects**
Call `teamwork-get-projects` with `status` = active. If `{customer-name}` is given, also set `company-name.contains` to it. Keep `project-name`, `company-name`, `start-date` and `project-id`.
**Step 2: Read Intacct projects**
If `{customer-name}` is given, call `intacct-get-customer` with `customer-name.contains` set to it and pass its `customer-id` to the next call. Call `intacct-get-project`, keeping `project-name`, `customer-name`, `project-status`, `begin-date` and `project-id`. Leave out projects whose `project-status` shows they are closed or completed.
**Step 3: Match**
Match projects on name, case-insensitively, ignoring punctuation and a leading project code such as "PRJ-001 -". Treat two projects as a probable match when one name contains the other and the client matches; list these separately rather than as matched.
**Step 4: Report**
Three lists: In Teamwork only, In Intacct only, Probable matches (show both names). Give the count of exact matches, but do not list them.
**Rules & Guidelines:**
* `teamwork-get-projects` is on the teamwork server. `intacct-get-customer` and `intacct-get-project` 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.
* Do not offer to create the missing projects here. The user can run the sync-project-to-intacct prompt for one project at a time.
**Validation:**
* If either side returns no projects at all, say so and stop rather than listing everything from the other side as unmatched.
* If either call reaches its record limit, say the list may be incomplete.Who it's for
One answer, three teams that use it
Project accountants
Find projects finance cannot bill
See which delivery projects have no Intacct project, so time can be billed once the project is set up.
Which active Teamwork.com projects have no matching project in Sage Intacct?
PMO leads
Keep the project list clean
Find projects that exist in only one system and probable matches with different names, ready for a tidy up.
Reconcile Fabrikam's projects between Teamwork.com and Intacct and show probable matches.
Finance controllers
Check setup before month end
Confirm every live project exists on both sides before the close, so nothing is left out of billing.
Before month end, list projects that are in Intacct but not Teamwork.com, and the other way round.
How it works
What PopdockAI does when you ask
You can narrow it to one client, and your AI assistant compares projects in both systems. It only reports, so nothing is created or changed.
01
Ask
You optionally name a client.
02
Read
It reads active Teamwork.com projects and open Sage Intacct projects.
03
Match
It matches names ignoring case, punctuation and leading project codes.
04
Report
You get one-sided projects and probable matches, read-only.
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-customer
sage-intacct-get-project
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
Both systems track the same projects
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.
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