Projectworks

Integrate Sage Intacct with Projectworks to keep project delivery and finance running from one source of truth. Approved invoices push from Projectworks to Sage Intacct as AR or Order Entry documents, pre-coded with the right GL account, department, and customer. Expenses flow through as AP bills. Payment status syncs back to Projectworks, so project managers see paid and unpaid without pinging finance. GL accounts, departments, items, vendors, tax details, and entities sync from Sage Intacct into Projectworks, so every transaction is coded the way finance needs from the moment it is created.
 

Key Benefits:
What Projectworks can do for you

Projectworks is the AI-powered professional services automation platform for SMB consulting firms. It brings proposals, resourcing, time and expenses, invoicing, revenue forecasting, and reporting into one connected system, built for how consulting firms actually run. Behind the software is a team of operators who have founded, scaled, and sold consultancies of their own.

• Turn your timesheets from cost into profit: Live, connected time tracking is the single source of truth for project visibility, so no billable hour goes missing.
• Get consultants off the bench: Fast, visual resourcing plans capacity against real skills, availability, and delivery history.
• Bid on more work, faster: AI-powered proposals, trained on the firm's winning bids, help win more work without slipping on quality.
• Replace spreadsheets with live, trusted numbers: Report on margin, utilization, budget burn, and revenue confidence in real time, in one system, not at month-end, cobbled together.

Integrating Sage Intacct with Projectworks

• Zero reentry of billing data: Approved invoices push automatically from Projectworks to Sage Intacct as AR or Order Entry documents, pre-coded with the right GL account, department, and customer. Finance stops rekeying project invoices at month-end. Revenue in Sage Intacct always reconciles to what was billed in Projectworks.
• Real-time project profitability on Intacct dimensions: GL accounts, departments, and items sync from Sage Intacct into Projectworks, so every expense and invoice carries the dimensions finance needs from the moment it is created. Delivery leads see live margin in Projectworks. Finance slices the same data in Intacct's dimensional reporting. One coding structure across both systems.
• Multi-entity operations, one source of truth: Intacct entities sync into Projectworks, so invoices, expense claims, and payments route to the correct entity automatically. Vendors sync bidirectionally, so a subcontractor onboarded in either system exists correctly in both. Consolidated group visibility in Intacct, clean entity-level ledgers, delivery teams who never have to think about accounting structure.
• Payment status where projects run: Payment information flows from Sage Intacct back to Projectworks. Project managers see paid and unpaid status on the projects they own, help chase late payers, and stop asking finance for updates.
• Course-correct on margin mid-project, not post-mortem: With delivery and finance on the same numbers, spot margin slippage while you can still fix it. Finance also stops rebuilding project P&Ls by hand. 

Requirements:

Price:
Tiered Subscription

Integration Approved Countries:
United States