This is your guide to all the updates across Projectworks in the month of August. There's new and updated integrations, upgraded resourcing and the opportunity to join early access to Kea, our AI Agent - something for everyone!
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We Now Integrate With Sage Intacct 🎉
Gaining strong operational visibility shouldn’t add more manual work to your day. We also know that project profitability, billing accuracy, and multi-entity reporting become harder to manage across disconnected systems as you grow. Connect Sage Intacct to Projectworks for a real-time view of project performance and accurate revenue forecasts. We’re starting with invoices, expenses and payments and would love to hear feedback about where this should go next!
Learn more about setting up this integration
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Resourcing Upgrades Available in Beta to Everyone!
Quickly shift project resourcing when timelines change, manage Budget Level Resourced projects directly from the global Resourcing pages, and work in a redesigned resourcing experience.
In the background, the redesign also set us up to support our AI Agent Kea which can help you with intelligent resourcing - so watch this space (or express your interest in Kea early access further down 👇)
You can turn this beta on for you and your team to try out, and if not fully ready? Temporarily switch back by turning the beta off.
A big thank you to all our generous customers in early access for your feedback, time and ideas.

Querying Employment Hero Syncs?
You can now directly view sync activity details between Projectworks and Employment Hero!
This new page provides information on how records are linked between the two systems and highlights any errors from leave and people import events for you.
If a sync fails, select the error message and we'll tell you exactly what happened, so you can address the discrepancy on the spot.
Learn more about sync activity
Table Interactions Just Got Better 👍
We've refreshed the column headers across most tables in Projectworks, making common table actions clearer and easier to use.
You'll notice updated interactions for sorting columns, viewing additional information, and hiding or showing columns. These changes bring a cleaner, more consistent experience to the tables you use day to day, with more table improvements to come.

Join Early Access to Kea
In PSA-land, the move to tools that already have context on what you're doing and can act on your behalf make sense.
That's the direction Kea our AI agent inside Projectworks is going - sitting on top of your project and firm data. We see it becoming an operational intelligence layer and we’re looking for customers who’d like to join early access to try it out!
And if you're wondering where the name Kea (pronounced (KEY-uh) comes from, it's inspired by the world's only alpine parrot, famous for its high curiosity and intelligence!
Sign up here
Upcoming: We Heard You, Expenses are Going…Multi-line!
Ready for a bold new world where a single expense record can hold multiple lines? Each expense associated to project and budget independently to support a smoother, more convenient workflow? ✅
Multi-line expenses are coming to Projectworks in the near future, with more exciting enhancements to follow - think more attachments and automatic expense creation from a receipt upload!

Projectworks Named in The Inc. 5000
We've made the 2026 Inc. 5000 for the second time, placing No. 1032 on the back of 340% three-year revenue growth. A big thank you - as firms running on Projectworks your support and feedback pushes us to make it better and are the reason we've made the list!
Our CEO Mark Orttung wrote a piece on what sits behind the ranking and where we're taking the product next: Read the full post
💚 Love Projectworks?
Help us spread the word further, leave us a G2 review!
Stay in the Loop
Want to stay up-to-date with Projectworks product updates as they drop? Make sure to check our Release Notes regularly - we update these every 2 weeks. To get monthly updates straight to your inbox, sign up to our product mailing list.
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Let’s say a consulting firm signs a $30,000 engagement in July and invoices the full fee upfront. The client pays quickly and the cash lands, but the work runs from July through September. By the end of July the firm has completed about one-third of the engagement - the project’s on track but the finance team have some work to do to match revenue with the costs incurred (the “matching principle” of having costs and revenue in the same period is a key accounting concept). Only a third of the project’s fee has been earned (because only a third of the work has been done), and the remaining $20k of revenue is deferred to a future period.


