What makes Project Insight different from other tools for expense reporting?

Unlike many tools that only track expenses, Project Insight connects expense reporting directly with your project budgets, tasks, and resources. This gives leaders real-time visibility into cost impacts across projects, programs, and portfolios.

How does Project Insight integrate expense reports into project management?

With Project Insight, expense reports aren’t isolated. They feed into time, budgets, and invoices so teams and executives can see true project costs and financial health in one platform.

Why choose Project Insight over other project management software?

Project Insight goes beyond basic expense reporting by providing portfolio-level visibility, drill-down options, and integrated financial tracking. Competing tools often require separate add-ons or manual exports to get the same insights.

Sync & automate Salesforce deals to project plans.

Keep sales working in Salesforce while delivery runs in Project Insight. Closed-won opportunities convert into structured projects—with clients, budgets, dates, and line items mapped—so handoffs are instant and accurate.

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Over 10,000 users have found a
perfect fit with Project Insight

Sell confidently

Connect sales information to project work.

Create proposals and projects in Project Insight from Salesforce opportunities and link them to accounts and contacts. Reviewers can be assigned, work orders created, and delivery can begin without manual re-entry.

Automatically create line-itemed projects from closed-won deals.
Link Salesforce clients to proposals and projects in Project Insight.
Sync comments, statuses, and key details between systems.

Work better

Convert opportunities into structured project plans.

Map opportunity line items to tasks, budgets, and timelines.
Quickly set dates, assign resources, and apply rates/expense codes.
Cut duplicate entry by passing account and contact info directly.
See project comments, statuses, and issues in both systems.

Bill accurately

Connect project work to billing and invoicing.

Create invoice records directly from project execution, unifying CRM, project management, and invoicing.

Take on
more work

Create projects directly from Salesforce so delivery can forecast and plan earlier.

Save
time

Eliminate duplicate entry by passing account and order details from Salesforce to PI.

Improve
collaboration

Keep teams in their preferred tools. Comments and updates sync between Salesforce and PI.

What sets Project Insight apart from other tools?

Centralized entry. One worksheet for all expenses—saving finance teams hours each month.
Flexible options. Enter costs via tasks, worksheets, or mobile app for faster submissions.
Real-time reporting. Spot risks early and avoid costly overruns.
Fast approvals. Route to default or chosen reviewers to speed reimbursement cycles.
Bulk entry. Streamline recurring materials and consumables with less admin effort.
Seamless integrations. QuickBooks, Excel, and APIs cut manual reconciliations and costs.

Project Insight Salesforce Integration Differentiators