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30-minute Webinar

Streamline Your
Sales Order to Cash Workflow

Wednesday, September 17, 10:30 a.m. PT / 1:30 p.m. ET
Order to Cash Workflow
Disconnected systems between sales, project management, and finance create duplicate entry, missed billings, and reporting gaps. In this session, you’ll see how Project Insight connects Salesforce, project execution, and QuickBooks Online into one seamless Order-to-Cash workflow. From closed deal to completed work to invoice, everything flows automatically.
  • Convert sales orders/deals from CRMs like Salesforce: Automatically map line items into structured projects with budgets and tasks.
  • Kick off work faster: Use templates and approval flows to eliminate delays and rework.
  • Link delivery to invoicing: Connect time, expenses, and budgets directly to invoice records.
  • Sync with invoicing tools like QuickBooks: Eliminate manual reconciliation with real-time accounting integration.
  • Improve visibility: See portfolio-level revenue, margin, and cash flow in real time.

Why it matters.

  • Save 5–10+ hours per week: Eliminate duplicate entry and manual reconciliations across sales, delivery, and finance.
  • Capture 5–15% more billable revenue: Automated invoicing ensures no time or expenses are left behind.
  • Accelerate cash flow: Reduce billing cycles by up to two weeks and shorten Days Sales Outstanding (DSO).
  • Lower IT and integration costs: Avoid $25K–$50K annually in middleware or custom integration maintenance with native Salesforce and QuickBooks Online sync.
Don’t miss this chance to see how a true Sell-Work-Bill workflow can accelerate cash flow and give your teams confidence in their data. Reserve your spot today.
Meet your hosts:
Steve West
Steve West
Project Insight Expert
CEO
Steve's Calendly →
Mathew Sparkes
Mathew Sparkes
Project Insight Expert
Director of Sales
Matt's Calendly →

Register Now for the FREE Webinar.

Date: Wednesday, September 17, 2025
Time: 10:30 a.m. PT/1:30 p.m. ET
Duration: 30 minutes