Productive AI – The Smarter Way to Work
Tired of endlessly clicking, scrolling through updates, or wasting time on repetitive tasks?
With Productive AI, you can skip filters and find the data you need by simply asking in plain language. It also provides instant summaries of lengthy comment threads and Task updates, saving you time. Additionally, it can convert receipts and invoices into Expense forms in seconds. Furthermore, Productive AI allows you to write project specifications, meeting summaries, and marketing content with ease.
Office Hours Webinar: Scenario Planning
In this session, we’ll break down scenario planning—what it is, why it matters, and how to use the Scenario Builder in Productive.
NEW RELEASE • apr 3 2025
Productive 4.13
Productive 4.13Â is here and it’s full of brand new features and updates:
AI ✨
- AI filters are now available when looking up Employees and Companies.
Budgeting 💰
- Move Services from one budget to another. This will move associated time entries, expenses, and bookings.
- On the Budget overview tab, you can now filter by fiscal year or quarter.
Invoicing 🧾
- Add your own Tax ID name to document templates and match your local tax terminology.
- We’ve completely overhauled custom permissions for Invoicing. The new ones are far more granular. Find them under Settings > Permission Sets in the Invoices and Payments categories.
Integrations 🧩
- Map tax rates in Productive with QuickBooks to make sure each line item in Productive has its tax in QuickBooks.
- Automatic user provisioning from Microsoft Entra is now enabled. When you add a user to Entra, they will appear in Productive as well. And vice versa, deleting a user in Entra will delete them in Productive.
- After syncing an expense to Xero, you can now define the status as Draft, Submitted, or Approved.
People & Resourcing 👥
- Define alternating work hours every two weeks. This is especially useful for our customers in the UK, Australia, and the Netherlands.
- Use half-day allocations for Time Off. This works only for time off categories limited by days.
Platform ⚙️
- When using sharing options (e.g. sharing a Project or a Report), hover over the Team you want to share the item with to see all its members.
- If you sign in to Productive from a new location, you’ll get a warning email as an extra security layer.
Project & Task Management ✅
- Download the Gantt chart, save it, or send it as a PDF. Perfect for clients and team briefings.
- Adding tables to Docs is now easier. Click the plus + sign to add a new row or column.
Sales & CRM đź›’
- Sales deals can now be assigned to Projects, whether a new one or an existing one. Each Project now has a “Deal” tab to reflect this change.
- Create a Deal template and save it in the Template Center.
- Like with Budgets, you can move services from one sales deal to another. This will move associated time entries, expenses, and bookings.
Watch the video recap below: