Project and engineering manager support — staffing, costs, approvals, and forward-looking outlooks, gated by role.
Where it helps
Staffing and rates at a glance
Ask who is allocated to a project and at what rate, without exporting a report.
Approve or escalate costs
Review costs against budget and approve within policy or route exceptions upward.
Time and budget outlook
Get a forward view of where a project lands on hours or spend.
Example decisions
Pre-made and editable. Every decision is logged with the user and timestamp.
- Cost approval
- Auto-approve under threshold; escalate above it
- Budget variance
- Notify the manager when a project trends over plan
- Staffing change
- Require the manager role before edits
Questions
Who can use the manager agent?
Users with a project-manager or admin role. Access is enforced by role, not by an honor system.
Can approval thresholds be changed?
Yes. Decision rules are editable and every change is logged for audit.
How it connects
The agent reads from your existing source systems through their APIs — never via attachment uploads or shadow exports. Connectors include NetSuite, SAP, Sage, Xero, QuickBooks, Workday, Salesforce, HubSpot, Stripe, and more, with custom connectors added through the Flowtly platform.
Trust & governance
- Role-based access — answers stay within the permissions of the signed-in user.
- Every question and every answer is timestamped and stored in the audit log.
- Hosted in the EU (Frankfurt). Data never leaves your approved perimeter.
- GDPR-aligned, SOC 2 Type II in progress.
See this agent on your data
Book a 30-minute walkthrough with a sandboxed copy of your numbers.