Integration
Harvest + ProLens
Connect Harvest and ProLens turns your time and invoice data into an executive dashboard with AI insights, client portals, and collection intelligence without giving up the simplicity you chose Harvest for.
What ProLens does
What ProLens does with your Harvest data.
- Transforms your Harvest hours into utilization intelligence with firm-wide dashboards and AI daily briefings.
- Reads your Harvest invoices to surface AR aging, overdue amounts, and client payment patterns.
- Computes project profitability from your Harvest cost rates and billable amounts, flagging margin erosion early.
- Gives your clients a portal showing project status, milestones, and what they owe, reducing status meeting overhead.
- Pairs with HubSpot for full pipeline intelligence, adding Deal Health Scores to your pursuits.
- Automates Weekly Pulse updates that publish to client portals with one click.
Feature availability
What works with Harvest.
| Feature | Status |
|---|---|
| Revenue Intelligence | Included |
| Budget Intelligence (with phases) | Limited |
| Projects and Profitability | Included |
| Pipeline Intelligence | Limited |
| Team Utilization | Limited |
| Who's Out | Setup required |
| Timesheet Compliance | Limited |
| Client Intelligence | Included |
| Collections | Included |
| Client Portals | Included |
| AI Daily Briefings | Included |
| Revenue Outlook | Included |
| Weekly Pulse | Included |
| Custom KPIs | Included |
What lights up
What ProLens does with your Harvest data.
AR Aging + Invoices
Your Harvest invoice and AR data feeds the aging buckets, payment velocity trends, and AI collections narrative.
Revenue Pulse (AI)
Harvest's financial data feeds the AI daily briefing on pacing, risks, and opportunities.
Project Profitability
Phase-level margin, burn, and anomaly detection on top of Harvest's project data.
Team Utilization
Billable vs total hours by person and discipline, computed from Harvest timesheets.
Budget Health
Budget vs actual with burn-rate trajectory and AI alerts, driven by Harvest project budgets.
Revenue Trend
12-month stacked-bar view of paid/unpaid/overdue revenue from Harvest.
Timesheet Compliance
Submission tracking, missing hours with dollar impact, and chronic-late alerts from Harvest time data.
Who's Out
Day-by-day absence view with capacity impact, drawn from Harvest time-off and booking data.
Client Activity
Hours and revenue by client with dormancy detection, computed from Harvest project data.
Milestones
Upcoming deadlines within 30/60/90 days, pulled from Harvest project milestones.
Client Satisfaction
Powered by ProLens's built-in survey engine. Works with any stack.
Weekly Pulse
AI-aggregated weekly summary across Harvest project data, ready for PM review and portal publication.
Market Conditions
Powered by FRED economic data and the AIA Billings Index. Works with any stack.
How it connects
Three steps. Minutes, not months.
OAuth2. Click Connect, sign into Harvest, approve read-only access. ProLens never sees your password and never writes back.
Authorize with OAuth2
Click Connect, sign into Harvest, approve read-only access. ProLens never sees your password and never writes back.
ProLens reads your data
We look at your projects, time entries, invoices, AR data, clients, and people. We never write, edit, or delete anything.
Your dashboard populates
First data appears in minutes. AI insights start generating on day one.
Average connection time: Under 2 minutes
Works well with
Pair it up. Cover more ground.
These connections fill the gaps and turn partial widgets into full ones across your stack.
Security
Read-only by design.
- ProLens is read-only. We never write to your Harvest.
- Your credentials are encrypted with AES-256.
- Data appears on your screen, then disappears. Nothing is permanently stored.
- Every data access is logged in your audit trail.
FAQ
Harvest integration questions.
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Harvest account.