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 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.
Authorize with one click
Connect your Harvest account securely. No technical setup, no credential sharing.
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.
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.
Does ProLens ever write to my Harvest account?
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Harvest account.
What data does ProLens access?
ProLens reads your projects, time entries, invoices, AR data, clients, and people. We never read passwords, private notes, or anything outside the data needed to populate your dashboard widgets.
How often does data refresh?
Every 15 minutes automatically. The data you see on your dashboard is held only long enough to display it, then erased.
What is a PSA?
Platforms like Harvest, along with others like Deltek and Harvest, are sometimes referred to as PSA (Professional Services Automation) tools in the industry. We call them project management tools throughout this site so the jargon does not get in the way.
Will adding ProLens slow Harvest down?
No. ProLens reads from Harvest through a separate read-only API. Your team keeps logging time and sending invoices exactly the same way.