Integration
Productive.io + ProLens
Connect Productive and ProLens layers AI insights, free unlimited client portals, and cross-firm intelligence on top of your modern project management platform without leaving the interface your team already likes.
What ProLens does
What ProLens does with your Productive.io data.
- Reads your Productive time entries, budgets, and deal data to surface firm-wide intelligence in a single dashboard.
- Computes true profitability using Productive's salary and deal cost rate data, flagging margin issues before they compound.
- Turns your Productive deal pipeline into scored pursuits with Deal Health Grades (A through F).
- Gives your clients a branded portal they will actually use, with project status, documents, and outstanding invoices.
- Generates AI daily briefings that summarize your entire firm's Productive data in 30 seconds of reading.
- Maps Productive services to A/E project phases (SD, DD, CD, CA) for phase-level budget tracking.
Feature availability
What works with Productive.io.
| Feature | Status |
|---|---|
| Revenue Intelligence | Included |
| Budget Intelligence (with phases) | Setup required |
| Projects and Profitability | Included |
| Pipeline Intelligence | Limited |
| Team Utilization | Included |
| Who's Out | Setup required |
| Timesheet Compliance | Included |
| 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 Productive.io data.
AR Aging + Invoices
Your Productive.io invoice and AR data feeds the aging buckets, payment velocity trends, and AI collections narrative.
Revenue Pulse (AI)
Productive.io'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 Productive.io's project data.
Team Utilization
Billable vs total hours by person and discipline, computed from Productive.io timesheets.
Budget Health
Budget vs actual with burn-rate trajectory and AI alerts, driven by Productive.io project budgets.
Pipeline
If Productive.io's CRM module is enabled, pipeline data flows automatically into the funnel.
Revenue Trend
12-month stacked-bar view of paid/unpaid/overdue revenue from Productive.io.
Timesheet Compliance
Submission tracking, missing hours with dollar impact, and chronic-late alerts from Productive.io time data.
Who's Out
Day-by-day absence view with capacity impact, drawn from Productive.io time-off and booking data.
Client Activity
Hours and revenue by client with dormancy detection, computed from Productive.io project data.
Milestones
Upcoming deadlines within 30/60/90 days, pulled from Productive.io project milestones.
Resource Forecast
Capacity by discipline for the next 30/60/90 days with pipeline demand overlay, driven by Productive.io resource plans.
Client Satisfaction
Powered by ProLens's built-in survey engine. Works with any stack.
Weekly Pulse
AI-aggregated weekly summary across Productive.io 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.
API token. Generate a token in Productive Settings and paste it into ProLens. The token is encrypted at rest and used for read-only access only.
Authorize with API token
Generate a token in Productive Settings and paste it into ProLens. The token is encrypted at rest and used for read-only access only.
ProLens reads your data
We look at your projects, time entries, invoices, AR data, deals, employees, and bookings. 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 Productive.io.
- 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
Productive.io integration questions.
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Productive.io account.