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 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.
Authorize with one click
Connect your Productive.io account securely. No technical setup, no credential sharing.
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.
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.
Does ProLens ever write to my Productive.io account?
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Productive.io account.
What data does ProLens access?
ProLens reads your projects, time entries, invoices, AR data, deals, employees, and bookings. 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 Productive.io, 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.
Productive already has dashboards. Why add ProLens?
Productive shows you what happened. ProLens shows you what it means — AI daily briefings, collection risk scoring, market context, and free client portals that Productive does not ship natively.