ProLens

Integration

QuickBooks Online + ProLens

Connect QuickBooks Online and ProLens fills the financial layer. AR aging, revenue trends, and budget tracking get richer data without touching your books.

AccountingSmall-firm accounting backbone for A/E practices.
Request a DemoSee All Integrations

What lights up

What ProLens does with your QuickBooks Online data.

AR Aging + Invoices

QuickBooks Online's AR detail powers the aging buckets, payment velocity trends, and AI collections narrative.

Revenue Pulse (AI)

QuickBooks Online's financial data feeds the AI daily briefing on pacing, risks, and opportunities.

Project Profitability

QuickBooks Online's GL detail enriches margin and burn calculations.

Budget Health

QuickBooks Online budgets feed the firm-level burn-rate view.

Revenue Trend

12-month stacked-bar view of paid/unpaid/overdue revenue from QuickBooks Online.

Client Activity

QuickBooks Online invoice and payment history rounds out the per-client revenue view.

Client Satisfaction

Powered by ProLens's built-in survey engine. Works with any stack.

Market Conditions

Powered by FRED economic data and the AIA Billings Index. Works with any stack.

How it connects

Three steps. Minutes, not months.

Step 01

Authorize with one click

Connect your QuickBooks Online account securely. No technical setup, no credential sharing.

Step 02

ProLens reads your data

We look at your invoices, AR aging, payments, customers, chart of accounts, and budget data. We never write, edit, or delete anything.

Step 03

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.

Hv
Project Management

Harvest

Pairs Harvest for broader project and time coverage.

See Harvest →

BQ
Project Management

BQE Core

Pairs BQE Core for broader project and time coverage.

See BQE Core →

Hs
CRM

HubSpot

Adds HubSpot as the pipeline layer. Pipeline and Client Activity become richer.

See HubSpot →

Xe
Accounting

Xero

Adds Xero as the financial layer. Fills AR Aging, Revenue Trend, and Budget Health with deeper data.

See Xero →

Security

Read-only by design.

  • ProLens is read-only. We never write to your QuickBooks Online.
  • 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.

Read the full security architecture →

FAQ

QuickBooks Online integration questions.

No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your QuickBooks Online account.

See what else connects.

Build Your Stack

Or talk to us directly Contact us