ProLens

Integration

Sage Intacct + ProLens

Connect Sage Intacct and ProLens gets project-level GL detail on top of your firm's accounting backbone. Built for Firm and Enterprise tier organizations that need deeper financial coverage than QuickBooks provides.

AccountingMid-market accounting for growing professional services firms.
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What lights up

What ProLens does with your Sage Intacct data.

AR Aging + Invoices

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

Revenue Pulse (AI)

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

Project Profitability

Sage Intacct's GL detail enriches margin and burn calculations.

Budget Health

Sage Intacct budgets feed the firm-level burn-rate view.

Revenue Trend

12-month stacked-bar view of paid/unpaid/overdue revenue from Sage Intacct.

Client Activity

Sage Intacct 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 Sage Intacct account securely. No technical setup, no credential sharing.

Step 02

ProLens reads your data

We look at your project-level GL data, AR aging, revenue, budgets, customers, and dimensional reporting. 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.

DV
Project Management

Deltek Vantagepoint

Pairs Deltek Vantagepoint for broader project and time coverage.

See Deltek Vantagepoint →

Un
Project Management

Unanet AE

Pairs Unanet AE for broader project and time coverage.

See Unanet AE →

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 Sage Intacct.
  • 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

Sage Intacct integration questions.

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

See what else connects.

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