Integration
Unanet AE + ProLens
Connect Unanet AE and ProLens turns your full project ERP into an executive dashboard with AI insights and free client portals — instant analytics, no migration.
What lights up
What ProLens does with your Unanet AE data.
AR Aging + Invoices
Your Unanet AE invoice and AR data feeds the aging buckets, payment velocity trends, and AI collections narrative.
Revenue Pulse (AI)
Unanet AE'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 Unanet AE's project data.
Team Utilization
Billable vs total hours by person and discipline, computed from Unanet AE timesheets.
Budget Health
Budget vs actual with burn-rate trajectory and AI alerts, driven by Unanet AE project budgets.
Pipeline
If Unanet AE'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 Unanet AE.
Timesheet Compliance
Submission tracking, missing hours with dollar impact, and chronic-late alerts from Unanet AE time data.
Who's Out
Day-by-day absence view with capacity impact, drawn from Unanet AE time-off and booking data.
Client Activity
Hours and revenue by client with dormancy detection, computed from Unanet AE project data.
Milestones
Upcoming deadlines within 30/60/90 days, pulled from Unanet AE project milestones.
Resource Forecast
Capacity by discipline for the next 30/60/90 days with pipeline demand overlay, driven by Unanet AE resource plans.
Client Satisfaction
Powered by ProLens's built-in survey engine — works with any stack.
Weekly Pulse
AI-aggregated weekly summary across Unanet AE 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.
Unanet CRM: If you use Unanet's built-in CRM module, ProLens pulls pipeline data automatically alongside your project and financial data.
How it connects
Three steps. Minutes, not months.
Authorize with one click
Connect your Unanet AE account securely. No technical setup, no credential sharing.
ProLens reads your data
We look at your projects, time and expense entries, invoices, AR data, employees, resource plans, and Unanet's built-in CRM pipeline. 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 Unanet AE.
- 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
Unanet AE integration questions.
Does ProLens ever write to my Unanet AE account?
No. ProLens is strictly read-only. We never write, edit, create, or delete anything in your Unanet AE account.
What data does ProLens access?
ProLens reads your projects, time and expense entries, invoices, AR data, employees, resource plans, and Unanet's built-in CRM pipeline. 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 Unanet AE, 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.
We just rolled out Unanet. Can we connect ProLens now?
Yes. ProLens connects to Unanet AE through its read-only API in minutes. You do not need to wait for any reporting buildout — the dashboards come online on day one.