Platform

One layer. Every insight.

ProLens sits on top of your project management tools and transforms raw project data into operational intelligence. No migration required.

The shape of it

Connect once. Watch everything come into focus.

Your project management tools stays the source of truth. ProLens reads, computes, and surfaces the operational signals your firm runs on every day.

Your project management tools

BQE · Deltek · Productive · Harvest · Unanet

ProLens

Erased every 15 min

You

Dashboard · Portals · Pulse

01Read-only

Never writes to your project management tools. Your source of truth stays untouched.

02Real-time

Reads on a 15-minute cycle and recomputes the operational signals.

03No migration

Data stays where it is. No rewiring, no exports, no rebuild.

Dashboard

Role-based dashboards built for every seat in the firm.

Every widget pulls live data from your project management tools. Customizable layouts with a widget catalog. Revenue Trend with invoiced vs. collected, AR Aging bucketed bars, Team Utilization with billable/training/PTO stacking, Pipeline funnels, and Project Profitability with margin badges.

Weekly Pulse

One workflow replaces the Monday status email.

PMs review auto-calculated discipline progress, override where needed, add client-facing notes, and publish. Clients see the update in their portal.

AI Intelligence

Your data already knows what to do next.

ProLens Intelligence finds patterns across your projects, finances, and client relationships that no report can surface. Not a chatbot. Not a search bar. Analysis that runs while you sleep.

Revenue Pulse

Pacing, timing, and unbilled work.

Knows Meridian usually pays by the 5th. Knows you're 18% behind prior-month pacing. Knows $42K in T&M work should be invoiced this week.

Operational Intelligence

Spots the pattern. Names the risk. Before it costs you.

Utilization dropping, capacity gaps forming, client concentration climbing. ProLens flags the trend while you still have time to act, not after the quarter closes.

Client Intelligence

Warm re-engagement, not cold leads.

Dormant clients with high satisfaction and historical spend ranked by priority. Combined annual spend named. Your BD team's next call is ready.

Cross-Domain Discovery

PM data. CRM data. The connections between.

Each system tells a complete story on its own. The insight is in the joins — and ProLens is the only layer that watches them all at once.

Every finding names specific clients, dollar amounts, and dates. No hedging. No “it appears that.” Direct enough to act on.

Client Portals

Give your clients a window. Keep your advantage.

Branded client portals with project status, milestones, and invoice accountability. Always free. Unlimited seats. Owners and developers check status from job sites, cars, and conference rooms in a single branded view.

Learn more about client portals →

Invoice Accountability

Payment behavior changes without a single phone call.

The invoice banner appears at the top of every portal page. It doesn't nag. It doesn't email. It just exists. Developers log in to check their project and they see the balance.

Before ProLens

45d

avg. days to payment

After ProLens

28d

avg. days to payment

Three layers: persistent portal banner, KPI tile with overdue accent, and per-project invoice status. Information without confrontation.

Integrations & Security

Connect in minutes. Built for how A/E firms handle data.

Your data stays in your project management tools. ProLens reads it, never writes to it. SOC 2 aligned, row-level security, AES-256 at rest, TLS 1.3 in transit.

BQE

Deltek Vantagepoint

Deltek Ajera

Productive

Harvest

Unanet

HubSpot

QuickBooks

BigTime

Salesforce

See all integrations →

Before & After

See the difference intelligence makes.

Your project management tool gives you raw data in tables. ProLens transforms it into insights you can act on.

Revenue Reporting

From spreadsheet to intelligence

Your project management tool shows you this

Monthly Invoice Report

Month	Invoiced	Collected	Outstanding
Jan 2026	$165,000	$165,000	$0
Feb 2026	$134,000	$128,000	$6,000
Mar 2026	$156,000	$148,000	$8,000
Apr 2026	$141,000	$132,000	$9,000
May 2026	$98,000	$45,000	$53,000

Exported from Productive.io on May 16, 2026

ProLens shows you this

Revenue Trend

Paid Unpaid Overdue

Invoiced revenue, 12 months

$89K

Jun

$82K

Jul

$150K

Aug

$93K

Sep

$130K

Oct

$174K

Nov

$134K

Dec

$144K

Jan

$103K

Feb

$89K

Mar

$141K

Apr

$66K

May

Avg/month: $110K

View Invoices →

Hover to compare

Utilization Tracking

From numbers to action

Your project management tool shows you this

Team Utilization Report

Employee	Billable	Non-Bill	Total	%
Marcus Webb	32.5h	4.0h	36.5h	81%
Elena Vasquez	31.0h	5.5h	36.5h	78%
James Okafor	35.0h	2.0h	37.0h	88%
Priya Patel	36.5h	3.0h	39.5h	91%
Ben Nguyen	27.0h	8.5h	35.5h	68%
Rachel Torres	29.0h	6.0h	35.0h	72%

Week of May 11, 2026

ProLens shows you this

Team Utilization

May 4 - May 8 · 101% team avg

Full Breakdown →

Prior week (May 4 - May 8)4-week average80% target

Architecture(4w avg: 103%)

117%(6)

PRIOR WEEK244.3h / 208h· 6 people· All above target

4-WEEK AVG214.2h / 208h· 6 people

Structural(4w avg: 86%)

95%(3)

PRIOR WEEK61.0h / 64h· 3 people· All above target

4-WEEK AVG55.0h / 64h· 3 people

MEP(4w avg: 88%)

92%(6)

PRIOR WEEK205.5h / 224h· 6 people· 1 below target

4-WEEK AVG192.6h / 220h· 6 people

Interior(4w avg: 72%)

78%(2)

PRIOR WEEK62.4h / 80h· 2 people· 1 below target

4-WEEK AVG57.6h / 80h· 2 people

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Collections Intelligence

From aging report to action plan

Your project management tool shows you this

AR Aging Summary

Client	Current	31-60	61-90	90+	Total
Meridian Dev.	$42,000	$0	$0	$7,800	$49,800
Novak Properties	$12,000	$0	$0	$18,500	$30,500
Copper Ridge	$8,000	$24,000	$0	$0	$32,000
Trident Capital	$35,000	$0	$0	$0	$35,000
Lakeview Partners	$27,296	$0	$0	$0	$27,296

As of May 16, 2026

ProLens shows you this

AR Aging

$131,500

Current 0-30d

$89,000 (8)

Trident Capital $35K · Lakeview $27K · +5 more

31-60 31-60d

$24,000 (2)

Copper Ridge HOA $24K (2 invoices, slowing)

61-90 61-90d

$0 (0)

90+ 90d+

$18,500 (2)

Novak Properties $18.5K (94 days, was 25-day payer)

Payment Trends

Copper Ridge HOA25d78d
Novak Properties22d94d

COLLECTIONS INSIGHT

Escalate Novak Properties Invoice #1847 ($18,500, 94 days). Their payment velocity has slowed from 25 days to 94 days since November. Copper Ridge HOA has $24,000 across two invoices and their client satisfaction score dropped to 3.1 this week. Recommend a principal-to-principal call before end of month.

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Capability tiers

Built to scale with your firm.

ProLens grows with your practice. Start where you are; upgrade when capability calls for it. Talk to us about which tier fits.

Tier

Studio

5-15 people

One integration with your project and financial tools. Executive dashboard. Weekly Pulse. Client portals. Everything a small studio needs to run smarter.