EazyProject connector

Use your EazyProject data for reporting, automation and AI.

Data Panda pulls your EazyProject projects, tasks, staffing, time entries, expenses, budgets and invoices into the same warehouse as your finance, sales and HR data. From one place we turn it into dashboards, automations, AI workflows and custom apps that project leads, resource planners and finance use every week, not only when a project overruns and someone goes looking for why.

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About EazyProject

The all-in-one project management tool that runs projects, resources, time and invoicing for services firms.

EazyProject is a project management and PSA tool from the Danish software house EasySoft, now part of the Björn Lundén group. It is built around four modules: Projects, Resources, Time and Invoicing. Teams plan work on a Gantt or Kanban board, register hours, travel and expenses from a mobile app, track budgets and project finances, and invoice the client straight from the logged time. It is used mainly by small and mid-size services and consulting firms in Denmark and the wider Nordics.

Time and expenses come in through the EazyProject app while people are on the job, and budgets, staffing and invoice lines build up per project. EazyProject has a documented REST API and an import and export module, plus standard links to finance and payroll systems like Uniconta, e-conomic and Zenegy. That makes projects, tasks, time entries, resource plans, expenses, mileage, budgets and invoices reachable outside the tool, so they can sit next to your accounting, CRM and HR data in one warehouse.

What your EazyProject data is for

What you get once EazyProject is connected.

Profitability and utilisation reporting

Project margin, billable utilisation, budget burn and time-to-invoice on one page across every project, team and customer.

Margin per project, customer and project type, with budget versus logged hours and materials
Billable utilisation per person and team against the target rate
Time-to-invoice per project: days from logged time to an issued invoice line

Process automation

Turn EazyProject time, budget and invoicing events into the downstream work the rest of your stack expects, without a per-tool handoff.

Push approved time entries and invoice lines into your accounting system on the same project key
Flag projects crossing their budget threshold before the next month-end review
Sync a won quote from your CRM into EazyProject as a project shell with the estimate attached

AI workflows

Put your EazyProject projects, tasks, time and budgets behind AI that reads the full delivery and finance picture.

Overrun-risk scoring on live projects from logged hours against the remaining budget
Estimate-versus-actual scoring per project type to sharpen the next quote
Natural-language Q&A across projects, tasks, time entries and invoices

Custom apps on your data

Lightweight tools on EazyProject data for the people who should not need an EazyProject seat to read their own numbers.

Project-manager cockpit with margin, budget burn and unbilled time per project
Resource-planning board with capacity, allocation and approved leave per person
Unbilled-time tracker with the logged hours still waiting on an invoice line

Use cases

Use cases we deliver with EazyProject data.

A list of concrete reports, automations and AI features we have built on EazyProject data. Pick the one that matches your situation.

Project marginMargin per project, customer and project type, joined to budget, logged hours, materials and invoiced value.

Billable utilisationBillable hours as a share of capacity per person, team and month, against the approved target rate.

Budget burnLogged hours and materials against the project budget, with the projects past their threshold named.

Time-to-invoiceDays from logged time to an issued invoice line, per project, project manager and customer.

Unbilled timeApproved hours still without an invoice line, per project and customer, aged by week.

Estimate versus actualQuoted hours and value against actual logged time and invoiced value, per project type and account.

Resource allocationStaffing and allocated percentages per person against capacity and approved leave, across projects.

Timesheet completionDays from week-end to submitted and approved timesheet, per person, manager and team.

Expense and mileage claimsTravel and expense claims per project and person, joined to the project margin they land against.

Overrun early warningLive projects whose logged hours are on track to cross the budget before the phase is done.

Customer profitabilityRevenue, delivered hours, margin and discount per customer, plotted across project types and over time.

Task progressTask and phase status per project against the plan, with the work slipping its start or end date.

Real business questions

Answers you will finally get.

Which projects are eating their margin right now, not at the next invoicing review?

Logged hours and materials from EazyProject against the project budget and the quoted value, rolled up per project, project type and customer. The delivery lead sees the three projects already twenty hours past estimate while the phase is still open, four weeks before the monthly invoicing review would have surfaced the same overrun, when a scope conversation with the client is still possible.

How much approved time is sitting logged but not yet invoiced?

Approved EazyProject time entries with no matching invoice line, aged by week and joined to the project and customer they belong to. Finance sees which projects are carrying weeks of billable work that never turned into an invoice, and which project managers are behind on closing time for billing, instead of finding the gap when the quarter's revenue comes in light.

Did this project type actually earn what we quoted for it?

Quoted hours and value against the actual logged time, materials and invoiced value from EazyProject, rolled up per project type and account. The partner sees that fixed-price implementation work is running fifteen percent over the estimate while time-and-materials support is on target, so the next round of quotes prices the implementation band correctly instead of repeating the same shortfall.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Logged time, materials, budget and invoiced value per project and customer, lined up with the GL and the payroll cost of the people who delivered the work. Finance stops waiting on an EazyProject export per project manager, and the revenue and margin line on the management report ties back to the projects and time entries it came from.

For sales leaders

Quoted value against actual delivered hours and margin per project type and account, so the commercial side sees which kinds of work consistently come in under the estimate. The next quote for that project type is priced on what the last ten actually cost, not on the offer template.

For operations

Project status, budget burn, resource allocation and timesheet completion across every project in one delivery picture. The operations lead sees which projects are running over budget, who is over- or under-allocated for the next month, and which timesheets are unapproved past the billing cut-off.

Ideas

What you can automate with EazyProject.

Pair with Uniconta

Reconcile EazyProject invoicing and time with Uniconta on one project key

EazyProject projects, logged time and invoice lines flow into Uniconta on the same project key, so the issued invoice ties back to the project and the hours it covers. Finance closes the month without waiting on a per-project-manager export, and the revenue and margin line per customer can be read down to the time entries that produced it. Projects where the EazyProject invoice landed after the Uniconta period closed are listed by name, not absorbed into a generic accrual.

Pair with Power BI

Publish EazyProject margin and utilisation as a governed Power BI model

Project margin, billable utilisation, budget burn and time-to-invoice from EazyProject land in a warehouse and feed one governed Power BI model, so every project manager, partner and finance report reads the same numbers. The margin figure a partner quotes in a review matches the utilisation number the delivery lead reads, because both come from one dataset instead of two EazyProject exports refreshed at different times. Row-level security keeps rate and margin detail to the people who should see it.

Pair with Teamleader Focus

Turn a won Teamleader Focus quote into an EazyProject project shell

When a quote is won in Teamleader Focus, the deal, customer and estimated value flow into EazyProject as a project shell with the estimate already attached, so the project manager is not retyping the brief in two systems. The quoted value then sits next to the actual logged time and invoiced value in the warehouse, and the estimate-versus-actual view per project type reads Teamleader quotes against EazyProject delivery. Sales sees which kinds of work they consistently under-quote before the next proposal goes out.

Pair with BambooHR

Keep the EazyProject resource list and the BambooHR people record on one employee key

BambooHR joiner, mover and leaver events keep the EazyProject resource list in step: a new hire lands as an active resource with the right team, a department move updates the reporting line, and a leaver frees their allocations on the plan. Approved leave from BambooHR sits next to EazyProject capacity, so the resource-planning view shows real available hours, not a plan built on people who are on holiday. HR stays the source of truth for who works here, and nobody keeps a parallel people list in EazyProject that drifts within a quarter.

Pair with Slack

Drive budget-overrun and unbilled-time Slack moments from the EazyProject timeline

A project crossing its budget threshold posts in the project channel with the logged hours, the budget and the customer, so the project manager sees it while a scope conversation is still possible. Approved time that has sat unbilled past its target window pings the responsible manager, and a project closing its final phase posts a reminder to raise the last invoice. Delivery stand-ups stop opening with someone reading budget burn off an EazyProject screen for each project in turn.

Pair with Microsoft Teams

Surface the weekly EazyProject project-health digest in Microsoft Teams

A weekly digest in the project channel lists the projects over budget, the billable utilisation per team against target, and the approved hours still waiting on an invoice line, drawn from the same warehouse the dashboards read. Project leads open Monday with the three projects that need a call this week already named, instead of each opening EazyProject and reading their own portfolio. The digest links straight to the project cockpit for anyone who wants the underlying time entries.

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Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your EazyProject data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From EazyProject to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

EazyProject connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Which EazyProject tables land in the warehouse?

The connector pulls projects with their budgets and project types, tasks and phases, the resource and user list with teams, time registrations, travel and expense claims, mileage, staffing and allocated percentages, and invoice lines with their customers. Where the invoicing module is in use, the issued invoices land too, so logged time can be traced through to the invoice it produced. The connector reads through the EazyProject REST API and its import and export module.

How does this sit next to the Uniconta or e-conomic link EazyProject already has?

EazyProject already sends invoices and time to finance systems like Uniconta and e-conomic, and payroll data to Zenegy. Those links move records between two systems. The warehouse is a different job: it holds the full history of projects, time, budgets and invoices next to your accounting, CRM and HR data, so you can report margin per project type, utilisation per team and estimate-versus-actual across every system at once, rather than reconcile two screens by hand.

How are cost rates and margin detail from EazyProject handled?

Cost rates, sell rates and per-project margin can be kept in restricted schemas that only finance and leadership reach, while projects, tasks, time and resource allocation power the dashboards the rest of the team uses. Access is enforced in the warehouse, not in each dashboard, so a new operations report cannot accidentally surface a rate column it should not see.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your EazyProject setup and the systems around it. Together we pick the first thing worth building.

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