Harvest connector

Use your Harvest data for reporting, automation and AI.

Data Panda brings your Harvest time entries, projects, invoices and expenses together with the data from the rest of your business. From one place, we turn billable hours and project budgets into dashboards, automations, AI workflows and custom apps your team uses every day.

Data Panda Reporting Automation AI Apps
Harvest logo
About Harvest

Where billable hours turn into a sent invoice.

Harvest is a time-tracking and invoicing platform built for service businesses that bill by the hour or by the project. It was launched in 2006 in New York City by Danny Wen and Shawn Liu, who ran a small web design studio and built it for themselves first. They kept it independent and profitable for nearly two decades and grew it to roughly 70,000 customers, including agencies, software shops, law firms, architects and consultancies. In 2025 the company joined Bending Spoons, the Italian software group that also owns Evernote and Meetup, with the product line continuing under the Harvest name.

The reason Harvest data belongs in a warehouse is that the same time entry has to answer two very different questions: did the client get billed for it, and was the project still profitable after we did. Joined to a CRM, the project management tool the team works in and the accounting system the invoice eventually lands in, Harvest stops being just a billing tool and becomes the source of truth for what a service business sold, what it delivered and what it kept.

What your Harvest data is for

What you get once Harvest is connected.

Margin-grade reporting

Time entries trended next to the project, client and invoice they belong to.

  • Project margin per client and service line, with billable versus internal hours split out
  • Utilization per person, team and role over twelve months
  • Unbilled hours by project, with aging buckets so nothing slides past month-end

Project-aware automation

Let a Harvest event drive the right follow-up across the rest of your stack.

  • A project crossing 80% of its budget triggers a notice to the project lead and account manager
  • An invoice marked paid in Harvest closes out the open opportunity in the CRM
  • A new client in Harvest creates the matching account, project folder and Slack channel automatically

AI workflows

Layer AI on top of Harvest data joined to project, CRM and ledger.

  • Forecast project overrun based on burn rate, scope changes and historical comparable projects
  • Suggest the right billing code on a fresh time entry from the task description and the project pattern
  • Score deals in the pipeline against the team capacity available, not the one on the org chart

Custom apps on your data

Internal tools on Harvest data for people who shouldn't have to log into it.

  • Project margin dashboard per delivery lead, refreshed daily
  • Unbilled-time review screen for the partner running the weekly billing meeting
  • Capacity planner that combines Harvest history with the next quarter's signed work
Use cases

Use cases we deliver with Harvest data.

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

Project marginRealised margin per project, broken down by client, service line and team.
Utilization by roleBillable share per person and role, trended over twelve months.
Unbilled timeApproved time entries not yet on an invoice, by project and aging bucket.
Budget burn alertsProjects past 50%, 75% and 90% of their budget, with weeks of runway left.
Effective hourly rateInvoiced amount divided by hours logged, per client and per service.
Time-to-invoice lagDays between work delivered and invoice sent, per client and partner.
Scope creep trackingHours logged on tasks that were not in the original estimate, by project.
Client revenue rankingTwelve-month revenue per client, with concentration risk highlighted.
Capacity vs pipelineBooked hours next to signed and forecast pipeline for the next two quarters.
Expense recoveryBillable expenses logged versus invoiced and reimbursed.
Real business questions

Answers you will finally get.

Which projects are eating margin we won't see until close?

Burn rate per project compared to the budget at sign-off, with the projected end position based on the last four weeks of logged hours. Picks up the projects where the team is still hitting the deadline but the margin has quietly turned, well before the invoice tells you the same thing.

Where is unbilled time piling up?

Approved time entries not on an invoice, grouped by project, partner and aging bucket. Tells you which client owes you a billing conversation and which partner has stopped sending the monthly summary on time, with enough lead time that it stays a process question and not a margin loss.

Are the people we hired billable?

Billable hours per person and role over twelve months, with billable, internal, leave and admin split out. Shows whether the new senior is still ramping, whether the support role has slid into delivery work, and whether the org chart matches the way time gets spent.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Project margin, unbilled time and billing-cycle lag tied to Harvest data, weeks before the next month-end. The numbers stop being a surprise pulled from a CSV at close, because the partners and the controller have been looking at the same view all month.

For sales leaders

Effective hourly rate per client, win-back signals on slipping margin, and capacity that's free for the next quarter. Account managers stop selling work the team can't deliver and stop renewing contracts that lost money last year.

For operations

Burn rate, capacity and scope-creep visible per project lead and per service line. Delivery sees the budget tip the moment the burn line breaks, not when finance reconciles three weeks later.

Ideas

What you can automate with Harvest.

Pair with Xero

Push Harvest invoices into Xero

Invoices and recorded payments in Harvest land in Xero with the right contact, line items and tax codes. The bookkeeper stops re-keying the same numbers, and the invoice that left Harvest on Friday is in the ledger Monday morning. Pairs especially well for agencies running Harvest for project billing and Xero for the books.

Pair with QuickBooks Online

Sync Harvest invoices with QuickBooks Online

Harvest invoices, payments and clients flow into QuickBooks Online so the books always reflect what was billed in the project tool. Service businesses on QuickBooks stop reconciling two systems by hand and get one place to review revenue, AR and project profitability against time logged.

Pair with Exact Online

Bridge Harvest billing into Exact Online

For Belgian and Dutch services teams running Harvest for project billing and Exact Online for accounting, invoices, payments and client matches land in Exact with VAT, GL coding and customer reference set. Closes the gap between an English-language project tool and a local-tax-compliant ledger without spreadsheet patches in between.

Pair with HubSpot

Surface Harvest project margin on HubSpot deals

Match HubSpot companies to Harvest clients and lift project margin, effective hourly rate and unbilled time onto the CRM record. Account managers see whether the deal they're about to renew was profitable last year, and which clients have slipped from healthy margin into break-even territory.

Pair with Asana

Tie Harvest hours back to Asana tasks

Harvest time entries match the Asana task and project they were tracked against, joined in the warehouse so the team sees actual hours per task next to the original estimate. Project leads stop guessing where the budget went and start spotting the task type that consistently runs over.

Pair with monday.com

Join Harvest time with monday.com boards

Hours logged in Harvest are matched to the monday.com item and board they belong to, so delivery boards show planned versus actual time without a separate weekly report. Teams running monday for delivery and Harvest for billing get one truth instead of two parallel views that always disagree.

Pair with Slack

Push Harvest budget alerts into Slack

Projects crossing 80% of their budget, invoices going overdue and unbilled-time thresholds post into the right Slack channel for the project lead, account manager or partner. The reminder lives where the team works rather than as another email about a project nobody opened today.

Data model

Tables we make available.

These are the 3 tables we currently pull from Harvest into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

  • Accounts
  • Contacts
  • Projects

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

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 Harvest data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Harvest to answers in three steps.

01

Connect securely

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

02

Land in your warehouse

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

03

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.

  • Harvest 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.

How granular is the Harvest data we land in the warehouse?

Per-row, not aggregated. Every time entry comes across with the user, project, task, client, date, hours, billable flag, billed status and notes, plus the projects, tasks, clients, invoices, payments and expenses tables linked to it. That's the level you need for project margin, billable-by-role and scope-creep analysis. Anything coarser stops at totals.

Can you sync more than one Harvest account?

Yes. Each Harvest account lands in its own schema with shared user, client and project dimensions on top. Useful for groups with separate Harvest tenants per agency or per region, where you still want one consolidated view of billable hours, margin and revenue across the group.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

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