Automate Harvest Time Data Across Your Business Systems

Connect Harvest time tracking to project management, invoicing, payroll, and analyticseliminating manual data entry and accelerating billing cycles.

Real-time sync between Harvest and project management, CRM, invoicing, and financial systems
Automate invoice generation from Harvest time entriestrigger approvals and payment workflows
Sync project budgets, task assignments, and utilization data across your entire tech stack
"2-day implementation" guarantee - Most clients go live in days, not months
SOC 2 + ISO 27001 compliance - Enterprise-grade security and governance built-in

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ROI Calculator

Trusted by Fortune 500 leaders in financial services, technology, and global enterprise.

How Professional Services Firms Accelerate Revenue With Harvest Integration

Eliminate manual timesheet reconciliation, accelerate invoicing, and maximize billable utilization with automated workflows

Billing & Invoicing Automation

58% faster invoice generationautomatically create QuickBooks invoices from approved Harvest time entries and expenses

Scenario: Finance teams manually export Harvest timesheets weekly, reconcile billable hours in spreadsheets, then manually create invoices in QuickBookscreating 3-5 day billing delays, revenue leakage, and client dissatisfaction.

Solution: Automated Harvest-to-QuickBooks sync + time entry approval workflows + invoice generation triggers + client notification automation + payment tracking integration.

Harvest Project Management Automation Use Case

Project Management Synchronization

47% improvement in project budget accuracybi-directional sync between Harvest and Asana, Monday, or Jira keeps timelines and actuals aligned.

Scenario: Project managers track tasks in Asana while team members log time in Harvestcreating disconnected budgets, missed overages, and last-minute scope surprises when systems don't communicate.

Solution: Real-time Harvest-Asana task sync + automated budget alerts + utilization tracking + project milestone triggers + resource allocation optimization.

Resource Planning & Analytics

64% better resource utilizationsync Harvest time data to data warehouses and BI tools for predictive capacity planning and profitability analysis.

Scenario: Operations leaders manually compile Harvest reports, export to Excel, and build utilization dashboardsresulting in stale data, reactive staffing decisions, and missed revenue optimization opportunities.

Solution: Automated Harvest data pipeline to Snowflake/BigQuery + real-time utilization dashboards + predictive capacity modeling + profitability analytics + automated staffing alerts.

Harvest Integration Capabilities

Harvest no code integration and automation

Unified time tracking workflows across your business systems

Bi-directional sync with project management platformsAsana, Monday.com, Jira, ClickUp, Basecamp
Automated invoicing workflowsQuickBooks, Xero, FreshBooks, NetSuite integration with approval chains
Real-time budget and utilization alertstrigger notifications when projects exceed thresholds
Data warehouse integrationSnowflake, BigQuery, Redshift sync for analytics and reporting
Payroll system syncADP, Gusto, BambooHR integration for accurate compensation and labor cost tracking

ROI Benefits List

Proven financial impact from Harvest automation

Reduce billing cycle time by 60%from time entry approval to invoice delivery in hours, not days
Recover 8-12 hours per week per finance team membereliminate manual timesheet reconciliation
Increase billable utilization by 15%real-time visibility prevents revenue leakage and underutilization
Improve cash flow by 35%faster invoicing and automated payment reminders accelerate collections
Reduce project budget overruns by 42%proactive alerts and real-time tracking prevent scope creep

Harvest Integration Leader

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

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Why Teams Choose Integration Designer Over Code, RPA, and File Drops

The Only Option Built for Governed, Multi‑System Integrations

19 integration features that matter most when choosing between code, RPA, connectors, and file transfers.

Capability	Put It Forward	Code/Middleware	RPA	Vendor Connector	Bulk File Transfer
Architecture & Scale
No Code Solution	Yes, Native	No	Scripts	Limited	No
Bi-Directional Integrations	Yes, Full	Build	NA	Limited	NA
Data Transformations (with validation)	Yes, Native	Build	No	No/Fixed Mapping	Limited
Data Persistence / State Management	Yes, Native	No	No	No	N/A
API Gateway Compatible	Yes	Build/3rd Party	No	No	No
Service Integration	Yes, Native	Yes, Build	No	No	N/A
Secure On-Premise Integration	Yes, Native	Requires Special Config/No	No	No	No
Intelligence & Automation
Custom Business Rules	Yes, Full	Limited	Limited to scripts	No	No
Process Automation & Orchestration	Yes, Full	Limited	Scripts	Not focused	No
Process Mining	Yes, Embedded	No	No	No	No
AI Agents (Integrated)	Yes, Native	Limited, Build	Scripted	No	No
Governance & Operations
Integrated Data Governance	Yes, Native	No, 3rd Party	Not Focused	Not Focused	No
Error Capture and Correction	Yes, Full	Limited, Build	No, Scripted	No	Not Focused
Integration Reporting, Analytics and Alerts	Yes, Native	Limited	N/A	Limited	No
Audit Reporting and Analytics	Yes, Full	No, Limited	No	No	Limited
Full API Access and Support	Yes, Native	Yes, Build	No, Limited	No	N/A
Implementation support	Yes, Full	Self Funded/SoW	Self Funded/SoW	Self Funded/SoW	Self Directed
Partner API Roadmap Alignment	Yes, Supported	No	No	No/Lagging	NA

The intelligent decision automation playbook for revenue, operations and IT

IDC Put It Forward Next Generation Business Requirements

Take A Tour Of How The Integration Designer Works

Put It Forward - Integration Designer Demo Tour

You'll see in this scenario the Put It Forward Integration Designer connecting two best-of-breed systems together.

Work with standalone configuration-based connectors which can be included in the Process Designer
Set the integration interval from real-time to intraday
Create business rules and event triggers for seamless execution

Integration Designer Auto Data Mapper

Put It Forward's Composable Integration Auto Data Mapper is a powerful tool for streamlining and automating the data integration process.

AI algorithms automatically map fields between integrated systems and services
Reduce manual effort and time needed to be productive
Always stay ahead by taking advantage of the latest API changes

Conversational AI Agents

Discover how Put It Forward's AI-powered Integration Designer uses conversation to simplify complex business rule creation.

Convert complex business rules from natural conversation into functions
Go faster without having to learn how Put It Forward works at an expert level
Reduce the costs of IT and increase the quality of your data

2-Day Integration and Automation Enhancement, Not 2-Month Projects

Put It Forward Workday ServiceNow Integration Project Plan

Get your custom demo

We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.

Accelerate time-to-value and reduce risk with a proven integration plan.

Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.

Most clients see improved integration automation performance within 48 hours
Zero disruption guarantee - No downtime to existing systems, pipelines or data loads

Implementation timeframes depend on scope and complexity:

Hour 1-2: Configure connection source and destination
Hour 2-36: Business rule configuration and validation
Hour 36-48: Full deployment

Put It Forward Harvest Integration and Automation Resources

Guide to Agentic Workflows

This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.

Guide to Agentic AI Workflows

Process Automation vs. Orchestration

With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.

Discover Automation vs. Orchestration

How to real time data integration for Databricks users

Real-Time Integration Best Practices

Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.

How To: Real Time Data Integration

What You Should Do Next

Get My Personalized IT Automation Demo:

Discover how leading IT teams are slashing manual work by 80% and accelerating digital transformation with Put It Forward. See real use cases, ROI, and outcomes tailored to your environment. No sales pitch, just actionable insights.

Get A Personalized Demo

Key IT Transformation and Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue, Operations and IT Playbook

Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.

Get My IT Automation Playbook

Buyer Guide For Intelligent Automation

Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.

Get My Intelligent Automation Buyer Guide

How PIF's Architecture Works

Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.

Harvest Integration – Frequently Asked Questions (FAQs)

How quickly can we integrate Harvest with QuickBooks, Asana, and our data warehouse?

Put It Forward offers pre-built Harvest connectors for QuickBooks, Xero, Asana, Monday.com, Jira, Snowflake, and 500+ other systems. Most organizations launch core integrations in 2-5 days, with complex multi-system workflows operational within 2 weeks.

Can we automatically generate invoices from Harvest time entries with approval workflows?

Yes. Put It Forward automates invoice generation by syncing approved Harvest time entries directly to QuickBooks, Xero, or NetSuite. You can configure multi-level approval chains, client-specific billing rules, and automated invoice delivery with payment tracking.

How do you handle bi-directional sync between Harvest and project management tools?

Put It Forward enables real-time bi-directional synctasks created in Asana or Jira automatically appear in Harvest for time tracking, while Harvest time entries update project actuals and budget consumption in your PM tool. Intelligent conflict resolution prevents data inconsistencies.

Can we trigger alerts when Harvest project budgets are exceeded or utilization drops?

Absolutely. Put It Forward monitors Harvest data in real-time and triggers alerts via Slack, email, or Teams when projects exceed budget thresholds, utilization rates drop below targets, or invoice milestones are reached. Automated escalation workflows ensure timely responses.

How do you ensure data security and compliance when syncing Harvest time data?

Put It Forward uses OAuth 2.0 authentication, encrypts data at rest and in transit, and maintains SOC 2 Type II and ISO 27001 certification. Full audit logging tracks all Harvest data access and sync operations, supporting GDPR, SOX, and industry-specific compliance requirements.

Can we sync Harvest data to our data warehouse for custom analytics and reporting?

Yes. Put It Forward provides automated data pipelines from Harvest to Snowflake, BigQuery, Redshift, and other warehouses. Schedule incremental or full syncs, transform data in-flight, and combine Harvest time data with CRM, finance, and operational datasets for comprehensive analytics.

What is the typical ROI timeline for Harvest integration automation?

Most customers see measurable ROI within 30 daysincluding faster billing cycles, reduced manual reconciliation, and improved utilization. Break-even typically occurs within 2-3 months, with ongoing time savings of 8-12 hours per week per finance or operations team member.

Automate Harvest Time Data Across Your Business Systems

Connect Harvest time tracking to project management, invoicing, payroll, and analyticseliminating manual data entry and accelerating billing cycles.