Data Integration for Professional Services

Unify project, billing, and CRM data for accurate client insights and revenue optimization.

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Industry-Specific Outcomes

Up-to-date project profitability tracking across time, expenses, and billing systems

Automated client reporting dashboards combining project status and financial data

Resource utilization analytics for optimal consultant allocation and capacity planning

Revenue recognition automation syncing billable hours with invoicing and accounting

Multi-client analytics with secure data segregation for confidential project insights

Data engineering resources

Popular Connector Workflows

Source System

Destination

Use Case

Salesforce

Snowflake

Client pipeline and engagement analytics

Jira

BigQuery

Project delivery tracking and sprint analytics

HubSpot

PostgreSQL

Marketing qualified lead to client conversion analysis

Harvest

Snowflake

Time tracking and billable hours reporting

QuickBooks

Snowflake

Financial reporting and revenue recognition

Professional Services Data Pipeline Architecture

Integrate PSA, CRM, and billing systems into unified analytics platform for timely insights.

Being able to iterate and adjust very quickly, and just having the confidence in our ability to obtain new data is worth something, especially at our increasing scale. At the end of the day, you want a tool like that to just work. We can forget about it and know that it's configured and it's connecting and it's working. That hands-free capability is a big appeal for the platform.