Harvest
Filament

Ask questions about your Harvest data

Connect Harvest to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Harvest tracks time entries and project budgets, but understanding which clients are most profitable or how billable utilization affects cash flow requires connecting to your invoicing and accounting tools. Filament links your Harvest data to platforms like Xero and your CRM, turning questions about project profitability, resource allocation, and revenue forecasting into instant business intelligence.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Harvest KPIs with Filament Analytics

Connect your Harvest account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Harvest metrics you can track in Filament:

Time Entries
Track billable and non-billable hours with user_id, project_id, task_id, hours, billable_rate, and notes for detailed utilization analysis.
records:
user_idproject_idtask_idhoursbillable_rateis_billablespent_date
Projects
Analyze project performance with budget, budget_by, is_billable, bill_by, hourly_rate, cost_budget, and fee for profitability tracking.
records:
client_idbudgetbudget_byis_billablebill_byhourly_ratecost_budget
Clients
Track client relationships with name, currency, address, and is_active to analyze revenue concentration and client profitability patterns.
records:
namecurrencyis_activeaddress
Invoices
Monitor cash flow with amount, due_amount, tax, tax2, discount, state, issue_date, due_date, and payment_term for revenue forecasting.
records:
client_idamountdue_amountstateissue_datedue_datepaid_date
Tasks
Understand work breakdown with name, billable_by_default, default_hourly_rate, and is_active to see which task types drive revenue.
records:
namebillable_by_defaultdefault_hourly_rateis_active
User Assignments
Track resource allocation with user_id, project_id, is_project_manager, hourly_rate, and budget to optimize team utilization across projects.
records:
user_idproject_idis_project_managerhourly_ratebudget
Expenses
Analyze project costs with project_id, expense_category_id, total_cost, units, receipt, and notes to calculate true project margins.
records:
project_idexpense_category_idtotal_costunitsis_billablespent_date
Estimates
Compare quoted work to actuals with amount, tax, tax2, discount, state, issue_date, and accepted_at for proposal accuracy analysis.
records:
client_idamountstateissue_dateaccepted_at
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Combine Harvest with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Harvest lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Harvest data gets even more powerful when combined with other tools:

Harvest
Xero

Harvest + Xero

Connect Harvest time entries with Xero invoices and expenses to see true project profitability, comparing billable hours against actual costs and payment timing.

Harvest
Salesforce

Harvest + Salesforce

Connect Harvest project data with Salesforce opportunities to analyze how sales pipeline affects resource allocation and which deal types require the most delivery hours.

Harvest
Asana

Harvest + Asana

Connect Harvest time tracking with Asana task completion to see which project types take longer than estimated and where teams spend time beyond planned work.

Benefits of Filament's Harvest Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Harvest account

Connect your Harvest account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Harvest data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Harvest dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Harvest integration FAQ

Everything you need to know about connecting Harvest with Filament and getting the most out of your data.