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What Does Read-Only Mean?

ProLens only reads from your integrations. We don't write, edit, or delete anything in your PSA, CRM, or accounting system — ever.

What we read

  • Project records (names, clients, statuses, budgets)
  • Time entries (hours by person, by project, by day)
  • Invoices (issued, due, paid amounts and dates)
  • Deals (pipeline values and stages)
  • People records (active staff with capacity)
  • Bookings (PTO, sick, holiday)

What we never do

  • Create new projects, invoices, time entries, or any other record in your PSA
  • Update existing records — no status changes, no field edits, no mass actions
  • Delete anything
  • Push data from ProLens into your accounting system
  • Trigger emails or webhooks from your PSA

The read-only contract applies to every adapter, with no exceptions. The codebase doesn't even include the SDK methods that would write — only the fetch methods.

Why read-only matters

A read-only integration means ProLens can't damage your data even if something goes catastrophically wrong on our end. The worst case for an outage is "the dashboard goes blank for a while." The worst case for a write integration is "every invoice in your system got the wrong status." We chose the first failure mode.

It also means you can grant access without anxiety: the worst ProLens can do with PSA credentials is read your data. And even that, only into a 15-minute cache that auto-clears.