Robust AI for the Finance Sector.
Prospect surfaces what matters, automates the rest, and keeps you moving with intention.
start with 14 days free
We won’t share your data with third parties. Ever.
Robust AI for the Finance Sector.
start with 14 days free
We won’t share your data with third parties. Ever.
Robust AI for the Finance Sector.
Prospect surfaces what matters, automates the rest, and keeps you moving with intention.
start with 14 days free
We won’t share your data with third parties. Ever.
why choose prospect?
Anticipate what’s next with confidence.
Everyone sees the same page—literally. Prospect keeps teams aligned with live updates, contextual notes, and a shared sense of momentum.
Collaboration
Work in sync without working harder. Prospect keeps teams connected with real-time updates, shared context, and zero duplicated effort.
Collaboration
Work in sync without working harder. Prospect keeps teams connected with real-time updates, shared context, and zero duplicated effort.
Collaboration
Work in sync without working harder. Prospect keeps teams connected with real-time updates, shared context, and zero duplicated effort.
Candace P.
12:13pm
Thanks again for meeting with me today, you should see the invoice in our feed.
Download Invoice
Built-in Security
Enterprise-grade protection, without the overhead. Prospect encrypts your data end-to-end and handles compliance quietly in the background.
Candace P.
12:13pm
Thanks again for meeting with me today, you should see the invoice in our feed.
Download Invoice
Built-in Security
Enterprise-grade protection, without the overhead. Prospect encrypts your data end-to-end and handles compliance quietly in the background.
Candace P.
12:13pm
Thanks again for meeting with me today, you should see the invoice in our feed.
Download Invoice
Built-in Security
Enterprise-grade protection, without the overhead. Prospect encrypts your data end-to-end and handles compliance quietly in the background.
Flexiblity
Built to move with you, not against you. Prospect scales smoothly across workflows, roles, and evolving business needs—no clunky handoffs.
Flexiblity
Built to move with you, not against you. Prospect scales smoothly across workflows, roles, and evolving business needs—no clunky handoffs.
Flexiblity
Built to move with you, not against you. Prospect scales smoothly across workflows, roles, and evolving business needs—no clunky handoffs.
Real-time data and insight.
Name
Amount
Date
Lana Hall
$84,000
10th June 2025
Francesca Swift
$12,506
8th June 2025
Jacob Rowland
$6,630
13th May 2025
Sophia Martinez
$8,250
15th June 2025
Liam Johnson
$7,400
22nd July 2025
Name
Amount
Date
Lana Hall
$84,000
10th June 2025
Francesca Swift
$12,506
8th June 2025
Jacob Rowland
$6,630
13th May 2025
Sophia Martinez
$8,250
15th June 2025
Liam Johnson
$7,400
22nd July 2025
Name
Amount
Date
Lana Hall
$84,000
10th June 2025
Francesca Swift
$12,506
8th June 2025
Jacob Rowland
$6,630
13th May 2025
Sophia Martinez
$8,250
15th June 2025
Liam Johnson
$7,400
22nd July 2025
Reduction in reporting time.
Teams using Prospect automate the busywork and stay focused on what drives results.
Reduction in reporting time.
Teams using Prospect automate the busywork and stay focused on what drives results.
Reduction in reporting time.
Teams using Prospect automate the busywork and stay focused on what drives results.
Live records updated daily
Teams using Prospect automate the busywork and stay focused on what drives results.
Live records updated daily
Teams using Prospect automate the busywork and stay focused on what drives results.
Live records updated daily
Teams using Prospect automate the busywork and stay focused on what drives results.
“Switching to Prospect was easy.”
Granular permissions without the complexity. Prospect gives you total visibility into who sees what.
Rated 4.97/5 from 500+ reviews
Rated 4.97/5 from 500+ reviews
Rated 4.97/5 from 500+ reviews
Prospect automates what should
be automatic.
Prospect automates what should be automatic.
Prospect handles the repeatable with precision, freeing you to focus on what actually requires your input.
corporate finance
50% increase in top-line revenue.
“Prospect replaced three tools we were duct-taping together—and does the job better.”
Sahara Price
Head of Product, Baincroft
Need some help?
We’re here to provide support and assistance.
Need some help?
We’re here to provide support and assistance.
Need some help?
We’re here to provide support and assistance.
Built for clarity and momentum.
Document secured
Sent for approval
Payment approved
Document secured
Sent for approval
Payment approved
Collaboration built-in.
Whether you’re pitching, planning, or presenting, Prospect keeps your numbers sharp and your story clear. Everything’s accurate, synced, and ready when you are.
Revenue Summary
April
May
June
July
Revenue Summary
April
May
June
July
Revenue Summary
April
May
June
July
Insight without noise.
Prospect distills raw data into clean, visual summaries that actually make sense. No more spreadsheets, no more guesswork—just meaningful, real-time intelligence.
frequently asked questions
We’re here to answer your questions.
Clear answers, no fluff. We’ve designed Prospect to feel intuitive from day one—but here’s where we answer the most common questions with clarity and care.
Can I use Prospect with my current tools?
Yes—Prospect is built to integrate seamlessly with the platforms you already rely on. From data sync to workflow triggers, we support popular tools out of the box and offer API access for everything else. Whether you’re using Slack, Notion, Google Workspace, or something more specialized, Prospect fits into your stack without disrupting it. We believe software should meet you where you are—not the other way around.
How long does setup take?
Most teams are set up in under an hour. We’ve designed Prospect to be intuitive from the start—no need for lengthy onboarding sessions or technical hand-holding. Just connect your data sources, set your preferences, and your workflows are ready to go. Our team is always on hand if you want help, but most users don’t need it.
What happens if I outgrow the Free plan?
The Free plan is designed to get you started, but when your needs grow, Prospect scales with you. Upgrading is seamless—no data loss, no reconfiguration. You’ll instantly unlock more automation, more integrations, and advanced features to help your team stay ahead. We’ll even guide you through the transition to make sure nothing gets missed.
Is my data secure with Prospect?
Security is a non-negotiable. Prospect uses end-to-end encryption in transit and at rest, along with advanced identity management features like SSO, 2FA, and granular role permissions. We also run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.
Are our company secrets protected with Prospect?
Yes—confidentiality is central to everything we build. Whether it’s financial reports, internal notes, or sensitive forecasting data, it stays strictly yours. We don’t access or analyze your information unless explicitly requested for support. Our platform is used by companies with strict compliance needs, and we meet or exceed industry security standards.
Does Prospect support teams in different time zones?
Absolutely. Prospect is built for global teams with asynchronous schedules. From workflow notifications that adjust to local time, to real-time collaboration that doesn’t require everyone to be online at once, we make working across time zones feel natural. You can set time-aware triggers, assign reviewers by region, and keep your processes running smoothly around the clock.
Can I cancel or change plans anytime?
Yes—your plan is always in your control. Downgrade, upgrade, or cancel without needing to contact support or jump through hoops. Your settings and data are preserved, so if you return later, you can pick up right where you left off. We believe in earning your trust, not locking you in.
Can I use Prospect with my current tools?
Yes—Prospect is built to integrate seamlessly with the platforms you already rely on. From data sync to workflow triggers, we support popular tools out of the box and offer API access for everything else. Whether you’re using Slack, Notion, Google Workspace, or something more specialized, Prospect fits into your stack without disrupting it. We believe software should meet you where you are—not the other way around.
How long does setup take?
Most teams are set up in under an hour. We’ve designed Prospect to be intuitive from the start—no need for lengthy onboarding sessions or technical hand-holding. Just connect your data sources, set your preferences, and your workflows are ready to go. Our team is always on hand if you want help, but most users don’t need it.
What happens if I outgrow the Free plan?
The Free plan is designed to get you started, but when your needs grow, Prospect scales with you. Upgrading is seamless—no data loss, no reconfiguration. You’ll instantly unlock more automation, more integrations, and advanced features to help your team stay ahead. We’ll even guide you through the transition to make sure nothing gets missed.
Is my data secure with Prospect?
Security is a non-negotiable. Prospect uses end-to-end encryption in transit and at rest, along with advanced identity management features like SSO, 2FA, and granular role permissions. We also run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.
Are our company secrets protected with Prospect?
Yes—confidentiality is central to everything we build. Whether it’s financial reports, internal notes, or sensitive forecasting data, it stays strictly yours. We don’t access or analyze your information unless explicitly requested for support. Our platform is used by companies with strict compliance needs, and we meet or exceed industry security standards.
Does Prospect support teams in different time zones?
Absolutely. Prospect is built for global teams with asynchronous schedules. From workflow notifications that adjust to local time, to real-time collaboration that doesn’t require everyone to be online at once, we make working across time zones feel natural. You can set time-aware triggers, assign reviewers by region, and keep your processes running smoothly around the clock.
Can I cancel or change plans anytime?
Yes—your plan is always in your control. Downgrade, upgrade, or cancel without needing to contact support or jump through hoops. Your settings and data are preserved, so if you return later, you can pick up right where you left off. We believe in earning your trust, not locking you in.
Can I use Prospect with my current tools?
Yes—Prospect is built to integrate seamlessly with the platforms you already rely on. From data sync to workflow triggers, we support popular tools out of the box and offer API access for everything else. Whether you’re using Slack, Notion, Google Workspace, or something more specialized, Prospect fits into your stack without disrupting it. We believe software should meet you where you are—not the other way around.
How long does setup take?
Most teams are set up in under an hour. We’ve designed Prospect to be intuitive from the start—no need for lengthy onboarding sessions or technical hand-holding. Just connect your data sources, set your preferences, and your workflows are ready to go. Our team is always on hand if you want help, but most users don’t need it.
What happens if I outgrow the Free plan?
The Free plan is designed to get you started, but when your needs grow, Prospect scales with you. Upgrading is seamless—no data loss, no reconfiguration. You’ll instantly unlock more automation, more integrations, and advanced features to help your team stay ahead. We’ll even guide you through the transition to make sure nothing gets missed.
Is my data secure with Prospect?
Security is a non-negotiable. Prospect uses end-to-end encryption in transit and at rest, along with advanced identity management features like SSO, 2FA, and granular role permissions. We also run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.
Are our company secrets protected with Prospect?
Yes—confidentiality is central to everything we build. Whether it’s financial reports, internal notes, or sensitive forecasting data, it stays strictly yours. We don’t access or analyze your information unless explicitly requested for support. Our platform is used by companies with strict compliance needs, and we meet or exceed industry security standards.
Does Prospect support teams in different time zones?
Absolutely. Prospect is built for global teams with asynchronous schedules. From workflow notifications that adjust to local time, to real-time collaboration that doesn’t require everyone to be online at once, we make working across time zones feel natural. You can set time-aware triggers, assign reviewers by region, and keep your processes running smoothly around the clock.
Can I cancel or change plans anytime?
Yes—your plan is always in your control. Downgrade, upgrade, or cancel without needing to contact support or jump through hoops. Your settings and data are preserved, so if you return later, you can pick up right where you left off. We believe in earning your trust, not locking you in.
“We now rely on Prospect for all our software needs.”
Jason Rothman
Head of Operations, Continuum
“We now rely on Prospect for all our software needs.”
Jason Rothman
Head of Operations, Continuum
“We now rely on Prospect for all our software needs.”
Jason Rothman
Head of Operations, Continuum
Join over 500 businesses already growing with Prospect.
Join over 500 businesses already growing with Prospect.
Join over 500 businesses already growing with Prospect.