prospect for finance
prospect for finance
prospect for finance
Perfect for growing
Finance Teams.
Perfect for growing
Finance Teams.
Perfect for growing
Finance Teams.
Prospect brings revenue data into a unified view—so you can track performance, spot patterns, and make moves.
Prospect brings revenue data into a unified view—so you can track performance, spot patterns, and make moves.
Prospect brings revenue data into a unified view—so you can track performance, spot patterns, and make moves.

Karen
From Finance
75%
Reduction in reporting time.

Karen
From Finance
75%
Reduction in reporting time.

Karen
From Finance
75%
Reduction in reporting time.

Clive
From Accounts
18h
Increase in billable hours

Clive
From Accounts
18h
Increase in billable hours

Clive
From Accounts
18h
Increase in billable hours
Before Prospect

“Amy, where did we put that?”

“Amy, where did we put that?”

“What’s going on with that report?”

“What’s going on with that report?”
attachment_153.zip

“Hi Amy, just touching base”

“Hi Amy, just touching base”

“TLDR? I wasn’t in the meeting”

“TLDR? I wasn’t in the meeting”

“Soz, me again, where was it?”

“Soz, me again, where was it?”
Meeting rescheduled

“On hols, HMU later”

“On hols, HMU later”
Low morale
Scattered communication
Lost productivity
After Prospect












“Hi Amy, here’s everything you need to succeed for today.”
Built for clarity and momentum.
Plays well with others.
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.

Balance Summary
$84,000
available of $100,000
Spent
74%
Available
8%
Unallocated
18%

Balance Summary
$84,000
available of $100,000
Spent
74%
Available
8%
Unallocated
18%

Balance Summary
$84,000
available of $100,000
Spent
74%
Available
8%
Unallocated
18%
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.
Rated 4.97/5 from 500+ reviews
Rated 4.97/5 from 500+ reviews
Rated 4.97/5 from 500+ reviews
Prospect empowers your Finance Team to do more.
Prospect handles the repeatable with precision—payroll, reconciliation, approvals—so you can focus on strategy, not spreadsheets.
Smart Reconciliation
Prospect auto-matches transactions, flags inconsistencies, and simplifies month-end close. Less chasing, more confidence in your books.
Smart Reconciliation
Prospect auto-matches transactions, flags inconsistencies, and simplifies month-end close. Less chasing, more confidence in your books.
Smart Reconciliation
Prospect auto-matches transactions, flags inconsistencies, and simplifies month-end close. Less chasing, more confidence in your books.
Payroll Readiness
Custom workflows for vendor payments, expenses, and budget approvals. Everything tracked, nothing delayed.
Payroll Readiness
Custom workflows for vendor payments, expenses, and budget approvals. Everything tracked, nothing delayed.
Payroll Readiness
Custom workflows for vendor payments, expenses, and budget approvals. Everything tracked, nothing delayed.
Account Monitoring
Real-time tracking of open invoices, customer balances, and aging reports. Get ahead of late payments without endless follow-ups.
Account Monitoring
Real-time tracking of open invoices, customer balances, and aging reports. Get ahead of late payments without endless follow-ups.
Account Monitoring
Real-time tracking of open invoices, customer balances, and aging reports. Get ahead of late payments without endless follow-ups.
Smart Reconciliation
Prospect auto-matches transactions, flags inconsistencies, and simplifies month-end close. Less chasing, more confidence in your books.
Smart Reconciliation
Prospect auto-matches transactions, flags inconsistencies, and simplifies month-end close. Less chasing, more confidence in your books.
Smart Reconciliation
Prospect auto-matches transactions, flags inconsistencies, and simplifies month-end close. Less chasing, more confidence in your books.
Vendor Management
Centralized intake, approval, and payment status for every vendor. No more email chains or lost invoices.
Vendor Management
Centralized intake, approval, and payment status for every vendor. No more email chains or lost invoices.
Vendor Management
Centralized intake, approval, and payment status for every vendor. No more email chains or lost invoices.
Budget vs Actuals Alerts
Set dynamic thresholds and get notified when spend goes off-course. Stay in control without having to micromanage every line item.
Budget vs Actuals Alerts
Set dynamic thresholds and get notified when spend goes off-course. Stay in control without having to micromanage every line item.
Budget vs Actuals Alerts
Set dynamic thresholds and get notified when spend goes off-course. Stay in control without having to micromanage every line item.
Compare prospect
What makes us better than the competition?
Competitor
Onboarding time
~30 minutes
3–5 days
Onboarding time
~30 minutes
3–5 days
Onboarding time
~30 minutes
3–5 days
Real-time data sync
Real-time data sync
Real-time data sync
Built-in approvals workflow
Built-in approvals workflow
Built-in approvals workflow
AI-powered forecasting
Included
Add-on pricing
AI-powered forecasting
Included
Add-on pricing
AI-powered forecasting
Included
Add-on pricing
Setup cost
$0
$400+
Setup cost
$0
$400+
Setup cost
$0
$400+
Slack/Teams integration
Slack/Teams integration
Slack/Teams integration
Smart automation rules
Smart automation rules
Smart automation rules
User satisfaction (NPS)
97%
54%
User satisfaction (NPS)
97%
54%
User satisfaction (NPS)
97%
54%
API access
Always
Who knows?
API access
Always
Who knows?
API access
Always
Who knows?
Regular updates
Sporadic, at best
Regular updates
Sporadic, at best
Regular updates
Sporadic, at best


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.
“We now rely on Prospect for all our software needs.”
“We now rely on Prospect for all our software needs.”
“We now rely on Prospect for all our software needs.”



Rated 4.97/5 from 500+ reviews
Rated 4.97/5 from 500+ reviews
Rated 4.97/5 from 500+ reviews