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Rated 4.97/5 from 500+ reviews

For teams who need clarity and momentum.

Prospect balances depth with simplicity, so your team moves faster from day one.
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Get started now
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
Access Control
Give the right people the right visibility—without the back-and-forth. Prospect makes permission management effortless, with granular roles, smart defaults, and real-time updates.
including:
  • Role-based access with customizable permissions
  • Instant updates across teams and devices
  • Admin controls without the complexity
  • Secure sharing for internal and external collaborators
Start now
Start now
Balance Summary
$84,000
available of $100,000
Spent
74%
Available
8%
Unallocated
18%
Spending Insights
Get a live view of how your budget is allocated, spent, and available—without digging through spreadsheets. Prospect gives you instant visibility into your businesses finances.
including:
  • Real-time spend tracking across teams or projects
  • Visual breakdowns of allocated vs. unallocated funds
  • Budget alerts to keep everything on course
  • Export-ready summaries for easy reporting
Start now
Start now
58%
Reduction
in reporting time.
$7,000
Savings
per month (approx)
31
Increase
in billing hours
“We’ve replaced three other tools with Prospect.”
Meet our Customers
Meet our Customers
Revenue Summary
$80,000
April
May
June
July
Revenue Tracking
See the full picture without the spreadsheet sprawl. Prospect brings revenue data into one clean, unified view—so you can track performance, spot patterns, and make smarter moves.
including:
  • Live revenue dashboards with zero manual updates
  • Month-over-month and year-to-date visibility
  • Easy exports for reporting and forecasting
  • Works seamlessly with your existing systems
Start now
Start now
Document secured
Sent for approval
Payment approved
Workflow Approvals
Prospect streamlines document approvals, payments, and permissions into a single, secure flow—so nothing gets lost in Slack threads or buried in inboxes.
including:
  • One-click approvals for payments, contracts, and requests
  • Full audit trails for transparency and compliance
  • Secure document sharing with real-time status updates
  • Custom workflows for different teams or access levels
Start now
Start now
common questions
We’re here to answer your questions.
Prospect evolves with you, learning your patterns and pushing what’s next into now.
Can I use Prospect with my current tools?
Chevron down icon
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.
Contact us
Contact us
How long does setup take?
Chevron down icon
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.
Contact us
Contact us
What happens if I outgrow the Free plan?
Chevron down icon
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.
Contact us
Contact us
Is my data secure with Prospect?
Chevron down icon
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.
Contact us
Contact us
Are our company secrets protected with Prospect?
Chevron down icon
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.
Contact us
Contact us
Does Prospect support teams in different time zones?
Chevron down icon
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.
Contact us
Contact us
Can I cancel or change plans anytime?
Chevron down icon
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.
Contact us
Contact us
Is my data secure with Prospect?
Chevron down icon
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.
Contact us
Contact us
What happens if I outgrow the Free plan?
Chevron down icon
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.
Contact us
Contact us
Can I use Prospect with my current tools?
Chevron down icon
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.
Contact us
Contact us
Does Prospect support teams in different time zones?
Chevron down icon
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.
Contact us
Contact us
How long does setup take?
Chevron down icon
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.
Contact us
Contact us
Can I cancel or change plans anytime?
Chevron down icon
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.
Contact us
Contact us
Are our company secrets protected with Prospect?
Chevron down icon
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.
Contact us
Contact us
Does Prospect support teams in different time zones?
Chevron down icon
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.
Contact us
Contact us
What happens if I outgrow the Free plan?
Chevron down icon
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.
Contact us
Contact us
How long does setup take?
Chevron down icon
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.
Contact us
Contact us
Is my data secure with Prospect?
Chevron down icon
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.
Contact us
Contact us
Are our company secrets protected with Prospect?
Chevron down icon
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.
Contact us
Contact us
Can I use Prospect with my current tools?
Chevron down icon
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.
Contact us
Contact us
Can I cancel or change plans anytime?
Chevron down icon
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.
Contact us
Contact us
“We now rely on Prospect for all our software needs.”
Jason Rothman
Head of Operations, Continuum
Meet our Customers
Meet our Customers