prospect for finance

Perfect for growing Finance Teams.

Prospect brings revenue data into a unified view—so you can track performance, spot patterns, and make moves.

Get started now

Get started now

Karen

From Finance

75%

Reduction
in reporting time.

Clive

From Accounts

18h

Increase in
billable hours

Before Prospect

“Amy, where did we put that?”

“What’s going on with that report?”

attachment_153.zip

“Hi Amy, just touching base”

“TLDR? I wasn’t in the meeting”

“Soz, me again, where was it?”

Meeting rescheduled

“On hols, HMU later”

Low morale

Scattered communication

Lost productivity

after Prospect

“Hi Amy, here’s everything you need to succeed for today.”

Get started now

Get started now

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.

See Integrations

See Integrations

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.

Explore Insight

Explore Insight

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.

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.

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.

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?

Onboarding time

~30 minutes

3–5 days

Real-time data sync

Built-in approvals workflow

AI-powered forecasting

Included

Add-on pricing

Setup cost

$0

$400+

Slack/Teams integration

Smart automation rules

User satisfaction (NPS)

97%

54%

API access

Always

Who knows?

Regular updates

Sporadic, at best

Need some help?

We’re here to provide support and assistance.

Contact our team

Contact our team

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

Meet our Customers

Meet our Customers

Rated 4.97/5 from 500+ reviews

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