Enterprise AI for Finance Professionals

Automate and customize financial workflows with ease.
Deliver immediate time-to-value to users with intuitive finance automations
State-of-the-art data security protocols engineered specifically for financial institutions.
Get in touch
Built by ex-private equity professionals and AI / cybersecurity experts:
Trusted by leading finance institutions:
Private Equity
Investment Banking
Asset Management
Equity Research
Private Credit
Secondaries

Prism by ProSights

Leverage enterprise automation tools to craft tailored outputs with speed and precision.

Try it OutSign in

Table Extraction

Extract financial data from PDFs and complex images right into excels in your company format.

Smart Chart Generation

Create charts from any PDF or image in your preferred format, with Excel-ready backups—even charts without labeled datapoints.

API

Integrate ProSights' powerful table and chart extraction capabilities directly into your proprietary applications and workflows with our enterprise-grade API.

Excel Add-In

Automatically generate charts and extract data directly into excel, directly into your company format. Full cell-level auditability / traceability.

Logo Maps

Drop in a list of companies or simply paste a market map, and we'll extract logos into PNG form directly into PPT

Template Autofill

Extract data from PDFs into your custom XLS templates, complete with detailed cell-by-cell audit trails for full transparency and accuracy.

Complex Line Tracing

Trace complex line charts from PDFs and images, even those with intricate details and ridges, and receive extracted data points in Excel.

PDF to PowerPoint

Convert any PDF into a fully editable PowerPoint, ready for instant updates and customization.

Finance Workflows Automations

Automate complex workflows from end to end with our custom-trained AI / ML models, designed specifically for finance use cases.

Get a demoSign Up

Templated Outputs

Leverage pre-built templates to automate qualitative outputs such as business overview, expert call summaries, portco updates, board deck summaries, among other tasks

Templated Outputs

Customizable Outputs

Create custom templates from predefined examples. Provide a few examples and your input data, and we'll generate output in the same voice and style.

Customizable Outputs

AI-powered knowledge platform

Purpose-Built for Financial Institutions

Our platform utilizes finance-specific models with industry-specific tagging and advanced retrieval algorithms to deliver precise insights tailored for investment workflows.

Unparalleled Document Tracking

Robust version control and metadata tracking to ensure  access to most current and authoritative information.

Emphasis on Data Citations

Direct link citations to original source documents, enabling quick verification.

Enabling a safer AI ecosystem for highly sensitive investment firm data.

Compliant and Secure
We prioritize stringent compliance and security measures to ensure your data is stored and safeguarded with the utmost care and precision.
Trust Center
Terms of Service
Purpose built for sensitive financial data
Dedicated single-tenant VPC instance
Leading enterprise security with continuous monitoring
Data Encryption

Our platform uses highest-grade AES-256 encryption to protect your data both in transit and at rest, with authentication requests for optimal security.

Versatile Deployment

Our flexible architecture supports on-premise, cloud, and hybrid solutions, allowing you to optimize security, accessibility, and cost-effectiveness.

Data Integrity

We never train our AI on client data, preserving your proprietary information and competitive edge.

Secure Access Controls

Customizable role-based access controls ensure team members only interact with data relevant to their roles.

Security Certifications

ProSights is SOC II Type II compliant. Visit our trust center for more information on our controls and procedures.

Unified intelligence across your entire digital ecosystem

Experience the power of truly unified information access, without compromising on data security or compliance.
File drives
File type
Communication
CRM
Secure cross-platform search

Information retrieval with secure cross-platform search functionality regardless of where your data resides.

Granular role-based access controls

Granular access controls ensures that sensitive information remains protected throughout the search process

How it works

Dedicated single-tenant VPC deployment with SSO, firm-wide custom formatting, and audit logs
VPC Setup
Single-tenant environment live in 1-2 weeks under your custom domain
Connect SSO
Users sign in seamlessly through your existing SAML or OIDC provider.
Define Formatting
Load your fonts, colors, borders, and header styles in minutes.
Automate Workflows
Instant Excel and PowerPoint exports, with Excel auto-formatted.
Only minutes to set up
1 min
Cloud set-up
30 mins
VPC set-up
Custom
On-premise set-up
with our VPC partners

Trusted by Industry Leaders

Empowering more efficient workflows across finance professionals

ProSights is a simple, reliable application of AI for our investment professionals. We’ve evaluated hundreds of tools, and this is one of the few that delivers on their promises. Our professionals love it.

Head of Digital Transformation, $70B+ PE fund

ProSights saves me hours of manual data entry on every deal. Where was this during my investment-banking days? It’s surprising the industry went so long without a straightforward solution like this. It’s the simple solution the finance industry has been waiting for.

PE Associate, $70B PE fund

Pulling data from our monthly reporting packs for portfolio benchmarking was once an hours-long slog. Now I drop the file into ProSights and, within minutes, every table is structured in Excel and ready for analysis—no manual data entry, no late nights.

Associate, $100B PE fund

ProSights does precisely what it promises to do - no more, no less. You don't need training or hand-holding - it just works.

Associate, $200B+ PE fund

Frequently Asked Questions

What makes ProSights different from other AI platforms?

ProSights is purpose-built for finance professionals. We deliver measurable time-savings on day one with no training —simply upload a deck and download formatted outputs in minutes. We have the highest adoption in our customers of any finance AI platform.

How does ProSights match our firm's formatting style?

During onboarding we ingest your templates—fonts, color palette, borders, number formats, even chart presets—so every Excel table and chart slide is rendered in your company’s format style automatically.

How accurate is ProSights, and how do you validate data accuracy?

Table extraction is 99%+ accurate, charts with data labels reproduce to the digit, and unlabeled visuals land within ±3 %. We always include the original source for instant auditability, with cell level citations for users of our excel plugin.

How is ProSights deployed, and how do you keep data secure?

ProSights is deployed in a single-tenant VPC—or hardened multi-tenant setup—encrypting data in transit (TLS 1.3) and at rest (AES-256). Access integrates with your SAML/OIDC SSO. We are SOC 2 Type II compliant and complete annual penetration tests.

Which document types and data sources can ProSights ingest?

ProSights ingests virtually any finance document—PDFs, scanned decks, and VDR screenshots—then pipes the data straight into Excel in your firm’s exact format. Process hundreds of pages or more directly into your own custom format in mere minutes.

Ready to start with ProSights?

ProSights automates the everyday, high-stakes tasks—data pulls, chart recreation, custom formatting—so your analysts focus on insights, not busywork.
Get in touch