Purpose-built for financial institutions

Designed by Investment Professionals.

Automate and customize complex financial workflows with ease.

State-of-the-art data security protocols engineered specifically for financial institutions.

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Instantly extract large volumes of financial data and create charts natively in XLS, directly into your company’s format. Available via web app or API.

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Table Extraction

Extract data from PDFs, scanned documents, and images right into XLS in your format. Up to 100 pages at a time with 100% accuracy — in minute or less.

Smart Chart Generation

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

Finance Workflows Automations

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

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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

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.

Finance Workflows Automations

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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

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.

General Finance Automations

Pre-built automations such as PDF to PPT conversion, logo finder, table extraction, NDA reviewer, among several others.

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.

The most advanced AI-powered knowledge management system for financial institutions.

Experience the power of truly unified information access, without compromising on data security or compliance.

Prosights' Knowledge Management System Diagram

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

Know everything about any company

In-house wikipedia page on any company.

Multi-Platform Accessibility

Experience our platform anywhere, anytime, without compromising on protection.

Desktop Web

Mobile Web

Mobile App

Frequently Asked Questions

What makes ProSights different from other AI platforms?

ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.

Can ProSights integrate third-party data that I already pay for?

Third-party data sources can be integrated on a case-by-case basis depending on vendors’ data restrictions.

What devices does ProSights support?

ProSights is available across multiple platforms including desktop web, mobile web, desktop application, and mobile app, ensuring seamless access wherever you work.

How does pricing work?

Please reach out to sales@prosights.co for more information on pricing.

Ready to start with ProSights?

ProSights is purpose-built for investors, featuring proprietary industry-specific tagging, advanced retrieval algorithms, and seamless integration with investment workflows.

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