Rated 4.97/5 from 500+ reviews
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.
Access Control
Spending Insights
Revenue Tracking
Workflow Approvals
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
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
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.
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:
INCLUDING:
Role-based access with customizable permissions
Role-based access with customizable permissions
Role-based access with customizable permissions
Instant updates across teams and devices
Instant updates across teams and devices
Instant updates across teams and devices
Admin controls without the complexity
Admin controls without the complexity
Admin controls without the complexity
Secure sharing for internal and external collaborators
Secure sharing for internal and external collaborators
Secure sharing for internal and external collaborators
Balance Summary
$84,000
available of $100,000
Spent
Available
Unallocated
74%
8%
18%
Balance Summary
$84,000
available of $100,000
Spent
Available
Unallocated
74%
8%
18%
Balance Summary
$84,000
available of $100,000
Spent
Available
Unallocated
74%
8%
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.
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:
INCLUDING:
Real-time spend tracking across teams or projects
Real-time spend tracking across teams or projects
Real-time spend tracking across teams or projects
Visual breakdowns of allocated vs. unallocated funds
Visual breakdowns of allocated vs. unallocated funds
Visual breakdowns of allocated vs. unallocated funds
Budget alerts to keep everything on course
Budget alerts to keep everything on course
Budget alerts to keep everything on course
Export-ready summaries for easy reporting
Export-ready summaries for easy reporting
Export-ready summaries for easy reporting
58%
Reduction
in reporting time.
$700
Savings
per month (approx)
31
Increase
in billing hours
Revenue Summary
$80,000
April
May
June
July
Revenue Summary
$80,000
April
May
June
July
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.
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:
INCLUDING:
Live revenue dashboards with zero manual updates
Live revenue dashboards with zero manual updates
Live revenue dashboards with zero manual updates
Month-over-month and year-to-date visibility
Month-over-month and year-to-date visibility
Month-over-month and year-to-date visibility
Easy exports for reporting and forecasting
Easy exports for reporting and forecasting
Easy exports for reporting and forecasting
Works seamlessly with your existing systems
Works seamlessly with your existing systems
Works seamlessly with your existing systems
Document secured
Sent for approval
Payment approved
Document secured
Sent for approval
Payment approved
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.
Prospect streamlines document approvals, payments, and permissions into a single, secure flow—so nothing gets lost in Slack threads or buried in inboxes.
INCLUDING:
INCLUDING:
One-click approvals for payments, contracts, and requests
One-click approvals for payments, contracts, and requests
One-click approvals for payments, contracts, and requests
Full audit trails for transparency and compliance
Full audit trails for transparency and compliance
Full audit trails for transparency and compliance
Secure document sharing with real-time status updates
Secure document sharing with real-time status updates
Secure document sharing with real-time status updates
Custom workflows for different teams or access levels
Custom workflows for different teams or access levels
Custom workflows for different teams or access levels
common questions
We’re here to answer your questions.
Prospect evolves with you, learning your patterns and pushing what’s next into now.
Is my data secure with Prospect?
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.
Can I use Prospect with my current tools?
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
Does Prospect support teams in different time zones?
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.
How long does setup take?
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.
Can I cancel or change plans anytime?
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.
Is my data secure with Prospect?
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.
Can I use Prospect with my current tools?
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
Does Prospect support teams in different time zones?
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.
How long does setup take?
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.
Can I cancel or change plans anytime?
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.