ProSights is an AI-powered enterprise automation platform focused on financial services. It streamlines investment workflows by extracting data from PDFs, tracing charts, generating custom outputs, and converting documents into editable formats�all while maintaining top-tier data security standards. With finance-specific AI models and no external data training, ProSights ensures institutions can work smarter, faster, and safer. Whether rebuilding presentations or analyzing deal flow, users can reclaim valuable hours each week with the platform�s tailored automations.
Performance Score
A+
Content/Output Quality
Structured and Audit-Ready
Interface
Enterprise-Grade & Intuitive
AI Technology
- Finance-Specific AI Models
- Smart Table Extraction
- Custom Document Transformation
- Secure Retrieval Algorithms
Purpose of Tool
Automate financial workflows and document processing with high security
Compatibility
Web, Desktop App, Mobile Web, Mobile App
Pricing
Custom Enterprise Pricing (Contact Sales)
Who is Best for Using ProSights?
- Private Equity and Venture Capital Teams: Summarize board decks, trace complex charts, extract data for portfolio monitoring, and save hours.
- Investment Banking Analysts and Associates: Rebuild client decks, extract tables, and generate market maps faster with AI-driven precision.
- Asset Managers and Hedge Funds: Transform dense investment documents into clear summaries without manual reformatting.
- Equity Research and Consultants: Automate qualitative and quantitative output generation for reports and client presentations.
- Financial Services Legal Teams: Analyze NDAs and flag key non-standard terms in minutes instead of hours.
Table Extraction from PDFs and Complex Images
Smart Chart and Logo Map Generation
PDF to PowerPoint Editable Conversion
Custom Template Autofill (Excel, Word)
Complex Line Chart Tracing into Excel
Templated and Customizable Outputs for Financial Documents
Secure VPC Deployment (Private, Cloud, or Hybrid)
SOC II Compliance and AES-256 Encryption
Granular Role-Based Access Controls
Real-Time API Data Validation
Is ProSights Free?
No, ProSights is an enterprise-grade solution operating on a custom pricing model tailored to each institution�s size, needs, and deployment preferences. Pricing typically depends on:
- Number of users
- Deployment type (on-premise, cloud, hybrid)
- Required integrations and templates
- Level of support and compliance needs
Organizations must contact ProSights� sales team for a custom demo and quote.
ProSights Pros & Cons
Dramatically speeds up finance workflows
Built specifically for financial services firms
Bulletproof data security and compliance
Highly customizable outputs in familiar formats
Private VPC deployment protects sensitive documents
No public pricing or free trial
Requires sales engagement for onboarding
Designed for medium-to-large firms only
Steeper learning curve for non-technical users
Limited access without enterprise agreement
