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.
| ProSights Review Summary | |
| Performance Score | A+ |
| Content/Output Quality | Structured and Audit-Ready |
| Interface | Enterprise-Grade & Intuitive |
| AI Technology |
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| 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.
ProSights Key Features
| 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
Pros
- 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
Cons
- 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
FAQs
How is ProSights different from generic AI platforms?
ProSights is purpose-built for investors, offering industry-specific tagging, advanced retrieval, and tailored outputs for financial workflows.
How secure is ProSights?
ProSights is SOC II compliant, uses AES-256 encryption, and offers full VPC deployment options to keep all client data private and protected.
Does ProSights train its AI models on client data?
No. ProSights does not train any AI models on customer data, preserving data confidentiality and intellectual property.
Can ProSights automate both qualitative and quantitative workflows?
Yes. ProSights automates both, from board deck summaries and expert call notes to table tracing, chart recreation, and template autofill.
How fast is ProSights to set up?
Depending on deployment type, setup can range from 1 minute for cloud installs to about 30 minutes for private VPC environments.
