What guides us at Prospect?

Autonomy

Own your work, shape your path.

We trust our team to make decisions, take initiative, and drive outcomes. Everyone at Prospect is empowered to lead within their role.

Precision

We sweat the small stuff.

From product to process, we care deeply about doing things right. That means well-crafted code, clear communication, and thoughtful design.

Candor

Clear is kind.

We speak plainly, listen actively, and give feedback often. Healthy teams don’t tiptoe—they collaborate openly, challenge assumptions, and grow stronger by being honest with each other.

Momentum

Keep moving, keep improving.

We prioritize speed with intention, knowing that progress compounds. Whether it’s shipping a feature or iterating on a process, we bias toward action and refine as we go.

why choose prospect?

Intelligence that aligns with your business goals.

Intuitive Performance.

Whether you’re growing fast or optimizing what’s already built, Prospect keeps everything in sync. No clutter, no confusion—just intelligent clarity, always in reach.

64%

Increase in
overall efficiency

From fast-moving startups to growing teams, Prospect handles scale without slowing down.

Move fast, innovate faster.

Whether you’re growing fast or optimizing what’s already built, Prospect keeps everything in sync. No clutter, no confusion—just intelligent clarity, always in reach.

3.2x

Increase in
overall efficiency

From fast-moving startups to growing teams, Prospect handles scale without slowing down.

Move fast, innovate faster.

Whether you’re growing fast or optimizing what’s already built, Prospect keeps everything in sync. No clutter, no confusion—just intelligent clarity, always in reach.

97%

Increase in
overall efficiency

From fast-moving startups to growing teams, Prospect handles scale without slowing down.

Rated 4.97/5 from 500+ reviews

Prospect automates what should be automatic.

Set it once, then let it run. Prospect handles the repeatable with precision, freeing you to focus on what actually requires your input.

Assess

Review results and opportunities in relation to strategic objectives

Landscape research and analysis

Strategy alignment reviews

Stakeholder engagement and feedback

Governance review

Operational review and benchmarking

Plan

Align your vision and decide how to pursue it

Strategic plans

1-day strategic alignment session

Identify tools, leadership, and operational needs to achieve your giving goals

Operational review and benchmarking

Share

Document your givingprinciples and prioritiesclearly and use themregularly

Mission, vision, and values for internal and external
audiences

Strategy documents, messaging, and collateral

Strategy reporting and resources for trustees and family members

Robust AI for the Finance Sector.

Prospect surfaces what matters, automates the rest, and keeps you moving with intention.

start with 14 days free

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We won’t share your data with third parties. Ever.

why choose prospect?

Anticipate what’s next with confidence.

Everyone sees the same page—literally. Prospect keeps teams aligned with live updates, contextual notes, and a shared sense of momentum.

Collaboration

Work in sync without working harder. Prospect keeps teams connected with real-time updates, shared context, and zero duplicated effort.

Built-in Security

Enterprise-grade protection, without the overhead. Prospect encrypts your data end-to-end and handles compliance quietly in the background.

Flexiblity

Built to move with you, not against you. Prospect scales smoothly across workflows, roles, and evolving business needs—no clunky handoffs.

Real-time data and insight.

Conduct Organizational audit

AmPhil interviewed Bradley staff, directors, peers, and thought leaders and reviewed historical information to assess organizational strengths, weaknesses, and opportunities

Craft guiding statements

AmPhil helped the Foundation refine its vision and mission statements and articulate core guiding principles that inform its grantmaking and operational priorities

Create an internal strategic plan

After planning meetings with directors and staff, AmPhil produced a plan that laid out Bradley’s organizational objectives and steps necessary to pursue them

Create a public strategic plan

AmPhil delivered a professionally designed version of the plan suitable for public use to communicate Bradley’s vision to its grantees and other stakeholders

“Switching to Prospect was easy.”

Granular permissions without the complexity. Prospect gives you total visibility into who sees what.

Rated 4.97/5 from 500+ reviews

Prospect automates what should be automatic.

Prospect handles the repeatable with precision, freeing you to focus on what actually requires your input.

corporate finance

50% increase in top-line revenue.

“Prospect replaced three tools we were duct-taping together—and does the job better.”

Sahara Price

Head of Product, Baincroft

Need some help?

We’re here to provide support and assistance.

Contact our team

Built for clarity and momentum.

Collaboration built-in.

Whether you’re pitching, planning, or presenting, Prospect keeps your numbers sharp and your story clear. Everything’s accurate, synced, and ready when you are.

Explore Collaboration

Insight without noise.

Prospect distills raw data into clean, visual summaries that actually make sense. No more spreadsheets, no more guesswork—just meaningful, real-time intelligence.

Explore Insight

News and Insight from our team.

July 15, 2025

Donor Insight

3 Ways Donors Can Protect Philanthropy

The rich are getting richer, the poor are getting poorer, and the middle class is shrinking.

Read article

July 14, 2025

News

The Giving Pledge and Modern Philanthropy

The state of the pledgers fifteen years later.

Read article

July 12, 2025

Philanthropy Daily

Local giving can change the world

Local charity might not attack “root problems,” but it can solve problems in one person’s life—and to them, that feels like the whole world.

Read article

Got a question? Looking for a tailored demo? Fill out the form and we’ll be in touch shortly—usually within one business day.

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frequently asked questions

Clear answers, no fluff. We’ve designed Prospect to feel intuitive from day one—but here’s where we answer the most common questions with clarity and care.

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.

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.

What happens if I outgrow the Free plan?

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.

Is my data secure with Prospect?

Security is a non-negotiable. Prospect uses end-to-end encryption in transit and at rest, along with advanced identity management features like SSO, 2FA, and granular role permissions. We also run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.

Are our company secrets protected with Prospect?

Yes—confidentiality is central to everything we build. Whether it’s financial reports, internal notes, or sensitive forecasting data, it stays strictly yours. We don’t access or analyze your information unless explicitly requested for support. Our platform is used by companies with strict compliance needs, and we meet or exceed industry security standards.

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.

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.

“We now rely on Prospect for all our software needs.”

Jason Rothman

Head of Operations, Continuum

Meet our Customers

our locations

From the UK to the world.

Prospect works across London and Amsterdam, with teams focused on product, design, and growth. We’re globally minded, locally grounded, and built for clarity at every scale.

London

Prospect HQ

14 Hanbury Street
Spitalfields, London E1 6QR

Amsterdam

Prospect Europe

Singel 542
1017 AZ Amsterdam

Rated 4.97/5 from 500+ reviews

Prospect empowers your Finance Team to do more.

Prospect handles the repeatable with precision—payroll, reconciliation, approvals—so you can focus on strategy, not spreadsheets.

Request a demo

Smart Reconciliation

Prospect auto-matches transactions, flags inconsistencies, and simplifies month-end close. Less chasing, more confidence in your books.

Payroll Readiness

Custom workflows for vendor payments, expenses, and budget approvals. Everything tracked, nothing delayed.

Account Monitoring

Real-time tracking of open invoices, customer balances, and aging reports. Get ahead of late payments without endless follow-ups.

Smart Reconciliation

Prospect auto-matches transactions, flags inconsistencies, and simplifies month-end close. Less chasing, more confidence in your books.

Vendor Management

Centralized intake, approval, and payment status for every vendor. No more email chains or lost invoices.

Budget vs Actuals Alerts

Set dynamic thresholds and get notified when spend goes off-course. Stay in control without having to micromanage every line item.