Robust AI for the Finance Sector.

Prospect surfaces what matters, automates the rest, and keeps you moving with intention.
start with 14 days free
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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.
Candace P.
12:13pm
Thanks again for meeting with me today, you should see the invoice in our feed.
Download Invoice
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.
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
75%
Reduction in reporting time.
Teams using Prospect automate the busywork and stay focused on what drives results.
230k
Live records updated daily
From fast-moving startups to growing teams, Prospect handles scale without slowing down.
Star iconStar iconStar iconStar iconStar icon
“Switching to Prospect was easy.”
Granular permissions without the complexity. Prospect gives you total visibility into who sees what.
Continue reading
Star icon
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.
Button
Button
Built for clarity and momentum.
Document secured
Sent for approval
Payment approved
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.
Button
Button
Revenue Summary
$80,000
April
May
June
July
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.
Button
Button

The six questions people actually ask.

How long is the trial and do I need a credit card?
Chevron down icon
Fourteen days, and no card. No contract, and no obligation to talk to anyone.
Is this the full product?
Chevron down icon
Yes. Everything on the pricing page is switched on for the fourteen days, including the Dashbar, urgency scoring, the workfeed, time tracking and the integrations.
Do I have to migrate off my current PSA first?
Chevron down icon
No. Point one mailbox or one client's tickets at Zest and run the two side by side on real work. Migration is a conversation for after you decide.
Will it connect to my RMM?
Chevron down icon
Two-way sync with NinjaOne and Level for agents, devices, alerts and patch status, creating tickets from alerts and closing them back. Documentation from Hudu and IT Glue lands in the ticket view. Time and agreements export to QuickBooks Online or Xero.
What happens to my data when the trial ends?
Chevron down icon
If you decide to move from a trial to purchase your data will transfer seamlessly. If you'd like to keep your trial data active while you make a decision we will keep it available to you. If you would like to have your trial data completely removed that is also an option.
We have thirty technicians. Is this for us?
Chevron down icon
Zest is powerful enough to be run by teams of all sizes. Zest is built on the premise that simplicity and an emphasis on the features that matter most to MSP's of all sizes.
“We now rely on Prospect for all our software needs.”
Jason Rothman
Head of Operations, Continuum
Button
Button
Join over 500 businesses already growing with Prospect.