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Rated 4.97/5 from 500+ reviews

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Rated 4.97/5 from 500+ reviews

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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.

Backdrop
Backdrop
Backdrop

Electricity Rates

What You'd Pay

Better Deal?

Reliant Energy

$202.41

No

TXU Energy

$222.69

No

Gexa Energy

$199.88

No

Rhythm Energy

$149.99

Yes: Price-match in 1 click 🔘

Constellation

$221.88

No

Electricity Rates

What You'd Pay

Better Deal?

Reliant Energy

$202.41

No

TXU Energy

$222.69

No

Gexa Energy

$199.88

No

Rhythm Energy

$149.99

Yes: Price-match in 1 click 🔘

Constellation

$221.88

No

Electricity Rates

What You'd Pay

Better Deal?

Reliant Energy

$202.41

No

TXU Energy

$222.69

No

Gexa Energy

$199.88

No

Rhythm Energy

$149.99

Yes: Price-match in 1 click 🔘

Constellation

$221.88

No

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.

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

Backdrop

Your bill this month

$159.92

Used

74%

Available

8%

Earned

18%

Backdrop

Your bill this month

$159.92

Used

74%

Available

8%

Earned

18%

Backdrop

Your bill this month

$159.92

Used

74%

Available

8%

Earned

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.

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

75%

Reduction in reporting time.

75%

Reduction in reporting time.

75%

Reduction in reporting time.

$7,000

Savings per month (approx)

$7,000

Savings per month (approx)

$7,000

Savings per month (approx)

31

Increase in billing hours

31

Increase in billing hours

31

Increase in billing hours

Backdrop

Your earnings

$420.69

April

May

June

July

Backdrop

Your earnings

$420.69

April

May

June

July

Backdrop

Your earnings

$420.69

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.

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

Young man in a green hoodie holding a yellow phone while seated at a table with a tablet.

100% Bill Covered

Refinance Included

Start with $0 upfront

Young man in a green hoodie holding a yellow phone while seated at a table with a tablet.

100% Bill Covered

Refinance Included

Start with $0 upfront

Young man in a green hoodie holding a yellow phone while seated at a table with a tablet.

100% Bill Covered

Refinance Included

Start with $0 upfront

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

Man and woman working side by side at a desk, both focused on their laptops.
Man and woman working side by side at a desk, both focused on their laptops.
Man and woman working side by side at a desk, both focused on their laptops.

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

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

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

Sahara Price

Head of Product, Baincroft

Sahara Price

Head of Product, Baincroft

Sahara Price

Head of Product, Baincroft

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