Data Partner for Finance & Operations Teams

Data Partner for Finance & Operations Teams

Data Partner for Finance & Operations Teams

Data Partner for Finance & Operations Teams

Reconcile and migrate data across disparate systems for reporting & analytics

Reconcile and migrate data across disparate systems for reporting & analytics

What we do

The data work underneath every value creation plan.

RECONCILIATION

Diagram showing Excel, Salesforce, and HubSpot data unified into a single source

Every system in one pane of glass

A proprietary reconciliation engine that ties disparate data across systems.

ANALYTICS & KPIS

Diagram showing XML and PDF files transformed into structured customer data

Reporting the CFO acts on

Margin and retention by product or service, on reconciled data.

WORKFLOW APPS

AI-powered application dashboard built from existing Excel and PDF workflows

Downstream work, automated

Custom apps for AP matching, bank rec and approvals, with review.

Client coverage

Trusted by the largest sponsors across their portfolio companies.

Mark Fiske

Head of Digital Transformation

“

AI only creates value when it vanishes into the workflow. ProSights is one of our few partners that delivers on this promise.

Mark Fiske

Head of Digital Transformation

“

AI only creates value when it vanishes into the workflow. ProSights is one of our few partners that delivers on this promise.

Mark Fiske

AI Delivery Lead

“

AI only creates value when it vanishes into the workflow. ProSights is one of our few partners that delivers on this promise.

Private Equity & Credit

250+ Employees, $90B+ AUM, Los Angeles, CA

Clearlake is a global investment firm focused on technology, industrials and consumer businesses.

Private Equity & Credit

800+ Employees, $100B+ AUM, Austin, TX

Vista Equity Partners is a global investment firm focused on enterprise software, data and technology-enabled businesses.

Mark Fiske

Head of Digital Transformation

“

AI only creates value when it vanishes into the workflow. ProSights is one of our few partners that delivers on this promise.

ANDREW MORGAN

AI Delivery Lead

“

ProSights handles our manual work directly in our own formats — delivering a real step-change in our team's productivity.

Private Equity & Credit

250+ Employees, $90B+ AUM, Los Angeles, CA

Clearlake is a global investment firm focused on technology, industrials and consumer businesses.

Private Equity & Credit

800+ Employees, $100B+ AUM, Austin, TX

Vista Equity Partners is a global investment firm focused on enterprise software, data and technology-enabled businesses.

Trusted by 70%+ of the largest private equity firms globally

Trusted by 70%+ of the largest private equity firms globally

how it works

Proof on a sample of your own data before any broader engagement.

01.

Start with a diagnostic

02.

Milestone-based pricing

03.

Build inside your systems

04.

Hand it over

how it works

Proof on a sample of your own data before any broader engagement.

01.

Start with a diagnostic

Two weeks to find the highest-value problem and prove it on your real data. A working version within days, findings in writing within a week.

02.

Milestone-based pricing

The highest-return work comes first. Each milestone is priced on its own, and you can stop after any one.

03.

Build inside your systems

We work in the systems you already run. Nothing writes back until your team signs off.

04.

Hand it over

Your team runs a full cycle with us on standby, then owns the software end-to-end with our support.

how it works

Proof on a sample of your own data before any broader engagement.

01.

Start with a diagnostic

Two weeks to find the highest-value problem and prove it on your real data. A working version within days, findings in writing within a week.

02.

Milestone-based pricing

The highest-return work comes first. Each milestone is priced on its own, and you can stop after any one.

03.

Build inside your systems

We work in the systems you already run. Nothing writes back until your team signs off.

04.

Hand it over

Your team runs a full cycle with us on standby, then owns the software end-to-end with our support.

96 hours

First working prototype

~4 weeks

Live in production

Zero

Records overwritten

Every number

traced to the record it came from

case studies

Finance and operations work across software, services and consumer companies.

get started

Start with a two-week diagnostic.

Two weeks on your data, credited in full against the build. Findings in writing within a week and a plan priced by milestone.

FAQs

Have questions?
Find answers.

Common questions from portfolio companies & sponsors.

How much involvement is required from our team?

How much involvement is required from our team?

How do you handle security and governance?

How do you handle security and governance?

Is everything built bespoke to us?

Is everything built bespoke to us?

What about our existing AI initiatives?

What about our existing AI initiatives?

How does pricing work?

How does pricing work?

Who handles change management?

Who handles change management?