Prosights integrated directly as an embedded widget with a REST API and SDK, behind the firm’s SSO and identity model, and went from a two-week scope to live in production across all six divisions in ten weeks.
The Challenge
Internal AI platform served 1,000+ employees but lacked document-extraction capability.
Complex financial PDFs need structured output general LLMs can’t reliably produce.
No audit trail – compliance teams couldn’t trace values to source documents.
The Integration
REST API + SDK embedded into the platform – programmatic extraction for data-science teams.
Custom sidebar widget – instant PDF-to-Excel extraction and page recreation for all users.
2-week scope, 8-week build – live across all six divisions in ten weeks.
The Result
Firmwide adoption across all six divisions – PE, credit, real estate, impact, market solutions, ops.
Thousands of hours saved monthly on manual data entry, formatting and re-keying.
Compliance-grade output with cell-level citations, on the firm’s own environment.
The Numbers
10 Weeks Total implementation – 2-week scoping + 8-week build to full production
6 Divisions Firmwide adoption – PE, credit, real estate, impact, market solutions, ops
1,000s Hours Saved monthly – Eliminated manual data entry and formatting
