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.
Candace P.
12:13pm
Thanks again for meeting with me today, you should see the invoice in our feed.
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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.
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“Switching to Prospect was easy.”
Granular permissions without the complexity. Prospect gives you total visibility into who sees what.
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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
Contact our team
Built for clarity and momentum.
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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
Explore Collaboration
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.
Explore Insight
Explore Insight
Who owns it once it is live?
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Ownership sits with the operational team that runs the process, with IT supporting governance and access.

  1. The business owner is accountable for outcomes, rules, and continuous improvement.
  2. IT owns security, access control, and integration standards. Niico can then support optimisation and scaling as you expand automation across the institution. 
Can we start with one process?
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Yes. Starting with one process is the fastest way to prove value, build confidence, and create a repeatable pattern you can scale across other teams. Niico is built for rapid implementation using pre built bots, so a single process is a practical starting point.

How do exceptions get handled?
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Exceptions are designed in from day one.

  1. Known exceptions follow a defined route, so they do not get lost in inboxes or workarounds.
  2. Complex cases can be routed to a named owner for review and approval, with the agent continuing once a decision is made.
  3. The goal is simple, usable agent with minimal exceptions, because that is what stays reliable in production
What security and permissions are needed?
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Niico is set up to work within your existing security model, with access agreed up front and limited to what the workflow needs.

  1. Access is typically granted via approved credentials or service accounts for the systems involved.
  2. Permissions are scoped to the specific data and actions required.
  3. Where required, security controls like multi factor authentication can be integrated without disrupting user experience. 
  4. Data protection expectations should align to your institutional policy and UK GDPR requirements.
How quickly can one agent go live?
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Most teams can take one well scoped workflow live within weeks, using Niico’s library of pre-built bots and integrations. Speed depends on how clear the process is, and how quickly access and owners are confirmed.

Do we need to replace any systems?
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No. Niico automates manual processes and integrates with your existing systems, so you can improve outcomes without a rip and replace programme.

“We now rely on Prospect for all our software needs.”
Jason Rothman
Head of Operations, Continuum
Meet our Customers
Meet our Customers
Join over 500 businesses already growing with Prospect.