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.
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.
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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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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.
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
frequently asked questions
Clear answers, no fluff. Cause agencies are hard and you don't have time for that.
Is SurveyGate really as dope as it sounds?
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Would we lead you astray, friend? No, no we wouldn't. But if you have any doubts, by all means please try the free plan out. Once you taste the rainbow, you'll likely never go back.
Why is your copywriting sorta sassy?
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First off - we're agency folk ourselves. Second, we don't have a board, or investors so we can be as un-serious as we like. Our product is seriously the real deal - but we like to avoid taking ourselves seriously - copywriting and all.
What happens if I outgrow the Free plan?
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The Free plan is designed to get you started, but when your needs grow, SurveyGate scales with you. Upgrading is seamless—no data loss, no reconfiguration.
Can I cancel or change plans anytime?
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Yes—your plan is always in your control. If you're on a monthly plan you can, upgrade, or cancel without needing to contact support or jump through hoops.
“We now rely on Prospect for all our software needs.”
Jason Rothman
Head of Operations, Continuum
Meet our Customers
Meet our Customers
Join countless agencies who also used to despise collecting customer feedback