ProSights Tech Stack

AI-powered data extraction for finance professionals from unstructured documents

Software Development New York, NY 11–50 employees Privately Held

ProSights extracts structured financial data from PDFs at scale—hundreds to thousands of datapoints per document—and deposits them directly into Excel. The stack (ChatGPT, RAG, Python, Office.js, VBA) reveals a purpose-built extraction engine optimized for document parsing and spreadsheet integration rather than a horizontal platform. Active projects span core extraction tech, AI workflow automation, and institutional onboarding, while pain points cluster around reconciliation delays and expanding beyond PE/IB—suggesting the product is mature in its core vertical but the team is working to broaden TAM into broader financial services.

Tech Stack 14 technologies

Core StackNext.js React Python TypeScript C# .NET RAG Rust Go ChatGPT Office.js VBA Excel PowerPoint

What ProSights Is Building

◆Challenges

Manual data entry
Onboarding large financial institutions
Expanding tam beyond pe/ib
Copying data into spreadsheets
Driving adoption of ai in finance
Extracting structured data from unstructured documents
Reconciliation delays

▲Active Projects

Core extraction tech
Ai finance workflow automations
Expanding tam beyond pe/ib
Onboarding largest financial institutions
Product roadmap through forward deployed situations
Driving adoption of ai in finance
Core prosights product development
Platform for financial services workflows
Document extraction pipeline
Scalable infrastructure

Hiring Activity

Minimal10 roles · 0 in 30d

Department

Engineering

Sales

Marketing

Research

Seniority

Senior

Lead

Mid

Notable leadership hires: Head of Growth

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About ProSights

ProSights builds a data extraction engine purpose-built for finance professionals who spend hours copying data from PDFs into spreadsheets. The product pulls structured data directly from unstructured documents and lands it in Excel in the exact schema users need. Their customer base includes the majority of top global private equity firms, along with bulge bracket banks and independent advisors. The company is 11–50 people, engineering-heavy in seniority (7 senior/lead roles out of 9 total), based in New York, and currently focused on both deepening adoption within large financial institutions and opening new workflows beyond PE and investment banking.

HeadquartersNew York, NY

Company Size11–50 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does ProSights use?

ChatGPT, Next.js, React, Python, TypeScript, Office.js, VBA, C#, .NET, RAG, Rust, and Go. The stack emphasizes document extraction (RAG), spreadsheet integration (Office.js, VBA, Excel), and multi-language backend resilience (Rust, Go, Python).

What is ProSights working on?

Core extraction tech and AI finance workflow automations, institutional onboarding for large financial services firms, and expansion beyond PE/IB into adjacent financial services workflows. Product roadmap is informed by forward-deployed customer situations.