ProSights

Document processing · by ProSights

AI-powered finance automation platform that automates the conversion and organization of unstructured data into firm-standard formats, with full auditability and no rip-and-replace. Deployed inside enterprises with capabilities for table extraction, chart recreation, formatting, templating, and API integration.

What it does

AI-powered finance automation platform that automates the conversion and organization of unstructured data into firm-standard formats, with full auditability and no rip-and-replace. Deployed inside enterprises with capabilities for table extraction, chart recreation, formatting, templating, and API integration.

  • Automate data transformations from unstructured documents
  • Extract structured financial data from PDFs and complex images into Excel
  • Recreate charts from PDFs or images with Excel-ready backups
  • Format charts and tables into preferred layouts and styles
  • Standardize document extraction across many PDFs into organized Excel templates
  • Embed table and chart extraction capabilities into internal applications
  • Integrate table and chart extraction into proprietary apps and workflows via API
Category
Document processing
Users
finance professionals, data scientists, private equity firms, alternative asset managers
Public API
Available

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • CustomCustom
    • Quoted by their sales team

Prices as published by ProSights, checked Oct 2026.

Security and compliance

As reported by ProSights. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • NIST SP 800-53Compliant
  • TLS 1.2+ encryption in transit
  • AES-256 encryption at rest
  • Role-based access control (RBAC)
  • MFA
  • SSO
  • Privileged access management
  • Secrets management
  • Centralized logging/SIEM
  • Anomaly detection
  • Vulnerability scanning
  • WAF
  • Rate limiting
  • Security headers
  • Network segmentation
  • Annual penetration testing
  • Quarterly access recertification
  • Code review
  • CI/CD gates
  • Dependency scanning
  • Secure configuration baselines
  • Privileged session logging
  • Emergency break-glass procedures
  • Background checks
  • Annual security and privacy training
  • Confidentiality agreements
  • Media sanitization (NIST 800-88)
  • 24x7 physical security at hosting providers
  • CCTV and badge access at hosting facilities
  • Device encryption

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