The firm runs its own internal AI platform, built in-house with multiple AI vendors side by side. It wanted production-grade document extraction — board decks, P&Ls, LP agreements and fund-administration documents into structured, template-mapped Excel — available across the firm inside that platform, not as another standalone tool.
10 weeks
total implementation
6 divisions
firmwide adoption
1,000s hours
saved monthly
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
