Who does what
No SDRs to manage, no cold pipelines to build. We handle the heavy lifting of prospecting so you can focus 100% on closing finance buyers.
WE HANDLE
Buyer mapping
We build it, you approve it — your ideal customer target list.
Industry
Position
Revenue
Headcount
Location
WE HANDLE
Meetings booked
Finance-native outreach across cold email, LinkedIn & cold calling — meetings straight to your calendar.
WE HANDLE
Pre-meeting brief
Your rep gets a research note - tech stack, team structure, pain points - so they open in context, not cold.
YOU
You close.
High-intent finance buyers, your team fully briefed. You do what you do best.
We only win when you do
No retainers, no monthly minimums
No-show? Replaced free
Wrong-fit? Replaced free
Cancel anytime - no long-term contracts
You keep all domains, leads, & campaign data
Full pipeline transparency
Doris Zhu, CPA · Founder
I stand behind every one of these, personally. - Doris
OUTBOUND BY A CPA WHO WAS THE BUYER
CPA
Ex-Big 4
Led month-end close
Evaluated finance software & services vendors
WHY I BUILT THIS
I know how much the right partner matters — and how rarely the best ones break through. I started Prospectily to change that: to put the companies worth meeting in front of the buyers who need them.
— Doris Zhu, CPA · Founder
Find your fit
01 · FINTECH & AUTOMATION
Land in front of teams ready to rip out the old one.
Which pain do you lead with when every competitor also says ‘automation’?
YOU SELL
▸
Close & reconciliation
▸
AP & spend
▸
Billing & A/R & revenue
▸
FP&A & budgeting
▸
Treasury & payments
▸
Tax, audit & compliance
▸
AI agents and adjacent finance tools
Show me my buyer map →
02 · ENTERPRISE INFRASTRUCTURE
Find teams outgrowing their ERP — before the RFP.
Who really owns this call — finance, IT, or the integrator between them?
YOU SELL
▸
ERP implementation partners
▸
Systems integration & VAR
▸
ERP add-on & connectors
▸
Data, BI & reporting
▸
Migration & modernization
Show me my buyer map →
03 · ADVISORY & SERVICES
Trust built before your first call.
How do you sound like a warm referral when you’re still a cold message?
YOU SELL
▸
Fractional CFO & finance leadership
▸
Accounting & bookkeeping firms
▸
Tax & compliance advisory
▸
M&A, valuation & deal advisory
▸
R&D & grant consulting
▸
Audit & assurance
Show me my buyer map →
Don’t see your exact category? If your buyer sits in finance, you fit.
OUTBOUND ENGINE
Fully Managed
List Building
Verified, ICP-matched targets
Cold Email
Cold Calling
Inbox Management
Every reply worked & qualified
Intent
Fit
Ready
Appointment Setting
Converts replies to booked calls
Qualified Meeting
Briefed to your calendar
Held ✓
