EARLY-CLIENT OFFER

EARLY-CLIENT OFFER

3 qualified meetings free + $1,500 off setup · limited onboarding, closes Oct 30

3 qualified meetings free + $1,500 off setup · limited onboarding, closes Oct 30

B2B Finance & Accounting Lead Generation

Outbound

built for Finance & Accounting

Outbound

built for Finance & Accounting

Outbound

built for Finance & Accounting

You sell into finance and accounting. We fill your calendar.

Pay Per Qualified Meeting, Never Per Month.

Pay Per Qualified Meeting, Never Per Month.

This Week · Oct 16-19

4 qualified meetings

Sarah Kim

Sarah Kim

CFO

·

Series B SaaS

·

MON · 10:00 AM

Qualified · Showed

Elena Vasquez

Controller

·

Mid-Market

·

TUE · 1:00 PM

Qualified · Showed

Marcus Smith

Founder & CEO

·

FinTech

·

WED · 11:30 AM

Qualified · Showed

James Chen

James Chen

VP Finance

·

Enterprise

·

THU · 3:00 PM

Upcoming

Who does what

You do one thing: close. We do the rest.

You do one thing: close. We do the rest.

No SDRs to manage, no cold pipelines to build. We handle the heavy lifting of prospecting so you can focus 100% on closing buyers.

WE HANDLE

  1. Buyer mapping

We build it, you approve it — your ideal customer target list.

Industry

Position

Revenue

Headcount

Location

WE HANDLE

  1. Meetings booked

Finance-native outreach across email, LinkedIn & calls — meetings straight to your calendar.

WE HANDLE

  1. Pre-meeting brief

Your rep gets an account research note — so they open in context, not cold.

Your rep gets a research note — so they open in context, not cold.

YOU

  1. You close.

High-intent buyers, your team briefed. You do what you do best.

We only win when you do

Incentives aligned, in writing.

Incentives aligned, in writing.

No retainers, no monthly minimums

No-show? Replaced free

Wrong-fit? Replaced free

Cancel anytime - no long-term contracts

You keep all domains & campaign data

Full pipeline transparency

Doris Zhu, CPA · Founder

I stand behind every one of these, personally. - Doris

WHY PROSPECTILY

Outbound that works in every other industry quietly dies in finance and accounting.

Outbound that works in every other industry quietly dies in finance and accounting.

Who signs off, when they'll listen, and what they trust are nothing like other markets. We built our whole method around that.

1

We map every buyer

Budget holder: a CFO, a controller, or a founder, depending on what you sell.

End user: living the workflow.

Who can block: the others who can shape or stall it (IT, procurement, security, etc).

2

We time it right

Watch for triggers: new funding, a new leader, or a compliance change.

Time to the finance calendar: when the pain is fresh and they can act, not mid-close

3

We reach them so it lands

Language: risk and ROI for finance, hours saved for ops — with switching made to feel safe.

Proof: quantified results, security docs, and peer stories.

Delivery: built to clear spam and fraud filters

OUTBOUND BY A CPA WHO WAS THE BUYER

I’ve been the buyer. Now I’ll bring them to you.

I’ve been the buyer.

Now I’ll bring them to you.

A generic SDR knows neither your product nor the pain it solves. I know both. I've lived the exact workflows you're fixing — so your outreach sounds like an insider and lands with the right decision-maker.

CPA

Ex-Big 4

Led month-end close

Evaluated finance software & services vendors

Doris Zhu

Doris Zhu, CPA

Founder, Prospectily

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

FAQs

FAQs

How does pricing work?

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How do I know I'll get the meetings I paid for?

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Why you instead of an in-house SDR or a generalist agency?

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Am I locked into a contract?

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How do you make sure the meetings are actually qualified?

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How soon will I see meetings?

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Who do you work with?

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Ready to see your buyer map?

Ready to see your buyer map?

Book a free 30-minute call. We'll map the accounts worth targeting and the angle that gets a reply — yours to keep, even if we never work together.

Book a free 30-minute call. We'll map the accounts worth targeting and the angle that gets a reply — yours to keep, even if we never work together.

Book a free 30-minute call. We'll map the accounts worth targeting and the angle that gets a reply — yours to keep, even if we never work together.

Prospectily

Omni-channel B2B lead generation exclusively for the finance and accounting ecosystem.

B2B lead generation exclusively for the finance and accounting ecosystem.

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Finance & Accounting Lead Generation · Remote-First