Increase productivity, and achieve more fulfilling work.

Harness the power of AI to automate tedious tasks, free up your time for what matters most: growing your business, improving client satisfaction, and enjoying your work,

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What do we offer to accounting firms?

More Time. More Clients. More Growth.

Much more available time

Automated data entry and review eliminates manual tasks, freeing up hours every week for high-value work.

Immediate responses to most common questions and centralized communication hub to never miss a message.

Clients feel more supported

Handle more clients with your current resources. Leverage new revenue opportunities within your client base.

More growth opportunities

Testimonials

Learn what our clients say about us

“Propio has been a recent addition to our firm, but it is already making a big difference. The automation of tasks has freed up time, and their AI platform facilitates communication with clients in their preferred channels and languages”

Briana Rivas

TAK Group LLC

“With a solution like Propio, we can focus on strategic growth and client relationships. A game-changer for our firm.”

Partner at Account Firm

Jenna S.

How it works

Start by linking your client’s QuickBooks Online account to Propio. This seamless integration allows us to access and sync their financial data effortlessly.

Connect client QuickBooks account

Send an invitation to your client to connect their bank account using Propio Sync. This ensures all their transaction data is securely synced and stored in the Propio database.

2. Invite client to connect bank account

Our advanced AI, powered by Propio Sync, categorizes transactions according to your client’s chart of accounts. Transactions that require further validation are flagged for human review or feedback from you, ensuring accuracy and consistency.

3. Automated transaction categorization

Finally, review the categorized transactions and manage any additional financial documentation through our integrated file drive. This collaborative approach ensures all financial data is accurate and up-to-date.