Still Working 60+ Hours a Week? There's a Better Way. 

Take On More Business Without Hiring Extra Help
AI that eliminates 90% of routine bookkeeping tasks so you can finally take that two-week vacation 
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Shoebox Accounting:
Why Decades-Old Methods Are Costing You Your Life 

Too Much Time of Tedious Work 
Spending 4-5 hours per customer just categorizing transactions, sorting papers and receipts each month 
Always Chasing People for Information 
Sending reminder after reminder to get the information you need 
Can't Grow Without Hiring 
Every new customer means you need to think about hiring someone new 
No Time for Family 
Working so many hours means missing important family moments 

We Help Accountants Get Their Lives Back 

Our tool was created by people who know exactly what your daily work is like. How We Make Your Life Better: 
Minimal Time Doing Tedious Work: 
Cut paperwork time from 4-5 hours to just minutes for each customer 
Fewer Client Back-and-Forth 
Spend less time on follow-ups, more time on valuable client discussions 
Help More People Without Hiring 
Add more customers without needing to hire extra help 
More Time for Family 
Work fewer hours so you can attend family events and take vacations 

AI That Solves Your Biggest Bookkeeping Challenges 

Propio combines powerful AI with your expertise to make your firm more efficient and profitable .
AI Transaction Categorization
Automatically categorize expenses and income with remarkable accuracy 
Learn from your preferences to improve over time 
Reduce manual data entry by up to 90% 
Propio transactions categorization
AI-Driven Communications with Clients
AI-Driven Communications with Clients
No more chasing after each other 
AI reaches out to clients via WhatsApp, SMS, or email in their preferred language 
Your clients don't need to download anything new 
Your clients don't need to download anything new 
Live Reconciliation & Reporting
Real-time updates keep books clean and current 
Automatic anomaly detection highlights potential issues 
Generate client-ready reports with a single click 
Deliver insights that help clients make better decisions 
Live Reconciliation & Reporting

Clear Your Tax Season Backlog Faster 

Limited spots available for tax season 2025 
Don't let historical catch-up work slow you down during your busiest season. Propio's AI helps you bring new clients' books up to date in half the time. 
Categorize months of transactions in minutes 
Handle multiple clients at once 
Work directly with your accounting software 
Spot and fix problems automatically 
Coming Soon 

Your Complete AI Bookkeeping Assistant 

Beyond catch-up work, Propio's Core platform transforms your entire bookkeeping process. Grow your practice without growing your team—our AI handles the routine work while you focus on adding value. 
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Smart Transaction Categorization 
Automatically categorize expenses and income accurately 
AI-Driven Client Communication 
AI reaches out to clients via WhatsApp, text, or email in their language 
Live Reconciliation 
Real-time updates keep books clean and current 
Automatic Reports: 
Deliver helpful insights to clients with no extra work 

Works With Tools
You Already Use 

Propio connects directly with your current software, eliminating double-entry and making your workflow smoother. 
Accounting Software
Integrations
quick books logo
QuickBooks Online 
xero logo
Xero 
Client Communication
Channels
whatsapp logo
WhatsApp 
SMS 
Email 

Backed by Leading Investors
Who Believe in Our Vision 

Propio is proudly backed by Investors, who support our mission to transform accounting with AI. 
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Our Careful Rollout Approach 

This platform is being built for bookkeepers and tax pros by bookkeepers and tax pros who've suffered the pain of manual data entry. That's why we call our users partners! We're carefully selecting professionals who can benefit most from our technology while helping us make it even better.

How it Works

Catch-Up Service
01
Connect to accounting software and clients' bank accounts
02
Import additional documents in any format in one click
03
AI automatically categorizes transactions
04
Review only flagged items needing attention
05
Complete reconciliation within platform
06
Generate reports instantly, including those required to file taxes
Core Platform (Coming Soon)
01
Connect to accounting software and clients' bank accounts
02
AI categorizes transactions automatically as they are made
03
AI contacts clients directly in their preferred channel/language if more information is needed
04
Complete reconciliation within platform
05
AI automatically generates and sends custom reports with actionable insights
06
Transition from data processor to trusted advisor

What Our Partners Say 

Propio has been a recent addition to our firm, but it's already making a big difference. The automation saves time, and their AI helps us communicate with clients in their preferred channels and languages." 

Briana Rivas 

TAK Group 

Propio is absolutely fabulous! The industry is evolving, and we have to move with the times—I’m completely on board.

Angie Ward
Toro Taxes Franchisee
Trusted by innovative accounting firms 
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Common Questions 

What makes Propio different from other automation tools? 

Propio combines smart transaction categorization with automatic client communication in multiple languages, designed specifically for accounting and tax preparation firms. 

What if I don't use Xero or QBO (QuickBooks Online)? 

We currently integrate with Xero and QuickBooks Online. If you use different software, let us know during your demo and we'll explore building new integrations to better serve your needs. 

What bank connections are supported? 

Propio connects to over 12,000 financial institutions worldwide through Plaid. If your bank isn't supported, we'll work with you to find a solution during implementation. 

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