Unlock higher margins and client satisfaction with AI for accounting firms
By automating tasks like bookkeeping, financial reporting, tax compliance, and client communication, Propio enables accounting firms to serve more clients without hiring additional staff.
Serving Accounting Firms
Accounting firms face growth limitations as expanding client services necessitates hiring more staff, increasing costs and management burdens. Propio automates bookkeeping, monthly financials, tax form preparation, and client communication using AI and natural language processing.
Supported by:
Empower your clients by leveraging their existing conversational channels in their preferred language.
Propio provides a convenient solution for managing client inquiries via SMS, WhatsApp, or email. Our AI-powered chatbot and accounting team work together to handle inquiries efficiently, ensuring your clients receive prompt and accurate responses without overwhelming your inbox. Our chatbot can handle simple questions, while our bookkeeping team can assist with more complex issues that require a human touch. For tough questions and upsell opportunities, we will even pass the conversation back to you.
Our Services
Core Package
Tailored for accounting firms seeking to scale their business, enhance client satisfaction, and grow their margins.
✅ Hands-free Bookkeeping
✅ P&L, Balance Sheet, and accurate monthly financials
✅ Client Communications Hub (WhatsApp, SMS, and Email)
Propio Tax
Provide your customers with a comprehensive offering that serves all their tax compliance needs.
✅ Everything in Core
✅ Federal Tax Filings
✅ State Tax Filings
✅ One personal tax filing for disregarded entities
Meet the Team
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Rodrigo Carriedo
Founder & CEO
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Samir Almokhamad
Head of Finance & Operations
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Fernando Aguilar
Head of Engineering
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Nancy Martínez
Product Strategy and User Experience Analyst