More capacity, more revenue, fewer tools.
Propio's AI does the heavy lifting so the same team can serve more clients, sell more advisory, and retire the patchwork of tools.
Scale without hiring
Accounting has always meant: more clients, more staff. Propio breaks that. The AI handles the books, so your team takes on far more clients per person.
4× More clients, same team
Turn compliance into advisory revenue
See every client's tax position in real time, and the strategies to lower it. The value isn't telling a client what they owe, it's saving them money and charging for it.
Your advisory fee lives here
One platform that replaces QuickBooks
Bookkeeping and tax planning on one tax-basis ledger, with invoicing and more on the way. Migrate clients cleanly and retire the patchwork of tools.
Firms are stuck stitching together tools that were never built to work together.
Data lives in silos, year-end means re-keying everything into tax basis, and clients are in the dark until March.
That's the problem Propio was built to end: one tax-basis platform that replaces the patchwork and does the work itself.
QuickBooksWatch Propio do the work.
Invoicing
Get paid, built into the books.
Payroll
Pay teams, built into the books.
A conversational assistant for your clients
Your clients handle their books in plain language.
One platform
Everything included, no per-module games. New modules are included as they ship.
Airbnb payout+$1,580.00Gross receipts · Sch C L1Posted
United Airlines-$428.60Travel · Sch C L24aPosted
Starbucks-$8.75Meals · Sch C L24bPosted
Netflix-$15.49Subscriptions · Sch C L27aPosted
Nike-$89.99Supplies · Sch C L22PostedOne tax-basis ledger. Everything your firm does, on top of it.
A single platform with a tax-basis general ledger at its core. Books, taxes, and clients stay one consistent, real-time picture. The AI does the heavy lifting; your team does the judgment.
Opening balances imported
Migrate
Move clients off QuickBooks in days, white-glove, nothing breaks.
StarbucksMeals · Sch C L24b-$8.75Airbnb payoutGross receipts · Sch C L1+$1,580.00The AI keeps the books
Categorizes, reconciles, builds 1099s, and gets smarter with every client.
Live tax estimate
$32,660
Strategy · S-corp election-$9,400
Plan all year
Real-time tax and financials for every client, every day, not just in March.
Built tax-basis from the ground up, the opposite of every other tool.
AI that does the work, not just suggests it.
Propio's AI runs the books and the tax work end to end: it categorizes, reconciles, reads your checks, and gets smarter with every client your firm brings on.
UberTravel · Sch C L24a-$24.80Categorizes every transaction
Automatically, and learns from every correction your team makes.
Reads and attaches checks
Crops the check image, creates the vendor and the rule. Bank statements without logging into the bank.
Rivera Plumbing LLC
$12,400
Builds your 1099s
Cuts data-collection time dramatically.
Reconciles every account
Including non-standard, non-monthly cutoffs.
Migrates clients cleanly
Off QuickBooks and Xero, without breaking history.
See every client's tax bill before year-end, and the moves to shrink it.
Propio reconstructs a live return from last year's filing and updates it daily as the books change. Quarterly estimates, AI-suggested strategies, proactive outreach.
- A live return, daily
- Quarterly estimates
- AI-suggested strategies
- Proactive client outreach
Bank-level security your clients can trust.
Encrypted everywhere, sensitive data isolated, and a SOC 2 Type II audit underway.
Real results from firms like yours
What the firms already running on Propio have to say.
“I used to log into every client's bank each month, hunt for the check, print the statement, and file it. Now it's one click. Propio gives us hours back, every day.”
“Propio turned tax planning into our best service. I don't just tell a client what they owe, I show them what I'll save them, and I charge for it.”
“We're moving our whole firm to Propio. Having accounting, taxes, and advisory in one platform means more efficiency, everything centralized, and a far more agile, strategic experience for our clients.”
Questions, answered.
The short version of what firms ask us before moving their clients over.
Yes, fully. Books, taxes, and reports live on one tax-basis ledger, so there's nothing left to keep in QuickBooks once a client moves over.
Ready to let Propio do the work, so you can grow the firm?
Bring your real client scenarios to a 30-minute demo and watch Propio do the books, the taxes, and the advisory prep live.