Set up your organization and invite your team to Propio.
Review, categorize, and manage your clients' financial transactions.
Connect bank accounts and keep your books reconciled.
Generate Profit & Loss, Trial Balance, Balance Sheet, and more.
Migrate, map, and manage your clients' Chart of Accounts.
Let AI suggest transaction categories — you stay in control.
Add, activate, and manage your accounting firm's clients.
Organize and manage the contacts associated with each client.
Use AI to handle client messages, forms, and document requests.
