Welcome to Propio! This quick start will walk you through the essential steps to begin using Propio as an accountant — from registering your first client to categorizing transactions and generating reports.

Learn how to use every part of Propio with clear, action-focused guides. From registering clients and connecting accounts to categorizing transactions, generating reports, requesting feedback, and using Propio AI

Frequently Questions and Smart Tips to make the most of Propio