Grow With Propio

Overview

Welcome to Propio! We know that getting used to a new tool can take some time, so we'll walk you through the core concepts you need to know to get up and running with Propio in no time. 👍 Propio has built-in features that make your bookkeeping expierence fast and efficient. Here's a quick look at how to find them!

Who we serve

Propio helps small accounting firms to serve more clients with their existing resources by automating data entry and streamlining client communications, while opening up new revenue opportunities. Accounting firms want to make more money but struggle to hire staff for data entry tasks, creating a vicious cycle that limits growth.

How we do it

Propio automates bookkeeping, monthly financials, tax form preparation, and client communication using AI. By integrating with clients' preferred channels like SMS, WhatsApp, or email and offering multilingual support, we ensure a seamless experience for firms and their clients. Our AI handles routine inquiries. Sensitive issues are redirected back to the firm, providing a personalized user experience and facilitating upselling opportunities for the accounting firms.