Frequently Asked Questions
If you don't see the answer you're looking for below, please reach out to us at support@joinpropio.com.
What if I don’t use Xero, or QBO (Quickbooks Online)?
We currently integrate with Xero and QuickBooks Online (QBO). If you use a different accounting software, don’t worry! Let us know what you’re using, and we’d be happy to explore building an integration for the software you use. We’re always expanding our integrations to better serve our users.
Additionally, using Propio makes using Xero/QBO easier and less expensive. Book a demo with us to learn more.
What if my bank is not in those supported by Plaid?
Plaid is continually expanding its network, which currently includes over 12,000 financial institutions worldwide. If your bank isn't supported, it's possible that Plaid may integrate with it in the future.
If you’re unable to find your bank in Plaid, please let us know at support@joinpropio.com and we will work with you to connect your bank.
What is Propio, and what can it do for me?
Accounting firms choose Propio because it transforms the way they manage client financials, saving time and improving accuracy. With Propio, firms centralize all client communications through a unified platform, automate over 90% of bookkeeping tasks, and deliver tailored, tax-ready financial reports with minimal effort. Propio’s advanced AI assistant handles routine inquiries and data processing, freeing accountants to focus on advisory services and building stronger client relationships. By integrating seamlessly with popular accounting tools like Xero and QuickBooks Online, Propio ensures efficiency, scalability, and a better client experience, making it an essential partner for modern firms.
Propio helps your accountant by:
Centralizing Communication: Consolidating messages across platforms for seamless interactions.
Streamlining Bookkeeping: Automating 90% of transaction categorization to save time.
Providing AI Assistance: Enhancing efficiency with Propio's AI accounting assistant.
Automating Client Alerts: Proactively managing reminders and notifications for smoother operations.
And much more!
How much does Propio cost?
$20 per active accounting client per month
Monthly platform fee: $200* per month
Retroactive accounting: If you use Propio to handle accounting for previous periods, the cost is $20 per client per month for each prior month processed. For example:
Processing 3 months retroactively costs $60 per client.
The platform fee is not retroactive. In the above scenario you would be charged a $200 platform fee for the current month.
*Please let me know if you are a Toro Tax Franchisee for splecial pricing.