Quick Start Guide: Getting Started with Propio

Everything is built to be simple, efficient, and designed around the way you already work.

1. Go to the Clients section and click New.

2. Enter the client's Organization Name and Industry (this helps AI improve categorization).

3. Fill in the contact details, and choose their preferred communication method:

   • Only clients with WhatsApp or Messenger will receive messages.

4. Set the Accounting Start Date — this is the date from which Propio will begin tracking transactions.

5. Click Save.

🧠 Tip: The client’s phone number and email must be unique.

See full instructions on how do I register a brand new client in Propio (New to Your Firm)? →
See full instruction on How do I register a brand new client in Propio (Already in Your Systems)? →

1. Go to the Clients page and search for your client.

2. Click the Onboarding icon on the right.

3. In the Ledger Connection step, choose QuickBooks or Xero.

4. Authenticate the connection and select the account to sync.
   

1. Still inside the Onboarding flow, proceed to the Bank Connection step.

2. Copy the bank link and share it with your client — or enter the details yourself.

3. Clients will connect via Plaid. Once connected, you’ll see a green checkmark.

4. Click Cancel to exit the Onboarding flow. Your connection is saved.

⚠️ Once you're working in Propio, we recommend disconnecting the bank feed in QuickBooks or Xero to avoid duplicate transactions.

1. Go to Clients > Configure (⚙️) > Chart of Accounts.

2. Click Refresh Chart of Accounts to pull the latest structure from the ledger.
   

1. Go to the Transactions page and select your client.

2. Review Pending transactions — Propio AI will suggest categories automatically.

3. Use filters or search to group similar transactions.

4. Use the checkbox next to “Date” to select all visible transactions.

5. Click Send to move them to the ledger.

🧠 Tip: Correcting a category trains Propio’s AI to do better next time.
You can also request a new AI suggestion, request feedback or exclude any transaction temporarily.

Transfers are shown with a locked checkbox.
Just click the category dropdown, match both sides, and click Confirm. Propio will move both entries to Categorized automatically.

If a transaction needs clarification:

1. Click the three-dot menu (⋮) in the Category column.

2. Select Request Feedback — Propio sends a message to the client and moves the item to the Feedback Requested tab.

The message also appears in the Inbox under that client.

1. Go to the Reports section.

2. Select your client, choose the report type (Balance Sheet or P&L), and pick the end date.

3. Click Generate — your report appears in the history table, ready to download.

📌 For Balance Sheets, only a single date is required.
📌 For P&L, select both a start and end date in the same calendar popup.

1. Go to Reconciliation.

2. Select your client and their bank account.

3. Choose the statement end date and click Start Reconciliation.

4. Let Propio complete its 3-step process.

5. If Discrepancy = 0, click Mark as Reconciled.

   • You can manually edit the bank balance if needed.
     

You’ll find Inbox in the left menu.
It only shows clients set up with WhatsApp or Messenger.
You can send and receive messages, track unread replies, and share PDFs or images.

At the top of your screen, click Propio AI to ask questions about accounting, taxes, or finance — in English or Spanish.

Click the expand icon to enlarge the chat or download your full conversation.

Click Feedback at the top of the screen (next to Propio AI).
You can report an issue, suggest an improvement, or just share a thought — we review every message.

✅ That’s it — you’re ready to work!
If you ever get stuck, just open Propio AI or visit the Help Center anytime.