What’s New on Propio: More Power, More Automation, More Control.

If you’re already using Propio, you’ll love what’s new.
We’ve just launched powerful updates to help you save time, streamline client communication, and scale your workflow without scaling effort.

🚀 Here are 6 new features that are already helping firms like yours do more with less:

1. Bank statement upload + Ready to be categorized
   Forget data entry. Upload PDF bank statements and Propio turns them into ready to categorize transactions.

2. AI-powered reports
   Get clear, actionable, and ready to share reports. A new way to show your value as a financial advisor.

3. Create and edit Payees/Vendors
   Full control to keep your contacts organized and up to date.

4. Train once, automate forever
   Our new AI configuration lets you train Propio once and applies your logic to future tasks. Smarter. More efficient.

5. Send client messages in their preferred language
   Now you can choose whether your clients receive notifications in English or Spanish, effortlessly.

6. Smarter Help Center
   Updated guides, smart search, and quick resources. Always there when you need them.

🔗 Explore what’s new at joinpropio.com or contact our support team for a personalized walkthrough.

All features are now live try them today and watch your productivity soar.

Let’s build the future of accounting together.