How To Use Propio – Step by Step
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
New Clients
New vs. Existing.
Choose the right setup based on whether the client is new to your firm or already exists in your accounting systems.
2 categories
24 articles
Transactions
Manage, categorize, filter, export, and edit transactions easily in Propio. Here’s everything you can do on the Transactions page.
6 articles
Reports
Generate, consult, and download financial reports in Propio — including Profit and Loss and Balance Sheet reports — all organized by client and always accessible.
2 articles
Reconciliation
Propio’s reconciliation tool helps you compare your client’s bank balance with their ledger balance to ensure everything matches.
1 article
Inbox – Client Messaging in Propio
Use the Inbox in Propio to send and receive real-time messages with your clients via WhatsApp or Messenger. Share documents, receive responses, and track unread messages — all in one place.
2 articles
Propio AI Bot
Propio AI is your built-in assistant for answering questions about accounting, finance, bookkeeping, taxes and more — available in English or Spanish.
1 article
Report Errors in Propio
If you encounter a problem or want to share a suggestion with the Propio team, you can easily send feedback from within the platform. We review every message carefully to keep improving your experience.
1 article