Propio

Propio is an AI-based accounting and tax platform built for accounting firms. Its core is a tax-basis general ledger mapped directly to US tax forms (1040, 1065, 1120S, 1120), which the company contrasts with tools that keep books on an accrual basis and convert them at year-end. Bookkeeping, tax planning, client management and reporting all read from and write to that single ledger, and the company positions the product as a full replacement for QuickBooks.

The platform's AI automatically categorizes transactions and learns from user corrections, reconciles accounts (including non-standard and non-monthly cutoffs), captures and attaches check images while creating vendors and rules, retrieves bank statements, and builds 1099s (for example 1099-NEC). A tax planning module reconstructs a live return from the prior year's filing and updates it daily as the books change, producing quarterly estimates, AI-suggested strategies such as S-corp elections or retirement plans, and prompts for proactive client outreach. A conversational assistant lets end clients handle bookkeeping questions in plain language, and the interface supports English, Spanish and Portuguese. Invoicing and payroll are listed as coming soon. Supporting documentation covers onboarding, transactions, banking and reconciliation via Plaid, reports (profit & loss, trial balance, balance sheet), chart-of-accounts migration, AI categorization, contacts, communications and organization management.

On security, the company states that data is encrypted in transit and at rest, that sensitive data such as Social Security numbers is automatically protected, and that a SOC 2 Type II audit is underway.

Business model

Propio sells a single subscription platform to accounting firms rather than per-module licensing; the company states that everything is included with no per-module charges and that new modules are included as they ship. Firms adopt the platform for their client base, migrating clients off incumbent ledgers with a white-glove migration service, and the product is positioned to let a firm increase the number of clients handled per staff member and to add billable tax-planning and advisory work on top of compliance services.

Traction

The company publishes testimonials from firms running on the platform, one of which describes moving its entire firm to Propio. A funding report published in March 2026 lists the company at six employees with $120,000 raised.

Latest developments

Reported funding of $120,000 was published in March 2026. Invoicing and payroll modules are listed as coming soon, and a SOC 2 Type II audit is described as underway.