# Propio

> Propio builds AI bookkeeping and tax-planning software for accounting firms serving US small businesses. A tax-basis general ledger connects transaction categorization, reconciliation, client questions and reporting, with multilingual workflows and a focus on firms serving Latino-owned businesses.

- **Founded:** 2023
- **Headquarters:** Seattle, United States
- **Founders:** Rodrigo Carriedo (Founder & CEO), Alan Gonzalez (Co-founder & CTO)
- **Products:** Tax-basis general ledger, Automated transaction categorization, Tax planning, Check capture, Client communications
- **Notable:** Selected for Techstars Seattle’s 2023 cohort and featured at its January 2024 demo day., Won the $5,000 audience prize at Pitch Latino Seattle on May 8, 2024., Alan Gonzalez was named a 2025 Puget Sound Business Journal 40 Under 40 honoree, according to the founder’s public announcement.

## Products & services

- **Tax-basis general ledger** — Core ledger maps accounting data to US tax forms and supports bookkeeping, reconciliation and financial reporting.
- **Automated transaction categorization** — Pattern detection and vendor rules precede AI categorization; confidence signals and configurable auto-posting route exceptions to professionals.
- **Tax planning** — Company describes a live tax picture built from prior filings and changing books, with estimates and suggested strategies for professional review.
- **Check capture** — Extracts check details when supporting images are available; availability depends on the institution and statement setup.
- **Client communications** — SMS and WhatsApp questions link replies to specific transactions; supports English, Spanish and Portuguese and escalates unresolved threads.
- **Ledger migration** — Migration from QuickBooks Online, QuickBooks Desktop and Xero, including chart-of-accounts configuration and mapping.

## Achievements

- Selected for Techstars Seattle’s 2023 cohort and featured at its January 2024 demo day.
- Won the $5,000 audience prize at Pitch Latino Seattle on May 8, 2024.
- Alan Gonzalez was named a 2025 Puget Sound Business Journal 40 Under 40 honoree, according to the founder’s public announcement.
- Founder announced Propio’s inclusion in the 2026 Angeles 100.

## Latest updates

- **2026-06** — Privacy policy updated June 15, 2026; specifies professional review of AI output and states customer tax and financial information is not used to train AI models.
- **2026-10** — Website reviewed October 23: positions Propio as a QuickBooks replacement; lists invoicing, payroll and a conversational client assistant as coming soon. This is the observation date, not a release date.

## Links

- Website: https://www.joinpropio.com/
- LinkedIn: https://www.linkedin.com/company/joinpropio/
- Twitter/X: https://twitter.com/join_propio
- Facebook: https://www.facebook.com/joinpropio

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Profile page: https://yespress.io/propio
Published by YesPress — https://yespress.io
Last updated: 2026-10-23