Welcome to Propra 👋
We’re so excited to have you here.
On behalf of our entire team, welcome to Propra! We’re truly grateful to be hosting your portfolio on our platform and to be supporting your business as you grow and streamline your operations.
This Knowledge Center is your go-to resource for everything Propra.
How to Use This Knowledge Center
Inside this space, you’ll find:
Step-by-step feature guides
Workflow explanations
Detailed breakdowns of settings and functions
Video walkthroughs
Best practices and tips
Each article is designed to help you fully understand:
What a feature is
What it does
When to use it
How it connects to your overall workflow
How to use every function within it
Please Read Before You Click
We strongly encourage you to read the article for a feature before using it for the first time.
Propra is a powerful system, and many features connect to accounting, reporting, and automations behind the scenes. Taking a few minutes to understand a feature first will:
Prevent errors
Reduce rework
Save you time
Help you feel confident using the system
Ensure your accounting stays clean and accurate
Once you understand how a feature works, you can move into the task knowing exactly what it’s designed to do.
Meet FIN 🤖 — Your AI Support Agent
If you’re in the middle of your workflow and:
Something isn’t working the way you expect
You’re unsure what step to take next
You have a “how do I…” question
You need clarification on a feature
Start with FIN, our AI support agent.
FIN currently has a 91% accuracy rate and is trained directly on our help articles and platform documentation. In most cases, he can give you an immediate answer so you can keep working without interruption.
FIN is available right inside Propra and is your fastest path to support.
What FIN Is Not
While FIN is a powerful support tool, there are some important limitations to understand.
FIN Does Not Access Your Account Information
FIN is not directly connected to individual user accounts and cannot read your private account data, financial records, tenant information, or company details.
His responses are generated from Propra help articles and platform documentation only.
This means FIN can explain how features work, but cannot review or analyze your specific account activity.
FIN Is Not an Accountant or Bookkeeper
FIN is not a trained accountant or bookkeeper.
His responses are based entirely on existing support documentation and workflows. Because of this, accounting or bookkeeping questions may result in incomplete or incorrect accounting guidance.
For example:
FIN can explain how to create an invoice and what an invoice is
FIN can explain where accounting features are located
FIN can explain accounting workflows within Propra
FIN can explain how to find a transaction
However, FIN cannot advise you on:
Which General Ledgers to use
Proper bookkeeping practices
Financial compliance decisions
Accounting treatment or reconciliation decisions
Always refer to your internal accountant or bookkeeper for accounting advice and financial decisions.
Enterprise Bookkeeping Support
Propra does offer bookkeeping support services through:
The Enterprise package
Enterprise Support add-ons
If you would like information about these services, please contact:
We’re Here to Support You
Our goal is not just to provide software, it’s to help you operate efficiently, confidently, and accurately.
The more familiar you become with each feature, the more powerful Propra becomes for your business.
We’re thrilled to be part of your journey and can’t wait to see what you accomplish on the platform.
Welcome to Propra, we’re so happy you’re here. 🚀