What you can ask
“How did Rivera Landscaping do in October compared to September?”
Reads the client's Profit & Loss for both months and explains the change.
“Show me Casa Lupita's uncategorized transactions from last week and suggest categories.”
Lists the transactions with a suggested account for each. Nothing changes until you approve.
“Ask the client what the $1,240 Home Depot charge on March 3 was for.”
Drafts the question in Propio and sends it to the client after you confirm.
Connect from Claude
- 1
In Claude, open Settings and then Connectors.
- 2
Select Browse connectors and search for Propio.
- 3
Select Connect.
- 4
Sign in with your Propio account and approve access.
- 5
Start a new chat and ask “Which firms do I have in Propio?” to check that it works.
What Claude can see and do
- Claude works as you: it sees only the firms and clients your Propio user can see.
- By default, Claude asks for your approval before it changes anything in Propio.
- Propio does not use your data to train AI models. Read our Privacy Policy.
Disconnect
In Claude, open Settings, then Connectors, select Propio and choose Disconnect.
Need help?
Write to support@joinpropio.com.