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NEW Propelly Agents — your finance team's autopilot

Finance, Running Itself.

Propelly unifies your ledger, billing, and operations — then puts AI agents to work closing the books, chasing receivables, and surfacing the numbers before you ask.

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app.propelly.com/finance
Propelly
Overview
General Ledger
Invoices & AR
Bills & AP
Reports
Agents
Good morning!
Here's what's happening with your business today.
Books 96% closed
Cash Position
$8.42M
12% ▲ vs prior year
Net Runway
19 mo
2 mo ▲
Overdue AR
$214K
8 invoices
Revenue vs. Spend
Propelly AI
I reconciled 1,284 transactions and flagged 3 that need your review.
Duplicate vendor payment
Northwind Logistics · $4,200
Misclassified expense
AWS · move to COGS
Review & Approve

Trusted by finance teams scaling fast

Northwind Lattice&Co Vantage Meridian Cobalt Forge&Field Northwind Lattice&Co Vantage Meridian Cobalt Forge&Field
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Average close, down from eleven.
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Of transactions reconciled by agents.
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Saved per team, every month.
One System of Record

Everything Finance Runs On.

No more stitching together spreadsheets, a legacy ERP, and five point tools. Propelly is the ledger of truth — and the agents that act on it.

Ledger

Live General Ledger.

Every transaction posts in real time and reconciles itself. Close in days, not weeks.

10:42:07 · Stripe payout+$61,204.18✓ matched
10:42:09 · AWS invoice−$18,332.90✓ matched
10:42:12 · Payroll accrual−$142,650.00✓ posted
10:42:15 · Vendor payment−$4,200.00⚑ flagged
Agents

AI Agents Built In.

Not a copilot bolted on — agents that own the close, collections, and anomaly detection.

Billing

Billing & Receivables.

Invoice, collect, and recognize revenue automatically. Agents chase late payers for you.

Spend

Spend & Procurement.

Approvals, POs, and vendor management with controls that enforce themselves.

Reporting

Real-Time Reporting.

Board-ready P&L, cash flow, and forecasts that update the moment data changes.

Controls

Audit-Grade Controls.

Every action is logged and attributable. SOC 2 Type II, GAAP, and SOX-ready.

SOC 2 Type II GAAP SOX-Ready
How It Works

Live In Weeks. Autonomous In Months.

1

Connect Your Stack.

Sync your bank, payroll, CRM, and existing GL. Propelly maps your chart of accounts in a guided onboarding — no rip-and-replace.

2

Set the Guardrails.

Define approval thresholds, policies, and the close calendar. Agents operate strictly inside the controls you set.

3

Let It Run.

Reconciliation, collections, and reporting happen on their own. You review exceptions and approve — that's it.

Under the Hood

Watch an Agent Work.

Every run is a transparent sequence of steps — streamed live, logged forever, reversible always.

propelly-agent · live session
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Propelly Agents

A Finance Team That Works While You Sleep.

Assign agents to the work nobody wants to do. They pull from the live ledger, follow your policies, and escalate only what needs a human.

Close Agent — reconciles accounts and drafts journal entries every night.
Collections Agent — chases overdue invoices with personalized, on-brand follow-ups.
Anomaly Agent — flags duplicate payments and out-of-policy spend in real time.
Close Agent Running
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Books are 96% closed. Estimated time saved this month: 31 hours.
Integrations

Connects To the Tools You Already Run.

Banks, payroll, CRM, and data warehouses — Propelly syncs both ways and keeps your existing stack in lockstep.

Stripe
Brex
Ramp
Gusto
Plaid
Salesforce
NetSuite
Snowflake
Workday
HubSpot
Shopify
QuickBooks

40+ integrations, two-way sync. See Them All →

“We cut our monthly close from eleven days to three, and our controller spends her time on analysis instead of reconciliation. Propelly feels less like software and more like another head on the team.”
DR
Dana Reyes
VP Finance, Meridian
Pricing

Priced To Scale With You.

Every plan includes the full ledger, unlimited users, and SOC 2 controls. Agents scale as you grow.

Growth

For teams replacing spreadsheets.

$1,200/mo
Start Free Trial
Full general ledger & reporting
Close Agent included
Up to 5 connected accounts
Email support
POPULAR
Scale

For finance teams going autonomous.

$3,400/mo
Book a Demo
Everything in Growth
All agents — close, collections, anomaly
Unlimited connected accounts
Advanced approvals & controls
Priority support & CSM
Enterprise

For multi-entity & global teams.

Custom
Talk To Sales
Everything in Scale
Multi-entity consolidation
Custom agents & workflows
SSO, audit logs, SOX pack
Dedicated solutions engineer

See What Your Team Could Stop Doing.

Book a 30-minute demo and we'll map Propelly to your close, your stack, and your controls.

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