How it works

Live in weeks, autonomous in months

No multi-quarter implementation, no army of consultants. Connect your stack, set your guardrails, and let Propelly's agents take the repetitive work off your plate — one approval at a time.

01

Connect your stack

Sync your bank, payroll, CRM, and existing general ledger. Propelly maps your chart of accounts in a guided onboarding and backfills history so the numbers are right from day one — no rip-and-replace.

Pre-built connectors for 40+ banks & tools
Guided chart-of-accounts mapping
Historical backfill & reconciliation
CONNECTED SOURCES
Mercury · OperatingSynced
Stripe · RevenueSynced
Gusto · PayrollSynced
Salesforce · CRMMapping
02

Set the guardrails

Define approval thresholds, spend policies, and your close calendar. Agents operate strictly inside the controls you set — anything outside the lines gets escalated to a human, every time.

Approval thresholds by amount & category
Policy rules agents can't override
A close calendar the whole team shares
APPROVAL POLICY
Bills under $1,000
Auto-approved by agent
$1,000 – $10,000
One approver required
Over $10,000
Controller + CFO sign-off
03

Let it run

Reconciliation, collections, and reporting happen on their own. You review the exceptions agents surface, approve with a click, and watch the close progress in real time. That's the whole job now.

Nightly reconciliation & drafted entries
An exception queue, not a to-do list
Books that close themselves to 96%+
Close agent Running
Auto-matched 1,281 of 1,284 transactions.
Drafted 14 journal entries for accruals.
Books 96% closed · 3 exceptions awaiting review.
A typical rollout

From kickoff to autonomous

WEEK 1
Connect & map

Sources synced, chart of accounts mapped, history backfilled.

WEEK 2
Configure

Approval rules, policies, and close calendar set with your team.

WEEK 3–4
First close

Run your first month-end with agents drafting, you approving.

MONTH 2+
Autonomous

Agents own the routine; you review exceptions and analyze.

See it mapped to your close

A 30-minute walkthrough with our team, using your stack and your numbers.