Connect. Approve. Package.
Prosper scans messy founder finances, turns them into decisions, and packages the evidence for your CPA.
Connect
- Connect supported accounts, forward receipts, or import activity. Prosper scans read-only by default where connections are available.
- Forward receipts to your dedicated Prosper email
- Import activity when a direct connection is not the right path
- Prosper keeps connection and import claims tied to what is actually configured
Approve
- We group transactions into clusters: recurring SaaS, transfers, payouts, and missing receipts
- Prosper groups transactions into business decisions. Tap approve, change, or ask CPA.
- Tap Approve to accept, Change to override, or Ask CPA to flag for your accountant
- Each approval is recorded with the evidence that supported it
Package
- Each month, Prosper prepares a pulse around what is ready and what still needs review
- Resolve waiting decisions in chat
- Every month, your CPA gets a clean evidence packet while you stay out of accounting software.
- Send the packet to your CPA for review in Pro Mode
What a Monthly Pulse looks like
April is 84% CPA-ready. 5 decisions waiting. $1,850 in likely business expenses.
Free users see the status. Pro users tap through, resolve the decisions, and generate the packet.
For accountants
If you're a CPA, Prosper is the front door for your clients. Invite-only access lets you view a client's workspace in Pro Mode, with the existing accounting surface - chart of accounts, journal entries, reports - alongside the founder's chat-driven approvals.
Prosper never moves money.
Your CPA decides tax treatment.
You can change any recommendation.
Try the cleanup before you upgrade.
Start free, connect accounts, and see your first clusters.