Prospero gives accountants, auditors, and financial advisors a smarter way to prepare proposals. Whether you’re pitching bookkeeping services, tax planning, or financial audits, you can present your expertise clearly, show value upfront, and earn client trust from the very first proposal.
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Prospero equips accounting professionals with tools to save time, simplify numbers, and turn proposals into signed agreements faster.
Cut down on drafting time with templates built for accountants. Lay out services, fees, and timelines in formats that clients can understand without getting lost in technical jargon.
Communicate financial details in plain language. The AI writing assistant helps polish explanations, rewrite technical terms, and adjust tone for individuals, startups, or corporate clients.
Keep proposals accurate and secure while working as a team. Assign roles, track edits, and manage sensitive client information in one shared workspace.
Skip the delays of printing or scanning. Clients can review and sign proposals from any device, making approvals quicker and more reliable.
Ensure no proposal goes unnoticed. Schedule reminders and personalized follow-ups that keep conversations moving until the deal is closed.
See how prospects interact with your proposals in real-time. Know when they open, how long they review, and when to reach out again.
Prospero integrates with FreshBooks, QuickBooks, Stripe, Integromat and Zapier, so you can generate an invoice and get paid with one click. You can also install 3rd party scripts like Google Analytics, heatmaps and live chats.
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