Prosper AI

AI-Centric Practice Management

We're changing the way professionals Prosper

Taxes
Streamline tax planning
with the power of AI. 
All-in-One tax planning. Seamlessly prepare tailored tax strategies, perform “what-if” scenarios, analyze financials, and much more, with Prosper AI.
90%
Faster Process
67%
Cheaper
Features you will love :
Increase revenue
Reduce operating costs
Efficient Research
Banking 
Payroll
Integrations (QB, Xero, IRS, banking, and many more)
Make clients more
profitable
Over 100K identified tax strategies
Fine tuned AI models
CRM
AI-Powered analytics
Automations
CFO Services
Optimize Financial Performance with AI.

Prosper AI provides CFOs with the tools to drive financial strategy, manage risk, and ensure long-term business success.

Our platform offers:

Advanced Financial Modeling: Forecast future financial outcomes with precision.

Risk Management: AI-powered tools to identify and mitigate financial risks.

Automated Reporting: Generate comprehensive financial reports effortlessly.

Cash Flow Optimization: Ensure liquidity and maximize profitability.

92%
More Efficient Processes
99%
Cost Reduction
Features you will love :
Detailed Forecasting
Automated Compliance
Strategic Insights
Integration with ERP Systems
Customizable Dashboards
Legal
Enhance your firms operations.

Prosper AI offers an AI-powered workspace designed for law firms and legal professionals.

Automate your repetitive tasks and access public sources and your own data in one single platform

90%
Faster Process
84%
Cheaper
Features you will love :
Automated contract review
Fast discovery process
Case management
Voice-to-text
Integrations
Efficient Research
Case law analysis
Personalized client services
Fine tuned AI models
CRM
AI-Powered analytics
Automations
Wealth Management
Supercharge what you can do for clients. 

ProsperAI streamlines client service and operational efficiency by offering comprehensive tools for financial advisory and investment analysis.

92%
Faster Process
99%
Cheaper
Features you will love :
Increase revenue
Reduce operating costs
Efficient Research
Banking 
Payroll
Integrations (QB, Xero, IRS, banking, and many more)
Make clients more
profitable
Over 100K identified tax strategies
Fine tuned AI models
CRM
AI-Powered analytics
Automations
benefits

Prosper AI Practice Management
Advisory Engagement
Deliver strategic advice to your clients with precision. Utilize client dashboards, financial modeling, and scenario planning to provide actionable insights and maintain a competitive edge.
ROI Visualization

Real-time dashboards and detailed reports enable you to present clear, compelling data to your clients, demonstrating the value of your services.

Strategy & Templates

Streamline your operations with our comprehensive strategy and template library. Customize these templates to fit your practice’s unique needs, ensuring consistency and efficiency in your workflows.

Education

Keep your team at the forefront of industry knowledge Equip your team with the skills and knowledge to provide top-tier service to your clients.

Quality Control

Maintain high standards with our robust quality control features. Our software allows you uphold the quality and accuracy of your work.

Community &
Coaching

Connect with peers network with other accountants, legal professionals, and wealth managers, share best practices, and receive guidance on complex issues.

AI Client Brain

Train Prosper to know all client details so you and your client can make better financial decisions.

Analytics With AI

Analyze financials. Deep understanding of client’s operations at your fingertips.

Research

Over 130,000 tax documents at your disposal.

Connect Prosper AI with software
you already use
Get a Demo
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