accounting

Whitespace Identification

BD teams can pinpoint top services the firm should introduce to each client - and why. Segment recommendations by a partner’s book or a specific industry, client, department, or engagement type. Our predictive models allow you to develop targeted, data-backed BD plans to help organically grow revenue from your existing clients.

Service Alerts

Monitor real-time market triggers like M&A activity, leadership changes, and funding events to identify key moments to engage clients. BD teams and partners can stay ahead of client needs with timely service recommendations based on current events that drive growth and retention.

Strategic Planning

By pinpointing top service opportunities, explaining the relevance of each opportunity, and identifying and connecting internal subject-matter-experts, BD, marketing, and partners are able to collaboratively develop strategic growth plans across departments and industries.

Propense uses AI-driven analytics, real-time market triggers, and historical service data to predict your clients’ needs and recommend the most relevant services your firm can offer in response. This proactive approach ensures you’re always ready to deliver value at the right time, strengthening client relationships, improving client stickiness, and driving organic growth.

No, each customer deployment of Propense is completely separate, and no data from your firm is shared with or used to train models for other firms. Propense has researched over 1,000 unique accounting services to develop baseline ideal-client-profiles and rules regarding which clients can and cannot get specific service recommendations, but we keep each client’s information fully isolated and protected.

Yes, Propense will still generate insightful service recommendations even if your firm's data isn't perfectly clean. We partner with RelPro to provide enriched company records and have a dedicated data analyst who helps fill in gaps to ensure data completeness. Every firm we’ve worked with has had this concern, and we’ve successfully addressed it by applying this enrichment approach before running recommendations, ensuring accurate and actionable insights.

Propense is a cloud-based platform that doesn’t require on-premise installation. To leverage its full capabilities, your firm needs:

A CRM or Billing System – Propense integrates with platforms like Salesforce, Dynamics, and HubSpot, as well as time and billing systems, to analyze client engagements and service history.
Secure Web Access – A modern web browser (Chrome, Edge, or Firefox) with internet access is required to access the Propense platform.
Data Connectivity – While we can work with structured and unstructured data, having API or file-based data access improves accuracy and automation.
User Authentication – We support enterprise security standards, including Single Sign-On (SSO) and Multi-Factor Authentication (MFA), for secure access.

No additional software or infrastructure is required—Propense seamlessly integrates into your firm’s existing technology stack.

Propense is designed to integrate into the workflows of the various personas involved in client service and business development at accounting firms–from marketing and BD to accountants and leadership. We recognize technology has little value unless it’s seamlessly integrated and adopted. That’s why we’ve developed a structured, accounting-specific adoption framework that focuses on understanding your existing processes and incorporating Propense’s insights into them.