Case Study: Propio achieves rapid delivery of AI-powered, plain-language financial insights with Hal9

Hal9 Helps Propio Deliver Custom AI-Powered Financial Insights

Propio, a fast-growing company that helps accounting firms focus on high-value work, needed AI-driven, plain-language financial insights tailored to small business owners and that could integrate seamlessly into its existing reporting platform on a rapid timeline. To meet this challenge they partnered with Hal9 and used the Hal9 Platform to build a custom generative-AI solution.

Hal9’s team rapidly prototyped and fine-tuned models with Propio’s financial data, deploying the solution via a secure cloud API and delivering the project in weeks. The Hal9 implementation enabled accountants to generate clear, actionable AI insights directly within Propio’s reports, improving client reporting, boosting client satisfaction, and helping Propio scale its services and strengthen its market position.

Propio

Rodrigo Carriedo

Chief Executive Officer