Propense.ai: Proactive Revenue Intelligence for Professional Services

Propense.ai empowers accounting and legal firms with an AI-driven platform that anticipates unmet client needs by analyzing historical data, service offerings, market signals, and public events. This strategic solution transforms raw firm insights into revenue-boosting cross-selling opportunities while maintaining strict data isolation and seamless integration with existing workflows.

Key Features:

• Proactive Need Anticipation: Identifies gaps in client service coverage using historical patterns and real-time market triggers.
• Strategic Initiative Alignment: Adapts recommendations to firms' growth goals through custom internal initiatives input.
• Cross-Selling Revenue Engine: Delivers precise service suggestions to maximize revenue from current clients without data sharing.
• Data Isolation Guarantee: Ensures no firm data is shared externally or used for training other models.
• Enterprise Security Compliance: Supports SSO, MFA, and professional services industry security standards.
• CRM & Workflow Integration: Connects natively with Salesforce, Dynamics, HubSpot, and time/billing systems.

Pricing: Propense.ai offers a custom pricing model tailored to firm size and integration needs; contact for specific quotes.

Conclusion: The platform's rapid adoption by top accounting firms and human-centric design make Propense.ai the industry-leading solution for turning client data into proactive revenue growth opportunities.