Connect Propel to Claude and your proposals, invoices, payments and revenue are one question away. It doesn't just read your numbers. It acts on them.
Free for 30 days. Cancel any time.
Which invoices are overdue right now?
Propel · search_invoices · search_payments
Two are overdue, A$6,380 in total. Harbour & Co owes A$4,180 on INV-0212, due 9 days ago: their card was declined, so it's worth a call. Northside Physio owes A$2,200 on INV-0207, due 3 days ago, and it's set to retry tomorrow.
How did recurring revenue this quarter compare to last?
Propel · get_revenue · search_proposals
Recurring revenue collected this quarter is A$48,600, up from A$41,250 last quarter, an 18% lift. Most of it came from the three retainers accepted in July. Projected recurring for next quarter is A$52,900.
Make a proposal for Bayside Dental from our SEO retainer template and send it to them.
Propel · search_clients · create_proposal · send_proposal
Done. I created proposal #1042 for Bayside Dental from the SEO Retainer template (A$2,400 a month) and sent it to Sarah Mitchell. She'll save a payment method when she accepts, and the first invoice will charge automatically.
Most billing tools were built for clicking. To find out who hasn't paid, you log in, find the report, filter it and export a CSV.
Propel was built to be asked. The answer takes one sentence, and the follow-up (chase them, send the proposal, set up the retainer) takes one more.
No code, no API keys. Sign in to Propel and approve access.
Your free trial includes it.
In Claude, open Settings, then Connectors, and add Propel as a custom connector.
Sign in with your Propel login and approve. Your assistant sees what your Propel role allows, nothing more.
A teammate who can't run billing in Propel can't run it through AI either.
The assistant only ever sees a card brand and its last four digits.
Claude asks before changing your data or emailing a client.
Start your free trial, connect Claude, and ask what you're owed.
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