AI assistant (MCP server)
Connect Propel to Claude or any MCP-compatible assistant. Ask about your revenue, pipeline and overdue invoices in plain English, then have it create and send proposals or set up billing.
Learn moreEverything else in Propel
Integrations, notifications, refunds and team controls.
Meta integration
Pull total ad spend from Meta to measure marketing performance against revenue. Per-campaign metrics stay in Meta.
Xero integration
Invoices and payments sync straight into Xero, so there's nothing to export or reconcile by hand.
Webhooks
Push real-time events out of Propel (proposal accepted, invoice paid, payment failed) into your own systems, Zapier or Make.
Email & SMS notifications
Email or SMS alerts when a proposal is accepted, a payment fails or a refund goes through.
Partial refunds
Refund part of an invoice without cancelling the rest. Refunds show up separately in your reporting.
Granular access
Invite teammates and assign roles. Control who can send proposals, run billing, manage clients or just view reporting.
Multiple organisations
Run multiple agencies or business entities from a single login. Switch between organisations without signing out.
All of it is included in the 30-day free trial.
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